Old methods don’t open new doors

Managing an asset and business portfolio

When a wholesale family business did not get a return on its vast property portfolio, Stylequity saw an opportunity in creating additional wealth for the business by maximising its property portfolio and yield from that portfolio. We set up a funding structure of the operational business units ensuring the release of $30 million worth of property by the bank. This is currently being implemented.

When property is managed appropriately, it can add significantly to family wealth creation. Operational business funding should be assessed so that property assets are not used for security of funding.