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Investment Strategy Design for Mr. Z a HNW Individual

   

Added on  2019-09-30

6 Pages1006 Words491 Views
Running head: Investment decisions for Mr. Z1Investment Strategy Design for Mr. Z a HNW IndividualStudent’s NameStudent’s School

Investment decisions for Mr. Z2ContentsIntroduction....................................................................................................................................3Things to be considered before investing.....................................................................................3Why Property Stocks and REITs are better options then Real Property Investments..........4Proportion of Investments between Property Stocks and REITs.............................................5References.......................................................................................................................................6

Investment decisions for Mr. Z3Introduction:Investment is the most appropriate way of increasing ones assets. The money which one has grows only when it is converted into some good and growing asset and as the value of the asset increases, so does the value of the money. Real estate is one sector which is regarded as oneof the safe mode of investments and it is considered to give a healthy returns. The reason why many people cannot invest in real estate is that it need some good amount of investments in the beginning itself. Investing such huge amount may not be feasible for masses and hence High Income Group people treats it as a safe and ever increasing harbor[ CITATION Sam14 \l 1033 ]. In an economy like Singapore where land is not available in abundance, if one can invest in somehealthy real estate there, then the returns are destined to be healthy and promising. With this pretext, the following report is for the client Mr. Z, who is to invest 5 Million SGD.Things to be considered before investing:The basic pretext of investment states that the “Risk – beta” must be low and the returns are assured to be keeping very less deviations. The following are the major points considered for Mr. Z[ CITATION Joh16 \l 1033 ]:-Should consider this investment as a thorough source of income. That income must be recurring and should be able to produce some good for the client.-It should beat inflation. Statistically, the property prices rises at the same rate as that of inflation, so investment must be in some thorough asset that is able to beat the inflation. In this case the inflation is 3%, hence increase of almost 4 to 5% is something expected.

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