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Deep Crstal Investment

Real Estate

Deep Crstal Investment

Creating long-term shareholder value is a core focus in our business and we continue to conclude significant transactions, which meet the Group’s exacting investment criteria, in line with this principle.

Sustainability

First World Hybrid Real Estate Plc (“FWHRE” or the “Fund”) is a real estate investment company that invests in a combination of direct real estate and listed real estate investment trusts (“REITs”) with the aim of generating a reliable, predictable and growing income which will make up the majority of the generated return.

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The fund invests in properties which:

  • Are well located in the United Kingdom and are not of a specialised nature.
  • Are tenanted by large, multinational and/or listed companies with a high Credit Safe rating.
  • Are on long term leases with upwards only reversions, where the tenant is responsible for all maintenance and insurance of each property.
  • Provide net income growth from rental increases which are contained in the leases.

Asset Swap

Where investors have reached their foreign investment allowance limit they can utilise Marriott’s asset swap capacity to invest in FWHRE. This facility is also available to trusts and companies wishing to invest into FWHRE.

Probate

Death Bed Donation

Marriott recommends the use of either a death bed donation and/or a joint account. A death bed donation takes effect on the day preceding the death of the investor and is the legal mechanism for transferring ownership to surviving beneficiaries. As the investment is no longer owned by the original investor on the day of their death, the investment will not form part of an offshore estate for probate purposes.
From a South African tax perspective death bed donations are deemed to be dutiable property of the deceased estate* and therefore still attract estate duty. To avoid double taxation, however, they are excluded from donations tax**

* in terms of Section 3(3)(b) of the South Africa Estate Duty Act** in terms of section 56(1) of the South African Income Tax Act
Joint Account Holders

An investor may elect to open a joint account with another investor. In the event of the death of one joint holder, the whole of the portfolio will automatically vest in the joint surviving holder or holders. If a joint account investor elects a death bed donation, the donation has precedence and the investor will be deemed to have donated their investment the day before their death. The investor’s portion of the joint account will therefore be transferred to the listed beneficiaries effective the day before their death.
Joint accounts and death bed donations can be elected in the Investment Mandate. Investors are encouraged to seek independent tax advice suitable to their personal circumstances.

The majority of the Fund is invested in direct real estate with a portion in REITS to provide liquidity for redemptions:

Direct Real Estate

  • Are well located in the United Kingdom and are not of a specialised nature.
  • UK commercial real estate, yielding approximately 6.0%.
  • Long leases and strong tenants.
  • Each property is independently appraised twice per annum on a rolling basis, therefore more consistent pricing.

Listed REITs

  • UK listed REITs yielding approximately 5.1%.
  • Priced on stock market, therefore readily traded and liquid.
  • Primarily to provide liquidity for redemptions.

Deep Crstal Investment is a Licensed Financial Services Provider

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