Alternative Investment / Property Finance
Carlton Bonds
Fixed-rate investment supporting UK property lending and development finance for eligible experienced investors.
Area of expertise
Alternative investments
Carefully selected opportunities that sit outside mainstream listed markets and conventional fund ranges.
Overview
Overview
Alternative investments cover propositions that fall outside mainstream listed markets: unlisted companies, private lending, property-backed structures and venture schemes among them. They are not a single asset class and should not be assessed as one.
What these propositions share is that eligibility, liquidity and investor protections differ materially from listed investments. They are intended for eligible and experienced investors who understand that capital is at risk.
New Walk's role is to examine each proposition on how it is structured, rather than on how it is marketed. [Product-level terms are set out only in approved provider documentation.]
Considerations
What matters in practice
The points below are the ones that tend to decide outcomes, and the ones worth putting to any provider.
Investor eligibility
Access is generally restricted to defined investor categories. [Final classification wording to be confirmed.]
Illiquidity
There is often no secondary market. Capital may be committed for a fixed term or until an exit event.
Valuation
Without a public market price, valuation depends on methodology and on the frequency of review.
Investor protections
Protections available for unlisted investments differ from those for listed products.
Concentration
Specialist strategies are concentrated by design, which raises the importance of position sizing.
Capital at risk
Investors may not get back the amount invested, and in some structures may lose all of it.
Support
How New Walk helps
Support is practical and specific rather than promotional. The aim is that an adviser can explain a proposition, and their reasoning, without relying on the provider's marketing language.
Structural comparison of specialist propositions against one another, on consistent criteria.
Plain-language explanation of eligibility requirements and how they are evidenced.
Support framing risk clearly for client-facing documentation.
[Any additional adviser materials to be confirmed.]
Related
Related specialist solutions
Propositions that relate to this area. Each is information only and is intended for eligible and experienced investors.
Venture Capital / EIS
GCV EIS Investments
Growth-stage venture opportunities under the Enterprise Investment Scheme for qualifying and eligible investors.
Property / Joint Venture
JV Property Investments
Joint-venture property opportunities alongside experienced operating partners for qualifying eligible investors.
New Walk Consulting works with a carefully selected group of specialist providers. The propositions shown are not ranked and no proposition is presented as more suitable than another. Suitability depends upon individual circumstances. Capital at risk — the value of specialist investments can fall as well as rise and investors may not get back the amount invested. Tax treatment depends upon individual circumstances and may change. These propositions are intended for eligible and experienced investors only.
Also relevant
Other areas of expertise
Most client situations touch more than one of these.
Inheritance Tax & Business Relief
Specialist solutions that help advisers and their clients plan for the transfer of wealth across generations.
Private Credit
Access to specialist opportunities in privately originated lending, arranged outside public credit markets.
Expatriate Wealth
Clarity on the additional UK and overseas considerations facing internationally based clients and families.
Talk it through with Andrew.
Enquiries come to Andrew directly. There is no obligation and no product pitch at the first conversation.
Important information
This page is information only and is not advice, a personal recommendation, or an offer or invitation to invest. Capital at risk. Tax treatment depends upon individual circumstances and the relevant legislation, which may change.