investor benefits

  • Tax transparent
  • Regular high-yield returns
  • Access to property for minimal outlay
  • Low/controlled gearing
  • Portfolio diversification
  • Liquidity - easy to buy/sell
  • Strong corporate governance

company benefits

  • Tax efficient structure
  • Access to new investors/capital
  • Stronger performance to Net Asset Value (NAV)
  • Acquisition currency

Real Estate Investment Trusts

UK-REITs are set to be introduced in the UK in January 2007. They aim to facilitate growth in the commercial and private rented property sector by providing investors with wider access to property as an asset class.

REITs have been designed to securitise the income from real estate assets in a tax efficient way and to ensure that returns from investments in a property company were more aligned with direct property investment.

Whether you are an AIM listed company looking to become fully listed or already a fully listed company who would like to convert to a UK-REIT, we can help. Capita is the market leader in offering bespoke company secretarial service on investment trusts. We work in partnership with you on a wide range of services such as re-organising your corporate structure to ring-fence the letting income of your business to amending your company’s Articles of Association in line with maximum shareholding rules of UK-REITs.

We deliver a prompt, professional and cost-effective service with extensive knowledge and experience in dealing with listed companies. We have unrivalled experience in supporting a growing number of investment trusts as they plan to float and helped them implement the necessary systems and processes required as a listed company.

Share registration and associated services are provided by Capita Registrars Limited. Registered in England No. 2605568.

Regulated services are provided by Capita IRG Trustees Limited, which is authorised and regulated by the Financial Services Authority (FSA Register number 184113). Registered in England No. 2729260.

Capita Share Dealing Services and Capita Share Plan Services are trading names of Capita IRG Trustees Limited.

Registered office: The Registry, 34 Beckenham Road, Beckenham, Kent BR3 4TU.

Part of The Capita Group Plc.