“There are very few areas of our firm that are not involved with property. PIR's research keeps us constantly up to date with opportunities and trends within the property trust sector and also helps us advise our corporate and private clients on issues relating to property trusts and other property investments.”
Banker/Financier
“Property is a major source of lending, not only to the trusts and syndicates themselves, but to individuals who may be gearing their investment. We must be able to monitor the performance of these funds to ensure the security of our loans. Additionally, PIR provides dependable data on property market trends and valuations - which forms an essential part of our risk management policy.”
Commercial Lawyer
“We are constantly reviewing Trust structures and an ongoing service such as PIR’s allows us to maintain an overview of property trusts and where the market is heading. The unit trust industry and property syndication is a major source of business and interestingly, property funds have been responsible for some of the most innovative financial structuring in recent years. On the physical side, fund managers own more than half the investment grade stock, so that alone is a sound reason for us to be members”
Financial Planner/Adviser
“Many advisers placed 10 to 20% of their client's funds into property trusts and syndicates over the past 10 years and it is important we keep our clients advised as to how they are performing. Additionally, we now actively use PIR research to train our staff, attract new clients and to support recommendations. Under the Corporations Act 2001, we have a statutory obligation to obtain independent funds and market research in order to justify the basis for making our recommendations.”
Investment/Funds Manager
“We see PIR's research as a valuable independent extension to our own research and rely on PIR’s total independence as a benchmark against the objectivity and quality of broker research. Many managers just manage money, but the really successful ones manage risk. Obtaining independent research is a vital part of this process. In any case, investment managers now have a clear obligation to their clients, to obtain independent evaluations of their investments.”
Property Consultant
“The continuing trend to securitised property investment has made property trusts and syndicates a major source of revenue for property agents. To obtain a competitive edge we need to keep in close touch with the property funds industry, the participants, their investment strategies and receive as much detail as possible about their property assets on an ongoing basis. PIR's research gives us all we need to know to retain and foster business relationships in the property trust industry; it is also an invaluable tool for valuers to track the market and seek out the ever increasing valuation work.”
Trust Manager/Responsible Entity
“We need to keep an eye on what our competitors are doing, in respect of fees charged, structures, new products and promotional initiatives. We also benefit from independent analysis of our own and competitor’s trusts to benchmark our performance and to evaluate our market positioning. PIR is the only independent organisation that produces such comprehensive research services”
Trustee/Superannuation
“We have a responsibility to obtain independent research to assist us in our due diligence and our ongoing task of protecting fund members’ interests, to this end, trustees should lead by example. Independent research and quality of investments are the key issues that we are expected to address in today's complex investment environment.”
Stockbroker
“Whilst the listed property trust sector has been a strong growth area for our business, there is constant demand to utilise our analytical resources in other areas. PIR’s Online research provides us with a complete dynamic service on property trusts and other property investments, from which we can easily seek out opportunities and provide expert advice to our clients.”
