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Our investment philosophy

We will not compromise on credit quality.

Our investments

We present risk-mitigated investment opportunities for our investors through facilitating the funding of high quality loans.

These loans are originated, funded and managed via the Vestee platform, and each loan comes with its own specific loan term, risk level and rate of return.

Investors who invest directly have their funds deployed into the specific opportunity they have selected, giving them a fractional participation in the loan.

5rt

Dedicated sub-trust structures

Every loan is housed in a dedicated sub-trust structure which holds the security property on behalf of the specific investors in that loan. This structure is insolvency remote and prevents any co-mingling of loans or securities. If Vestee becomes insolvent, individual loans are not affected.

  1. Step one

    Investors select a loan

    Funds are deployed into the specific opportunity chosen, not into a pooled fund.

  2. Step two

    A dedicated sub-trust is formed

    One sub-trust per loan, holding the first mortgage security on behalf of that loan’s investors only.

  3. Step three

    Securities stay separated

    No co-mingling between loans, so one loan’s performance cannot reach another’s security.

  4. Step four

    Insolvency remote

    The structure sits outside Vestee, so an insolvency at the platform does not affect individual loans.

Credit assessment

There is no cookie-cutter approach

Each lending transaction undergoes rigorous credit assessment and due diligence. Loan approvals are based on:

Strength of the borrower

While we put strong emphasis on the underlying security property, we ensure we are dealing with a quality sponsor with a strong track record, who also has the capacity to personally guarantee the loan should an enforcement situation materialise.

Quality of the lending transaction

We assess each loan both on its own specific merits and within the overarching economic environment. The transaction needs to stack up when considered in its entirety. We take great care to ensure the transaction we are funding meets all quality control requirements, has the best prospects of success, and is attractive to our investors.

Security type and location

We pay close attention to the nature of the security property, its location in proximity to major facilities and infrastructure, and relative values for similar security properties nearby. Our lending due diligence will also take into account factors including overall property market dynamics and market prospects.

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