Property Bonds
£250,000 Property Bond Investment
A private investor committed £250,000 to a property-backed investment. Expected payments were missed and communication with the investment company became increasingly limited.
- Lost
- £250,000
- Recovered
- £172,000
- Recovery
- 68.8%
- Investment type
- Property Bonds
- Recovery
- 68.8%
Background
A private investor invested £250,000 into a property-backed investment opportunity after being presented with information describing the investment as being supported by underlying property assets.
The investor received periodic communications and statements but became concerned after expected payments were missed and communications with the investment company became increasingly limited.
The Problem
The investor had invested a significant proportion of their savings and needed to establish exactly what had happened to the funds and what recovery avenues remained available.
BJM Recovery's Role
BJM Recovery carried out an initial review of the documentation supplied by the investor.
The investigation considered:
- Investment agreements
- Payment confirmations
- Investor statements
- Emails
- Marketing material
- Property information
- Company correspondence
The circumstances were assessed and a recovery strategy was developed.
Outcome
The investor ultimately recovered £172,000 of the original £250,000 investment.
Client Experience
“The most valuable part of the process was finally having someone explain the situation clearly. I knew exactly what was happening and what the next steps were.”
Key Lesson
Property-backed investments can involve multiple entities, assets and contractual arrangements. Investors should retain all documentation and establish precisely what their investment represents.
Case studies are presented for demonstration purposes and are illustrative of the types of matters a specialist recovery team may be asked to investigate. Every investment recovery matter is assessed individually. The circumstances of the investment, the available evidence, the parties involved and the applicable recovery process will determine the appropriate course of action.
Have you experienced something similar?
Investment losses can be complex and every situation is different. If you have lost money through an investment that has failed, become insolvent or stopped communicating, our team can assess the information available and discuss the potential next steps.