BIR042 · Democratize Primary · confidence 78%
Birmingham Colmore Row Office
Adds office exposure against a 47% concentration in flat, at daily liquidity.
Indicative ticketUS$295,000
Target yield5.91%
Income impactUS$17,435 p.a.
Risk impact0.004
Advisory
AI portfolio advisor
Diagnostics generated from Nick Cates's live holdings — concentration, liquidity, income stability and ESG exposure — with scenario modelling before any order is placed.
Portfolio health
Portfolio health score
Weighted across diversification, liquidity, concentration, income stability, ESG and volatility control.
Component diagnostics
- Diversification · weight 22%62/100
- Liquidity · weight 18%55/100
- Concentration risk · weight 18%86/100
- Income stability · weight 16%73/100
- ESG exposure · weight 14%70/100
- Volatility control · weight 12%66/100
Rebalancing scenarios
Select any combination to model the impact on blended yield, risk and health score before execution.
Reduce Flat
Trim to 18% of NAV from 47.3% and recycle proceeds into infrastructure and private credit.
Notional US$2,476,910 · yield -0.08% · risk -0.21 · health +3
Increase digital & transport infrastructure
Availability-based cashflows lift income stability without adding credit beta.
Notional US$507,780 · yield +0.14% · risk -0.06 · health +2
Increase renewable generation
Improves ESG exposure from A toward AA while holding duration.
Notional US$380,835 · yield +0.05% · risk -0.02 · health +2
Increase private credit
Floating-rate senior secured paper adds carry with quarterly liquidity windows.
Notional US$423,150 · yield +0.31% · risk 0.11 · health +1
Rotate offshore exposure to Asia-Pacific
Reduces UK/EU corridor exposure in favour of USD- and SGD-settled paper.
Notional US$296,205 · yield +0.09% · risk -0.04 · health +1
Improve liquidity profile
Shift Terraced house weight into weekly-window instruments to raise the liquidity score.
Notional US$338,520 · yield -0.12% · risk -0.15 · health +4
Screened opportunities
OXF053 · Democratize Primary · confidence 78%
Milton Park Office Terrace
Adds business park exposure against a 47% concentration in flat, at daily liquidity.
Indicative ticketUS$295,000
Target yield5.91%
Income impactUS$17,435 p.a.
Risk impact0.004
BAT026 · Democratize Primary · confidence 77%
Bath Georgian Crescent House
Adds terraced house exposure against a 47% concentration in flat, at daily liquidity.
Indicative ticketUS$295,000
Target yield5.81%
Income impactUS$17,140 p.a.
Risk impact-0.029
COV046 · Democratize Primary · confidence 78%
Coventry Urban Logistics Terrace
Adds industrial / logistics exposure against a 47% concentration in flat, at weekly liquidity.
Indicative ticketUS$295,000
Target yield5.91%
Income impactUS$17,435 p.a.
Risk impact0.004
Cates Family Office Pty Ltd ATF Cates Capital Trust · demonstration environment. This information is generated from illustrative demonstration data for presentation purposes only and is not financial or investment advice.