An investment portfolio is a set of assets in Thailand, which may include real estate, businesses, stocks, and property rights—depending on the size of the investment and the financial and business goals set.
First of all, it is necessary to determine the investor’s operating conditions. A private investor may limit themselves to several rental properties and/or ownership and management of a single company. This should be based on the investor’s willingness to participate in portfolio management. A corporate investor’s portfolio may consist of a much larger number of financial instruments. When selecting an appropriate package, factors such as liquidity, profitability, and risks of each investment asset are taken into account.
The second step is the study and selection of investment objects, analysis of the current situation, and forecasting. This procedure is carried out in order to propose assets that are best suited to achieving the stated goals. The process will vary depending on the type of asset and objectives. For example, when purchasing real estate for rental purposes, this includes gathering information on rental rates for comparable properties, property values, the need for additional investment in improvements, management expenses, and the final calculation of the property’s return.
The third step is the formation of the investment portfolio—payment for shares, settlements under purchase and sale agreements, registration of property rights, and other financial and legal procedures, resulting in both legal and actual ownership of all assets in the portfolio.
After the registration of ownership rights is completed, the stage of managing and operating the investment portfolio begins. In Thailand, there are certain specifics that must be taken into account when planning this stage. For example, it may be impossible or more complicated to carry out legal actions without the presence of the property owner or the company director.