Diversified Funds
9.0-13.8% p.a.
Mortgage-backed funds with
short-term and fixed rate options.
Our Strengths
Conservative LVRs
Secured by quality Australian and New Zealand real estate, our debt instrument investments feature conservative LVRs below 65%.
Experienced Borrowers
We thoroughly assess borrower competence, experience, reputation, and sponsor quality in addition to primary security property value.
Strong Security
Our loans are supported by First and/or Second Mortgages, along with guarantees from borrowing entity Directors.
Geographic Selectivity
We target areas with strong demand and proximity to infrastructure, amenity, or emerging trends for investment.
Defined Exit Strategies
We establish and manage multiple defined exit strategies throughout the loan process for diligent risk oversight.
In-house Knowledge
Our association with Fortis is a powerful risk mitigant, bolstering our rigorous credit processes through ‘coal face’ insights, and provides in-house development management work-out expertise.
Case Studies
Pre-Development Loan, Richmond VIC
Product Type
Single Asset First Mortgage
Investor Return
6.0% p.a. + 1 month BBSW, paid monthly
LVR
65%
Term
9 months
Loan Size
$17.5 million
Construction Loan, Port Melbourne VIC
Product Type
Single Asset First Mortgage
Investor Return
6.5% p.a. + 1 month BBSW, paid monthly
LVR
65%
Term
16 months
Loan Size
$50.5 million
Preference Unit, Elizabeth Bay NSW
Product Type
Principal Guaranteed Preference Unit
Investor Return
18.0% total; 6.0% p.a. (quarterly) + 12.0% p.a. top-up on redemption
LVR
~85%
Term
28 months
Loan Size
$13 million
Ratings & Platforms
Contact our distribution team to discuss how our range of current opportunities may align with your portfolio requirements.
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