Discover our investment product suite, tailored to align with preferences for liquidity, yield or both.

Single Assets Diversified Funds

Single Assets

All single asset loans are for representative purposes only. Please enquire below for our latest open for investment loan opportunities.

Current Investor Return

10.80% p.a. (incl. BBSW)

LVR

65% LVR on an 'As is’ Gross Realisable Value (ex GST)

Maturity

March 2024

Total Loan Facility

$5,700,000

Interest Payments

Monthly

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FM Pre-Development Loan,
Wadalba NSW

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Current Investor Return

11.30% p.a. (incl. BBSW)

LVR

65% LVR on an 'As is’ Gross Realisable Value (ex GST)

Maturity

June 2024

Total Loan Facility

$24,050,000

Interest Payments

Monthly

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FM Investment Loan,
South Melbourne VIC

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Current Investor Return

11.30% p.a.

LVR

65% LVR on an 'As if Complete’ Gross Realisable Value (ex GST)

Maturity

March 2024

Total Loan Facility

$33,600,000

Interest Payments

Monthly

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FM Construction Loan,
Mascot NSW

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Current Investor Return

10.80% p.a. (incl. BBSW)

LVR

65% on an 'As If Complete’ Gross Realisable Value of $83m (ex GST)

Maturity

March 2024

Total Loan Facility

$9,530,000

Interest Payments

Quarterly


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FM Construction Loan,
Beecroft NSW

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Current Investor Return

10.80% p.a. (incl. BBSW)

LVR

65% LVR on an 'As If Complete’ Gross Realisable Value (ex GST)

Maturity

June 2024

Total Loan Facility

$6,072,400

Interest Payments

Quarterly


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FM Construction Loan,
Sandringham VIC

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Investor Return

18.0% p.a. total return

Anticipated Redemption

August 2026

Development

Proposed building will consist of 21 Strata Title dwellings with basement car parking for about 35 vehicles over a total NSA of 3,300sqm.

Guarantee

Guarantee by the Sponsors to repay the Face Value upon the redemption of any Unit

Interest Payments

Quarterly

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Preference Equity,
Elizabeth Bay NSW

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* The Australian Bank Bill Swap Reference Rate (Mid) administered by ASX Benchmarks Pty Limited (or any other person which takes over the administration of that rate) having a tenor of one month as displayed on the Refinitiv Screen Page "BBSW" (or any replacement that displays that page) at or around 10:30am (Sydney time) on the 1st day of each calendar month. If a rate for that Interest Period cannot be determined in accordance with these procedures, the rate shall be determined by the Trustee in good faith and in a commercially reasonable manner. The BBSW rate captured at 2 April 2024 is 4.3006%; the RBA Cash Rate captured at 19 March 2024 is 4.35%. The images displayed are real assets, lifestyle imagery or artistic representations intended to depict properties and/or their locations, and may not accurately reflect the actual features or conditions of the assets.

Diversified Funds

Pallas FM Trust
7.50%p.a.
Fixed Rate Bond, Fixed Term
Fund Highlight
Quarterly income through AUSTRACLEAR notes, asset-backed income through exposure to seasoned portfolio of first mortgage loans only.
Investor Return
7.50% p.a., paid quarterly.
Maximum LVR
65%
Key Feature
Manager alignment with 5% Investment Protection credit enhancement feature for all AUSTRACLEAR notes on issue.
Pallas Short Term Fund
9.07%p.a.
First Mortgage Fund, Open-Ended
Fund Highlight
Capital preservation in short-term CRE Debt investments.
Investor Return
4.75% p.a. margin above BBSW, paid monthly.
Maximum LVR
65%
Rating
"Favourable" 3.75 star independent rating from SQM Research.
Key Feature
3-Month Redemption Notice Period.
Pallas Warehouse Trust No.3
10.82%p.a.
First Mortgage Fund, Open-Ended
Fund Highlight
A seasoned portfolio of CRE Loans in blue-chip metro locations in Australia and NZ.
Investor Return
6.50% p.a. margin above BBSW, paid monthly.
Maximum LVR
65%
Rating
"Superior" 4.0 star independent rating from SQM Research.
Key Feature
Manager alignment with 5% 'First Loss' Investment Protection.
Pallas High Yield Fund No.2 (Temporarily Oversubscribed)
13.82%p.a.
First & Second Mortgage Fund, Open-Ended
Fund Highlight
Actively-managed portfolio of structured finance investments providing attractive risk-adjusted return (current avg. weighted portfolio LVR 71.4%).
Investor Return
9.5% p.a. margin above BBSW, paid monthly.
Maximum LVR
75%
Key Feature
Strong portfolio diversification (n>80) by investment structure and instrument type (on look-through basis).

How to invest

Onboard

Create an account by onboarding your investment vehicle and completing the AML/CTF verification.

Choose you investment

Choose an investment tailored to your portfolio requirements from our suite of single asset opportunities and diversified funds.

Start earning income

Receive regular distributions on your investments and manage your portfolio through our Investor Portal.

Get Started

Speak to one of our distribution partners to discuss how our range of current opportunities may align with your portfolio requirements.

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