This Trust represents MAB Funds Management’s first international property portfolio comprising the acquisition of five neighbourhood retail centres. The MAB group is a well-established Melbourne based integrated property group, with a strong pedigree in property development, construction and management.

 

MAB FM has formed a joint venture, MAB Rosenthal LLC, with US-based consulting and property firm, Rosenthal Realty Investment Management Inc, to professionally manage the MIRT portfolio. MAB Rosenthal is responsible for property identification, due diligence and acquisition, asset management and ongoing administration. MAB Fund Management’s proven property and funds management experience and Rosenthal’s USA property expertise create a strong alliance and superior executive team.

 

 

Features

2.0% Cash Rebate

Investment Term 7 years

Minimum investment $10,000

Projected yield 8.45%

Projected tax benefits 90%

Distributions paid quarterly

 

Fees, Charges and Commissions

As with all unlisted property trusts we will be paid a distributor fee, this is equal to 3.0% of the funds that you invest and no ongoing commission. If this investment is lodged through us we will rebate directly to you the 2.0% upfront commission that we receive. keeping 1% for administration costs. A 0.25% trail fee is received from the MER of the fund and we do not alter your ongoing fees in any way.

 

Further Information

For further information please download any of the following files or right click on the button and 'save target as' to download to your computer (all files are in *pdf format):

 

Note this investment has not officially opened and therefore there is no application form in the PDS.

 

 

 

 

 

 

 

 

 

IMPORTANT : This information has been prepared without taking into account your investment objectives, financial situation and particular needs. National Financial Solutions Pty Ltd (the authorising licensee) makes no recommendations as to the merits of any investment opportunity referred to on this site or via email correspondence. All indications of performance returns are historical and can not be relied upon as an indicator for future performance. Any investment decision in the products listed is entirely yours. NFS bears no responsibility for the appropriateness of the investment to your circumstances.  NFS will not be held responsible for the performance or security of any investment going forward. Furthermore NFS recommends that you seek advice from an independent person as to the appropriateness of any investment that is placed through our service.