The opportunity exists to invest in a portfolio of complimentary assets benefiting from well considered diversification, achieved through various geographic locations, property sector types and a range of tenants, including government, national and local businesses with a diverse lease expiry profile.

The foundation asset of the Fund is Zurich House located at the Gold Coast. Only assets that satisfy the Opus Investment Criteria including the potential to sustain the Minimum Targeted Distribution of 8.75% per annum and also have potential for capital growth will be included.

Opus Capital has a history of identifying and evaluating property investment  opportunities, with a portfolio of development assets, together with passive  holdings of office, industrial and retail property, in excess of $200 million.

The Opus Income & Capital Fund No. 21 structure incorporates the same standards of investment selection as other Opus Property Trusts. The Opus  Investment Committee will regulate asset selection activities to ensure they are compliant with the Opus Investment Philosophy and Fund Strategy.

Stringent asset management processes underpin the performance of assets. Systems designed by Opus Capital provide quality management information  necessary to monitor the performance of assets against benchmarks.

The fee structure of the Fund fosters active management and aligns our management objectives with investors best interests. This alignment is essential for a fund focused on capital preservation and growth as well as income generation.  

Our geographic bias will be toward capital and regional cities along the eastern seaboard of Australia. The focus will be on a clear understanding of local economy drivers and the potential for a location to leverage value from capital infrastructure investment by government or the private sector.

 

Features

3.0% cash rebate

no entry fee

Projected yield 8.75%

Distributions paid Monthly

Optional dividend reinvestment

Minimum Investment $10,000

Investment Term 5 years

 

Fees, Charges and Commissions

There is no entry fee on this investment, however as with all unlisted property trusts we will be paid a distributor fee, this is equal to 4.0% of the funds that you invest and no ongoing commission. If this investment is lodged through us we will rebate directly to you 3.0% distributor fee, effectively enhancing your first year returns to 11.75%.

 

 

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):

 

 

 

 

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.