Property Trusts will often pay us a distributor fee that does not come out of your investment.

We choose to rebate part or all of this to you to provide you with better returns.


 

 

 


 

Unlisted Property Trusts
Unlisted property trusts provide secure long term income streams to your portfolio with the potential for capital gains through price increases.

 

Your funds are pooled with other investors to purchase large direct properties, a manager then collects the rent and disperses it to the investors, or unit holders.

 

Unlisted trusts are only opened for a short period, similar to a share market float. They seek to raise a specific amount of money and once this is raised the offer closes.

The features of the trust will vary, however most have these common characteristics:

7-10 year investment

distributions monthly or quarterly

high yield of approximately 9.0% per annum

 


 

 

 

 

Unlisted Property Trusts


 

 

Current Opportunities

 

Mariner Coastal Investment Fund

Investors are invited to participate in the income and potential growth in value of the portfolio of coastal land assets which have been acquired for the Mariner Coastal Investment Fund:

2.0% cash rebate Initial 9.2% yield
Minimum investment $2,000 Quarterly distributions
100% tax deferred income Closing 3rd October

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Opus Capital and Income Fund No 21

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

3.0% cash rebate Projected Yield 8.75%
Minimum investment $10,000 95% tax deferred income
5 year term Monthly distributions

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MAB International Retail Trust

This Trust represents MAB Funds Management’s first international property portfolio comprising the acquisition of five neighbourhood retail centres:

2.0% cash rebate Projected Yield 8.45%
Minimum investment $10,000 90% tax deferred income
7 year term Liquidity facility

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Becton Office Property Trust

Becton Office comprises of 12 properties valued at $217,000,000:

2.0% cash rebate Projected Yield 8.4%
Minimum investment $10,000 100% tax deferred income
Income paid monthly Redemption facility

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Becton Industrial Property Trust

Becton Industrial comprises of 28 properties with long lease terms, this trust offers:

2.0% cash rebate Projected Yield 8.6%
Minimum investment $20,000 67% tax deferred income
Income paid monthly Redemption facility

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Cromwell Property Fund

The Cromwell Property Fund is an open-ended, unlisted property fund which aims to deliver to investors stable, tax effective, monthly distributions sourced from a diverse portfolio of quality property assets:

3.0% cash rebate Projected Yield 8.0%
Minimum investment $10,000 100% tax deferred income
Income paid monthly Limited liquidity feature

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Aspen Diversified Property Fund

Aspen Diversified comprises of 6 properties fund has a variety of tenants with a weighted average lease term of 6 years:

2.0% cash rebate Projected Yield 8.01%
Minimum investment $10,000 100% tax deferred income
Income paid monthly Liquidity Facility

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Reed Property Trust

The Reed Property Trust is an unlisted unit trust that invests primarily in a range of income earning commercial property-based assets, consisting of direct property, listed & unlisted property trusts & property syndicates:

3.0% cash rebate Substantial tax deferred benefits
Minimum investment $5,000 Limited daily liquidity facility
Income paid quarterly  

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