Track Record
High‑level summary for wholesale investors. Detailed data available in the IM following eligibility checks.
Important Notice
Illustrative. Past performance is not a reliable indicator of future performance. Detailed performance data and audited returns are available in the Investment Memorandum to wholesale investors following eligibility verification.
Performance Summary
Deals Reviewed (YTD)
Average LVR
Gross Realised MOIC
Representative Transactions
Brisbane Mixed-Use Development
Senior‑secured facility for 180-unit residential project with ground floor retail. 65% LVR, 18-month term with staged drawdowns aligned to construction milestones. Successful refinance exit at completion.
Sydney Office Repositioning
Preferred equity investment in premium office refurbishment. Coupon plus equity upside structure with sponsor co-investment. Asset sold to institutional buyer achieving target returns.
Melbourne Industrial Development
Mezzanine financing for logistics facility development. Fixed coupon with development milestone covenants. Pre-leased to national tenant with 15-year term.
Investment Characteristics
Risk Management
- • Asset-backed positions with clear security
- • Disciplined LVR limits and concentration controls
- • Third-party validation and independent oversight
Return Profile
- • Cash yields with downside protection
- • Defined exit pathways and timing
- • Alignment with sponsor interests
Request Investment Memorandum
Access detailed performance data, audited returns, and comprehensive investment analysis following wholesale investor eligibility verification.