What is a managed capital growth fund?
Australian investors looking to create significant value from their current savings are looking to capital growth funds to catapult their wealth.
A capital growth fund is managed by property investment experts with a history of real estate investment success. As a long-time investor in commercial real estate and residential property, we aim to provide our investors with significant capital uplift from strategic value-add initiatives. These funds are all about providing robust total returns for our investors.
How investing in a capital growth fund works
After enquiring with us and reading over the Information Memorandum (IM) for one of our investment opportunities, you’ll be given the chance to apply for Units in the capital growth fund. Once your application has been approved and the commercial asset(s) held in the fund has settled, you will begin receiving regular updates on your investment’s performance.
Every investment is different, with different hold periods and expected capital uplift, but typically we will hold a capital growth investment for 4 to 7 years before divesting. When the asset is sold, the sale proceeds are collected and distributed to the fund members in accordance with their shareholding.
Typically, our capital growth funds do not provide a regular monthly income distribution, unlike our commercial property syndicates which focus on providing strong, stable yield.