Portfolio > Current Investments

Status: Ongoing
Settlement Date: February 2025
Capital Raised: $5,265,000
Forecast IRR*: 16.9% IRR p.a.
Actual Returns*: Yet to be realised
SOUTH WEST SYDNEY | NSW
Holdco Loan
Status: Ongoing
Settlement Date: March 2025
Capital Raised: $7,790,000
Forecast IRR*: 14.2% IRR p.a.
Actual Returns*: Yet to be realised
SUNBURY | VIC
Equity
Status: Ongoing
Settlement Date: August 2024
Capital Raised: $14,130,000
Forecast IRR*: 20.2% IRR p.a.
Actual Returns*: Yet to be realised
NEWSTEAD | QLD
Equity
Status: Ongoing
Settlement Date: July 2024
Capital Raised: $3,650,000
Forecast IRR*: 12.5% IRR p.a.
Actual Returns*: Yet to be realised
BRENDALE | QLD
Equity
Status: Ongoing
Settlement Date: October 2024
Capital Raised: $4,700,000
Forecast IRR*: 16.1% IRR p.a.
Actual Returns*: Yet to be realised
DARRA | QLD
Equity
Status: Ongoing
Settlement Date: June 2024
Capital Raised: $4,530,000
Forecast IRR*: 16% IRR p.a.
Actual Returns*: Yet to be realised
MANUKA | ACT
Equity
Status: Ongoing
Settlement Date: April 2024
Capital Raised: $28,530,000
Forecast IRR*: 20% IRR p.a.
Actual Returns*: Yet to be realised
ORCHARD HILLS | NSW
Subordinate Debt
Status: Ongoing
Settlement Date: February 2023
Capital Raised: $1,585,000
Forecast IRR*: 19.1% IRR p.a.
Actual Returns*: Yet to be realised
EWINGSDALE | NSW
Subordinate Debt
Status: Ongoing
Settlement Date: November 2023
Capital Raised: $3,550,000
Forecast IRR*: 20.0% IRR p.a.
Actual Returns*: Yet to be realised
MALVERN EAST | VIC
Equity
Status: Ongoing
Settlement Date: January 2023
Capital Raised: $3,665,000
Forecast IRR*: 22.4% IRR p.a.
Actual Returns*: Yet to be realised
NOOSA HEADS | QLD
Equity
Status: Ongoing
Settlement Date: February 2022
Capital Raised: $6,005,000
Forecast IRR*: 19.0% IRR p.a.
Actual Returns*: Yet to be realised
KEW | VIC
Equity
Status: Ongoing
Settlement Date: November 2021
Capital Raised: $8,261,700
Forecast IRR*: 14.1% IRR p.a.
Actual Returns*: Yet to be realised
SURRY HILLS | NSW
Senior Debt
Status: Ongoing
Settlement Date: November 2021
Capital Raised: $11,810,000
Forecast IRR*: In excess of 30% IRR p.a.
Actual Returns*: Yet to be realised
OAKLEIGH SOUTH | VIC
Equity
Status: Ongoing
Settlement Date: December 2021
Capital Raised: $13,725,000
Forecast IRR*: 14.8% IRR p.a.
Actual Returns*: Yet to be realised
SYDNEY CBD | NSW
Mezzanine Debt
Status: Ongoing
Settlement Date: September 2021
Equity Raised: $3,125,000
Forecast IRR*: 19.6% IRR p.a.
Actual Returns*: Yet to be realised
BYRON BAY | NSW
Equity
Status: Ongoing
Settlement Date: January 2021
Equity Raised: $6,010,000
Forecast IRR*: 9.0% IRR p.a.
Actual Returns*: Yet to be realised
SYDNEY | NSW
Subordinate Debt
Status: Ongoing
Settlement Date: October 2018
Capital Raised: $6,185,000
Forecast IRR*: 25.8% IRR p.a.
Actual Returns*: Yet to be realised
CANBERRA | ACT
Equity

*Pre-tax, but net of all fees and expenses.