Essential Services Trust No. 1 has been created to provide investors with safe and reliable investment income, as well as strong capital growth potential. It is designed to protect your capital investment through diversity in the type and location of the trust assets.
My family and I have invested in Fawkner Property trusts regularly over the past 9 years, achieving consistent monthly income returns and exceptional capital growth from each trust investment. Fawkner Property trusts continue to provide consistent capital security for me in retirement.
Fawkner Property is the solution to our property investment needs. Fawkner has delivered on their promise of providing regular monthly income and capital returns beyond expectation in addition to consistent investor communication, sharing of industry insights and regular updates on performance.
Fawkner Property’s disciplined approach to identifying and managing high quality, low risk commercial properties has helped me consistently achieve and exceed my personal investment goals. I highly value the Fawkner Investment team, who are responsible for managing all of my investments.
There are some important contrasts:
All trusts have a fixed term – usually six or seven years – which is set out in the disclosure document. At the end of the term an Exit Offer is made to investors, giving them the chance to exit at a nominated exit price, determined by the trustee in accordance with the deed (Fair Value). If 75% or more elect to exit, the trust is wound up. If less than 75% wish to exit, buyers are found for their units at the Fair Value. Priority is given to existing unitholders to purchase the units at the sale price. If units remain unsold after six months, the trust is wound up.
If Investors do not vote to wind up the Trust at the Exit Offer, the trust will be extended for a time recommended in the report accompanying the Exit Offer. Essential Services Trust 1 will have a provision for annual minor liquidity events, if the trust continues after the Exit offer. These Limited Redemption offers will be for a specified number of units at Fair Value, up to 5% of the trust. Any redemption offer will be sent to all Investors and be subject to the trustee being satisfied that the offer is in the interest of all Investors.
As a commercial property syndicator, Fawkner Property creates unit trusts, which purchase commercial properties, and offers the units to investors.
The goal of these trusts is to provide investors with reliable monthly income derived from commercial properties tenants as well as capital growth in the value of the properties.