The 'Search for Yield' is tougher than ever for Financial Advisers and their clients. Fawkner Property Trusts provide reliable income to client portfolios on a monthly basis.
Given that Global Developed Market Interest Rates are basically all below 1.00%, finding reliable fixed income opportunities which will provide a return to clients is difficult. This is particularly difficult on an After-Fees basis.
Fawkner Property helps alleviate Clients Income issues by focusing on Essential Services and Long-WALEs to provide a defensive income stream to portfolios. Trusts are accessible via Platforms and Direct.
Our team is ready to help you with any questions you may have about our commercial property investments.
Contact usFawkner property has an experienced distribution team, and we are always able to help with any queries from you or your clients.
While Fawkner is based in Melbourne, we service financial intermediaries such as Independent Financial Advisors across Australia.
Our investments have positive ratings from independent investment houses, with reports readily available by request.
We are happy to work with your investment platforms, and we meet most IFA APL (approved product list) requirements.
Our investor relations team will work with advisors to ensure all the requirements of their clients have been met.
Fawkner offers both wholesale and retail investments to financial advisers depending on theirs and their clients requirements.
Our trusts provide regular, reliable monthly income for your clients' investment portfolios. This provides a defensive income stream and is an excellent diversification strategy.
There is limited information for the commercial property investor. Despite vendor statements, with more or less disclosure depending on the jurisdiction, and registered leases (other than in Victoria), there are many side deals between landlord and tenant and, except in major shopping centres, the trading position of a commercial tenant is difficult to find out.
Tenant demand for commercial property is what economists call a “derived demand” – meaning that the commercial real estate is used in the production of goods or services for sale by the tenant. Understanding the drivers of the business of the tenant gives insights into the prospects of the tenant and the reliability of the rental stream. It is not much use having fixed annual increases in rent if the higher rent becomes beyond the capacity of the tenant to pay.
Becoming knowledgeable in the business of particular types of tenants is exploiting the lack of information that pervades commercial property markets.
While Fawkner Property people have long experience in commercial and industrial property broadly, we have developed market leading expertise in motor vehicle fuel and convenience retail, as well as early learning.
One of the risks of commercial property investment is tenant risk. This includes the risk that:
These risks and the way in which Fawkner Property deals with these risks is set out in a separate section of the disclosure document devoted to risks of investing.
There are some important contrasts:
Performance History – 30 June 2020
Essential Services Trust No.20 has been created to provide investors with consistent and reliable investment income, as well as capital growth potential. It is designed to protect your capital investment through diversity in the type and location of the trust assets.