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Property fund investment for Private investors

Secure reliable investment income for 7 years

Investments for individuals

Investment Yields - 1 June 2020
Source: Thomson Reuters, Macquarie, Fawkner Property, Bloomberg

The ability to find a reliable income stream is tougher than ever for investors. Fawkner Property Trusts provide reliable income to client portfolios on a monthly basis.

Given that Interest Rates around the world are lower than what they were in the past, the reliable income stream of high-quality commercial property is more attractive than ever

Fawkner Property helps investors alleviate 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.

Diversify your investment portfolio

Invest to receive reliable income stream

Achieve strong investment results

Secure consistent and reliable investment income
National and international tenants ensure income stability
Assets chosen because they represent the best value at any given time in the market
Stability and safety for your capital investment
Commercial properties with a long weighted average lease expiry
Talk to an expert

Our team is ready to help you with any questions you may have about our commercial property investments.

Contact us

How to invest as an individual

  1. Send us an enquiry with a note detailing why you would like to invest in Fawkner Property
  2. Read the documents we supply to ensure that you understand the related trust and Fawkner Property as a company
  3. Send any questions you have about the investment to the Investor Relation Team
  4. By investing in your own name, all we require is up to date Photo ID showing a valid address, verifying the investor. A current wholesale certificate is also required for wholesale investors signed by an accountant
  5. Send through all compliance documents to the Investor Relations Team, where a pre-filled application will be provided to you
  6. Return the original application to Fawkner Property and send funds to bank account given to you by the Investor Relations Team
  7. Units will be issued on the first business day of every month

How to invest as an individual

How to invest as an individual

Get in touch with us

Send us an enquiry with a note detailing why you would like to invest in Fawkner Property.

Read and understand our documentation

Read the documents we supply to ensure that you understand the related trust and Fawkner Property as a company.

Ask the Investor Relation Team

Send any questions you have about the investment to the Investor Relation Team. We are always happy to help and we will get back to you quickly.

Supply us with identification

By investing in your own name, all we require is up to date Photo ID showing a valid address, verifying the investor. A current wholesale certificate is also required for wholesale investors signed by an accountant.

Send us required documents

Send through all compliance documents to the Investor Relations Team, where a pre-filled application will be provided to you.

Finalise the application and payment details

Return the original application to Fawkner Property and send funds to bank account given to you by the Investor Relations Team.

Receive your trust units

Units will be issued on the first business day of every month.

Frequently asked questions

What is an unlisted property trust?

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.

How does a commercial property syndicate compare to a residential property investment?

There are some important contrasts:

  • The syndicate is professionally managed, so you do not need to be involved in hiring managing agents, leasing decisions, capital expenditure decisions, and owners’ corporation meetings.
  • Capital expenditure is allowed for by the manager, so you will not need to come forward with more money to upgrade the property.
  • If there is a loss, your downside is limited to your investment, whereas in a geared residential investment, the lender has full recourse to your other assets.
  • Commercial properties are not subject to residential tenancies legislation, which limits the field of action of the landlord.
  • While residential property leases are for a maximum of one year, with a market rent review each year, commercial property leases are longer – sometimes longer than 10 years – and have fixed or CPI increases each year, giving greater certainty of income.
  • Dealings with commercial tenants are based on business principles, whereas dealings in relation to the principal place of residence of a tenant can have an emotional overlay.

What does it mean that unlisted property trusts are ‘fixed term’?

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.

What happens if the trust is extended?

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.

Our performance history

Performance History – 31 January 2020

Return (%)
35%
30%
25%
20%
15%
10%
5%
21.50%
21.60%
17.25%
30.60%
15.70%
18.40%
11.40%
10.00%
10.50%
10.60%
8.50%
23.00%
8.20%
11.10%
3.00%
3.00%
11.00%
11.00%
8.75%
7.60%
7.50%
7.30%
8.40%
7.00%
2011 (Sold)
2011 (Sold)
2013
2014 (Sold)
2015
2015
2015
2017
BP Seaford, VIC
BP Vermont, VIC
Private Property Trust
Private Property Trust
Private Property Trust
Private Property Trust
Private Property Trust
Private Property Trust

Our current opportunity

An investment supported by strong national brands