Private Property Trust 5

19.3%

Total return per annum

8.0%

Income return per annum

11.3%

Capital return per annum

2014

Year established

Achieving outstanding value for unitholders.

Portfolio summary

The trust commenced with two Caltex anchored roadside retail centres in Victoria which were sold in 2018 to a listed Real Estate Investment Trust (REIT). The sale price reflected a 20.5% premium to the latest independent valuation at the time, setting a record price in the Highway Service Centre asset class

While Fawkner Property focuses on delivering consistent, reliable monthly income, the sale of these assets allowed the manager to reinvest the capital to purchase more assets while maintaining the investment strategy, and realising a value of $1.90 for each $1.00 invested.

Key features

Initial 6-year Trust investment term with distribution forecast greater than term deposit rates

Leased to financially strong essential services tenants with national operations

Geographical diversification across VIC, QLD, and SA

Newly constructed properties with stable tax-effective income paid monthly

Annual rental income increases of 3% from all property tenants

Contact investment team

Property assets

Properties

Major Tenants

Location

Guardian Childcare Centre, Brisbane

Guardian

Clayfield, QLD

BP Cranbourne

BP, Carl's Jr

Cranbourne, VIC

Green Leaves Childcare Centre, Adelaide

Green Leaves

Seaford Meadows, SA

Different tenants across portfolio properties

Multiple industries in each portfolio

Properties spread across diverse geographies

Income Return (%pa)Capital Return (%pa)Total Return (%pa)

Clear

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%

11.00%

8.75%

7.60%

7.50%

7.30%

8.40%

7.00%

2011 (Sold)

2013

2014 (Sold)

2015

2017

BP Seaford, VIC

BP Vermont, VIC

Private Property Trust

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Achieving outstanding value for unitholders.

Private Property Trust 5

Trust snapshot

Major tenants