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Essential Services Trust No. 5

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.

Fund Snapshot as at 30 June 2022

6.78%
Current Income Yield
$37 million
Assets Value
4
Number of Assets
Portfolio Summary
Newly constructed properties with stable tax-effective income paid monthly
Leased to financially strong essential services tenants with national operations
Annual rental income increases of 3% from all property tenants
Major Tenants

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The information contained on this website is provided by Fawkner. This website and any information regarding the Fawkner Group and the Group’s products and services are strictly provided, and intended solely, for information purposes and do not constitute a representation that any investment strategy is suitable or appropriate for any person’s individual circumstances and do not constitute personal advice. Further, this website should not be regarded by investors as a substitute for independent professional advice or the exercise of their own judgement. The contents of this website was prepared and is maintained by Fawkner and has not been reviewed by the Australian Investments & Securities Commission. Neither Fawkner, not any of its associates guarantee or underwrite the success of any investments, the achievement of investment objectives, the repayment of capital or particular rates of return on investments. Fawkner publishes information on the website that to the best of its knowledge is current at the time and is not liable for any direct or indirect losses attributable to omissions from the website, information being out of date, inaccurate, incomplete or deficient in any way. Investors and their advisers should make their own inquiries before making investment decisions.

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