Investing in a property fund, how does it work?

The Wisemans Surf Lodge Property Trust is an Australian unit trust, a type of direct property investment, that provides investors access to a unique hospitality property asset. Investors are unit-holders, receiving units in the fund/trust which holds the property asset. The fund has acquired freehold land and a 54-room resort with restaurant and conference facilities located in Wisemans Ferry, New South Wales, and will enter into a development management agreement to build the Wisemans Surf Lodge, a world-class wave pool resort. Below is a simple breakdown, for more information, contact our investment team

HubSpot Video

 

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Purchased site in Wisemans Ferry, DA approved, design + build costs verified as of July 2022.

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Wisemans Surf Lodge Property Trust open to investment from $30,000.

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Complete raise in 2022 and commence 12-month construction from January 2023.

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Operator leases resort from fund and manages venue and operating partners (e.g. Harvest).

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Operator offers optional membership to all investors in the fund. 

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Members pay annual dues to access waves, accommodation and more, just like a golf club. 

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Operator generates diverse revenue via its member and events model to pay rent to fund. 

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Monthly distributions are paid to investors after land costs, fees and capex provisions. 

 

Any information or advice contained on this website is general in nature and has been prepared without taking into account your objectives, financial situation or needs. Before deciding to invest, please consider the PDS and TMD and whether the Fund is appropriate. You should also seek independent financial advice prior to acquiring a financial product.

Investing in a property fund, how does it work?