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1800 982 363

Box Hill Estate

Opportunity Fund 01

Wholesale Fund backed by Sydney residential land and developer guarantees.

Earn 12.0% - 15.0% p.a. fixed return

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Just Launched

Fund overview

The Box Hill Estate Opportunity Fund 01 is seeking to raise up to $15,000,000 from wholesale investors to fund the acquisition of a site for the development of an approximately 286-lot residential land subdivision in the Sydney suburb of Box Hill, located at the centre of Northwest Sydney’s priority growth corridor. The site is strategically positioned to benefit from significant ongoing private and public infrastructure investment within the precinct, including the upcoming Box Hill City Centre and community hub, Box Hill Primary School and High School, and Rouse Hill Hospital.

A portion of the subdivision has received Development Application (DA) approval. Further DAs are being submitted for sections of the development where opportunities to increase lot yield have been identified.

The Fund offers investors a choice of two attractive return options, with an investment term of fifteen (15) months from the launch date and provides a strong security package comprising preferred equity and developer guarantees over investor capital and returns.

Fixed Returns:
12.0% p.a. paid monthly, or 15% p.a. paid at maturity

Fund Size:
$15,000,000

Maturity Date:
16 July 2027

Investment Term:
15 months from the Fund launch date to the maturity date.

Fund Type:
Wholesale Dept Fund

Eligibility:
Exclusive to Qualified Wholesale Investors. Minimum investment amount is $100,000.

KEY FEATURES

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Competitive Fixed Returns

12.0% p.a. paid monthly, or 15% p.a. paid at maturity

Our ‘fixed returns’ provide investor confidence unlike ‘target returns’ that carry uncertainty and potential shortfalls.

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Low Risk Asset Class

Land only residential development in a high demand suburb within Sydney’s Northwest growth corridor. The development is strategically located at the centre of Box Hill’s priority infrastructure investment precinct. A portion of the development has received Development Application approval. The Fund has a fixed maturity date of 16 July 2027.

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Conservative Ratios

We use conservative credit risk ratios to ensure ample cash coverage for each fund ensuring downside risks are effectively mitigated.

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Security of Preferential Shares

Investors receive preferential units in the fund, providing first preference on income distribution and strong equity security.

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Developer Guarantees

Delivered by experienced, well-capitalised developers with strong track records and financial strength. The land development partner in this fund has over 50 completed and current land-subdivision projects across Sydney. The developer is providing guarantees of investor capital and returns.

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Box Hill Estate Opportunity Fund 01

Calculate your earnings with our investment calculator. Select your preferred return option, investment amount a start date below.

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Payment Schedule

* The prescribed rate of interest is calculated daily from the selected investment start date. Amounts displayed are rounded to the nearest dollar. Fund maturity date is 16 July 2027. The final interest earning day is 15 July 2027.

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Get in touch
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more.

1800 982 363