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Opportunity Fund 07

Wholesale Debt Fund

Wholesale Fund backed by Sydney residential land and developer guarantees.

Earn 12% - 20% p.a. fixed return

Just Launched

Fund overview

The Opportunity Fund 07 is a Wholesale Fund seeking to raise up to $15,000,000 from investors. Funds will be provided to a prominent and experienced residential land developer to acquire distressed, value-add and off-market land development opportunities across Sydney’s key growth corridors. These opportunities may include residential land subdivisions and other strategic land acquisitions where value can be created through rezoning, planning, development approvals, infrastructure outcomes or other land enhancement activities prior to sale or development.

Macroeconomic factors including higher interest rates, population growth and residential undersupply, are creating attractive opportunities with the potential to deliver enhanced returns. To date, the Developer has a track record of over 50 completed and current residential land subdivision projects across greater Sydney.

Fund Size: $15,000,000

Investment Terms & Maturity Dates: 3 Options

12 Month Term – 27 July 2027
24 Month Term – 27 July 2028
36 Month Term – 27 July 2029

Fund Type: Wholesale Debt Fund

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

KEY FEATURES

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Competitive Fixed Returns

12-Month Term
Option 1: 12.0% p.a. paid monthly
Option 2: 15.5% p.a. paid at maturity

24-Month Term
Option 1: 13.0% p.a. paid monthly
Option 2: 15.5% p.a. paid annually
Option 3: 17.0% p.a. paid at maturity

36-Month Term
Option 1: 14.0% p.a. paid monthly
Option 2: 16.5% p.a. paid annually
Option 3: 20.0% p.a. paid at maturity

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Low Risk Asset Class

Residential land subdivisions and other strategic land acquisitions in established and high-growth Sydney locations. Guardian Funds considers land subdivisions as the lowest risk property asset class.

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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

The development company is highly experienced and well-capitalised with a strong track record and financial strength. The developer is providing guarantees of investor capital and returns.

Investment Calculator

Returns Calculator

Opportunity Fund 07

Calculate your earnings with our investment calculator. Select the investment term, return option, investment amount and 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. For the 12-month term option the maturity date is 27 July 2027. The final interest earning day is 26 July 2027. For the 24-month term option the maturity date is 27 July 2028. The final interest earning day is 26 July 2028. For the 36-month term option the maturity date is 27 July 2029. The final interest earning day is 26 July 2029. For all monthly return options across all three investment terms (12, 24 or 36 months), interest payments will be made on the 22nd of each month.

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