...

Rouse Hill Estate 04

Preferred Equity Fund

Wholesale Fund backed by Sydney residential land and developer guarantees.

Earn 13% - 17% p.a. fixed return

Just Launched

Fund overview

The Rouse Hill Estate 04 Preferred Equity Fund is a wholesale investment opportunity established to fund the development of a premium 42-lot residential land subdivision in the Sydney suburb of Rouse Hill. The project comprises two adjoining prime residential sites, providing investors with exposure to a strategically positioned development in one of Sydney’s most sought-after growth corridors. With Development Application (DA) approval anticipated by the end of the year, the project is well positioned to advance to the next stage of development. Investors can earn fixed returns of up to 17.0% per annum over the investment term while benefiting from a robust, asset-backed security structure.

Fixed Return Payment: Choose from 3 Options  

1. 13.0% p.a. paid monthly,

2. 16.0% p.a. with 8.0% paid monthly and 8.0% paid at maturity,   or

3. 17% p.a. paid at maturity

Fund Size: $6,800,000

Maturity Date: 20 July 2028

Investment Term: 24 months from the Fund launch date to the maturity date.

Fund Type: Preferred Equity Fund

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

KEY FEATURES

Hand holding money symbol icon

Competitive Fixed Returns

The fund offers three highly competitive fixed return options:

Option 1
13.0% p.a. paid monthly

Option 2
16.0% p.a. with 8.0% paid monthly and 8.0% paid at maturity

Option 3
17.0% p.a. paid at maturity

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

Simple gauge icon indicating measurement

Low Risk Asset Class

Land only residential development in a high demand suburb in Sydney’s Northwest growth corridor. Development Application (DA) has been submitted and approval anticipated by the end of the year. Fixed maturity date of 20 July 2028.

Symbol of balance and justice

Conservative Ratios

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

Shield symbol with check mark

Security of Preferential Shares

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

Handshake symbolising partnership or agreement

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.

Investment Calculator

Returns Calculator

Rouse Hill Estate 04 Preferred Equity Fund

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

Choose Return Option

$
calendar_today

Projected Returns

Total Interest Paid

$0

13.0% p.a.

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 20 July 2028. The final interest earning day is 19 July 2028.

Contact Us

Ready to speak
to a consultant?

Get in touch to find out more.

Download Investment Term Sheet

Submit your details below to download the investment term sheet.

By submitting this form, you agree to be contacted via email and SMS regarding our investment opportunities. Your information will be kept private and used in accordance with our Privacy Policy.

Insights

Contact Us

Get in touch
to find out
more.