Guardian Funds

Schofields Estate 01

Preferred Equity Fund

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Fund overview

The Schofields Estate 01 Preferred Equity Fund, a wholesale fund, is seeking to raise up to $14,100,000 from investors for the development of a 132-lot land subdivision project in Schofields.

KEY FEATURES

14% fixed annual return

Option 1: Fixed income distribution of 14.0% per annum with 7.0% per annum paid monthly in arrears and 7.0% per annum paid at Project Completion.
Option 2: Fixed income distribution of 16.0% per annum with first distribution to be made 12 months from the date of this Supplementary and second (final) payment at Project Completion.

Investment Term 19 months

Sydney high growth corridor suburb

Investment and Returns are guaranteed by the Developer and its Director who has substantial net asset backing

The Schofields Estate 01 Preferred Equity Fund is seeking to raise up to $14,100,000 from wholesale investors for the development of a 132-lot land subdivision project in Schofields. The Funds is offering a 14% p.a. Fixed Annual Return with 7% p.a. paid monthly in arrears, and 7% p.a. paid at project completion OR 16% p.a. with the First Payment paid in 12 Months and Second (Final) Payment paid at project completion. The investment term is 19 months.
The project is located 900 metres from Schofields Train Station and will feature 132 free-standing, three, four and five-bedroom homes. The Development Application is compliant and in the final stages of approval. The homes, some of which have an attached secondary dwelling, have been designed to cater to those seeking multi-generational living or a high-yielding investment. Castle Group settled the Site in July 2024.
According to data from Pricefinder 2024, the median house price in Schofields for the 12 months ending September 2024 was $1,270,000, marking a 4.1% increase from the previous year. Over the same period, Greater Sydney’s median house price rose by 47.3%, while Schofields experienced a 58.8% increase, outperforming Greater Sydney by 24%.
In June 2023, the population in the suburb of Schofields was 19,205. By 2046, the ABS forecasts the population to grow to 46,900 – a 144% increase.
The project is located at 30-32 Advance Street, Schofields and is 900 metres from Schofields Train Station and Schofields Village. The Project is 3.5km from the Tallawong Metro Station. There are future plans to connect the Aerotropolis metro line with the Tallawong – Sydenham line via Schofields. The Project is less than 10 minutes from key amenities including public and private schools, Rouse Hill Town Centre and Rouse Hill Hospital which is due for completion in 2028.

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Acknowledgement of Country

We acknowledge the Traditional Custodians of Country throughout Australia and their connections to land, sea and community. We pay our respect to Elders, past and present, from Aboriginal and Torres Strait Islander peoples, and extend that respect to all First Nations people across the world.

 

Guardian Funds Management Pty Ltd trading as Guardian Funds (ABN: 59 632 915 854) is a Corporate Authorised Representative (No 001306485) of Guardian Capital Australia Pty Ltd AFSL No. 476816 (ACN 604 814 593) | © 2024 Guardian Funds

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