Southwest Estate 05

Preferred Equity Fund

Wholesale Fund backed by Sydney residential land.  

Earn a fixed 11.0% - 14.5% p.a.

Aerial view of a suburban development area.

Now Open

Fund overview

The Southwest Estate 05 Preferred Equity Fund, a wholesale fund, is seeking to raise funds from wholesale investors for the development of a 84-lot land subdivision project in the fast growth Sydney suburb of Austral.

The Project is DA approved, and civil works have commenced. The project is located at the centre of Southwest Sydney’s rapid transformation propelled by over $40 billion of infrastructure investment.

Fund Size: $11,500,000
Investment Term: 14 months from the fund launch date
Estimated Completion Date: 30 November 2026

KEY FEATURES

Hand holding money symbol icon

Competitive Fixed Returns

Option 1
11.0% p.a. fixed return paid monthly

Option 2
13.0% p.a. fixed return with 6.0% p.a. paid monthly and 7.0% p.a. paid on completion

Option 3
14.5% p.a. fixed return paid on completion

Simple gauge icon indicating measurement

Low Risk Asset Class

Land only residential development in high-demand suburb in Sydney’s Southwest growth corridor. Fund exits project at land settlement. No exposure to home construction risk.

Symbol of balance and justice

Conservative Ratios

We use conservative credit risk ratios to ensure 100% 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 developer is providing guarantees of investor capital and returns.

Investment Calculator

Returns Calculator

Southwest Estate 05 Preferred Equity Fund

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

Choose Your Return Option:

11.0% Per Annum

Interest Paid Monthly

Investment Amount
$
Investment Start Date
Your Return Payments

Contact Us

Ready to speak
to a consultant?

Get in touch to find out more.

Download Investment Brochure

Submit your details below to download the investment brochure.

By submitting this form, you agree to be contacted 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.