Frequently Asked Questions
Here we’ll discuss the things you need to consider when investing in commercial property including the importance of understanding commercial property market and price trends. We’ll also provide advice on how Amplify Funds Management can help you make the right commercial property investment knowing that every Amplify unlisted property trust is backed by quality commercial property assets.
Amplify Funds Management Answer Your Frequently Asked Questions
Choosing a funds management company you can rely on can be daunting and it’s likely that you'll have questions. That’s why our Amplify investment professionals have provided you with the answers to the questions we’re asked most frequently. But if the information you’re looking for can’t be found below, contact Amplify Funds Management today to discuss your individual requirements.
Amplify generally aims to generate an annual return of 8.0% plus per annum (distributed quarterly) for investors, and an Internal Rate of Return (IRR) of 12.5% plus. The returns will vary depending on the objectives and assets of a particular Trust.
Each investor purchases units in the trust and becomes a unitholder. $1.00 equals 1 unit. For example, if you invested $100,000 in an Amplify Trust, you would receive 100,000 Units. You effectively become a part-owner of the commercial properties purchased by the Trust.
Amplify property trusts are illiquid, meaning invested funds generally cannot be returned until the underlying properties are sold. However, investors may choose to exit earlier by independently selling their Units to a third party, dependent on certain conditions being met. These conditions vary depending on the type of Trust and assets involved.
The levels of borrowing vary from trust to trust, but Amplify’s policy is to borrow around 50% to 60% of the value of the underlying assets in the Trust.
All borrowings made by any Amplify Trust are secured solely against the properties in the Trust. This means that investors in the Trust have no further financial exposure beyond their investment in the Trust.
All investors in Amplify Trusts receive distributions on a quarterly basis, at the distribution rate designated for that particular Trust. In addition to a quarterly distributions statement, investors receive a quarterly update that provides information on the performance of their investment, as well as an Annual Tax Statement after the end of the financial year.
You can stay up to date with Amplify investment opportunities by providing your details here, and we will keep you informed of upcoming offers.
If you are an investor or on our mailing list, you can update your details by contacting the team at admin@amplifyfm.com.
In order to invest in an unlisted property trust, you must be a “wholesale investor”, which is a person, trust or self-managed superannuation fund (SMSF) member who has enough investing experience to not need the same level of disclosure as “retail investors”. The Corporations Act 2001 defines wholesale investors as "sophisticated investors" or "professional investors”.
If you meet this definition, then you can invest in an Amplify Trust. You should first read the relevant Information Memorandum, understand the risks involved in the investment, and should you wish to invest, complete an Application Form and pay Amplify the chosen investment amount. You will then receive a Unitholder’s Certificate which contains the details of your investment.
You will be kept up to date with the performance of your investment on a quarterly basis, along with the quarterly distributions you will receive.
