Unlisted Property Funds Australia

Searching for the best unlisted property trust that offers solid returns and potential capital gain? Amplify Funds Management provides access to a range of high yielding commercial property investment opportunities.

With over a century’s worth of combined experience in the commercial property industry, our team identifies unique investment opportunities.

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Investing in Unlisted Property Funds

Diversification

Unlisted property trusts give investors the opportunity to spread their risk by investing in commercial property rather than concentrating their investment solely in residential property or shares.

Higher Returns

Unlisted commercial property trusts offer returns that generally exceed the returns offered by an investment in residential property.

Tax Benefits

When investing in unlisted property trusts, you could find that you are eligible for tax benefits depending on your individual financial circumstances.

Our mission is to capture, create and enhance value and returns for our investors

Our mission is to capture, create and enhance value and returns from commercial property in Australia for our investors.
We specialise in a range of unique investment opportunities in unlisted Australian commercial property trusts  that provide solid returns and capital growth to our investors

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WHY CHOOSE US?

Why Choose Us for Unlisted Property Trusts?

At Amplify Funds Management we use the wealth of our knowledge to your advantage. Combined we have over 100 years of experience in commercial property, and high yield property investments.

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FAQ

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.

What returns can I expect from the Amplify Food and Convenience Trust (FACT)?

The Trust is targeting an average return of 8.5% over its eight year life, and an Internal Rate of Return (IRR) of greater than 12.25%. The equity multiple to be delivered is in excess of 2 times the initial investment – ie invest $1.00 and get more than $2.00 back over the life of the Fund.

How do I invest in Amplify’s Food and Convenience Trust?

Read the Information Memorandum (IM), undertake your own due diligence, and download, complete and return an application form. If you need assistance, call Peter Rossi on 0407 179 389.

What is the nature of the investment?

Each investor purchases units in the trust. $1.00 = 1 unit. Units are issued in proportion to the amount invested relative to the total net asset value of the trust’s assets. In effect, you become a part owner of the 7 properties.

When will I receive updates on my investment?

The Fund will communicate with you every quarter, shortly after distributions are paid. However, by logging into the Amplify Investment Portal you can check how your investment is doing 24 hours a day, 7 days a week.

Can my SMSF purchase units in an unlisted commercial property trust?

Yes, complying and self-managed superannuation funds may invest in Amplify property trusts.

How are distributions paid?

Distributions will be paid out of the net balance in the Fund, every quarter, at a rate of 8.5% on average over the life of the Fund.

What if I need my money back early?

Unlisted property trusts are generally illiquid and invested funds are not returned until the properties are sold, generally at the end of the trust term – in this case eight years. Unit holders can, however, sell their units after Year 3, subject to the understanding that while the Manager and Trustee may assist you in the sale of your units, there is no obligation on their part to do so, and there is no established secondary market for the units.

Why does the Trust borrow money to buy the properties?

The Trust borrows money to buy the properties to take advantage of the difference between the interest to be paid on the bank loan and the income received by the Trust. This scenario assumes that the properties increase in value over time. However, the reverse can also apply should the properties’ value significantly decrease, in which case losses can be magnified.

How much will the Trust borrow?

Each Trust may have a different level of approved borrowing. In this case, our policy is to borrow around 55% of the overall combined asset value of the seven properties.

What will my distribution returns be over the term of the Trust?

Assuming $1,000,000 Committed Capital, distribution payments will be 1,000,000 units issued x 8.5% (average yearly return over eight years) = $85.000 (on average) per annum, paid quarterly for the Trust term.

Will I be liable for any debt obligations of the Trust?

No. The Trust will secure “non-recourse” debt which quarantines the debt risk to the assets of the Trust which will be used as security for the debt facilities.

Can the Trust buy more properties and put them into the Trust?

No, the Trust is a closed ended Trust and restricted to investing in the 10 regional fuel and convenience centres.

What happens if the Trust sells one or more of its properties?

The net proceeds of any sale will be distributed to investors or retained by the Trustee to reduce debt.

Who determines when the properties will be considered for sale?

The Manager has the responsibility to manage the investments of the Trust, and seek to deliver the investment objectives of the Trust, as described in the Information Memorandum. The Manager will make any sale decision, subject to the prevailing market conditions and in accordance with the Trustee’s overall strategy of maximising returns to its unitholders.

What are the risks associated with this investment?

There are a number of risks associated with this investment and Amplify has developed an effective range of mitigation strategies to manage these risks.


For more information about the risks that were considered by the Manager, see the Information Memorandum (IM).