CFMG Capital Business Overview 2023

Business Overview 2023

Real people.

CFMG CAPITAL CREATE LONG TERM VALUE FOR INVESTORS THROUGH ACTIVE INVESTMENT AND DEVELOPMENT OF RESIDENTIAL LAND SUBDIVISIONS. THROUGH THE CFMG LAND AND OPPORTUNITY FUND AND THE CFMG FIRST MORTGAGE AND INCOME FUND, INVESTORS ARE OFFERED ACCESS TO PARTICIPATE IN RESIDENTIAL DEVELOPMENT.

The core focus of CFMG Capital is to create value for investors through disciplined acquisition and a conservative but realistic approach to investment. In a climate where residential real-estate sector indicators across the country are positive, spurred by a shortage of land supply, it is anticipated that strong medium to long term earnings can continue to be achieved through property backed investments.

The Real People behind CFMG Capital are proud of our track record and history of delivering attractive returns to our investors. Our experience and history, since inception, has enabled us to return 100% of the capital invested to all of our loyal investors.

CFMG Capital

CFMG Capital sources funding for our residential developments with investments from everyday people. We create value for our investors by funding land subdivisions operated by CFMG Residential Communities.

CFMG Capital provide two types of investment products; the CFMG Land and Opportunity Fund and the CFMG First Mortgage and Income Fund. Traditionally we have always offered longer term investments, usually between 18 & 24 months with returns at maturity of the project. We’ve added a second fund that services our investors looking for or requiring a regular income stream.

CFMG Capital Product Comparison

TERM INVESTMENTS

CFMG Land and Opportunity Fund

Targeted returns – 8.95% - 11.95% p.a.*

Start investing with $25,000

Capital & interest paid at the end of the term

12 – 24 month terms

INCOME STREAM

CFMG First Mortgage and Income Fund

Targeted returns – 5.95% - 7.85% p.a.*

Start investing with $25,000

Distributions paid quarterly

6 – 18 month terms

Malle Grove, Jimboomba (QLD)

CFMG Capital Project Pipeline

Pumicestone Pocket, Caboolture

75 lots

Launch: Early 2022

Farriers Creek, Burpengary QLD

115 lots

Launch: Early 2022

Arbourwood, Morayfield QLD

240 lots

Launch: Mid 2023

Mallee Grove, Jimboomba QLD

36 lots

Launch: Mid 2023

Riverleigh, Logan Reserve QLD

109 lots

Launch: Late 2023

Birchwood, Park Ridge QLD

240 lots

Launch: Late 2023

Bellmere QLD

730 lots

Launch: 2024

Logan Reserve QLD

30 lots

Launch: 2024

Pimpama QLD

300 lots

Launch: 2025

Sunbury VIC

150 lots

Launch: 2027

Current Projects

84

RESIDENTIAL LOTS $27.6m

GROSS REALISATION

Wollert (VIC)

This 5.81 hectare site will be developed into an 84 lot residential community together with some associated retail and commercial uses. Located just 25km north of the Melbourne CBD, this project will be established within an already abundant collection of lifestyle amenity, health and education facilities, public transport infrastructure and major road networks. Launched in 2020 for expected completion in 2023.

63 RESIDENTIAL LOTS

$25.7m GROSS REALISATION

Nambour (QLD)

Millwood Rise is a boutique residential community nestled in the hillside of Nambour. Immediately surrounding the property are a mix of modern sub-divisions and acreage properties, including several similar projects either recently completed or currently being developed. The location is picturesque and expansive with modern amenity close by.

75 RESIDENTIAL LOTS $26.2m GROSS REALISATION

Caboolture (QLD)

Pumicestone Pocket is a 3.1 hectare site located in Caboolture, north of Brisbane. This development is close to the Caboolture Hospital, transport options, a range of education amenity and approximately 30 minutes drive from Bribie Island and Redcliffe.

105 RESIDENTIAL LOTS $35.3m GROSS REALISATION

Burpengary (QLD)

Farriers Creek is a 12 hectare site located in the highly sought after suburb of Burpengary in North Brisbane. Within close proximity to schools, shops, education and medical amenity, Farriers Creek is ideally positioned for growing families to build their dream home.

240 RESIDENTIAL LOTS $80.4m GROSS REALISATION

Morayfield (QLD)

This 10.07 hectare site is ideally located in Morayfield in the northern suburbs of Brisbane, and has the benefit of an existing preliminary development approval to form a highly sought after multi stage residential community.

This community will be home to 240 residential homes, all within easy walking distance to a leafy park.

10 RESIDENTIAL LOTS $20.7m GROSS REALISATION

Rochedale (QLD)

This 3.5 hectare site is ideally located in Rochedale situated 15km’s east of the Brisbane CBD and is to be developed into a boutique high end residential enclave of 10 residential allotments with an average size over 2000m².

CFMG Capital have successfully completed the nearby Mayfair Lane residential community and this is a prime opportunity to benefit from existing market momentum and experience.

100 RESIDENTIAL LOTS $46.95m GROSS REALISATION

Ormeau Hills (QLD)

This 5.7 hectare site sits in a strategic elevated location in Ormeau Hills, situated in the thriving development corridor between Brisbane and the Gold Coast. Just 25km north of the Gold Coast CBD and 40km south of the Brisbane CBD, the site is being developed by CFMG Capital to create Elevate at Ormeau Hills, a high quality lifestyle community of 100 residential allotments.

36 RESIDENTIAL LOTS $11.2m

GROSS REALISATION

Jimboomba (QLD)

This property is a 4.18ha site located 40km from Brisbane’s CBD in the Logan growth corridor, the site benefits from neighbouring an established housing development with services located at the property boundary and is within close proximity to schools, public transport services, retail and healthcare services.

Middleton Park, Logan Reserve (QLD)

Creating real neighbourhoods

CFMG Residential Communities

CFMG Residential Communities have a proud history of creating successful communities across Australia. Our ability to develop with focus, agility and experience means our residents benefit from well considered and carefully constructed communities. Over 5,000 people call a CFMG Residential Community home.

Mallee Grove, Jimboomba

The latest neighbourhood to be developed by CFMG Residential Communities is Mallee Grove in Jimboomba, Queensland.

Set amongst a natural parkland, Mallee Grove is a neighbourhood where families can enjoy being surrounded by nature.

A range of shops, schools and transport options are within the neighbouring Jimboomba community.

Mallee Grove will be home to only 36 residential homesites with a range of lot sizes available to suit a variety of home designs.

Featured Community

BUILD EASY, LIVE FULLY.

Sunday Living Homes was created to expand our products and services to include fixed price Home & Land bundles exclusively at CFMG Residential Communities.

Sunday Living Homes is for Aussie families and savvy individuals that understand looks are important, but value is paramount.

Without skimping on quality, our smooth purchase process gets our residents into their homes sooner, so they can get on with life’s bigger and better things.

Sunday Living Homes prides itself on the below values:

A variety of locations

choose

Home & Land at competitive prices

You pick the Home & Land bundle, it gets built It’s

not the house you live in, it’s the home you create

to

from

The Directors and Senior Management have a strong history in real estate investment and believe there is an opportunity at this point in the property cycle to create real estate linked investment opportunities for experienced investors, and in turn to share in the returns from managing those investments through various income streams.

The Management Team include staff who are highly skilled and experienced individuals in the fields of funds management, finance, property development, management, sales and marketing.

CFMG Capital has full service research, acquisitions, legal and project marketing teams to support and guide managed projects from inception through to completion.

Further, CFMG Capital has employees with experience in the fields of accountancy and finance, corporate governance and compliance to enable effective discharge of responsibilities in the areas of corporate governance and social responsibility.

Key management personnel of the group are:

ANDREW THOMSON General Manager

With close to 20 years experience in management, marketing and strategy development, Andrew brings to CFMG Capital an in-depth understanding of property and financial services sectors through senior management, marketing and operations roles at AMP, Devine Limited and Ausbuild.

With significant involvement in the sales, marketing and leasing of in excess of $2.5 billion worth of residential, retail and commercial property in Queensland, New South Wales, Victoria and South Australia, Andrew brings experience throughout project lifespan from acquisition to final settlements.

Andrew has also worked in large organisations in specialist marketing positions such as Suncorp & Australian Insurance Holdings and holds a Bachelor of Business (Management) specialising in Marketing, Human Resource Management and Industrial Relations.

BRAD COOK Development Manager

Brad is a highly experienced Development Manager at CFMG Capital and brings a wealth of knowledge to the role with over 20 years’ experience in the property industry.

He is responsible for managing the development process for all CFMG Residential Communities projects from acquisition through to construction completion.

Brad has worked across a range of developments for Defence Housing Australia, PEET and Sunland.

ELIO IACUTONE National Sales & Marketing Manager

Elio oversees the sales and marketing functions across all aspects of CFMG Capital.

Elio works closely with the sales team in both the land development and capital raising departments, while leading the marketing team across both digital and offline, as well as brand development.

A national and international award winning dynamic marketing professional with significant experience in managing brands, products and places – Elio has experience across a range of major organisations in development and asset management such as Aveo Group, Charter Hall, Lend Lease, Stockland and Colonial First State.

OCTAVIA BIRD General Counsel

Octavia is our General Counsel at CFMG Capital. She’s responsible for all legal requirements for our real estate transactions, development projects, compliance and corporate governance for the business.

Octavia has previously worked as a property and commercial lawyer for a mid-tier law firm and also has a wealth of experience in contract administration. Her legal acumen and commercial skills provide support to CFMG Capital team members and stakeholders across all parts of the business.

DUNCAN MACPHERSON Acquisitions & Analysis Manager

Duncan is the Acquisitions & Analysis Manager at CFMG Capital and has over 6 years’ experience in the property industry.

He’s worked for Villa World, Orchard Property Group and Aspen Group with the last three and a half years spent acquiring developments for CFMG Capital.

Duncan has worked in Sydney, Brisbane and the Gold Coast and has acquired developments across Queensland, Victoria and New South Wales.

Board

SCOTT WATSON

Managing Director - CFMG Capital

Scott is a founding Director of both the residential land development and income fund businesses of CFMG Capital.

After five years as a solicitor in private practice advising a wide range of clients including State Government departments, publicly listed and private companies, Scott joined a private development and financial services group where his responsibilities included management of the group’s legal requirements and obligations, project management and broad acre land acquisitions.

From 2008, Scott has been actively involved in overseeing the governance and compliance obligations in relation to residential land development companies.

Scott holds Bachelor degrees in Law and Accountancy, a Graduate Diploma in Urban and Regional Planning and has more than 15 years broad experience in the property development and finance industries.

ROSS STILES Independent Director & Chairman CFMG

Capital

During a career spanning more than 40 years, Ross has held a number of senior executive positions with a strong emphasis on the Financial Services sector, particularly with a Property and Real Estate background.

In 1998, Ross was a founding partner and Managing Director of ASX Top 200 company Cromwell Corporation Limited (ASX Code CMW), now known as Cromwell Property Group, and managed and directed the growth of the Company, now one of Australia’s largest Real Estate Investment Trusts with a market capitalisation of more than $2 billion as at 31 December 2017, and total assets under management of $11.2 billion. Apart from his role of Managing Director at Cromwell, Ross was Compliance Director and Responsible Manager for the Managed Investment Schemes the company promoted.

Since his retirement from Cromwell in 2008, Ross has maintained his interest in property and real estate, undertaking a number of residential and industrial land developments in his own right.

WAYNE HAMBURGER

Independent Director - CFMG Capital

Wayne has 18 years lending experience working with various types of loan scenarios and debt structuring. Wayne has held state and national manager positions with finance brokerage and property companies. With experience in corporate governance and compliance as a Responsible Manager across mortgage broking and financial planning. Wayne has had extensive dealings with new land estates throughout Australia.

Wayne holds a Diploma of Financial Services (Finance / Mortgage Broking Management), Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma of Business (Accounting), Graduate Certificate in Management and Graduate Diploma of Commerce. He is currently studying a Master of Commerce (Financial Planning).

Wayne is an MFAA Accredited Finance Broker with the Mortgage & Finance Association of Australia, Associate Fellow of the Australian Institute of Management and a Justice of the Peace (Qualified).

BARRIE ADAMS Independent Director

Barrie has enjoyed his careers in the private sector and with the Commonwealth and State Governments. He commenced with the Shell Group of Companies in Brisbane then Sydney and Melbourne which culminated in his appointment as the South Pacific Audit Manager.

Barrie then returned to Brisbane where he held a number of senior positions in the Corporate Affairs Office, including in 1989, his appointment as Director, Corporate Development and Operations.

He was appointed as Queensland’s first Regional Commissioner of the Australian Securities and Investments Commission (ASIC) in January 1991 until March 2000. In January 2000, he was awarded the Public Service Medal for outstanding public service as Regional Commissioner in Queensland.

Barrie has been an active member of CPA Australia and is a Director on the Board of CPA Australia. Since leaving ASIC, he has held board positions on listed and unlisted public companies and not for profit companies. He continues to hold board positions. Barrie is the Chairman of four Compliance Committees and still chairs an Audit & Risk Committees.

Barrie delivers presentations on Corporate Governance and Ethics and Risk Management, Directors’ Duties and Corporate Social Responsibility.

JIM FRAYNE Independent Director

Jim has over 40 years’ experience in chartered accountancy in audit and corporate services fields.

Mr Frayne was appointed as a partner of PKF Chartered Accountants and Business Advisers (now BDO Chartered Accountants) in 1983 and from that time headed up the Audit and Assurance Division of PKF Brisbane until his retirement in June 2006.

He is a Director of Aveo Limited and Black & White Holdings Limited.

JASON MATIGIAN Independent Director

Jason has had a broad range of property experience across all sectors including residential, commercial, retail, industrial, rural, special purpose and mixed use. This range of experience has seen Jason and his Valuation Practice (JPM Valuers & Property Consultants) actively providing advice to the public, private and government bodies across Victoria, New South Wales, Queensland and Northern Territory.

Prior to Jason setting up his own valuation practice he held positions with Brisbane Real Estate specialising in site acquisition and asset realisation for receivers; and approximately 10 years with Australia’s largest valuation and advisory firm Herron Todd White Valuers.

Jason holds a Bachelor of Applied Science (Property), is a Certified Practicing Valuer in Queensland and New South Wales and an Associate member of the Australian Property Institute.