PrivateInvest –Investment Company

The loan portfolio platform has been grown in a measured way with investment returns forecasted to increase with the rise in wholesale interest rates. The loan portfolio spreads risk as it is across different Australian States, diversified by asset type, class, borrower local postcode locations.

Big enough. Small enough.

PrivateInvest is an Investment Fund Manager + Private Capital Partner to the Australian commercial property sector. Unlike traditional banks, we only finance projects in the property industry with a broader range of structured property finance. We combine the best of large and small-sized financial service providers to offer investors and borrowers an investment offering similar to larger institutional financial houses, but small enough that we can keep an active eagle eye over all of our property transactions.

Investment Fund Manager + Private Capital Partner to the Property Sector

At PrivateInvest, we offer wholesale and sophisticated investors the choice of four Fund/Trusts which provide investors a range of income returns, income distribution frequency and liquidity. Our investors have received above industry average risk adjusted returns, with no loss of capital or impairment in our history. We have established repeat business with our borrowers which are offered a range of structured finance solutions to meet the requirements of their project financing needs.

National Footprint and Diversification

We are big enough to have an Australian national portfolio of investment and finance providing investors and borrowers diversification by asset type, class, market location and entry timing but small enough that we have a very “hands on” approach to the business. PrivateInvest lends against property residual stock, development and construction, and site finance.

Time is Money

We are big enough to have the PrivateInvest Wholesale Funding Line which benefits our investors by lowering the risk when a Fund/Trust has excess cash reserves which dilute investment returns. The PrivateInvest Wholesale Funding Line allows borrowers the confidence to sign finance offers that are not subject to capital raising. We are still small enough that borrowers can talk direct to the credit decision makers which improves approval times.

Highly Experienced Team

We know property. Our specialist finance team has decades of property experience in structuring equity and debt for property transactions at leading investment firms and institutions. The combined experience extends across banking, direct development, construction, valuation and credit analysis. We are exceptionally placed to identify, assess, and work with qualified borrowers seeking finance for a range of development property projects across Australia.

Governance and Reporting

Our Trustee Board has Non-Executive Directors overseeing our highly skilled management team with additional oversight from our Investment Review Committee. PrivateInvest’s flexible risk assessment model is bolstered by our robust internal and external controls that oversee all aspects of the business including external independence, risk analysis and mitigation, regulatory compliance and is backed up by institutional grade investor reporting.