Our Sector and Our Business

With over five years track record, the PrivateInvest Fund and Trusts are now also capitalising on the higher inflation environment and rising interest rates equating to increasing returns to our PrivateInvest investors.

About PrivateInvest

■ PrivateInvest is an Investment Fund Manager + Private Capital Partner in the Australian commercial property sector.

■ Over five years of direct funds management track record since inception of our first Fund.

■ Loans Under Management exceed $125 million.

■ At PrivateInvest, we offer wholesale and sophisticated investors the choice of an Income Fund, Select Trusts or Capital Trusts, which provide investors a range of income returns, income distribution, frequency, and liquidity.

Secure Track Record

■ No impairments or capital losses since inception with a high focus on capital preservation.

■ Returning above industry average risk-weighted returns.

■ Established national database of introducers and commercial brokers (for new loans).

■ More than 50% of our investor base have increased their investment in a PrivateInvest Fund/Trust since their first investment, evidencing their conviction in PrivateInvest’s performance and track record.

■ PrivateInvest mainly offers borrowers registered first mortgage loans, but we do also offer registered second mortgage loans and preferential equity from our different Trusts.

Growing Market Segment in Australia

Tailwind Market Growth

■ S&P Global estimates that the global private debt market has grown tenfold in the past decade, however, remains relatively immature in Australia.

■ As ADI Banks are subject to more stringent lending and capital requirements, their market share of the Australian CRE debt market is falling.

■ Non-Bank Lending in Australia reached a record high of $287.94 billion in 2021-22 and is forecast to grow 16.92% through to 2026-27 ($336.67 billion).

Activating the Next Stage of Growth

Investment Strategy

■ Evergreen Ratings Report – An independent investment ratings report from an agency that specialises in the analysis of wholesale or alternative investment vehicles is available to potential investors.

■ SQM Research Report – An additional independent investment ratings report is being commissioned to complement the Evergreen Report and provide investors two external ratings reports for due diligence for investment.

■ RBA Cash Rate hikes are increasing BBSY allowing lenders to increase rates and returns.