PrivateInvest Select Mortgage Trusts

To invest in individual loans rather than a pooled fund, you may invest in units in the Trust, alongside others, that are syndicated to the specific loan you select. In this way, you can effectively select the level of participation you have and which of the loans you invest in.

To get started, we require that you make the minimum investment in the PrivateInvest First Mortgage Income Fund. This places you on our priority list when sending out new PrivateInvest Select Mortgage Trust loans. If you are a large Family Office or Private Bank client looking to be a single investor, we would obtain a Mandate Agreement to source the loans.

The other areas we like to know, which helps us source the right loans for you, are as follows.

■ Preferred target return: Linked to the specific loans you invest in.

■ Asset Class:

(Commercial, Industrial, Office, Retail, Residential, Land – Residential, Land –Commercial / Industrial)

■ Size of Investment:

($1-$5m, $5-$10m, $10-25m, $25m+)

■ Capital Availability:

(Immediate, 1-3 months, 6 -12 months)

■ Location:

(NSW, QLD, VIC, WA, NT, SA, TAS)

■ Investment Term:

(Less then 1 year, 1-2 years, greater than 2 years)

■ Interest payment: (Paid monthly, prepaid or capitalised)

■ Construction exposure: (Yes / No)

■ Investor: (Company / Individual / Trust / Partnership)

■ Resident of Australia for tax purposes: (Yes / No)

■ Withholding tax applicable: (Yes / No)