Welcome to PrivateInvest

PrivateInvest was established over a decade ago to provide investment opportunities to wholesale and sophisticated investors through its lending to qualified borrowers in the Australian commercial property sector.

At PrivateInvest, we combine the best of large and small-sized financial service providers to deliver a personalised service to both investors and borrowers. As an investment fund manager in non-bank lending with an impressive pedigree in funds management, we are large enough to offer you the expertise, industry leadership, and governance expected of major financial institutions, but are small enough to ensure both borrowers and investors have direct access to all team members when required.

Our specialist finance team have extensive experience in structuring commercial property finance. Our investments provide capital for tailored property financing solutions to qualified borrowers in the middle development market segment and is supported by our professional services. With PrivateInvest, it’s personal.

We have an exclusive focus on real estate and commercial property development opportunities, offering a range of investment funds that provide market exposure to a professionally managed and nationally diversified portfolio of commercial property investment.

From a borrower’s perspective, our property specialisation and tailored approach to designing and delivering financing solutions means developers, investors and other stakeholders have access to value-adding, structured finance from a team who genuinely understands property and the issues that drive project success.

To date, our funds have returned above-market risk adjusted rates of return and we have seen real loan book growth. This reflects a number of factors, not least of which is the skill of our Trustee Board, our technical management team and our Investment Review Committee who provide an exceptional competitive advantage in terms of loan and opportunity assessment, financial product design, and governance processes.

As our Funds grow in scale, the strategic objective for PrivateInvest is to maintain our BIG ENOUGH. SMALL ENOUGH. market position. PrivateInvest does not have to be the “biggest in town”, just strive to be the best in class and sector. Our objective is to be an optimum business model. The definition of “optimum” is: best, most likely to bring success or advantage. Our strategic objective benefits all stakeholders by having the right size resources to maintain being a transparent, trustworthy, forward-thinking and valuesbased investment business.

Yours faithfully,

Mark Roberts Group Executive Chairman