Opportunities for your future


Investments

Through our strong networks and excellent track record, Partners Private has access to previously unavailable investment opportunities, while lowering the minimum initial investment from over $1 million per transaction to as low as $100,000 for certain investments. 

Without doubt, some of the very best investment opportunities of the last few decades have only been available to institutional investors, wholesale clients and family offices, and we are pleased that our significant capability in this space allows us to be able to offer these opportunities to more of our clients. 


Current Opportunities

Banner Asset Management

Banner Asset Management

Start Date

Open ended (12 month minimum)

Asset Class

Property debt, and Cash

Projected Returns

Income returns of BBSW plus 8%

Banner seeks to enhance investor returns by acquiring investments in Australian property mortgages, of up to 75% of the property value. The type of financial instruments in which the Fund may invest includes loans for the development or acquisition of Australian residential, office, retail, industrial or commercial property secured by first mortgages, where they meet Banner’s strict selection criteria.

The fund intends on creating a spread of investments across property income funds and direct loans which will create a diversity of risk of investments.


Past Opportunities

Lucent Capital

Stewart Street Unit Trust

Start Date

August 2018
31 month investment

Asset Class

Debt (Mortgage over units)

Projected Returns

15.00% (minimum) to 17.61% p.a.
38.75% total return over time period

Funding opportunity for a 4-5 level development at 269 Stewart St Brunswick East. Lucent were looking for $2,721,000 to fund a component of land settlement, permitting, sales commissions and marketing costs. Our clients can expect a minimum return of 15.00% p.a. (but up to 17.61% p.a. if profit meets target) over a 31 month timeframe (March 2021 maturity date).

Newmark

Bourke Street Mall Trust

Start Date

August 2018
31 month investment

Asset Class

Commercial Property

Projected Returns

15.00% (minimum) to 17.61% p.a.
38.75% total return over time period

Investors had the opportunity to invest in an iconic piece of Melbourne CBD real estate in the heart of Bourke St Mall. David Jones was selling the owner-occupied asset on a three-year leaseback, with Newmark seeking to raise equity of up to $90million to fund the purchase. Newmark is targeting a 3-year internal rate of return of approx. 18% in the first three years of the Investment Return, and a Return on Equity of more than 68% for Class B unit-holders.

KordaMentha

Thynne Street Property Fund

Start Date

June 2020

Asset Class

Commercial Property

Projected Returns

7.1% p.a. expected distribution yield plus growth (income also tax deferred)

Clients had first access to invest in an A-Grade commercial office building valued at $9.3 million, located in Bruce, Canberra. This is an attractive asset due to the tenant being the Australia Institute of Health and Welfare (AIHW), a statutory agency of the Commonwealth Government of Australia, while also promoting an expected distribution yield of 7.1% and a lease agreement exceeding 9 years. 


Contact

Let’s discuss wholesale investment opportunities. It may open an opportunity you never thought possible.

To be eligible for these opportunities and be considered high net worth, you must have a gross income of $250,000 or more per annum in each of the previous two years, or have net assets of at least $2.5 million.