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
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.