Home Equity Investments For Property Investors | LongView

Who is the Fund
Aimed at and Open to?

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Investors with a Self Managed Super Fund

Your SMSF can invest in the Fund to allow diversified exposure to a portfolio of family homes.

Wholesale and Sophisticated Investors

Access investment grade properties without direct ownership hassles.

Family Offices and Philanthropic Trusts

Align portfolio expansion with societal progress through strategic property investment.

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Landlords and Property Owners

Simplify real estate investment, avoid management complexities, and capture market growth.

What are the target returns?

House prices have doubled roughly every 10 years for many decades in Melbourne and Sydney.

The Fund:

invests in properties that are expected by the Manager to have better than average capital growth,
co-invests in these properties alongside homeowners allowing it to benefit from the advantages owner occupiers enjoy that direct property investors do not
consequently we project the Fund’s returns will be higher than the property market index – which has grown 7%pa on average
Our property portfolio 12-16% p.a. net of fees and fund expenses, delivered by providing 10% upfront of the property value for returns of typically 33% of future potential capital growth.

How do I access my investment?

When you have a traditional direct investment in property, you can only access capital growth when you sell. Through the Fund, your money is invested for 10 years with quarterly returns to investors forecast after the first 2 years. Our modelling suggests that cash paid by the Fund from year 3 onwards will be about 15% of the original investment then rising every year to year 10.

What type of houses do we buy and how do we choose them? Our focus is capital growth, so we have professional buyer’s advocates backed by data science selecting properties that, in our opinion, are most likely to get above average capital growth across Melbourne, Sydney and Southeast Queensland. We only buy what we believe are good family homes in the $800k-3m price range in good locations. We won’t buy any high-rise apartments or off-the-plan properties.

Who can invest in the Fund? The Fund is only open to investment by “Wholesale Investors” (as defined in the Corporations Act) - your accountant can tell you if you are eligible. In essence, to qualify as a wholesale client, an investor must: a) Have net assets of at least $2.5 million including your family home; or b) Have a gross income for each of the past 2 financial years of at least $250,000.

Does the Fund make money from homebuyers and homeowners? The Fund is designed to make money with homebuyers or homeowners by co-investing with them as part of the deposit or equity in exchange for a share of their capital growth when they sell or buy the Fund out. The Fund only makes money when homebuyers and homeowners make money.