How Property Funds Work
When participating in a Property Fund, the capital you invest is combined with other Investors’ contributions. The structure allows Investors to invest less capital and receive the benefits from a large scale property investment that they couldn’t normally undertake individually due to the large amount of capital required.
The Investment Manager – the body that offers & oversees the Property Fund - is required to be a ASIC licenced entity, with the appropriate financial service accreditations. The Investment Manager takes care of aspects of the project such as general maintenance through to the completion of each project, which takes away the stresses and uncertainties from the individual Investors.
Investors usually receive either:
Regular distributions.....normally monthly or quarterly: or
Return of the initial capital investment amount together with a "profit share" after the property(s) are sold. The fund is then generally "wound up".
The Capita Approach
All Capita Property Funds are “single” property funds that have a "single" underlying property asset, providing Investors certainty that their investment isn’t spread over a number of “pooled” properties of varying quality.
Investors are able to easily identify and monitor the progress of the development project in which their investment are allocated. Property Development Funds are generally reliant upon sales of the completed property(s) to allow the return of the Investors’ capital
Properties in Capita funds:
Are located in areas with good infrastructure.
Are positioned in high demand, growth areas with strong demographics.
Have “value add” opportunities, generally within a 1 - 3 year period.
Are acquired at or below market value.
Have a defined “exit” strategy.
Have the potential to provide premium returns to investors.
100% of our Investors have received 100% of their distribution and 100% of the capital back from each of our funds
Capita Funds Management holds an Australian Financial Services Licence No 293987 and is one of Australia’s most reputable property funds groups. For over 13 years, we have helped Investors receive premium regular returns from our investments.
Capita’s 3 key directors have over 120 years combined experience in funds management, property development, property sales & marketing and financial services industries.
We are committed to completing quality property projects that are managed effectively and efficiently, with a focus on providing strong profits, having a defined exit strategy, and a medium term investment time frame (usually 1-3 years).
How we deliver value for investors:
Stringent due diligence and research undertaken on each property offered to Capita.
“Hands on” management of property assets.
Prudent management of costs, low management fee structure.
Well defined “exit” strategy aimed at unlocking the full potential of the property.