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Sydney

The property presents as a modern and multi-let industrial facility located in the tightly held and land constrained Northern Beaches industrial market in Sydney. 

The Trust was established to provide investors with a stable initial cash distribution of 7.25% p.a. (paid quarterly and post fees) and forecast to grow over the term of the trust with potential for capital growth through multiple exit strategies.

This offering is arranged by EG Private Wealth Pty Ltd, which is part of the EG Funds Management group of companies. The EG Funds Management group of companies have an established track record of successfully identifying, acquiring, and consolidating real estate assets and it currently controls over 28 properties in all property sectors with a value in excess of $4.3 billion. 

Refer to the IM issued by EG Funds for important disclosures and risk statements. 

Term

Type

Status

Asset Class

5yr

Equity

Closed

Industrial

Arranger

EG Private Wealth

Acquired

Jan-2020

Distribution

8.00%

Target IRR

10.00%

Our key measures explained by Dr Andrew Wilson - 

Chief Economist at Wealthi.

Arranger

The arranger is the funds management group who is licensed to put together this arrangement. They are responsible for all matters relating to the investment opportunity and Wealthi runs a rigourous process to determine appropriate arrangers in the market.

Asset Type

In commercial, we generally tend to classify assets and opportunities as either Industrial, Retail or Office. At times we may present actual Funds, which operate as a lending vehicle to these different asset types.

Distribution

Distribution is the ongoing return from the cashflow of the asset which is repaid. Distributions are also known as dividends or interest payments. They can be paid monthly, quarterly or even annually. We also based these on an annualised rate and this is always an estimate, based on expected cashflows.

IRR

The internal rate of return (IRR) is a metric used in financial analysis to estimate the profitability of potential investments. IRR is a discount rate that makes the net present value (NPV) of all cash flows equal to zero in a discounted cash flow analysis.