
Frequently asked questions.
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We are a boutique fund manager specialising in property syndication, helping wholesale investors pool their resources to invest in high-quality commercial and residential properties that may otherwise be out of reach individually. Our focus includes creating value through redevelopment, refurbishment, and strategic asset management.
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Property syndication is a way for multiple investors to pool their money to purchase and own a share of a property. Each investor owns a proportional share and benefits from rental income and potential capital growth.
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Our funds are open to wholesale investors only. This includes individuals, businesses, or trusts that meet specific financial criteria under Australian law.
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A wholesale investor is someone who meets the eligibility requirements under the Corporations Act, such as having a net asset value of at least $2.5 million or an annual income of $250,000 or more for the last two financial years.
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Syndication provides access to high-value commercial and residential properties that individual investors may not be able to afford or manage on their own. It also offers diversification, professional management, and the ability to share in rental income and potential capital growth without the burden of direct property ownership.
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Register your interest by completing an online enquiry form.
Review our current opportunities through our Information Memorandum (IM).
Submit an application form and provide supporting documents to confirm your wholesale status.
Make your capital contribution.
Receive regular updates and distributions.
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The minimum investment typically starts at $50,000-$100,000, but this can vary depending on the specific property syndication opportunity.
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We focus on properties with strong potential for rental income, capital growth, and value-add opportunities. This includes refurbishments, re-tenanting, redevelopment, and residential projects with significant redevelopment potential.
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We target commercial properties such as retail, industrial, and mixed-use assets, as well as residential properties with redevelopment or value-add opportunities. Our investments are primarily located in Western Australia.
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Most investments require a commitment of 5-7 years, depending on the property's strategy and market conditions. However, we aim to offer regular liquidity opportunities throughout the fund's lifecycle, allowing investors to exit under specific conditions as outlined in the Information Memorandum.
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Returns vary depending on the property and market conditions. Typically, investors receive regular income distributions and capital gains upon the property's sale. Details will be outlined in the Information Memorandum.
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Yes, all investments carry risks. These include market fluctuations, tenant issues, or unforeseen costs. We mitigate risks by conducting thorough due diligence and maintaining a diversified portfolio. -
Distributions are typically made quarterly, but this depends on the specific fund's income cycle and terms.
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While we strive to minimise risks, property investments are not risk-free. You should only invest what you can afford to lose and seek independent financial advice before investing.
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There are fees associated with managing the fund, such as acquisition and ongoing management costs. These are detailed in the Information Memorandum provided for each opportunity.
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No, all fees and costs are clearly disclosed in the Information Memorandum to ensure transparency.
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We provide regular reports, including financial updates, property performance, and market analysis, to keep you informed about your investment.
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Syndicated property investments are typically illiquid. However, we aim to provide regular liquidity opportunities throughout the fund’s lifecycle, subject to specific terms and conditions outlined in the Information Memorandum.
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Investments are typically taxed as trust income. Tax treatment may vary, so we recommend consulting with your tax advisor.
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If you're a wholesale investor looking for passive income and exposure to commercial and residential property, syndication could be a suitable option. We recommend discussing your financial goals with your advisor.
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Sign up for our investor newsletter or contact us directly to learn about our latest investment opportunities.
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You can email us at investors@keystonefunds.com.au