Case Studies

Westbridge Industrial Total Return (In Progress)

  • Sector Industrial
  • Investment Focus Growth & Income
  • Number of Assets 3
  • Total Return Since Inception 104%
  • Indicative Internal Rate of Return 14.5%

Diversified Property Trust (In Progress)

  • Sector Diversified
  • Investment Focus Income
  • Number of Assets 6
  • Total Return Since Inception 128% (Net of Equity Invested)
  • Indicative Internal Rate of Return 17.0%

Pilbara Growth & Income Fund

  • Sector Residential
  • Investment Focus Growth & Income
  • Number of Assets 27
  • Time Held 5 Years
  • Total Return 161% (Net of Equity Invested)
  • Internal Rate of Return 13.2%

Baile Road Syndicate

  • Sector Industrial
  • Investment Focus Income
  • Number of Assets 1
  • Time Held 19 Years
  • Total Return 519% (Net of Equity Invested)
  • Internal Rate of Return 14.6%

MPS Unit Trust No.1

  • Sector Diversified
  • Investment Focus Income
  • Number of Assets 3
  • Time Held 15 Years
  • Total Return 302% (Net of Equity Invested)
  • Internal Rate of Return 12.3%

Cottesloe Syndicate

  • Sector Medical
  • Investment Focus Income
  • Number of Assets 1
  • Time Held 19 Years
  • Total Return 540% (Net of Equity Invested)
  • Internal Rate of Return 16.8%

Midland Central Property Trust

  • Sector Neighbourhood Retail
  • Investment Focus Income
  • Number of Assets 1
  • Time Held 11 Years
  • Total Return 207% (Net of Equity Invested)
  • Internal Rate of Return 15.1%

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