PrivateInvest

11/05/2022

PrivateInvest has welcomed Elizabeth Court and Peter Folland to the Group’s Trustee Board as a Non-Executive Directors.

Elizabeth is based in Perth with over 30 years’ experience as an economist within the banking and finance industry. Elizabeth is principal of Court Capital and is retiring her position as a Director of the Private Wealth Network which is an organisation of over 200 Family Offices. Elizabeth provides an invaluable insight to the PrivateInvest’s capital origination strategy.

Peter Folland has had 35 years’ experience in accounting in public practice as an accountant and tax adviser to a broad range of SMEs. Peter was a Managing Partner of Grant Thornton and established his first property syndicate in 2000. The establishment and management of circa 25 property trusts/syndicates successfully raised equity exceeding $300m and acquired circa 35 industrial, office, residential and retail properties ranging in value from $5m to $200m.

Meet the PrivateInvest Board and team https://bit.ly/2SSHezA

04/05/2022

PrivateInvest Pty Limited Select Mortgage Fund is a contributory mortgage fund that invests in multiple first mortgage loans on select properties, for wholesale and professional investors.

The Fund issues different classes of units for each loan, allowing each loan to be separate from other loans in the Fund, isolating the risks and returns attributable to each Loan.

A contributory mortgage fund allows you to select the Loan or Loans you wish to invest in. In this way, you can effectively select the level of participation you have, and which of the Fund’s Loans you invest in.

To watch the full interview and request an Information Memorandum https://bit.ly/3Mjp80l

04/05/2022

Due to the significant growth in our Loan Portfolio, we have installed a new number designated for new loans and borrower enquiries.

1300 4 FUNDING
(1300 4 386 346)

We are currently overweighted in cash, and we need to deploy cash quickly!

We do equity, mezzanine, and first mortgage Loans.

Call NOW on our new Line for any potential deals to add to our Loan Portfolio.

04/05/2022

Capital Available Across The Stack

Commercial Real Estate (CRE) finance is commonly sourced from different capital, these capital sources are often referred to as the ‘capital stack’ and have different levels of risk-return profiles.

PrivateInvest structures bespoke end-to-end finance solutions including equity, mezzanine and first mortgage Loans.

For more information https://bit.ly/3vNGxWT or call 1300 4 FUNDING (1300 4 386 346)

04/05/2022

A successful first mortgage loan settlement located in Western Australia. Follow the link for more information.

Call 1300 4 FUNDING (1300 4 386 346) to discuss a potential scenario with Stewart Kestel.

PrivateInvest is an Investment and Funds Manager operating as a commercial non-bank lender with its core business investing in first mortgage debt instruments. PrivateInvest, as an alternative investor, also invests direct into the Australian property and real estate industry by equity, mezzanine debt, preferred equity, or hybrid debt instruments.

The investment objective of the Company is to deliver above industry average risk weighted returns to its wholesale and professional Investors with a high focus on capital preservation.

PrivateInvest Pty Limited has settled an 18-lot subdivision in Serpentine, Western Australia. PrivateInvest structures bespoke end-to-end finance solutions for the Australian real estate and development industry. PrivateInvest Pty Ltd has settled an 18-lot subdivision in Serpentine, WA, providing al...

05/04/2022

PrivateInvest recently had its tenth anniversary as a corporate trading company, and we are now entering the fourth year of operations as a private commercial non-bank lender.

We pride ourselves on constant communication. I [Mark Roberts] have held back until now on publishing this Newsletter as there were several significant improvements happening behind the scenes that we wished to implement, to the benefit of our Investors going forward.

Including a new Chief Executive Officer, Nils Miller appointed, Board composition changes, Elizabeth Court, and Peter Folland as Non-Executive Director and Trustee Board members, and the appointment of a new Investment Analyst Andy Parsons joining the Sydney based team to continue to build PrivateInvest capacity and experience.

We are now providing a broader market offering of equity, mezzanine and first mortgage security to Borrowers and positioned as a capital partner to the property sector which further supports achieving first mortgage returns to Investors and offers higher returns to those wishing to participate higher up the risk curve.

To download a copy https://bit.ly/36YPQw1

MEDIA STATEMENT | 28 March 2022PrivateInvest update to provide Investors more information on the PrivateInvest Funds, forecast cash returns, market summary, Loan portfolio

26/11/2021

A new opportunity for investment available NOW in the PrivateInvest Select Mortgage Fund.

Registered first mortgage loan facility located in Piara Waters, Western Australia.

Provision of funds for civil construction of a total 61 home sites of proposed lifestyle village development.

Target return 8.00% per annum, net of fees and expenses.
18-month Loan Term.
Monthly Distributions.

This is open to Wholesale or Professional Investors.

If you’re interested in investing in this Loan, further information can be provided upon request.

Call 1300 2 INVEST (1300 2 468 378) or visit https://www.privateinvest.com.au/privateinvest-select-mortgage-fund-opportunity/ for more information and to request the Loan Memorandum.

An opportunity to invest for a target return of 8.00% p.a. income yield paid monthly, on a selected loan underpinned by first mortgage security. For Wholesale and Professional Investors. PrivateInvest Capital Securities Limited is pleased to offer Wholesale or Professional Investors the opportunity....

14/10/2021

PrivateInvest First Mortgage Fund is a pooled, open-ended, unregistered unit trust for wholesale and professional investors.

The pooled structure improves both diversification and liquidity.
You have a smaller interest in multiple loans and better liquidity, than direct real estate through a capital preservation strategy that is backed by no loan impairments.

Watch the full interview with Mark Roberts and Pia Hopkins https://bit.ly/3th66PI

11/10/2021

We are excited to announce the hosting of our first live webinar for existing Investors.

PrivateInvest TALK Webinar

In this pandemic world we are adopting new ways to connect and provide our Investors, through-out Australia, Signapore and Hong Kong; a confidential conversation with the PrivateInvest Pty Limited management team.

Mark Roberts | Founding Managing Director
Leon Boyatzis | Head of Funds Management
Naomi Roberts | Legal/Governance & Compliance
Sarah de Rozario | Finance Manager
Stewart Kestel | Head of Loan Relations
Ellie O'Dea | Digital Management
Tim Jones | Independent Review Committee

The experience made use of Microsoft Teams and Blackmagic Design's ATEM Mini.

Thank you to our Investors and Board in attendance, we look forward to the next installment.

05/10/2021

An interesting read from the Financial Review on high-debt home loans as a result of record low interest rates and surging property prices. Treasurer Josh Frydenberg backs regulatory crack downs to reduce the financial risks.

"Frydenberg signals home loan crackdown" written by economics editor John Kehoe, 28 September 2021.

There has been an increase of 22% new residential mortgage loans where the debt is six times greater than income in the June Quarter, up from 16% in the previous year, according to APRA.

As PrivateInvest Pty Limited builds our capital partnerships within the real estate and property development industry, we value your opinion.

Financial regulators are working on plans to potentially clamp down rising high debt-to-income ratios among new borrowers, a trend exacerbated by ultra-low mortgage ra...