All Investment Opportunities


Listed below are examples of loans we are looking to fund via the Pooled Mortgage Fund, or those that have been funded or repaid. The loans are all short-term business loans that are secured by Australian real estate.
August 11, 2022

Blue Haven, NSW – 12.82% p.a. Business Capital

The purpose of this loan is to repay business capital debt. Security includes a residential property in Blue Haven, NSW.
LVR TERM TARGET RETURN SECURITY
75.00% 15 months 12.82% p.a. 2nd Mortgage
August 4, 2022

Bridgewater, TAS – 7.94% p.a. Business Cashflow

The purpose of this loan is to provide additional business cashflow for a warehouse and storage building in Bridgewater, TAS.
LVR TERM TARGET RETURN SECURITY
21.33% 27 months 7.94% p.a. 1st Mortgage
July 27, 2022

Legana, TAS – 7.87% p.a. Subdivision/Construction

The purpose of this loan is to refinance current loans and for land subdivision of a residential development site in Legana, TAS.
LVR TERM TARGET RETURN SECURITY
48.30% 27 months 7.87% p.a. 1st Mortgage
July 21, 2022

Kyneton, VIC – 7.50% p.a. Property Refinance

The purpose of this loan is to refinance an existing loan. Security includes two investment properties in Kyneton, VIC.
LVR TERM TARGET RETURN SECURITY
56.73% 9 months 7.50% p.a. 1st Mortgage
June 29, 2022

Multiple Locations, VIC – 13.62% p.a. Property Purchase

The purpose of this loan is to complete the purchase of a residential property in VIC. Security includes three separate properties.
LVR TERM TARGET RETURN SECURITY
69.36% 12 months 13.62% p.a. 2nd Mortgage
June 15, 2022

Belgrave, VIC – 5.95% p.a. Restaurant Purchase

The purpose of this loan is to refinance an existing loan and to purchase a Restaurant Business in Gembrook, VIC.
LVR TERM TARGET RETURN SECURITY
32.47% 9 months 5.95% p.a. 1st Mortgage
June 9, 2022

Glen Iris, VIC – 6.70% p.a. Renovation Completion

The purpose of this loan is to refinance and complete the renovation of a residential property in Glen Iris, VIC.
LVR TERM TARGET RETURN SECURITY
80.00% 9 months 6.70% p.a. 1st Mortgage
June 2, 2022

Multiple Locations – 14.05% p.a. Refinance

The purpose of this loan is to refinance existing business loans due to mature. Security includes six separate properties.
LVR TERM TARGET RETURN SECURITY
75.00% 9 months 14.05% p.a. 2nd Mortgage
May 25, 2022

Pymble, NSW – 7.19% p.a. Property Refinance

The purpose of this loan is to refinance an existing loan. Security includes a residential investment property in Pymble, NSW.
LVR TERM TARGET RETURN SECURITY
75.00% 12 months 7.19% p.a. 1st Mortgage
May 12, 2022

South Morang, VIC – 11.50% p.a. Construction Completion

The purpose of this loan is to provide finance for the completion of a construction project in Bentleigh East, VIC.
LVR TERM TARGET RETURN SECURITY
66.18% 6 months 11.50% p.a. 2nd Mortgage
May 12, 2022

Mororo, NSW – 7.00% p.a. Business Cashflow

The purpose of this loan is to provide additional business capital for infrastructure projects in Central and Northern NSW.
LVR TERM TARGET RETURN SECURITY
55.00% 12 months 7.00% p.a. 1st Mortgage
May 2, 2022

Templestowe, VIC – 7.02% p.a. Property Refinance

The purpose of this loan is to provide finance for the purchase of six townhouses and for construction completion in Templestowe, VIC.
LVR TERM TARGET RETURN SECURITY
65.00% 18 months 7.02% p.a. 1st Mortgage
April 27, 2022

Borenore, NSW – 7.50% p.a. Business Cashflow

The purpose of this loan is to provide additional business cashflow for a vineyard and winery in Borenore, NSW.
LVR TERM TARGET RETURN SECURITY
55.00% 18 months 7.50% p.a. 1st Mortgage
April 7, 2022

Multiple Locations – 10.16% p.a. Commercial Purchase

The purpose of this loan is to provide finance for the purchase of a commercial property. Security includes two separate properties in VIC.
LVR TERM TARGET RETURN SECURITY
53.48% 8 months 10.16% p.a. 1st Mortgage
March 9, 2022

Ringwood, VIC – 7.45% p.a. Factory Purchase

The purpose of this loan is to complete the purchase of an existing factory for commercial bakery operations in Ringwood, VIC.
LVR TERM TARGET RETURN SECURITY
70.00% 12 months 7.45% p.a. 1st Mortgage
March 3, 2022

Dunsborough, WA – 7.45% p.a. Investment Capital

The purpose of this loan is to refinance an existing loan. Security includes a residential property in Dunsborough, WA.
LVR TERM TARGET RETURN SECURITY
69.23% 15 months 7.45% p.a. 1st Mortgage
February 24, 2022

Albert Park, VIC – 11.32% p.a. Business Renovation

The purpose of this loan is to refinance an existing loan for the complete renovation of a nightclub in Albert Park, VIC.
LVR TERM TARGET RETURN SECURITY
63.33% 8 months 11.32% p.a. 2nd Mortgage
February 10, 2022

Kirribilli, NSW – 7.23% p.a. Property Purchase & Renovation

The purpose of this loan is to provide finance for the purchase of a residential property and full renovation in Kirribilli, NSW.
LVR TERM TARGET RETURN SECURITY
75.00% 9 months 7.23% p.a. 1st Mortgage
January 14, 2022

Arundel, QLD – 9.80% p.a. Business Cashflow

The purpose of this loan is to provide finance for business cashflow for a green energy consultancy in Arundel, QLD.
LVR TERM TARGET RETURN SECURITY
59.80% 9 months 9.80% p.a. 2nd Mortgage
December 9, 2021

Woodridge, WA – 7.19% p.a. Refinance

The purpose of this loan is to refinance an existing loan. Security includes two residential properties in Woodridge, WA.
LVR TERM TARGET RETURN SECURITY
65.85% 9 months 7.19% p.a. 1st Mortgage
December 2, 2021

Bulli, NSW – 5.89% p.a. Property Purchase

The purpose of this loan is to refinance an existing loan. Security includes a residential property in Bulli, NSW.
LVR TERM TARGET RETURN SECURITY
37.58% 15 months 5.89% p.a. 1st Mortgage
November 11, 2021

Perth, TAS – 7.11% p.a. Property Refinance

The purpose of this loan is to refinance an existing loan. Security includes a residential property in Perth, TAS.
LVR TERM TARGET RETURN SECURITY
65.00% 12 months 7.11% p.a. 1st Mortgage
November 4, 2021

Claremont, TAS – 7.10% p.a. Subdivision/Construction

The purpose of this loan is to provide finance for the purchase of two blocks of land for future development in Claremont, TAS.
LVR TERM TARGET RETURN SECURITY
65.08% 12 months 7.10% p.a. 1st Mortgage
October 15, 2021

Box Hill North, VIC – 7.02% p.a. Property Purchase

The purpose of this loan is to complete the purchase of a mixed use property in Box Hill North, VIC.
LVR TERM TARGET RETURN SECURITY
78.29% 6 months 7.02% p.a. 1st Mortgage
October 7, 2021

Moss Vale, NSW – 8.00% p.a. Subdivision

The purpose of this loan is to refinance a current loan with Private Mortgages Australia and clear loan used for his concrete business in NSW.
LVR TERM TARGET RETURN SECURITY
56.18% 18 months 8.00% p.a. 1st Mortgage
September 23, 2021

Thornbury, VIC – 12.64% p.a. Business Cashflow

The purpose of this loan is to provide finance for additional business cashflow. Security includes a residential property in Thornbury, VIC.
LVR TERM TARGET RETURN SECURITY
75.00% 18 months 12.64% p.a. 2nd Mortgage
August 20, 2021

Corinella, VIC – 8.01% p.a. Land Purchase

The purpose of this loan is to provide finance for the purchase of a vacant block of land for future development in Corinella, VIC.
LVR TERM TARGET RETURN SECURITY
46.00% 9 months 8.01% p.a. 1st Mortgage
August 13, 2021

Multiple Locations, TAS – 7.55% p.a. Refinance

The purpose of this loan is to refinance two existing loans. Security includes two residential properties located in Tasmania.
LVR TERM TARGET RETURN SECURITY
65.00% 6 months 7.55% p.a. 1st Mortgage
July 30, 2021

Multiple Locations – 7.58% p.a. Refinance

The purpose of this loan is to refinance existing business loans currently with a major bank. Security includes five separate properties.
LVR TERM TARGET RETURN SECURITY
70.91% 12 months 7.58% p.a. 1st Mortgage
July 16, 2021

Trinity Beach, QLD – 7.62% p.a. Subdivision

The purpose of this loan is to provide finance purchase of a property at Trinity Beach, a coastal suburb of Cairns in Queensland.
LVR TERM TARGET RETURN SECURITY
73.91% 6 months 7.62% p.a. 1st Mortgage
July 9, 2021

Trinity Beach, QLD – 7.37% p.a. Equipment Purchase

The Sponsors have a background in managing a bakery and are now planning to open and operate a new bakery. The purpose of this...
LVR TERM TARGET RETURN SECURITY
58.82% 25 months 7.37% p.a. 1st Mortgage
June 18, 2021

Mernda, VIC – 10.22% p.a. Construction Equity

The Sponsors owned a commercial property in Lalor since 1971. The purpose of this loan is to build four apartments and one retail shop.
LVR TERM TARGET RETURN SECURITY
80% 4 months 10.22% p.a. 2nd Mortgage
June 11, 2021

Maleny, QLD – 7.60% p.a. Rental Property Purchase

The Sponsors have a background in property development in Queensland and have previously completed a 13 lot subdivision...
LVR TERM TARGET RETURN SECURITY
75% 15 months 7.6% p.a. 1st Mortgage
June 4, 2021

The Gap, QLD – 12.86% p.a. Restaurant Opening

The Sponsor has a background working in hospitality and has now decided to open their own takeaway restaurant.
LVR TERM TARGET RETURN SECURITY
62.35% 18 months 12.86% p.a. 2nd Mortgage
June 1, 2021

Kyneton, VIC – 7.52% p.a. Subdivision

The Sponsors have a background in property development and have completed land subdivisions in Wagga Wagga and Shepparton.
LVR TERM TARGET RETURN SECURITY
59.31% 13 months 7.52% p.a. 1st Mortgage
May 13, 2021

Roseville, NSW – 7.67% p.a. Renovation Finance

The Sponsor has a background in property development. This is the sixth loan funded by our mortgage funds.
LVR TERM TARGET RETURN SECURITY
70% 12 months 7.67% p.a. 1st Mortgage
May 7, 2021

Box Hill, NSW – 12.03% p.a. Subdivision/Construction

The Sponsors have a background in property development. They have been operating a building company since 2019...
LVR TERM TARGET RETURN SECURITY
57% 6 months 12.03% p.a. 2nd Mortgage
April 30, 2021

Seacliff Park, SA – 7.51% p.a. Subdivision

The Sponsor has a background in property investment and previously worked for a development & project management company.
LVR TERM TARGET RETURN SECURITY
70% 9 months 7.51% p.a. 1st Mortgage
April 23, 2021

Long Jetty, NSW – 7.82% p.a. Dual Occupancy Development

The Sponsors have a background in property renovation and investment (property flipping) and have completed a couple of small projects.
LVR TERM TARGET RETURN SECURITY
65% 12 months 7.82% p.a. 1st Mortgage
April 16, 2021

Cabarlah, QLD – 8.48% p.a. Land Purchase

The Sponsor has a background in owning and operating a law firm. The purpose of this loan is to purchase a 17 acre block of vacant land.
LVR TERM TARGET RETURN SECURITY
67.63% 7 months 8.48% p.a. 1st Mortgage
April 9, 2021

Scarborough, QLD – 8.05% p.a. Construction Loan

The Sponsors have a background in property development in Queensland and has previously completed a 13 lot subdivision...
LVR TERM TARGET RETURN SECURITY
65% 12 months 8.05% p.a. 1st Mortgage
April 1, 2021

Howrah, TAS – 8.50% p.a. Subdivision

The Sponsor operates a motel in Swansea in Tasmania. The purpose of this loan is to purchase a residential property for...
LVR TERM TARGET RETURN SECURITY
75% 16 months 8.50% p.a. 1st Mortgage
March 26, 2021

South Yarra, VIC – 12.08% p.a. Stock Purchase

The Sponsor operates an online retail shop. The purpose of this loan is to provide finance for the purchase of various investments...
LVR TERM TARGET RETURN SECURITY
42.78% 12 months 12.08% p.a. 2nd Mortgage
March 17, 2021

Lalor, VIC – 7.3% p.a. Construction Loan

The Sponsor’s family has owned the commercial property in Lalor since 1971. The purpose of this loan is to provide finance...
LVR TERM TARGET RETURN SECURITY
65.64% 13 months 7.3% p.a. 1st Mortgage
March 5, 2021

Mango Hill, QLD – 7.58% p.a. Land Purchase

The purpose of this loan is to provide finance for the purchase of a 1,054sqm investment property in Mango Hill, QLD.
LVR TERM TARGET RETURN SECURITY
60% 12 months 7.58% p.a. 1st Mortgage
February 12, 2021

Bondi Beach, NSW – 7.89% p.a. Retirement Village Completion

The Sponsor has a background in property investment. The purpose of this loan is to rollover current debt...
LVR TERM TARGET RETURN SECURITY
45.48% 16 months 7.89% p.a. 1st Mortgage
February 5, 2021

Scarborough, WA – 7.58% p.a. Land Purchase

The Sponsors have a background in property development and have completed several projects including a 13 lot subdivision...
LVR TERM TARGET RETURN SECURITY
60% 9 months 7.58% p.a. 1st Mortgage
January 29, 2021

Willaston, SA – 7.59% p.a. Land Subdivision

The Sponsors have a background in property development and have previously completed residential constructions in South Australia.
LVR TERM TARGET RETURN SECURITY
46% 8 months 7.59% p.a. 1st Mortgage
January 22, 2021

Kingscliff, NSW – 7.51% p.a. Apartment Block Purchase

The Sponsor has a background in property development and has completed the development of over 140 townhouses.
LVR TERM TARGET RETURN SECURITY
70% 6 months 7.51% p.a. 1st Mortgage
January 15, 2021

Wallacia, NSW – 7.58% p.a. Quarry Operation

The purpose of this loan is to assist with the restarting and operating costs of the soil quarry, obtaining a new operating license...
LVR TERM TARGET RETURN SECURITY
27% 15 months 7.58% p.a. 1st Mortgage
January 8, 2021

Moss Vale, NSW – 7.91% p.a. Refinance

The Sponsors have a background in property investment and operates a concrete business, manufacturing precast concrete slabs.
LVR TERM TARGET RETURN SECURITY
70% 9 months 7.91% p.a. 1st Mortgage
December 18, 2020

Werribee, VIC – 6.22% p.a. Apartment Purchase

The Sponsor has a background as a finance broker and is building up his property portfolio. The purpose of this loan is to purchase...
LVR TERM TARGET RETURN SECURITY
70% 9 months 6.22% p.a. 1st Mortgage
November 6, 2020

Wahroonga, NSW – 7.40% p.a. Refinance

The purpose of this loan is to refinance a current loan used to purchase and renovate a property in Wahroonga...
LVR TERM TARGET RETURN SECURITY
70% 6 months 7.40% p.a. 1st Mortgage
October 30, 2020

Maitland, NSW – 8.35% p.a. Townhouse Development

The Sponsor has a background in property renovation and development. A previous loan funded by APG was repaid prior to maturity...
LVR TERM TARGET RETURN SECURITY
70% 6 months 7.40% p.a. 1st Mortgage
July 17, 2020

Springvale, VIC – 8.07% p.a. Refinance

The Sponsor has a background in property investment and have a portfolio of multiple residential and commercial properties.
LVR TERM TARGET RETURN SECURITY
65% 12 months 8.07% p.a. 1st Mortgage
June 17, 2020

Cessnock, NSW – 7.46% p.a. Refinance

The Sponsors have a background in property development and property investment and currently own six investment properties.
LVR TERM TARGET RETURN SECURITY
66.43% 6 months 7.6% p.a. 1st Mortgage
June 12, 2020

Tweed Heads, NSW – 7.61% p.a. Subdivision

The Sponsors have a background in property development. The purpose of this loan is to purchase a vacant block of land...
LVR TERM TARGET RETURN SECURITY
60% 9 months 7.61% p.a. 1st Mortgage
May 29, 2020

Caboolture, QLD – 8.60% p.a. Subdivision

The Sponsors have a background in property development and civil engineering. The purpose of this loan is to provide finance for...
LVR TERM TARGET RETURN SECURITY
60% 12 months 8.60% p.a. 1st Mortgage
May 21, 2020

Paradise Point, QLD – 10.13% p.a. Property Development

The Sponsor operates a property development business where he purchases properties, completes small renovations and on-sells...
LVR TERM TARGET RETURN SECURITY
60% 7 months 10.13% p.a. 1st Mortgage
May 15, 2020

Devonport, TAS – 8.51% p.a. Working Capital

The Sponsor operates a quality assurance consulting business specialising in the development, implementation, maintenance...
LVR TERM TARGET RETURN SECURITY
43% 12 months 8.51% p.a. 1st Mortgage
April 9, 2020

Carlingford, NSW – 14.29% p.a. Construction Loan

The purpose of this loan is to provide finance for the soft costs associated with the construction of two duplexes...
LVR TERM TARGET RETURN SECURITY
62.48% 9 months 14.29% p.a. 2nd Mortgage
March 6, 2020

Glen Iris, VIC – 8.74% p.a Refinance

The Sponsors have a background in operating a business consulting service, working in the capital markets industry, investor relations...
LVR TERM TARGET RETURN SECURITY
76% 9 months 8.73% p.a. 1st Mortgage
February 28, 2020

Kew, VIC – 8.40% p.a. Refinance

The Sponsors have a background in property investment and own residential and commercial properties in Mount Martha, Glen Waverley and Brighton East.
LVR TERM TARGET RETURN SECURITY
61.11% 6 months 8.40% p.a. 1st Mortgage
February 21, 2020

Multiple Locations – 9.06% p.a. Refinance/Purchase

The Sponsor has a background in construction and is a registered builder. The purpose of this loan is to refinance two loans...
LVR TERM TARGET RETURN SECURITY
75% 9 months 9.06% p.a. 1st Mortgage
February 7, 2020

Carrajung South, VIC – 11.27% p.a. Farm Subdivision

The Sponsors are dairy farmers in Currajong South in Eastern Victoria. The purpose of this loan is to refinance a commercial debt.
LVR TERM TARGET RETURN SECURITY
57.14% 8 months 11.27% p.a. 1st Mortgage
January 24, 2020

Altona, VIC – 9.84% p.a. Townhouse Development

The Sponsors have a background in property development and have completed several projects in Melbourne.
LVR TERM TARGET RETURN SECURITY
70% 18 months 9.84% p.a. 1st Mortgage
January 17, 2020

Ocean Shores, NSW – 10.70% p.a. Subdivision

The Sponsors have a background property development specialising in subdivision. The purpose of this loan is to refinance...
LVR TERM TARGET RETURN SECURITY
70% 6 months 10.70% p.a. 1st Mortgage
December 13, 2019

Montrose, VIC – 13.44% p.a. Apartment Construction

The Sponsors have a background in property development. The purpose of this loan is to provide finance for the completion...
LVR TERM TARGET RETURN SECURITY
66.36% 6 months 13.44% p.a. 2nd Mortgage
October 17, 2019

Bondi Beach, NSW – 7.75% p.a. Development Investment

The Sponsor has a background in property investment and is considered a sophisticated investor.
LVR TERM TARGET RETURN SECURITY
33.33% 6 months 7.75% p.a. 1st Mortgage
October 17, 2019

Kemps Creek, NSW – 12.01% Equipment Purchase

The Sponsors have a background in operating an automotive fabrication business. The current business was established in March 2019.
LVR TERM TARGET RETURN SECURITY
42.26% 8 months 12.01% p.a. 2nd Mortgage
October 11, 2019

Ivanhoe, VIC – 13.44% p.a. Second Mortgage Refinance

The Sponsor is a lawyer and has a background in operating a legal firm specialising in immigration...
LVR TERM TARGET RETURN SECURITY
73% 6 months 13.44% p.a. 2nd Mortgage
September 6, 2019

Wahroonga, NSW – 8.70% p.a. Property Flip

The sponsor purchases residential property at a discount price, completes extensive renovation and on sells them. Recently two such...
LVR TERM TARGET RETURN SECURITY
70% 12 months 8.7% p.a. 1st Mortgage
August 23, 2019

Springvale, VIC – 9.42% p.a. Investment Property

The Sponsors have a background in property development and have a portfolio of nine different properties.
LVR TERM TARGET RETURN SECURITY
70% 8 months 9.42% p.a. 1st Mortgage
August 16, 2019

Mawson Lakes, SA – 9.56% p.a. Caravan Manufacturer Refinance

The Sponsors have a background in property investment and operate a caravan manufacturing business.
LVR TERM TARGET RETURN SECURITY
60% 4 months 9.56% p.a. 1st Mortgage
August 9, 2019

Dunsborough, WA – 8.70% p.a. Investment Capital

The Sponsors have a background in investing and share trading specialising in accountancy, corporate consulting, mergers & acquisition...
LVR TERM TARGET RETURN SECURITY
58% 23 months 8.70% p.a. 1st Mortgage
July 5, 2019

Fitzroy, VIC – 11.59% p.a. Business Equipment Purchase

The Sponsor operates a company manufacturing and distributing stone bathware such as bathtubs, vanities and basins...
LVR TERM TARGET RETURN SECURITY
72% 12 months 11.59% p.a. 2nd Mortgage
July 5, 2019

Quirindi, NSW – 11.01% p.a. ATO Debt Repayment

This loan has now been repaid. It was repaid after 13.5 months which meant we collected bonus interest and delivered 12.3% p.a. ...
LVR TERM TARGET RETURN SECURITY
50% 12 months 11.01% p.a. 1st Mortgage
July 5, 2019

Throsby, ACT – 10.25% p.a. Property Development

The Sponsors have a background in property development and building. The Sponsor is an active developer and builder...
LVR TERM TARGET RETURN SECURITY
25.79% 15 months 10.25% p.a. 1st Mortgage
July 5, 2019

Isabella Plains, ACT – 11.94% p.a. Business Purchase

The Sponsors have a background in operating cafes and are purchasing a take away food and café business operating in Mitchell, ACT...
LVR TERM TARGET RETURN SECURITY
40% 15 months 11.94% p.a. 2nd Mortgage
May 23, 2019

Mornington Peninsula, VIC – 10.16% p.a. Proposed Vineyard

The Sponsors have a background in property investment and have other investment properties in nearby Mount Martha...
LVR TERM TARGET RETURN SECURITY
65% 8 months 10.16% p.a. 1st Mortgage
April 24, 2019

Mount Martha, VIC – 13.79% p.a. Business Partner Payout

The Sponsors have a background in property investment. They own several properties land, residential, commercial and retail property...
LVR TERM TARGET RETURN SECURITY
75% 5 months 13.79% p.a. 2nd Mortgage
April 11, 2019

Watsonia North, VIC – 25.53% p.a. Residential Renovation

The Sponsors are experienced property investors. They require funding to renovate the security property in Watsonia North...
LVR TERM TARGET RETURN SECURITY
75% 6 months 25.53% p.a. 2nd Mortgage
April 11, 2019

Southbank, VIC – 9.08% p.a. Southbank Apartment

The Sponsors have purchased an off the plan apartment in Equity Central’s recently constructed building, Southbank Place...
LVR TERM TARGET RETURN SECURITY
65% 12 months 9.08% p.a. 1st Mortgage
April 9, 2019

Metford, NSW – 7.32% p.a. Property Flip

The Sponsors have a background in property investment and development. The aim of their business is to purchase property...
LVR TERM TARGET RETURN SECURITY
29% 3 months 7.32% p.a. 1st Mortgage
March 11, 2019

Tweed Heads South, NSW – 10.90% p.a Residential Subdivision

The Sponsors have a background in property development and have completed several...
LVR TERM TARGET RETURN SECURITY
60% 9 months 10.90% p.a. 1st Mortgage
March 11, 2019

Smithfield Plains, SA – 16.23% p.a. Development Site

The Sponsors are experienced property developers and required funding to purchase a 3.7ha site in Smithfield Plains...
LVR TERM TARGET RETURN SECURITY
70% 6 months 16.23% p.a. 1st Mortgage
March 11, 2019

Coolangatta, QLD – 9.79% p.a Luxury Apartment

The Sponsors have a background in property investment. This loan is to purchase a luxury apartment in a prestigious building...
LVR TERM TARGET RETURN SECURITY
75% 9 months 9.79% p.a. 1st Mortgage

What am I investing in?

The Pooled Mortgage Fund funds Registered First and Second Mortgages that are secured by Australian property with conservative Loan-to-Value Ratios - we typically lend less than 75% of property value. Investors in the Pooled Mortgage Fund have their funds diversified across a portfolio of loans looked after by the experienced team at the Mortgage Manager, Private Mortgages Australia, who conduct extensive due diligence before settling any loans.

Who can invest?

We are able to accept all investors whether they are a Retail or Wholesale Investor (see below for explanation). We can also accept investments from individual investors, self-managed super funds, trusts and companies.

(for Wholesale Investors)

(for Retail Investors - Target Market Determination)

Pooled Mortgage Fund details:

Return5.96% p.a.* return in June 2022
Minimum Investment$10,000 (Retail) $25,000 (Wholesale)
FeesAll returns listed are net of fees excl. a 0.5% p.a. fee charged to Retail investors.
DistributionsQuarterly
RedemptionsQuarterly (pending liquidity)
Minimum TermNone

Note: *Capital at risk. Returns not guaranteed. Listed returns are in respect to our Wholesale Fund and are net of fees. Past performance does not indicate future returns.

Am I a Wholesale or Retail Investor?

1Wholesale Investor
1. A person or entity who initially invests at least $500,000 or

2. A person or entity that has obtained an accountant’s certificate within the preceding six months stating that they:

a) have net assets of at least $2.5 million, or
b) have a gross income of $250,000 p.a. for each of the last two financial years.
2Retail Investor
Anyone else who doesn't fall within the Wholesale classification above.

Why Choose APG

 

  • We have an experienced team dedicated to delivering the best results for our investors.
  • Our directors are invested in the fund – we have skin in the game.
  • Our Mortgage Managers conduct extensive due diligence on every loan opportunity.
  • Every loan is secured by Australian real estate.
  • We deliver real service to our investors – we’re here to help however we can.
  • A large number of our investors have been with us for many years and reinvested with us.

Download our Investor Pack to find out more about APG, what to expect when investing in our Pooled Mortgage Fund and how to get started.

 

Have more questions?


Get in touch with us today and we'll gladly answer any queries you may have.