READY TO INVEST IN THE DISABILITY HOUSING FUND?

If you have downloaded the PDS and you are ready to invest with us , apply now.

The information and advice provided in this video are general in nature and do not take into account your personal objectives, financial situation, or needs. You should consider whether the advice is appropriate for you, speak to a financial advisor, and review the Product Disclosure Statement (PDS) before making any decision.

Please download the Product Disclosure Statement before applying to invest in the fund.

HOW MUCH CAN YOUR INVESTMENT GROW?

The figures are from Section 5.6 – “Financial Targets” on page 49 of the PDS. To download a copy of the PDS click here

TARGET RETURNS ON A $10,000 INVESTMENT

Target returns on a $10,000 investment...

In year 3 the unit value is $12,648, an increase of 26.48%

In year 5 annual distribution of $1,153, an 11.53% return on investment
In year 5 the unit value is $16,279, an increase of $6,279 (62.79%)
Accumulated distributions over 5 years total $3,076, a 30.76% return on investment
Total investment value (inc. distributions paid): $19,355 (93.55%)

In year 7 annual distribution of $1,392, a 13.92% annual return on investment
In year 7 the unit value is $19,358, an increase of $9,358 (93.85%)
Accumulated distributions over 7 years total $5,750, a 57.5% return on investment
Total investment value (inc. distributions paid): $25,180 (151%)

In year 10 annual distribution of $1,391, a 13.91% return on investment
In year 10 the unit value is $25,036, an increase of $15,036 (150.36%)
Accumulated distributions over 10 years total $9,994, a 99.94% return on investment
Total investment value (inc. distributions paid): $35,030 (250.3%)

TARGET RETURNS ON A $80,000 INVESTMENT

Target returns on a $80,000 investment...

In year 3 the unit value is $101,184, an increase of $21,184 (26.48%)

In year 5 annual distribution of $9,224, an 11.53% return on investment
In year 5 the unit value is $130,232, an increase of $50,232 (62.79%)
Accumulated distributions over 5 years: $24,608 (30.76%)
Total investment value (inc. distributions paid): $154,840 (93.55%)

In year 7 annual distribution of $11,136, a 13.93% annual return on investment
In year 7 the unit value is $154,864, an increase of $74,864 (93.85%)
Accumulated distributions over 7 years total $46,000, a 57.5% return on investment
Total investment value (inc. distributions paid): $200,864 (151%)

In year 10 annual distribution of $11,128, a 13.91% return on investment
In year 10 the unit value is $200,288, an increase of $120,288 (150.36%)
Accumulated distributions over 10 years total $79,952, a 99.94% return on investment
Total investment value (inc. distributions paid): $280,240 (250.3%)

TARGET RETURNS ON A $150,000 INVESTMENT

Target returns on a $150,000 investment...

In year 3 the unit value is $189,720, an increase of $39,720 (26.48%)

In year 5 annual distribution of $17,295, an 11.53% return on investment
In year 5 the unit value is $244,185, an increase of $94,185 (62.79%)
Accumulated distributions over 5 years total $46,140, a 30.76% return on investment
Total investment value (inc. distributions paid): $290,325 (93.55%)

In year 7 annual distribution of $20,880, a 13.92% return on investment
In year 7 the unit value is $290,370, an increase of $140,370 (93.85%)
Accumulated distributions over 7 years total $86,250, a 57.5% return on investment
Total investment value (inc. distributions paid): $376,620 (151%)

In year 10 annual distribution of $20,865, a 13.91% return on investment
In year 10 the unit value is $375,540, an increase of $225,540 (150.36%)
Accumulated distributions over 10 years total $149,910, a 99.94% return on investment
Total investment value (inc. distributions paid): $525,540 (250.3%)

TARGET RETURNS ON A $300,000 INVESTMENT

Target returns on a $300,000 investment...

In year 3 the unit value is $379,440, an increase of $79,440 (26.48%)

In year 5 annual distribution of $34,590, an 11.53% return on investment
In year 5 the unit value is $488,370, an increase of $188,370 (62.79%)
Accumulated distributions over 5 years: $92,280 (30.76%)
Total investment value (inc. distributions paid): $580,650 (93.55%)

In year 7 annual distribution of $41,760, a 13.92% return on investment
In year 7 the unit value is $580,740, an increase of $280,740 (93.58%)
Accumulated distributions over 7 years total $172,500, a 57.5% return on investment
Total investment value (inc. distributions paid): $753,240 (151%)

In year 10 annual distribution of $41,730, a 13.91% return on investment
In year 10 the unit value is $751,080, an increase of $451,080 (150.36%)
Accumulated distributions over 10 years total $299,820, a 99.94% return on investment
Total investment value (inc. distributions paid): $1,050,900 (250.3%)

Note 1: Years 1–2: Nil or minimal distributions during acquisition and development phase of the portfolio.

Note 2: Targeted distributions and IRR shown are after fees and costs, based on an initial unit price of $1.00.

IMPORTANT QUESTIONS ABOUT THE FUND

Click through the videos below to have your questions answered.

HOW QUICKLY CAN I GET MY MONEY OUT OF THE FUND?

HOW CAN I KNOW IF I CAN TRUST YOU WITH MY MONEY?

HOW ARE THE FUND MANAGERS INCENTIVISED TO OVER PERFORM?

HOW DO MANAGED FUNDS WORK?

UNIT TRUST BASICS. SINGLE PROPERTY FUND

UNIT TRUST BASICS. MULTIPLE PROPERTY FUND

THE IMPACT OF THE UNIT PRICE AS WE CONTINUALLY RAISE FUNDS

THE IMPACT ON INVESTORS WHO WAIT TO PURCHASE UNITS LATER

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THE IMPACT ON INVESTMENT INCOME AS WE CONTINUALLY RAISE FUNDS

LEARN MORE ABOUT DISABILITY HOUSING

WHAT ARE DISABILITY HOUSES?

HOW HIGH ARE THE RENTS?

WHY IS THE GOVERNMENT PREPARED TO PAY SUCH HIGH RENTS?

ARE THESE EXCEPTIONALLY HIGH RENTS SUSTAINABLE?

WHAT’S THE CATCH WITH THESE PROPERTIES?

WHAT ARE THE BIGGEST RISKS WITH THESE PROPERTIES?

WHY ARE THE DEVELOPMENT PROFITS SO HIGH FROM EACH PROPERTY?