Pilbara Fund

Pilbara Growth & Income Fund

Target returns of 20 – 25% IRR with initial distributions of 4.5-6.5%

Invest with confidence in one of the most lucrative markets in WA.

Target return on investment over the length of the fund: 120%
Target distributions: 12% p.a. (paid quarterly) with initial distributions around 4.5%-6.5%
Target capital growth of portfolio: 80%
Total assets: Up to $10,000,000 of residential properties (with a maximum 50% gearing)
Minimum investment: $100,000*
Investment term: Exit target under 5 years
Depreciation benefits and tax advantaged income distributed to investors

Momentum Wealth Research has been monitoring the Pilbara region over the past few years and has identified strong indicators the market has now reached bottom in our investment-targeted towns with excellent opportunity for substantial growth in the short term (5 years) in both rental returns and capital value.

Momentum Wealth Funds Management’s position is to purchase up to $8m of research-approved properties (targeting 50% maximum gearing) within the towns of Karratha, Port Hedland, South Hedland and Dampier, to a strategically diverse portfolio with a deliberate and defined exit strategy.

Along with strict, research-guided purchase criteria, the diversity of the fund provides greater exposure with diluted risk for investors across multiple markets; while a stringent exit strategy also maximises gains and mitigates market risk.

Research guided, strict purchase criteria
Strategic diversity across multiple towns
Professional, experienced managers
Stringent, defined exit strategy to maximise gain and reduce risk

An expert-led opportunity to take advantage of strong growth projections for the region.

Momentum Wealth has 11 properties currently under contract within the Pilbara region of South Hedland totaling $1,715,000 with an estimated gross yield of 13.3% and a replacement value above $4,000,000. The Fund manager is actively seeking other assets at below replacement in key identified areas within its investment mandate to build a diversified regional residential portfolio totaling up to $8,000,000, with a clear exit strategy.

To read our latest report on the Pilbara region, click on the report thumbnail.

DOWNLOAD 2019 PILBARA REPORT

Request Synopsis

Please fill in the form below to request the synopsis. An email will be sent to the email you have provided with a link to the document. Please note, filling in a synopsis request does not register your interest. You may also Express Interest and Request IM via the form beside/below.

Express Interest & Request IM

To register your interest to participate in the fund, please fill in the form below to submit an EOI and request the Information Memorandum (IM).

First Name*
Last Name*
Email*
Mobile*
Suburb*
State*
Indicative Investment Amount*
Are you a Wholesale Investor?*
- I am a Wholesale Investor
- I am unsure
- I am NOT a Wholesale Investor
A wholesale investor is an investor who meets one of the following criteria 1) You must hold net assets worth more than $2.5 million; or 2) Your gross household annual income must be at least $250,000 (this can include income from a business if you’re a small business owner) 3) You invest more than $500,000 in the syndicate
Disclaimer*
By returning this Expression of Interest (EOI) form to Momentum Wealth, you will receive a copy of the Information Memorandum (IM). A completed EOI form is neither binding on you to participate nor does it guarantee a full allocation of units. An allocation of units is subject to completion and receipt of an Application Form as contained in the IM with units principally allocated in the order that each Application is received. The Issuer will allot the units subject to availability following closure of the Offer and subsequent scaling (if any).
- I have read and understood the above
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AFSL – Mair Property Securities (AFSL 238386)