Banner Property Income Fund & Low LVR Fund

Investment start date

Open-ended
Monthly application
Minimum hold period of 12-months (otherwise exit fee applies)

Asset Class

Private Debt
(Australian Property)

Return

Option A/High LVR:
Targeting BBSW +6.5%
Option B/Low LVR:
Targeting BBSW +4%

The Banner Wholesale Property Income Funds seek to deliver investor returns through investments in mortgages against Australian real estate. The types of financial instruments in which the Funds may invest include loans for the development or acquisition of Australian residential, office, retail, industrial or commercial property secured by first mortgages, where they meet Banner’s strict selection and due diligence criteria.

Two investment options are available:

Higher loan-to-value ratio (Banner Property Income Fund)
The Banner Property Income Fund (higher LVR option) is limited to a maximum LVR of 75% due to a minimum equity buffer of 25%. The target return for the higher LVR fund is BBSW +6.5%.
Lower loan-to-value ratio (Banner Low LVR Fund)
The Banner Low LVR Fund (lower LVR option) is limited to a maximum LVR of 50% due to a minimum equity buffer of 50%. This buffer provides some protection against property price volatility. The target return for the lower LVR fund is BBSW +4%.

Please note both returns are net to Investor and the BBSW rate is reset every quarter. The target returns are targets only, and the Funds may not meet their objective.

Please click here to view the Banner Property Income Fund & Low LVR Fund Flyer

Please click here to review the Banner Wholesale Property Income Fund Information Memorandum.

If you are interested in investing, please complete the Intent to Invest form below, confirming which option (A or B) you would like to invest in.

First name *

Surname *

Email *

Investment amount *

Please select one investment option: *

A: Higher loan-to-value ratio (Banner Property Income Fund)

B: Lower loan-to-value ratio (Banner Low LVR Fund)

Which investment structure do you utilise? *

Personal Name

Trust

SMSF

Corporate

Investment entity name *

I acknowledge that Partners Private Pty Ltd or its related entities will receive an ongoing referral fee of 1% p.a. plus GST on capital invested in the fund. These fees which are paid by Banner Asset Management Pty Ltd are not included in the Information Memorandum. Where you have been referred to us by someone else, we may pay them a fee, commission or some other benefit in relation to their referral. We may pay referral partners up to 50% of any initial fees we receive. *

By signing this form: a) I agree to Partners Private preparing and submitting an application on my behalf; and b) I confirm I am authorised to make this decision on behalf of any other members or directors of the investment structure under which I intend to invest. *

Please sign here: *

Type
Draw

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