Real Estate Equity Fund

Real Estate Equity Fund

ISG Real Estate Equity Fund

The ISG Real Estate Equity Fund reduces risk and makes it easy for investors to participate in carefully selected property projects.

The Fund looks for attractive real estate developments and transactions that have potential to deliver enhanced returns with low and manageable risk. This includes investment opportunities in residential, commercial, industrial, retail and other specialised real estate sectors, particularly in capital cities and major commercial hubs across Australia.

The Fund provides investors with the opportunity to participate in all opportunities or to choose specific investments of interest. This gives investors the choice as to how concentrated or diversified they wish their property portfolio to be.

Investor returns include income or capital growth, which may include but are not limited:

  • Regular income payments where capital is returned after a set period or a particular investment opportunity event.
  • Semi regular lump sum income payments where capital is returned after a set period or a particular investment opportunity event.
  • A single lump sum income and capital payment where the capital and income is provided after a set period of time or a particular investment opportunity event.
  • A single lump sum capital payment where the original capital and capital gain is provided after a set period of time or a particular investment opportunity event.

The expected form of return for each investment, whether it be income, capital gain or both, is outlined in the Supplementary Product Disclosure Statement (SPDS) for each opportunity. It is likely for opportunities to include preference share / note offers.

Each investment is arranged in a separate class of units. This class structure offers an extra degree of protection by keeping each investment opportunity separate to reduce risks. Investors will receive a Supplementary Product Disclosure Statement (SPDS) For each investment. This document contains the information they need to make an informed decision about whether or not the investment is suitable for them.

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Learn more about investments with ISG and how we can meet your investment need, talk to our expert team