Grow your Super with Stockwell Property Funds
Solana Bribie Island
10.5% pa cash returns | 24 month term anticipated
Investing through your Self-Managed Super Fund (SMSF) allows you access to more exclusive investment opportunities.
Given the current macro-economic environment, many investors are looking for alternatives to stocks and bonds. Stockwell Mortgage Income Trusts are secured by first ranking mortgages and are an attractive investment alternative to diversify your Super Fund portfolio.
Stockwell Property Funds offers wholesale investors the opportunity to invest alongside Stockwell, a diversified property group with over 70 years of experience as one of Queensland’s leading private property developers and investors.
Does investing through my SMSF qualify me as a Wholesale Investor?
A wholesale investor may qualify to invest in the Trust, by satisfying the following criteria:
You invest at least $500,000 in the Trust; or
You provide a certificate from a qualified accountant confirming that you meet the following minimum asset or income requirements set out in the Corporations Act:
Net assets of at least $2.5 million; or
Gross annual income of $250,000 for each of the last two financial years.
Stockwell Mortgage Income Trust – FM Class (Solana Lifestyle Resorts)
Stockwell is currently offering wholesale investors the opportunity to co-invest in the Stockwell in the Stockwell Mortgage Income Trust - FM Class (Solana) which will finance the expansion of Solana Lifestyle Resorts.
Solana Lifestyle Resorts is a portfolio of Land Lease Communities which is one of Australia's newest and fastest growing property asset classes. Learn more about these assets here.
Key features of the Stockwell Mortgage Income Trust - FM Class include:
Investment Structure: First Mortgage Income Trust;
Returns: 10.5% p.a.;
Investment Term: 24 month term anticipated;
Distributions: Paid monthly; and
Purpose: Finance Facility for the costs relating to the acquisition and development of each community in the Solana portfolio.
The advantages of investing in the Stockwell Mortgage Income Trust - FM Class (Solana Lifestyle Resorts)?
Fixed Monthly Income:
The Stockwell Mortgage Income Trust – FM Class pays investors 10.5% pa interest distributions monthly during the Term of the Trust. These distributions can be paid directly into your elected bank account or reinvested through our Distribution Reinvestment Program, which can be turned on or off at any time.
Established Solana Product:
The Solana Lifestyle Resort at Bribie Island consisting of 200 dwellings, was completed in July 2022 and is now being successfully operated by Stockwell Living. In addition, development of the Solana portfolio projects at 1770-Agnes Water, Hervey Bay and Mackay is now underway.
History of Performance:
Stockwell Brings over 70 years of industry experience as one of Queensland’s leading private investors and property developers. Stockwell Property Funds has delivered 25 fixed interest and property investment trusts for its investors since 2013. Whilst past performance is no guarantee of future performance, to date Stockwell Property Funds has delivered returns equal to or greater than initially targeted.
If you're interested in building your investment portfolio through your Self-Managed Super Fund then talk to the Stockwell Property Funds team or register your interest here.