Advising Stara Real Estate Capital & Advisory on securing the first AFS licence in Australia authorising the operation of a corporate collective investment vehicle: this is a significant industry milestone.
Advising Storeinvest, part of the StoreLocal Group and Australia’s largest unlisted self-storage investment group, on its partnership with leading global private markets firm Partners Group which is listed on the SIX Swiss Exchange. Partners Group invested $100 million into a fund launched by StoreInvest which, along with another $10 million contributed by private investors, which will fund growth through acquisitions, new development, and expansion of existing facilities.
Lead adviser to MARQ in structuring and establishing multiple wholesale managed funds across the impact investment, property investment, property development, mortgage and other debt funds, equities, venture capital, significant investor visa sectors, and various other alternative investment classes, including Conscious Investment Management’s Social Housing and Summer Housing (NDIS) funds, of which Conscious’ existing flagship impact investment vehicle was the seed investor, RoBne Capital SEQ Fund, and Waterfind Waterfund, amongst others.
Advising Primewest Management (now Centuria Capital Group), as responsible entity of the Primewest Property Income Fund (PPIF), in the merger of units in the PPIF with units in the Centuria Diversified Property Fund to form a stapled vehicle.
Advising Toscafund Australia on establishing an Australian feeder fund, the Tosca (AF) Fund, to invest in a Cayman Island based investment fund which in turn invests in global equities.
Subsequently, we advised on registering the Fund to facilitate its investment offering on wealth management platforms such as Netwealth, Praemium, and Mason Stevens.
Acting for IFM Investors, one of Australia’s largest fund managers, in establishing the IFM Long Term Private Capital Fund (LTPC) comprising a series of individual wholesale Australian unit trusts, together with a Cayman Limited Partnership. LTPC seeks to make private equity investments in large scale assets
in Australia and New Zealand.
Advising Centuria Group on structuring the $100 million Centuria Agriculture Fund, a stapled unlisted open retail scheme.
Advising specialist property fund manager CorVal Partners (RF CorVal) on structuring and launching the RF CorVal Property Fund, an unlisted diversified property fund available to retail investors, as well as the design and distribution program. Since inception in 2009, RF CorVal has acquired over $2 billion of real estate on behalf of large institutions, family offices, offshore groups and both wholesale and retail investors.
Advising CorVal Partners (RF CorVal) on establishing and launching a wholesale offer to raise $73 million to acquire a portfolio of 11 properties across New Zealand under sale and leaseback arrangements to entities within the Mainland Poultry Group, New Zealand’s largest producer and seller of eggs and major animal feed producer.
We have been engaged by the notable registered charity Save The Children to establish its second Australian impact investment fund: a dual investment vehicle comprising an early stage venture capital limited partnership and a unit trust with a capital raise of up $30 million. The proceeds will be applied to invest in early-stage social enterprises generating social impact for children in health, education, and child protection sectors with a focus on digital and
data products.
