PORTFOLIO
REALISED ASSETS
The Tacoma Trust
Canning Vale, WA
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Sale Price: $5,750,000
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Sale Date: February 2023
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Purchase Price: $3,875,000
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Purchase Date: August 2014
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Year 1 Distribution: 8.5%
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Internal Rate of Return: 14.09%
The KK Trust
Kwinana & Kalgoorlie, WA
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Sale Price: $10,880,000
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Sale Date: October 2022
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Purchase Price: $7,512,344
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Purchase Date: March 2012
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Year 1 Distribution: 10%
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Internal Rate of Return: 18.68%
The Bannister Unit Trust
Canning Vale, WA
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Sale Price: $15,800,000
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Sale Date: December 2022
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Purchase Price: $8,100,000
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Purchase Date: May 2010
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Year 1 Distribution: 9.25%
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Internal Rate of Return: 21.07%
Victoria Trust
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Sale Price: $10,800,000
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Sale Date: April 2022
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Purchase Price: $8,000,000
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Purchase Date: April 2013
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Year 1 Distribution: 9.5%
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Internal Rate of Return: 13.13%
Malaga Trust
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Sale Price: $5,900,000
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Sale Date: March 2020
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Purchase Price: $5,275,000
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Purchase Date: September 2016
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Year 1 Distribution: 9%
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Internal Rate of Return: 8.6%
High Wycombe Trust
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Sale Price: $7,075,000
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Sale Date: December 2014
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Purchase Price: $5,300,000
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Purchase Date: December 2010
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Year 1 Distribution: 10%
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Internal Rate of Return: 12.45%
Miles Road Trust
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Sale Price: $9,000,000
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Sale Date: May 2013
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Purchase Price: $8,000,000
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Purchase Date: May 2009
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Year 1 Distribution: 11%
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Internal Rate of Return: 17.06%
Abernethy Road Trust
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Sale Price: $10,300,000
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Sale Date: September 2011
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Purchase Price: $8,100,000
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Purchase Date: July 2009
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Year 1 Distribution: 11%
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Internal Rate of Return: 25.14%