Fund Overview

The BV Lifestyle Zone Trust No 2 has negotiated an exclusive agreement, subject to successful due diligence, to acquire 1387 Wanneroo Road, Wanneroo WA – a hybrid large format retail centre comprising 16 tenancies including a Dan Murphy’s and a subterranean self-storage facility - and will be seeking to raise $15 million in equity from wholesale investors to partially fund the purchase price.
 
The Trust is anticipated to have a term of 5 years, an initial weighted average lease expiry (WALE) in excess of 7 years, and is forecasting a cash return on equity of 8% per annum, paid monthly.
 
Minimum investment amount is $100,000 and is only available to investors who are "wholesale clients" within the requirements of section 761G and 761GA of the Corporations Act 2001 (Cth).

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Investment Highlights

1387 Wanneroo Road, Wanneroo WA

• Strong Lease Covenants – anchored by Dan Murphy’s and complimented by Surge Fitness, Good Samaritan Industries, Drovers Little Learners & Drovers Self Storage.

• High Exposure Location – prized location positioned on the major intersection of high traffic volume Wanneroo Road and Joondalup Drive.

• Substantial Site – comprising a large 29,488sqm site with over 190 metres of frontage to Wanneroo Road.

• Modern Contemporary Buildings – total lettable area of 16,389sqm (approx.) comprising showrooms, warehouses, recycling facility, underground self-storage facility & 323 car bays.

• Diverse Tenancy Mix – 100% leased to 16 tenants providing income security. 

• Thriving Catchment – located in the booming northern suburbs of Perth. 

• Strong Income Generation – passing income exceeds $2 million with built-in annual rent reviews.