For Investors

For Investors

  • Capitalising on the opportunities available in the property development market, Wealth Pi offers investment opportunities across the property capital stack [mainly first mortgage loan, lowly leveraged 2nd mortgage loans or preferred equity] to investors with the appropriate underlying security;
  • Rates of return are 8-18% per annum for short-medium periods [6-24 months], reflecting the underlying risk;
  • Loans or preferred equity are targeted to asset values in the $2-20 million range where the buyer and refinance liquidity is deep;
  • Loans or preferred equity can be chosen by investors to build your own portfolio to suit your investment and cash flow needs.  There are no fees paid by the investor as the borrower pays all associated loan costs;
  • On a deal-by-deal basis, Wealth Pi & partner, Pallas Capital, offer participation in these investments to HNW / Sophisticated Investors and Institutions seeking fixed income returns with real estate backing, and in the case of preferred equity personal guarantees.
  • Each deal is created in its own Special Purpose Vehicle “SPV” – This provides investors choice and complete control in the investments they participate in;
  • Pallas & Wealth Pi are the managers of the SPV’s throughout the term of the loan to ensure it is professionally managed from origination to repayment;

  • Investments are tailored for sophisticated investors only, who seek a higher return, understand the associated risk and have the ability to make informed investment choices
      • Sophisticated investors – Documentary evidence required usually from the accountant.
          • Net assets in excess of $2.5 million, or
        • Gross income in excess of $250,000 for each of the last two financial years
    • Property investments that are suitable for
        • Self Managed Super Funds (SMSF)
        • Investors seeking property exposure
        • Family offices
        • Financial planners/wealth manager
      • Overseas investors (tax withhold where appropriate)