Fund Update 230704

Here’s a quick update about events happening in the Passive Income (USA Commercial Property) Fund (“US Fund”). DISTRIBUTION On 30 June 2023 a 25 cent per unit distribution was declared that will be paid on or before the 21st of July. I had hoped that the Strategic Opportunities (Growth & Income) Fund (“SOGIF”) would have…

SOGIF Update

Dear Friend, Thank you for your interest in the Strategic Opportunities (Growth & Income) Fund (“SOGIF” or “the Fund”). I need to humbly confess that the start-up related administration and compliance requirements have been more arduous than anticipated, or what existed when the US Fund was set up in 2012. Navigating the tricky and complex rules…

FY 2022 Tax Statements

Your annual tax statement for the year ended 31 December 2022 can now be downloaded via the Fund’s investor portal.

Annual Redemption Offer – 2023

Please note that our annual voluntary redemption offer will open on 1 March 2023 and will remain so until 5.00 pm on 31 March 2023. A letter explaining more information about the redemption process can be found in here. Please take the time to read it and act accordingly. The Offer will be funded with…

12/2022 Distribution

Plantation Capital Ltd as the Responsible Entity of the Passive Income (USA Commercial Property) Fund (Fund) recently declared a distribution of 13.0 cents per unit. This distribution will be paid in cash (i.e. no reinvestment), and will be deposited by EFT into your nominated bank account. If your banking details have changed recently, then please…

Annual Redemption Offer – 2022

Please note that our annual voluntary redemption offer will open on 1 March 2022 and will remain so until 5.00 pm on 31 March 2022. A letter explaining more information about the redemption process can be found in here. Please take the time to read it and act accordingly. The Offer will be funded with…

General Advice Warning: This information is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider the Product Disclosure Statement (dated 4 July 2018) issued by Plantation Capital Limited ACN 133 678 029 AFSL 339481 in deciding whether to acquire an interest in the Passive Income (USA Commercial Property) Fund. PropertyInvesting.com Pty Ltd is an authorised representative of Plantation Capital Limited ABN 98 096 059 353, AFSL 339481. Past performance is not a guarantee of future performance.