About the Fund

The Fund is an unlisted property scheme that will invest in a diversified portfolio of commercial properties located in the USA through a USA-based real estate investment trust (REIT).

The minimum initial investment in the Fund is $10,000 (with increments of $1,000 thereafter) and an investment in the Fund should be viewed as medium to long-term with a suggested investment period of between five and ten years.

The Fund’s investment objective is to generate income in the short-term, with the potential for capital growth over the medium to long-term, as and if the USA economy improves.

The Fund will aim to achieve its investment objective through exposure to the USA commercial property market. The Fund will gain such exposure via a USA-based real estate investment trust (REIT) controlled by the Responsible Entity. It is intended that the REIT will be classified as a ‘real estate investment trust’ for USA federal income tax purposes.

The Responsible Entity will seek to generate income and value for the Fund in the form of:

  • rental income from tenanted properties;
  • capital growth resulting from improvements in economic conditions including real estate markets;
  • capital growth resulting from initiatives instigated by the Responsible Entity and/or the REIT to improve the desirability and capital value of particular properties (such as refurbishments).

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.