Westlawn-property-trust
  • Multiple States

Fund Overview

The Westlawn Property Trust (Fund) has a diverse portfolio of 27 properties across a mix of asset classes. The Fund is one of the leading and most trusted unlisted property funds in Australia today. For the past 25 years the Fund has delivered reliable, monthly income to its investors.

Objective of the Fund

The Westlawn Property Trust aims to provide monthly, tax effective income and the potential for long term capital growth by investing in a diversified portfolio of convenience retail, bulky goods retail, development, commercial office and industrial properties located predominantly in the key growth areas of Northern NSW and South East Qld.

Portfolio

There are currently 27 properties within the Fund and the value of these properties are  in excess of $420 million. All properties are located within South East Queensland and Northern New South Wales and the properties have a WALE of 5.1 years.

Distributions

The Fund makes distributions quarterly.

Term & Liquidity

There is no minimum or maximum term of investment.

For the minimum investment requirement please refer to the PDS.

Withdrawals are processed in accordance with the Fund’s liquidity policy and terms detailed in the PDS.

Fees

Refer to the PDS.

More Information

For more information please contact the fund manager.

For more information on unlisted property funds and property syndicates please refer to the following guide.

Disclaimer

The information provided above should be seen as factual information and not financial advice.   All the information provided is not intended to imply any recommendation or opinion about a financial product.

We recommend seeking advice from professional and qualified financial planners prior to investing in any financial product. 

Overview

  • Category : Equity Funds
  • Manager : Clarence Property
  • Term : Open-ended
  • Yield : 6.00%
  • IRR : n/a