Banner Service Station & Convenience Store Property Fund
Wholesale Investors Only

Banner Service Station & Convenience Store Property Fund

Banner Service Station & Convenience Store Property Fund
Banner Service Station & Convenience Store Property Fund
|
Last Updated 25.11.2024

The Fund invests in service station and convenience stores, fast food and similar uses, to provide investors with long term monthly income and potential capital growth. (For Wholesale Investors Only)

Banner Service Station & Convenience Store Property Fund
Min. Investment
$500,000
Objective
Growth and Income
Structure
Other
Asset Class
Property (Listed/​Unlisted)
Liquidity
Illiquid
Closing Date
Subject to fund requirements
View More Details
Min. Investment
$500,000
Objective
Growth and Income
Structure
Other
Asset Class
Property (Listed/​Unlisted)
Liquidity
Illiquid
Closing Date
Subject to fund requirements
Industry
Property & Construction
Funding Stage
Unlisted Early-Stage Fund
Security Type
Unit in a trust
Target Capital
N/​A
Availability
Open for investment

Target Return
13% p.a.*
Term
12 Months
Target Gearing Ratio
50% LVR*
Distributions
Monthly
Leasing Average
10+ Years
Redemption Options
Quarterly subject to liquidity

The Banner Service Station & Convenience Store Property Fund is a multi-asset open ended fund investing in service station and convenience stores, fast food and similar uses, to provide investors with long term monthly income secured by long term leases to national tenants and potential capital growth.

The Fund is a managed investment scheme. It offers wholesale investors units in the Fund, which entitle unit holders to an interest in the Fund’s pool of assets.

A direct property fund investing in combined service station, convenience store, fast food and similar properties with non-discretionary retailing which provides investors with monthly income and longer term capital growth. The Fund sources sites for acquisition, and holds sites through development and leasing to secure a long-term income producing asset.

 

Banner has invested capital across a range of real estate investment and development opportunities, predominantly in the major population centres of Australia’s east coast.

Banner fosters relationships with experienced real estate development groups to provide attractive and secured investment opportunities for wholesale investors.

Our strict asset selection criteria focuses on senior secured debt ranging between $10m – $100m+ on well located and approved developments across residential, commercial and industrial sectors.

We provide funding for medium and high-density townhouse and apartment development projects, land sub-divisions, commercial, industrial and retail assets. We also provide senior debt and equity participation for strategic site acquisitions as a forerunner to development finance.

* Each of these are targets and may not be reflected in final outcomes.

 

Any advice contained in this listing is general advice. It has been prepared without taking account of any person’s objectives or financial situation. Any person should before acting, consider the appropriateness of the advice having regard to their objectives, financial situation and needs. The provision of any advice is not intended.

 

Any projections contained in the information are estimates only. Such projections are subject to market influences outside the control of Banner and therefore may not be realised in the future. Historical returns are no guarantee of future performance.

 

This information provided is not to be disclosed in whole or part or used by any other party without the prior written consent of Banner.

 

Banner excludes all liability for all losses, claims, damages, costs and expenses of any nature arising out of or in connection with this listing (or any accompanying document or subsequent information).

 

The term Banner includes Banner SC Management Pty Ltd, Banner Asset Management Pty Ltd and any associated or related company or subsidiary.

Banner Asset Management is an alternative asset manager, specialising in real estate market debt and equity opportunities. Established in 2010, Banner has consistently delivered superior returns to its investors.

 

Investments include property specific investments secured by a single asset and a number of pooled funds offering differing risk and return to match investor risk and return appetites. Banner adopts a consistent and rigorous approach to its appraisal of each potential investment, with a detailed due diligence and adoption of risk mitigation measures specific to each transaction.

 

Banner also offers experienced wholesale investors with higher yielding investments such as equity participations in development projects. All investments are actively managed by Banner throughout the investment term through to repayment of the investment.

 

Andrew founded Banner Asset Management in 2010, with a vision to establish a truly independent lender with an original view.

 

With 25 years of experience in Global Financial Markets behind him, Andrew set up one of Australia’s independently owned private investment firms specialising in real estate, with his investor-first approach shaping the ethos of the company to this day.

 

Andrew has extensive banking and financial expertise, with a long track record of working in capital markets. He has worked in London, Tokyo and Australia with leading international financial institutions and has been investing in alternative real estate opportunities since 1998.

 

Andrew is a member of the Banner Investment Committee and an owner of Melbourne United.

 

Brett has over 30 years experience in funds management and law, including over 20 years’ as partner in several Melbourne-based legal firms and an international consultancy practice.

 

Brett has an extensive track record of representing international and local banks, listed corporates, funds and private financiers. Throughout his career, Brett has specialised in finance and the funds management industry and has owned and operated managed funds.

 

As Group Legal Counsel at Banner, Brett works across legal, business structuring, compliance, lending, investor publications and establishing new funds, in addition to a broad range of roles within operations.

 

Brett holds a Bachelor of Economics and a Bachelor of Laws. He is a compliance officer, responsible manager and a member of the Banner Investment Committee and a director.

 

Nick has more than 30 years’ experience in corporate and property finance, working for a range of domestic and international institutions in Melbourne and New York.

 

His previous responsibilities included managing a significant portfolio of leveraged construction loans for a high-profile international bank.

 

Nick has owned and operated managed funds and acted as the Finance Director for a substantial Australian property developer. He has an extensive network within the property industry, which includes a number of privately-owned and successful real estate groups.

16 September 2022
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Get in touch directly with our investor relations team to start your Banner Investment journey.

 

P: +61 3 9929 6400
E: enquiries@bannerassetmanagement.com

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