EG Private Wealth - Private Debt
Invest with a proven high performer. Targeting 9%+ p.a returns in private debt
EG is committed to utilising property technology to ensure investments are secure and returns are enhanced for investors. EG’s PRISMS will assist to identify and measure real estate risks to provide a disciplined data-led approach to decision-making.
We’re constantly working to explore new opportunities within a variety of market conditions. The team integrates a data-driven approach to individual strategies and ensures the team consistently performs for our investors.
The team you meet at the outset is the team you will work with throughout the lifecycle of your investment, providing our investors with hands-on, personalised service at every stage.
EG offers private debt opportunities for credit products secured by real estate across the eastern seaboard of Australia. PRISMS will assist to assess risks and credit quality to safeguard investor funds, with products structured to generate outstanding and consistent returns for our debt investors.
Debt Investment
EG offers debt investment opportunities for quality residential real estate and industrial sites across the eastern seaboard of Australia.
Credit Products
Msquared Capital’s network of brokers and borrowers will generate a pipeline of credit opportunities.
Risk Management
EG’s PRISMS will assist to identify and manage risks to safeguard investor funds.
Consistent returns
Credit products will be structured to generate consistent returns for our investors.
Invest with a proven high performer. Targeting 9%+ p.a. returns in private debt. EG helps grow the wealth of our wholesale investors and family offices through private debt opportunities, which are structured flexibly to meet the needs of borrowers and generate outstanding returns for investors.
Quick snapshot status of two of our investments:
1. Bridging loan for exclusive Mosman property - The Trust offered investors two priorities for greater choice based on their risk tolerance, with forecasted cash distributions of 8.4% to 12% p.a. variable paid monthly in arrears across the 12-month investment term of the Trust.
2. Bridging finance for a luxury Sydney property - The Trust has forecasted cash distributions as 9.00% p.a. variable paid monthly in arrears across the 9 month investment term of the Trust.
EG is a leading independent funds management firm specialising in Australian real estate.
We invest in and develop real estate on behalf of our institutional investors and wholesale clients to generate outstanding returns and lasting positive social impact.
EG Private Wealth can offer bespoke commercial real estate opportunities. The rigour of over 20 years supporting institutional investors, with the agility and hunger of an entrepreneur; EG’s Private Wealth team offers the best of both worlds to maximise returns.
We have a 20-year track record of consistently achieving above-average returns and capital security. We are proud to offer our clients unique access to valuable institutional systems and processes.
Our data-driven approach provides a competitive market edge and a superior approach to risk-adjusted returns with our proprietary risk management software, PRISMS®.
EG’s proprietary Risk Management software drives success EG’s PRISMS® is a data driven investment platform developed by EG for identifying, pricing and managing commercial real estate risk.
PRISMS applies a highly quantitative approach to assessing risk and ensures that all prospective investments are considered in a systematic manner. PRISMS® directs the focus away from headline returns and towards the asset’s Risk Return Ratio; i.e. the number of risk points for each one percentage point in equity returns forecast in the base case financial model.
This is analogous to the Sharpe Ratio in equities analysis and enables the evaluation of investments across strategies, sectors and geographies.
Michael overviews EG’s strategic direction, maintaining a strong engagement with the detail of our projects. His experience in infrastructure, funds management and property development runs deep.
Until February 2022, Michael was the independent Chair of the Association of Superannuation Funds of Australia (ASFA). A Director of digital twin technology companies Willow and Reveal, Michael is the current President of the Australia Defence Association, and a Director of the Ramsay Centre for Western Civilisation. Past directorships include the ACT’s City Renewal Authority, ING RE, Macquarie Infrastructure Group, Macquarie Goodman, State Super, NRMA Insurance, ActewAGL, IconWater, State Rail Authority of NSW, Sydney Metro Transport and ANZ (2000 Olympic) Stadium.
Qualifications: BA (First Class Hons), MSc, PhD, FAICD, FRICS
As the co-founder and CEO of EG, Adam is the driving force behind the vision and strategic direction of the company.
With a passion for team culture, Adam maintains an overall focus on guiding, leading and training the team.
He is also the head of EGX, a venture capital arm of EG that focuses on investments in proptech and fintech companies that can assist EG to secure a competitive advantage.
Qualifications: BEcon (Hons) Law (Hons)
Rodney is a Divisional Director and Head of EG’s Private Wealth division.
He is determined to grow the wealth of EG’s wholesale investor clients by combining the rigor of several decades’ experience with the hunger and agility of an entrepreneur.
During his tenure, Rodney has been at the forefront of EG’s expansion into proptech and fintech innovation and acquisitions, which notably led to EG’s investment in global technology platform Willow Inc.
Qualifications: BAcc Sc, CPA
Adrian is a Chief Financial Officer.
Adrian is responsible for the financial, accounting and debt financing functions of EG and across its managed funds. He has been integrally involved in and led over $1.5 billion in debt funding deals. Adrian also assists with operations, compliance and reporting across all parts of our client portfolios.
Qualifications: B Comm Acc, Dip Applied Finance and Investment
Chris is our Joint Managing Director and Chief Investment Officer.
Chris brings a depth of experience in capital transactions, investment, and asset management services to EG as he works across various market opportunities. Chris utilises his extensive relationships with offshore and institutional investors to assist the team in building impactful and lasting industry connections.
With over 25 years’ experience in the real estate investment industry, Chris has worked across a unique variety of fields throughout his career, including roles in finance, corporate real estate and shopping centre and asset management at Challenger, Colonial First State and Westfield.
Qualifications: BBus (Retail Management), AssocDipBus (Accounting)
Relevant Documents
You should read the PDS, TMD (if applicable) or any Investment Memorandum (or other offer documents) related to this product before making an investment decision. These documents (if available) can be found at https://eg.com.au/, or if this is a "wholesale investor only" investment, can be viewed by contacting the Product Issuer identified on the aforementioned website.
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This offer of scheme interests is available to wholesale clients only. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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