HoldenCAPITAL Partners
HoldenCAPITAL Partners provides sophisticated investors with the opportunity to invest in standalone, development related, secured mortgage investments. (For Wholesale Investors Only)
HoldenCAPITAL Partners (Australian Financial Services License 481944), established in 2017, is a funds management group providing sophisticated investors with the opportunity to invest in standalone, development related first mortgage, second mortgage, and preferred equity opportunities.
HoldenCAPITAL Partners offer investors the chance to participate in multiple Select Loan Investments (SLI’s), enabling them to build their own portfolio of SLI’s based on their personal risk/return appetite.
Our deal flow comes via long-term repeat developer clients, brokerage referrals, direct inquiries, and our sister company HoldenCAPITAL (Australia’s #1 Commercial Mortgage Broker in 2015, 2016, and 2017). This relationship sets us apart from competitors, providing HCP investors with exclusive access to a constant flow of quality loan opportunities to consider.
HCP’s investment products primarily include First Mortgages, but from time to time, we also provide Second Mortgages and Preferred Equity.
HCP typically funds residential and commercial projects with a key focus on houses, townhouses, land subdivisions, and industrial developments.
HCP’s preference is on short-term, non-complex construction, where the product can mostly be constructed and sold down within 9-15 months.
Register with HoldenCAPITAL Partners
Complete the registration form and provide evidence that you are a Sophisticated/Wholesale investor.
Receive Investment Opportunities
Once your HoldenCAPITAL Partners account has been established you will be able to browse current Select Loan Investment opportunities.
Review Information Memorandum
Each Select Loan Investment is presented to HCP investors via a Information Memorandum which outlines information including: the duration of the loan, the interest rate offered, the sponsor, type of loan and security, the location of the loan and how the funds will be utilised.
Complete Selection Form
Once you have reviewed the IM and decided to invest, please complete the accompanying Selection Form and transfer your funds to finalise your participation in the Select Loan Investment.
Opportunities
The investment opportunities we present will generally fall into three main risk vs reward structures:
Click here to view HoldenCAPITAL Partners' current investment and completed opportunities.
The HoldenCAPITAL Partners Investor Portal provides you with easy and secure access to your portfolio anytime, anywhere.
This webpage is issued by Holden Capital Partners Pty Ltd ACN 608346158 AFSL No 481944 (HCP) and does not take account of a recipient’s objectives, financial circumstances or needs. Investment is limited to qualifying “Sophisticated Investors” who must first formally register with HCP by completing the online registration requirements available from www.holdencapitalpartners.com.au/signup. The HCP registration page contains full details of the terms and conditions of investment. All investments with HCP involve risk that can lead to a loss of part of or all of your capital. HCP is licensed to provide only general financial product advice about its products and is not a financial adviser. HCP does not give or purport to give any taxation or financial advice. Prior to registration and the lodgement of any application or making a further investment, investors should carefully read all the information provided and consider seeking independent advice from a licensed adviser who will conduct analysis based on their individual circumstances as appropriate. ^ Any quoted rates are net of management fees and costs. Please note that past performance is not a reliable indicator of future performance.
HoldenCAPITAL Partners (Australian Financial Services License 481944), established in 2017, is a funds management group providing sophisticated investors with the opportunity to invest in standalone, development related first mortgage, second mortgage, and preferred equity opportunities.
HoldenCAPITAL Partners offer investors the chance to participate in multiple Select Loan Investments (SLI’s), enabling them to build their own portfolio of SLI’s based on their personal risk/return appetite.
Our deal flow comes via long-term repeat developer clients, brokerage referrals, direct inquiries, and our sister company HoldenCAPITAL (Australia’s #1 Commercial Mortgage Broker in 2015, 2016, and 2017). This relationship sets us apart from competitors, providing HCP investors with exclusive access to a constant flow of quality loan opportunities to consider.
Daniel Holden is the founding partner of Holden Capital, with responsibility for the teams structuring and arranging of senior debt, mezzanine debt and equity facilities for its clients’ property-based developments and investments.
Daniel’s core strengths are in Construction Finance and Joint Ventures with over 18 years of development and finance experience that includes project management and over six years in finance consultancy, loan and joint venture structuring and funds management.
Steve Wiltshire spent 27 years with Macquarie Bank as a director and National Portfolio Head of the Real Estate Structured Finance Division, overseeing construction finance and joint ventures.
He also served 3 years as Executive Director of ANZ’s Institutional Property Group, responsible for the Queensland and Northern Territory loan portfolio. After 9 years as Executive Chairman of the HC Group Steve is stepping back to a non-executive role but will continue to provide advice to the team assisting with the structuring transactions and assessing risk mitigants, drawing on his extensive banking and JV experience.
Gary Connolly has over 17 years of experience in financial services, specifically in the banking and funds management sectors both in Australia and abroad.
Prior to joining HCP in 2017, Gary spent 8 years with Trilogy Funds Management as their Business development Manager and prior to that was employed by Citigroup and Deutsche Bank in key account management roles.
His professional experience is underpinned by a tertiary background in Law.
Click here for our latest News & Media Publications from HoldenCAPITAL.
For a list of frequently asked questions please click here.
Statutory Statement
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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