Jarra Childcare Trust
A unique opportunity to invest in a diversified national portfolio of high-quality childcare real estate and operating businesses
Investment Highlights
Jarra Childcare Trust (JCT) is a unique opportunity to invest in a diversified national portfolio of high-quality childcare real estate and operating businesses. The offer presents a compelling opportunity for wholesale investors looking for stable income and potential capital growth from an essential service industry, with a long history of unwavering government support.
JCT's investment thesis is underpinned by four key components:
- Long-term industry fundamentals: with the Australian childcare sector positioned as essential infrastructure, JCT leverages government-backed demand, increasing labour force participation and strong sector growth.
- A dual investment strategy: JCT's hybrid investment strategy is to create a diverse portfolio, combining direct real estate ownership with co-investments in a national childcare business. JCT combines the asset backing and income generative benefits of real estate investment (being a minimum of 50% of capital deployed by JCT), with operating cash flow and capital growth potential generated through ownership of operating childcare businesses.
- A clearly defined exit strategy: Amongst other options, an IPO is the primary pathway to realise portfolio value
- Combined management and operational expertise: JCT benefits from deep expertise in childcare property development, investment, and operations to deliver strong capabilities in site acquisition, development, operational management, and long-term asset performance. Having delivered more than 30 childcare centres nationally, Jarra's experience extends beyond development and into childcare operations, having successfully rolled out a similar hybrid investment strategy over 6 years, prior to establishing JCT.
The Fund will allocate at least 50% to acquiring, developing, and managing high-quality childcare real estate assets, providing predictable income and strong asset backing, diversified by tenant and geography. The childcare business investment will involve the national rollout of Early Learning Collective, with a target to rollout at least 50 childcare centres across Australia over the next 5 years.
Mike has significant transactional, portfolio management and investment experience having held analytical, commercial and managerial positions in corporate finance teams, merchant banks, property investment firms and family offices.
Mike started his career as a graduate in BDO Perth’s Corporate Finance team, providing valuation and transaction support services to ASX listed clients. As an Investment Manager for investment firm Sirona Capital, Mike was responsible for seeking, analysing and realising investment opportunities in various industries and asset classes (including real estate). Following his time at Sirona Capital, Mike was Group Commercial Manager at AMB Holdings Pty Ltd. This role involved Mike reporting to the board of directors on strategic, litigation, portfolio management and investment matters for both AMB Holdings and Angela Bennett’s personal asset portfolio.
Mike’s investment and commercial background has seen him involved in significant investments and capital raises in a wide variety of asset classes and industries. Similarly, Mike has advised on strategies ranging from small family businesses to multigenerational billion-dollar assets.
Now as the Commercial Director of Jarra, Mike holds a Bachelor of Commerce (First Class Honours) from Curtin University of Technology.
Stefan has been intrinsically involved in the acquisition and development of commercial and residential property since 2011.
Following a 10 year career in secondary education, Stefan moved into the property development industry full time as a Director in 2016, with the business evolving to become Jarra. He has a sound understanding of the Western Australian property and construction markets with extensive experience in residential, fuel, childcare, retail and fast food.
As Jarra’s Development Director, Stefan holds close relationships with trusted consultants to obtain Development Application approvals, as well as with construction partners to ensure projects are delivered on time and within budget. He specialises in site identification and acquisition, due diligence and demographics, and works with government authorities such as ATCO, Western Power, Watercorp and local Councils on a regular basis.
Stefan works closely with tenants and has a good understanding of the childcare market and SDA/NDIS requirements, delivering a number of ongoing projects. He is able to identify tenant requirements with an approach to targeting sites specifically to meet their needs, rather than finding sites and going out to market.
Stefan has managed a large property development portfolio including successfully delivered and ongoing projects for Nido Early School, Green Leaves Early Learning, Bloom Early Education, Identitywa, YMCA, 7-eleven, Puma Energy, Vibe Petroleum and BP.
- This confidential Information Memorandum (this IM), is prepared, issued and furnished on a confidential basis to a limited number of Wholesale Investors for the purpose of providing certain information about an investment in the Fund. This IM is dated 12 May 2025 (the Preparation Date).
- This IM has been issued and prepared by Jarra Funds Management Pty Ltd (JFM). JFM (together with its authorised representatives) will be appointed authorised intermediary of the trustee of the Jarra Childcare Trust (the Fund) with respect to the issue of Units. JFM holds Australian Financial Service License 538113. No person other than JFM has caused or authorised the issue of this IM, and no person other than JFM takes any responsibility for the preparation of the IM. JFM reserves the right to modify the terms of the offering described in this IM in its sole discretion without notice.
- The invitation extends only to Wholesale Investors. This IM is not an invitation or offer to any person who is not a Wholesale Investor.
- The information contained in this IM is current as at the Preparation Date. After the Preparation Date, the information contained in this IM may change from time to time. JFM is not obliged to update the information contained in this IM should that information change.
- This IM is an important document, and you should read it in its entirety before you apply to invest. Whilst this IM includes information about the Fund and the Jarra Group Associates, its content is not exhaustive and should not be considered as such. Before you lodge an application, you should undertake or cause to be undertaken a complete and adequate due diligence of the Fund and the Jarra Group Associates.
- None of the Jarra Group Associates guarantees the performance of Units, the repayment of capital or income return. Similarly, none of the Jarra Group Associates makes any representations or warranties regarding the investment performance of the Fund or an investment in Units.
- Certain information contained in this IM constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “can,” “will,” “would,” “should,” “seek,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” “target,” “believe,” or the negatives thereof or other variations thereon or comparable terminology including statements of intention, projections and expectations of investment opportunities and rates of return. Forward looking statements (including statements of intention, projections and expectations of investment opportunities and rates of return) are made only as at the date of this IM based on current expectations and beliefs but involve risks, contingencies, uncertainties and other factors beyond the control of the Jarra Group Associates, which may cause actual outcomes to be materially different. Assumptions underlying such statements involve judgments, which may be difficult to accurately predict. Therefore, such forward-looking statements included in this IM may prove to be inaccurate and should not be relied upon as indicative of future matters.
- Certain information contained herein has been obtained from published sources or prepared by other parties (including certain forward-looking statements and economic and market information). While such sources are believed to be reliable for the purpose used herein, none of the Jarra Group Associates assumes any responsibility for the accuracy or completeness of such information, and no representation or warranty is made with respect thereto.
- In making an investment decision, investors must rely on their own examination of the Fund and the terms of this offering, including the merits and risks involved. Before making an investment decision in relation to the Fund, each prospective investor should consider whether investing in the Fund is suitable to their own individual circumstances and is urged to consult with their own qualified advisors with respect to legal, tax, regulatory, financial and accounting consequences of investing in the Fund.
- Even if parties other than JFM are named in this IM, none of those other parties were involved in the preparation or issue of this IM and none of those other parties have any responsibility whatsoever for the content of this IM.
- To the extent permitted by law, no Jarra Group Associate gives any warranty or makes any representation in respect of the content of this IM or the materials upon which this IM is based, or accepts responsibility for the accuracy, reliability or completeness of the information provided in this IM.
- This IM does not constitute a prospectus, short form prospectus or product disclosure statement as those terms are defined in the Corporations Act, nor does it constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not permitted under the applicable law. Distribution of this IM in or from certain jurisdictions may be restricted or prohibited by law. Recipients must inform themselves of, and comply with, all restrictions or prohibitions in such jurisdictions.
- In preparing this IM, the Jarra Group Associates have not taken into account your individual needs, financial situation or investment objectives. To the extent permitted by law, the information contained within this IM is general in nature and should not be considered as legal, taxation, investment or accounting advice. You should consider obtaining your own advice.
- Any images used in this IM are for illustrative purposes only and do not necessarily reflect actual or forecast people, places or results. In this IM, all reference to “dollars” or “$” are to Australian currency unless expressly stated otherwise. In this IM, unless contrary to or inconsistent with the context, a reference to “we” or “us” or “our” is a reference to JFM.
- A purchase of the Units involves a risk due, among other things, to the nature of the Fund’s investments. Potential investors should pay particular attention to the information in the section of this IM entitled "Investment Risks". Investment in the Fund is suitable only for sophisticated investors and requires the financial ability and willingness to accept the high risks and lack of liquidity inherent in an investment in the Fund. Investors in the Fund must be prepared to bear such risks for an extended period of time. No assurance can be given that the Fund’s investment objective will be achieved or that investors will receive a return of their capital.
- Any information provided in this IM and in any other document or communication is subject to the trust deed and other definitive documents governing the Fund. The description of those documents set forth herein is only a summary and does not purport to be a complete statement thereof. To the extent of any inconsistency between this IM and those definitive documents, those definitive documents prevail.
- This IM may contain certain information about the investment activities and performance of other funds or entities. In considering any investment or other performance information contained in this IM, investors should bear in mind that past performance is not necessarily indicative of future results. The prior investment results are provided for illustrative purposes only and are not intended to be indicative of the Fund’s investment results. The nature of, and risks associated with, the Fund and the investments to be made by the Fund may differ substantially from the investments undertaken historically by such prior funds or entities.
- This IM must remain strictly confidential, including all the information provided within. This IM was prepared solely for the use of the recipient (and their advisors) and must not be shared with a third party without prior written consent from JFM.
Click here to submit your application to invest in Jarra Childcare Trust and a member of our team will be in contact.
$250,000
Typically an experienced investor with the financial resources to invest in higher quality assets, the criteria used to demonstrate wholesale investor status depends on net income or net worth or other assessment areas. If you wish to invest, a wholesale certificate can be obtained from your accountant and presented to Jarra on application.
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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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