Supra Capital First Mortgage Fund
Wholesale Investors Only

Supra Capital First Mortgage Fund

Supra Capital First Mortgage Fund

The Supra Capital First Mortgage Fund consists of a diversified pool of first mortgage loans which are used for the purchase, refinancing, investment or development of real estate in Australia. (For Wholesale Investors Only)

Supra Capital First Mortgage Fund
Min. Investment
$100,000
Objective
Income
Structure
Managed Fund
Asset Class
Property (Listed/​Unlisted)
Liquidity
Unlisted liquid
Closing Date
Open Ended
View More Details
Min. Investment
$100,000
Objective
Income
Structure
Managed Fund
Asset Class
Property (Listed/​Unlisted)
Liquidity
Unlisted liquid
Closing Date
Open Ended
Industry
Banking & Financial Services
Funding Stage
Unlisted Mature Fund
Security Type
Unit in a trust
Target Capital
Open Ended
Availability
Open for investment

Fees
Nil
Target Return
8.75% p.a.
Maximum combined Loan amount and size
15% of the Fund size
Minimum Investment
$100,000
Minimum Term
12 months
Distributions & Reporting
Quarterly in arrears

Supra Capital is offering investors the opportunity to invest in the Supra Capital First Mortgage Fund, a diversified, open-ended, first mortgage fund backed by real estate assets with the objective of generating attractive risk adjusted returns through the making of Loans for the purchase, refinancing, investment or development of real estate in Australia, secured by first ranking mortgages.

 

The Fund does not provide exposure to higher-risk loans such as mezzanine finance, second mortgage or preferred equity.

 

The SPVs will make Loans only to such borrowers and in such circumstances that meet its investment selection criteria.
 
Investors’ subscription money are ‘pooled’ and invested collectively into the Fund. The value of the units in the SPVs will be made referable to all Units issued within the Fund for the purposes of calculating the requisite income returns to be paid to Investors holding Units.

Reliable Returns

A competitive targeted return paid quarterly in arrears, offers a compelling investment opportunity relative to risk.

 

Diversified Risk

Investments are combined and distributed over a variety of investments that are professionally managed, ensuring risk diversification.

 

Secured Property Investment

A property only debt fund, with all investments secured by first registered mortgages.

 

Lending Experts

All investments are managed by a professional team of experts with experience in real estate, property development, investment, financing and funds management, construction and commercial law.

 

Passive Investment

After the initial investment, there is no need to consider each individual investment made by the pooled fund.

 

Co-Investment

Directors and/or other members of the Supra Capital Group co-invest in the Fund with other investors, giving comfort of alignment of interests between investors and the Supra Capital Group.

 

Prioritised Investor Returns

Ongoing management fees payable to the Manager once Investors receive their targeted returns.

The Trustee will make Loans only to such borrowers and in such circumstances that meet its investment selection criteria. All proposed loans will go through a thorough risk assessment and due diligence process. The Fund offers Investors indirect investment in a pool of Loans which are all secured by first mortgages over Australian real properties.

 

*as at 1st October 2024

 

 

 

*Past Performance is not a reliable indicator of future performance

 

Click here for sample transactions.

The information contained on this website is directed to, and provided for use by, Australian residents. All information provided as part of this website is intended to be general in nature and provided for information purposes only.  It has been prepared without taking into account your personal circumstances, objectives, financial situation or needs and should not be relied on in connection with making an investment decision. If you intend to act or rely on any information contained on this website, you should independently verify and assess the accuracy and completeness of the information and obtain professional advice regarding its suitability for your personal circumstances.  Any transactions listed on this Website are only included as illustrative of the types of transactions in which Supra Capital is or has been involved. They are not intended to be reflective of any overall investment performance. Past performance is not an indicator of future returns.  To the maximum extent permitted by law, in no event shall we be liable for any loss, damage or expense which may be suffered due to your use of our website and/or the information or materials contained on it, or as a result of the inaccessibility of this website and/or the fact that certain information or materials contained on it are incorrect, incomplete or not up-to- date.

Supra Capital enjoys a corporate history in real estate dating back to the 1990s. Supra Capital’s experience in property development differentiates us from other players in this sector. We understand the importance of providing tailored funding solutions for developers, whilst also offering high quality investment opportunities for our wholesale co-investors.

 

Supra Capital is a commercial real estate debt manager with a robust track-record of delivering outstanding outcomes for co-investors and borrowers. Our people draw on significant property development expertise and engage with quality borrowing partners to achieve strong investment outcomes.

 

The personalised relationships Supra Capital builds with its co-investors and borrowers underpins everything we do.

 

Michael is the Chairman of Supra Capital and a member of the Credit Committee. Michael was a partner of PwC for 24 years, including 4 years as Chairman of the Australian firm. He was also a member of PwC’s Global Board. 

 

Whilst Michael was practising, he was widely recognised as one of Australia’s top tax advisors. Michael’s former directorships include Melbourne Cricket Club (where he was President from 2019-2023), Scotch College, Lauriston Girls’ School, The Royal Melbourne Tennis Club, Breast Cancer Network Australia, Financial Crimes Consulting Ltd, MyProsperity Ltd and Janus Ltd.

https://www.supracapital.com.au/michael-happell

 

Adriana is a qualified lawyer with 25 years’ experience in the financial services, property and legal sectors, including over 15 years operating mortgage and property development funds and as Partner of a large national law firm, specialising in property development and financing.

 

Adriana is also a member of the UDIA Victoria Finance & Investment Committee, Deputy Chair of MS Plus, Fellow of the Australian Institute of Company Directors and Financial Services Institute of Australia. She was formerly Deputy Chair of VincentCare Victoria and VincentCare Community Housing.

https://www.supracapital.com.au/adriana-zuccala

 

Neil is a Director of Supra Capital and a member of the Credit Committee. He has an accomplished career in real estate, specialising in property development, construction and investment.

 

Neil headed CGA Bryson and the Bryson Group for over 20 years, managing operating divisions that included funds management, commercial property development, construction and fit out and asset management.


Neil’s approach has been to identify strategic opportunities and seek out innovative, best practice solutions in property development and investment.

https://www.supracapital.com.au/neil-bryson

 

Andrew is a Director of Supra Capital and a member of the Credit Committee. Following more than 20 years’ practising commercial law, Andrew held non-executive positions for a range of private companies and not-for-profit organisations, including directorship at CGA Bryson. He is currently Chairman of Althea Group Holdings Limited and a commissioner of the Australian Football League (having retired as a chairman and president of the Hawthorn Football Club in 2016).

Andrew has been involved in various entrepreneurial activities including establishing a renewable energy business, which he later sold to an ASX Top 20 company and developing a ground-breaking real-estate app.

https://www.supracapital.com.au/andrew-newbold

 

Peter is a Non-Executive Director of Supra Capital. He has an extensive legal career with nearly 40 years practising in the areas of banking law, commercial law and mergers and acquisitions where he is recognised in “Best Lawyers 2023”. Peter currently consults to Thomson Geer Lawyers, where he was formerly chairman of the Board of Partners.  Peter’s clients include nonbank financiers, private and public companies, family firms and high net worth individuals.

Peter is a non executive director of Jellis Craig Real Estate and the chair of RTN Law. Peter is a past director and vice president of the Hawthorn Football Club. Peter was also the past chairman of the Centre for Eye Research Australia Limited, the Eye Research Australia Foundation, the Ansell Foundation and the Xavier College Foundation.

https://www.supracapital.com.au/peter-nankivell

First Mortgage Fund - Fact Sheet
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