The Collective Property Fund

The Collective by Exceed Capital offers wholesale and sophisticated investors a premium opportunity to access a diversified, open-ended portfolio of high-quality commercial assets. Managed by a Brisbane-based team with over 30 years of industry expertise, the Trust employs a counter-cyclical strategy to acquire resilient healthcare, office, and retail properties. Current holdings include strategic assets in the Sunshine Coast Health Precinct and government-backed facilities in Newcastle and Bundaberg, ensuring a defensive income stream.

The Fund targets a competitive cash return of 7-8% per annum, with distributions paid monthly and the potential for long-term capital uplift. By pooling resources to acquire institutional-grade investments like the EMP Property Trust, Exceed Capital provides a professionally managed pathway to wealth creation. This structure combines managed liquidity after an initial two-year period with a proactive, ethical approach to property management and leasing optimisation across Australia’s high-growth regional corridors.

TARGETED 7-8% P.A. CASH RETURN*

The Collective by Exceed Capital is a diversified open-ended investment trust designed to give investors direct access to a professionally managed portfolio of high-quality commercial assets — including healthcare, office, and retail properties — without the limitations of a fixed term. With the ability to invest at any time, built-in managed liquidity, this fund offers a simple way to grow your wealth with confidence.

Plus, our counter-cyclical investment strategy means we aim to buy when others are selling, helping you unlock better value.

The Fund will primarily invest in Australian direct property assets and Own Unlisted Direct Property Trusts. Listed A-REITs and interest-bearing investments maybe used to a smaller extent for liquidity and timing of acquisitions.

^ Liquidity option will commence after a 2 year Investment period.
* Projected return per unit, plus the opportunity for any income or capital uplift.

Competitive Returns

Investors earn a targeted cash return of 7-8%+* P.A. Plus any capital uplift upon sale.

Regular Distributions

All investors receive a cash distribution paid monthly.

Strong Focus on Wealth Creation

Collectively, we pool our resources and money to acquire assets and then manage these better than others.

Dedicated Leasing Expertise

We expertly navigate and optimise leasing transactions by understanding market dynamics and legal intricacies.

Who Can Invest?

An investment in the Trust/Fund can be made by sophisticated and wholesale investors including SMSF's.

Proactive Approach to Property Management

We provide value to tenants through reduced property outgoings and improved investor returns.

* Projected return per unit, plus the opportunity for any income or capital uplift.

The Collective by Exceed Capital, offers Wholesale Investors exclusive access to a professionally managed portfolio of property assets. Each opportunity will go through rigorous screening by the Investment Committee to ensure that only the best of the best are selected.

The Collective aims to provide Investors with a genuinely diversified portfolio of primarily direct property and Own Unlisted Direct Property Trusts (being Investment schemes created and managed by Exceed Capital Group). It will target consistently high income returns paid monthly, a component of which is tax deferred. There will also be the potential for capital growth over the medium to longer term.

Vitality Village, Sunshine Coast
A modern, five-storey healthcare facility located within the $5B Sunshine Coast Health Precinct, one of Australia’s fastest-growing medical hubs. Offering 4,636m² of high-quality space and supported by a strong mix of established medical tenants, the asset benefits from exceptionally low vacancy rates across the region. Acquired 37% below replacement cost, Vitality Village provides a compelling combination of defensive income, sustained tenant demand, and long-term growth potential, underpinned by significant population expansion and its proximity to the Sunshine Coast University Hospital.

EMP Property Trust
The EMP Property Trust is an A-Grade Office Building and Data Centre in Brisbane Technology Park, backed by strong tenants, high occupancy, and positioned to benefit from 2032 Olympics growth - with a projected 9%+ P.A. average cash return over a 5-year trust term.

‍The Collective has acquired $7,430,000 into the EMP Property Trust, giving investors direct exposure in this high-performing institutional-grade investment.

Bundaberg Community Health Centre
A modern, purpose-built two-storey community health facility strategically located between Bundaberg’s major hospitals. Anchored by a long-standing government tenant and supported by strong regional healthcare demand, the asset offers 100% occupancy, a WALE of 4.2 years, and resilient income underpinned by essential services. With dual street frontages and substantial parking, this property represents a defensive, income-secure healthcare investment in a growing regional market.

Newcastle Office
A high-quality, purpose-built office asset fully leased to the NSW Department of Communities and Justice, delivering secure, government-backed income in a major East Coast growth corridor. Positioned on a prominent intersection along Maitland Road, the building benefits from strong connectivity to Newcastle’s CBD and key population centres. With 100% occupancy, a government tenant covenant, and alignment with rising demand for community services, this asset delivers reliable cash flow and resilient long-term performance in one of NSW’s most dynamic regional economies.

Seabank Gold Coast

Seabank Gold Coast is an 11-storey, A-Grade commercial office building with 92% occupancy, supported by a diverse mix of established corporate and government tenants such as Bupa, Queensland Newspaper, ADG Engineers and The State of Queensland. Strategically located in the heart of Gold Coast’s commercial core, the asset benefits from its position within one of Queensland’s most dynamic commercial markets. Market fundamentals continue to strengthen, with A-Grade vacancy at just 2.7% and ongoing growth in office rents ($/m2) across the Gold Coast. A substantial on-site parking provision of 207 bays enhances accessibility for occupants and visitors alike. 

Exceed Capital is an industry-leading investment manager dedicated to collectively growing wealth for our investors. Based in Brisbane, Queensland and established in 2016, we are a trusted and recognised fund manager backed with over 30 years of experience. We have an experienced and proven team, skilled in commercial property, agriculture, debt finance, securities and investment management, providing an authentic, stable and highly ethical investment house.

IMPORTANT: This information is provided by Exceed Capital Pty Ltd ACN 612 185 823 (AFSL No. 490284) and is intended for Wholesale/Sophisticated investors only. Past performance is not indicative of future results. Any average or projected cash returns stated are based on reasonable presumptions but are not guaranteed. While the potential benefits of the investment are highlighted, investors should also be aware of the associated risks, including the liquidity of the product. Potential investors are strongly encouraged to read the relevant disclosure.