Funds Management

Real Estate Investment Trusts

Hamilton Real Estate Investment Trusts are a division of Hamilton Asset Management Limited.

Hamilton Real Estate Investment Trusts allows our investors to access a range of quality property investment opportunities.

Single asset real estate investment trusts

Our single asset real estate investment trusts allow investors to construct their own personalised investment portfolio of property assets by investing in different trusts each of which has distinctive income, capital growth and risk characteristics. Cash flow is generated through leases to a single or multiple tenants. Annual rent increases provide growth in the rental income and property values. In addition, due to depreciation charges, distributions may provide a portion of income that is tax deferred. At the end of the term, the property may be sold and the net proceeds are distributed among investors as a return of capital.

Property Portfolio
Residential Property Funds
Liberty Villas Bundaberg Hamilton Liberty Villas Bundaberg Fund
The Hamilton Liberty Villas Bundaberg Fund provides an opportunity to invest in the Liberty Villas Retirement Village in Bundaberg, Queensland. The Fund is issuing 9,060,000 units at $1.00 per unit to professional and sophisticated investors. Distributions are forecast to rise from 9.02% per annum initially to 10.33% per annum. The Fund is targeting an internal rate of return of 12.45% over its 5 year term of the Fund.

The Property provides low cost accommodation for seniors who are healthy and do not require any medical services. The Fund is conservatively leveraged at 42. With occupancy levels above 95% following refurbishments in 2014 and 2015, the Property is well placed to benefit from secure tenancies as a result of an ageing population.

For further information, investors should obtain and read in full the Information Memorandum.

Our single asset trusts private investment funds are available exclusively to professional and sophisticated investors.