Assets Under Management

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Established in 2026, this 5-year fund will acquire an operating resort asset. A clear value-add strategy—expanding inventory, enhancing events space, and optimising distribution and marketing—is expected to drive a threefold increase in valuation. The fund is projected to exit in 2031, targeting a 29% IRR for investors.

 Established in 2025, the asset was strategically acquired for its subdivision potential and the opportunity to develop two luxury homes. While still in its early stages, this trust represents an exciting growth project within the portfolio. Investors are highly engaged and looking forward to the commencement of development in 2026, with strong anticipation for both capital appreciation and future returns. 

 Established in 2018 and has since proven to be a strong performer for its investors. Delivering a healthy net yearly return of 9% on the original purchase. In addition to this steady income, the asset has more than doubled representing a 107% increase. With an overall return on investment of approximately 170% since inception. 

 Established in 2021, the Wickham Unit Trust has delivered strong results for investors. Generating reliable annual income equating to a net yearly return of approximately 9% on the original purchase — the trust has also grown significantly in value, representing a 97% increase. With an overall return on investment of around 133% since inception.

 Established in 2019, with a strategic focus on its prime location within a low to medium residential zone earmarked for future unit development. The trust has delivered reliable a 6.5% net yearly return on the original purchase. Now valued at a 108% increase, the trust has achieved an overall return on investment of approximately 147% since inception, combining steady income with substantial capital growth.