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We are a specialist investment manager that aims to achieve superior returns for both retail and wholesale investors through the identification, aquisition, management and development of residential property.
Due to the shortage of good assets and the relatively low yield environment, appropriately structured managed funds have increased in popularity in the last few years. By identifying unique opportunities in the Australian property market, Equiti targets value-added aquisitions where development and management experience combine to produce competitive advantages.
An opportunity for investors to profit from the development and subdivision of a 3 hectare parcel of land in the Brisbane suburb of Logan Reserve. The property, which has already been acquired by the Fund, has a Development Approval for the subdivision into 58 lots. The land is in a high-demand area, close to schools, shops and a main hospital, and currently experiencing solid growth.
An opportunity to access residential real estate assets located within well-established high-demand Sydney suburbs. The Equiti Knock-Down, Rebuild Fund provides investors with an opportunity for profit via the strategy of acquiring older-style homes and subsequently knocking-down the existing home, rebuilding a new home and selling, for a profit, upon completion.
Investors aim to profit from the development of a 7,278 square metre parcel of land in the Hunter Region NSW. This land subdivision project involves 17 lots with a single storey house constructed on each. The parcel of land is in a high-demand central location close to shops, schools, restaurants, conveniences and more. Development is scheduled for completion in January 2019.
A wholesale investor opportunity to profit from the construction and sale of a 7-storey development, consisting of 50 apartments and 4 commercial suites with additional underground carpark. The project is centrally located in the suburb of Westmead in Sydney’s West - close to Parramatta CBD, transport and a major medical precinct. Development is scheduled for completion in December 2018.
The Fund has been fully subscribed and is now under construction with investors on target to achieving 19.2% per annum return on equity.
Dunlop Gardens is a boutique residential community comprising 23 well-appointed apartments set amongst a lush and pleasing living environment. This project has a gross realisable value of $9,500,000 and is scheduled for completion in September 2017.
The Project is now complete. This project has been funded by one wholesale investor receiving a preferential return of 15% per annum.
Oakmont Estate is a 130 lot residential subdivision project located near the Warnervale Town Centre at Sparks Rd, Woongarah. The estate has been master planned by Hudson Communities and all 130 home and land packages have been sold by and are being built by Hudson Homes.
The Fund has now completed with investors receiving a 79% gross return on equity over the term of the project along with the return of 100% of their capital. This has represented a 20.9% per annum return on equity.
The Development was 3 acre parcel of land within the Mandalay Estate, Beveridge, situated 37kms north of the Melbourne CBD. It comprised of 49 medium density residential housing lots that varied in size from 150sqm to 262sqm and required all subdivision works be completed prior to the construction of individual homes.
A registered unit trust created to provide Australian investors with access to U.S. based multi-family real estate investment opportunities. It provided stable, quarterly distributions with tax benefits and potential for capital growth.
The Fund successfully acquired and managed the Cottages at Bedford, a 168-unit apartment community complex located in the Dallas Fort Worth. Following a resolution by unitholders, the sale of the asset was successfully completed on 30 April 2014 with net proceeds paid to unitholders prior to the completion of the fund.
Equiti operates a true property development syndication model and includes management of the entire process from creation right through to wind up.
Identify residential development opportunity and enter due diligence process
Negotiate terms and secure property, only after due diligence passed
Establish fund to acquire the project
Lodge Prospectus with ASIC or create PDS to offer investors shares or units
Raise capital (investors can apply after reading PDS)
Investment Manager appoints project team
Commence development and secure finance
Complete project (investors regularly updated throughout)
Distribution of profits to investors and Equiti paid
Allows investors to access property developments, generally producing greater returns than existing properties
Gives investors opportunities to diversity their exposure
Investors can potentially attain higher returns than investment in a fund holding core property assets
A simple to understand structure, combined with appropriate levels of gearing and an experienced management team
Each project has been selected with an emphasis on returns and risk management
The vehicle is the entity that actually owns the subject property
Equiti has a focus on selective, value-based investing and employs a top down macroeconomic approach and a bottom up microeconomic approach to the identification and acquisition of property assets.
Macroeconomic Approach – The top down macroeconomic approach helps us to identify and select specific property markets and sectors that are likely to offer the best economic performance. This approach includes monitoring population growth, economic development, unemployment, government policies in relation to housing approvals, rezoning, infrastructure development and land releases. The aim is to identify areas which exhibit favourable trends in supply and demand characteristics.
Microeconomic Process – The bottom up microeconomic process focuses on specific property development analysis and helps us to identify those individual property development assets that will best enable each fund to achieve its investment objectives within the geographical areas identified in the macroeconomic top down approach.
Due Diligence Process – A rigorous due diligence process is employed by Equiti Capital Limited and, combined with the support of the Investment Review Committee, ensures a strategic and quantitative approach to the selection of suitable property and that each asset selected fits within the risk profile and investment objectives of the fund.
- Danny H Assabgy, CEO
Our property development funds bring together the combined resources and disciplines from both the Equiti Group of Companies and the Hudson Group of Companies. This unique collaboration offers an integrated dual perspective towards property asset management. As investors, we understand the importance of performance and return on investment. As developers, we recognise the value and financial rewards that developing can bring to real property assets.