Fund Overview
IJ Property Trust No.2
This fund is only offered to wholesale investors
Discover a fixed-term investment opportunity tailored for Australian wholesale investors. Our managed investment scheme focuses on acquiring established retail shopping centres in Caboolture and Morayfield, aiming to provide appealing income returns along with the potential for rental and capital growth. Restricted to sophisticated and professional investors under the Corporations Act 2001.
Fund benefits
Consistent returns with future growth
The Fund provides wholesale investors with the potential for attractive income returns supported by well-performing retail assets. By targeting established shopping centres in high-demand regions, the Fund combines steady rental yields with medium to long-term capital growth opportunities, seeking to balance income generation with asset appreciation.
Strategically positioned properties
Our properties are situated in Caboolture, thriving area with strong infrastructure and connectivity, including proximity to major roads and public transport. These high-visibility locations support tenant retention and demand, aiming for high occupancy rates and potentially offering sustainable investment performance for investors.
Diversified retail tenant mix
Benefit from the stability of highly occupied retail centres, featuring a mix of essential service providers such as supermarket, pharmacy, and discount stores. These diversified tenant profiles aim to mitigate risk and create a stable income stream, supporting robust returns for investors throughout the investment period.
Fund facts
| Product status | Open |
| Investor | Only open for wholesale investors and Sophisticated Investors as defined under the Corporations Act. |
| Trustee | IJ Financial Services Limited ACN 162 530 449 AFSL No: 443031 |
| Investment manager | IJ Funds Management Pty Ltd ACN 632 345 905 Authorised Representative No: 001276584 |
| Minimum investment term | An initial Term of 5 years |
| Distribution frequency | Monthly |
| Targeted distribution rate | 6.0-7.0% p.a. subject to market change*. The timing of distributions may vary in line with the net cash received by the Trust. |
| Unit price | $1.00 per Unit |
| Withdrawals | The primary exit strategy for the Trust is divestment of the Property at the expiry of 5 years and a final return of investors equity. See the Information Memorandum for more info. |
| Minimum investment | $500,000.00 for initial investment |
| Fee & charges | Refer to Information Memorandum. |
* Returns and distributions are variable and not guaranteed. Investors should review associated risks and terms. The fund carries risks, including potential loss of capital and liquidity constraints. Please read the disclosure documents and consider associated risks and terms.
Risks
Like any investment of this type, there are risks associated with an investment in the Fund. The trustee and the manager does not guarantee your funds or the interest payment by the borrower. Before making an investment, you should read the IM and other information in full to understand these risks.
The information in the relevant Information Memorandum (each a “IM”) is general information only and does not take into account your investment objectives, financial situation or needs. The information in a IM is not, and is not intended to be, personal advice. You should consider whether an investment in a Class is appropriate for you in light of your personal circumstances. You should obtain independent professional financial, legal and tax advice before making a decision whether to invest in a Class.
How to invest
Select an investment that fits your portfolio from our range of single asset opportunities and funds, then declare that you’ve read the Information Memorandum (IM) and confirm your status as a Wholesale investor. Submit your application electronically or by hand using the formal Application Form and complete the AML/CTF verification. Finally, receive regular distributions on your investments and manage your portfolio.
This webpage and the information are for general information only and do not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. You should consider, with your professional adviser, whether the information is suitable for your circumstances. The Fund is offered to investors in Australia. Before deciding to acquire or continue to hold an investment in the Fund, please ensure you read all supporting Information that clearly outlines all the risks associated with our Investment Trust. Past investment performance is not a reliable indicator of future investment performance and that no guarantee of performance, the return of capital or a particular rate of return is provided. And if you’re still not sure, please call us, we’d be happy to discuss any concerns you have. We also recommend you seek personal advice from a licensed qualified financial planner if you are still not sure.