Exposure to high quality industrial and logistics real estate assets

In the current environment, investors are risk conscious and searching for solutions offering the potential for income surety and long-term capital growth without significant risk.

 

Exposure to a real estate sector exhibiting resilience and strong fundamentals

 

Stability of income underpinned by the Fund’s long target WALE

 

Quarterly income distributions of 6.0% p.a. (Year 1)

 

Potential for long-term capital growth  

Fund Overview

The Fund will offer investors exposure to a national multi-asset portfolio of high quality industrial and logistics assets, focusing on those backed by institutional-grade tenants and operating in industries which exhibit strong fundamentals.

 

Prime industrial and logistics exposure

Targeting a portfolio of investment-grade property assets in a sector exhibiting resilience and strong long-term fundamentals.
 

Diversification

Seeking to provide access to a national multi-asset portfolio diversified by location, sub sector and tenant exposure.
 

Stable quarterly income

Targeting reliable quarterly income distributions of 6.0% p.a. (year 1) secured by long lease tenures and institutional grade tenants.
 

Long term capital growth

Potential for long-term risk adjusted returns underpinned by investments in markets and assets demonstrating strong investment fundamentals.
 

Invest with a Quality Manager

Benefit from Moelis Australia’s active and opportunistic approach, strong real estate credentials, expertise and deep industry relationships.

Current Market Opportunity

Many investors are switching to a 'risk-off' strategy and focussing on capital preservation, income surety and security, and the potential for long-term capital growth without significant risk.

Real estate investments have historically delivered investors defensive and reliable cash flows.

The Australian industrial and logistics real estate sector has demonstrated strong growth and resilience in recent years which is expected to continue. This growth is underpinned by a range of positive long-term structural trends.

Fund Highlights

$100,000
6.0% p.a.
Quarterly
Open-ended Australian wholesale unit trust
Wholesale Investors only
8+ years

How to Invest

For more information, including accessing a copy of the Information Memorandum and to arrange a discussion, please contact your local MA Asset Management representative.

 

Lee Hayes

Lee Hayes

Managing Director, Distribution

Tel: +61 (2) 8288 5587
lee.hayes@moelisaustralia.com

Adam Mackie

Adam Mackie

Distribution Director

Tel: +61 (2) 8288 5586
adam.mackie@moelisaustralia.com

James McCurley

James McCurley

Distribution Executive

Tel: +61 (2) 8288 5595
james.mccurley@moelisaustralia.com

Aidan McCluskey

Aidan McCluskey

Distribution Manager

Tel: +61 (2) 8288 5545
aidan.mccluskey@moelisaustralia.com

Disclaimer

1. The Department of Infrastructure, Transport, Regional Development and Communications, https://investment.infrastructure.gov.au/.

2. CBRE Research, ‘Asia Pacific Cold Storage ‘An Investor’s Guide’ ‘(2019), page 14.

3. Colliers International, ‘Industrial Cap Rate Analysis, Post A-REIT Reporting Season – September 2020’, page 2.

This document has been issued by MAAM RE Ltd (ACN 135 855 186) AFSL (335783) (Trustee), trustee of the MA Prime Logistics Fund (Fund). MA Investment Management Pty Ltd (ACN 631 552 896) is the proposed investment manager of the Fund.

This document and the information contained therein is provided solely for information purposes. While every effort has been made to ensure that the information in this update is accurate, its accuracy, reliability or completeness is not guaranteed. The Trustee has not and does not intend to independently verify the information. Past performance is not necessarily indicative of future results.

Content and information contained in this document is intended for use by Wholesale Clients only, as defined in the Corporations Act 2001 (Cth).

Except as required by law, the Trustee, its related bodies corporate and other affiliates, and their respective, officers, employees, consultants and agents (the Group) make no representation or warranty as to the accuracy, completeness, timeliness, fairness or reliability of the information in this document. To the maximum extent permitted by law, no member of the Group accepts any liability (including without limitation, any liability arising from fault or negligence on the part of any of them) for any loss whatsoever arising from any use of this document or otherwise arising in connection with it.

This document may contain forward-looking statements, forecasts, estimates and projections (Forward Statements). Neither any member of the Group nor any independent third party has reviewed the reasonableness of any Forward Statements or the assumptions that underlie them. No member of the Group represents or warrants that any Forward Statements will be achieved or will prove to be correct or that the assumptions on which the Forward Statements are based are reasonable.

Any recipients should consider it along with all other facts, advice and its own insights before making its own independent decisions. The Trustee accepts no responsibility to update any person regarding any inaccuracy, omission or change in information in this presentation or any other information made available to a person nor any obligation to furnish the person with any further information.

The information contained in this document is confidential and may not be disseminated, distributed or reviewed without the express written consent of the Trustee. If the recipient of this document is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this document is strictly prohibited and you are required to either destroy or return this document to the Trustee.

The Trustee does not offer tax, accounting or legal advice. This document is not an offer to sell or a solicitation of an indication of interest to purchase any security or other financial instrument. The recipient should refer to any issued Information Memorandum and consider seeking professional financial and taxation advice before deciding whether to invest.