Our Investment Offerings
Investment Delivered Differently – Your Investment – Your Choice – Your Option
At PrivateInvest, we provide wholesale and sophisticated investors with access to a range of high-quality real estate finance opportunities through our suite of Income Funds and Trusts. Our offerings cater to different preferences for income returns, distribution frequency, and liquidity.
We like to describe our business as “Big Enough, Small Enough”, combining robust governance, independence, and disciplined systems with the personalised service and specialist oversight of a focused investment manager.
Our Investment Focus
PrivateInvest provides access to high-quality loans and structured debt. Investors can participate via the PrivateInvest First Mortgage Income Fund or directly in single-asset opportunities, benefiting from diversification, professional management, and liquidity.
Why PrivateInvest?
Exclusive access
High-quality real estate credit and equity opportunities.
Expertise-driven
Specialist team across property development, construction, banking, and funds management.
Tailored solutions
Flexible offerings to suit investor preferences.
Hands-on management
Active oversight ensures robust risk management.
PrivateInvest First Mortgage Income Fund
Select Mortgage Trusts
Quick Service Retail (QSR) & Industrial
Managing Credit Books
Impact Fund
PrivateInvest First Mortgage Income Fund
Our flagship First Mortgage Income Fund offers a diversified portfolio of first mortgage secured loans across Australia, aiming to provide
wholesale and sophisticated investors with income and capital stability. Established in 2018, the Fund has delivered strong past performance, supported by disciplined risk management and active portfolio oversight.
Target Returns
Targeting 8.25%–9.25% p.a. (post fees and expenses).
Consistent Monthly Distributions
Monthly distributions with optional reinvestment.
Flexible Liquidity
Redemptions aligned to loan maturities and new capital.
Mid-Market Loan Focus
Targeted lending to mid-market borrowers, with a focus on transactions that suit our credit and risk appetite.
Strong Governance
Retail-grade discipline for wholesale investors.
No Entry or Exit Fees
No fees in or out. No lock-up period.
Select Mortgage Trusts
Managing Credit Books
Impact Fund
Select Mortgage Trusts
Our Select Mortgage Trusts provide direct exposure to first mortgage security for individual loans, giving investors the ability to:
- Participate in syndicated investments.
- Choose specific loans and their level of investment.
- Partner directly with PrivateInvest, with the team maintaining “skin in the game.”
This structure allows investors to build a strategic, personalised portfolio aligned with their risk profile and investment objectives, while
leveraging our specialised team to identify opportunities best suited to their goals.
Investors can register via the Expression of Interest process to receive an Information Memorandum for each loan, subject to PrivateInvest
approval.
Loan Size
Targeted lending to mid-market borrowers, with a focus on transactions that suit our credit and risk appetite.
Fixed Term
Structured according to the underlying loan term.
Concentrated Exposure
Invest in individual loans or syndicated positions tailored to your preferences.
Investment Choice
Select investments based on loan type, risk profile, and asset characteristics.
Due Diligence
Investors may review underlying
loan assets and perform their own
assessment before committing.
Disclaimer: These opportunities are available only to wholesale clients, and all investments carry risk, including potential loss of capital. Investors should review the relevant Information Memorandum before making an investment decision.
PrivateInvest First Mortgage
Income Fund
Managing Credit Books
Impact Fund
Quick Service Retail (QSR) & Industrial
We specialise in industrial and Quick Service Retail (QSR) assets that deliver robust leasing profiles, clear exit strategies, and attractive credit and equity opportunities. QSR extends beyond traditional fast food, including established franchises and emerging concepts
beyond McDonald’s, Hungry Jack’s, and KFC.
PrivateInvest targets the phased development of a growing pipeline of QSR sites, each secured with development approvals, long-term leases, and strong covenant tenants, building a recurring, high-quality portfolio.
Investors can register via the Expression of Interest process to receive an Information Memorandum for each loan, subject to PrivateInvest
approval.
Target Returns 18%+ p.a. (post fees and expenses)
Attractive returns designed
to maximise investor outcomes.
Fixed
Term
Investment period of 9–24
months.
Industrial
Assets
Invest in well-located
industrial properties with
strong demand profiles.
Secured Long-Term Leases
Leases structured with strong covenant tenants, providing stability and predictable cashflow.
Disclaimer: Target returns are estimates only and are not guaranteed. Investment periods, asset performance, and income are subject to market and other risks. Investors should review the relevant Information Memorandum and seek independent financial advice before making any investment decision.
PrivateInvest First Mortgage
Income Fund
Select Mortgage Trusts
Managing Credit Books
Impact Fund
Managing Credit Books
Managing a credit book requires active oversight and specialist resources. If you already hold a commercial debt portfolio, partnering with
PrivateInvest can significantly reduce the time, effort, and resources required to manage your loans.
By leveraging our expertise, you can mitigate risk while potentially enhancing returns. Our team applies rigorous credit analysis, ongoing monitoring, and proactive management to ensure your investments are performing optimally.
This partnership allows you to focus on your core business activities, while we handle the oversight and day-to-day management of your investments. With PrivateInvest, you gain a trusted partner dedicated to protecting and growing your commercial debt holdings.
Expertise & Oversight
Professional structuring, monitoring, and management of loans.
Time & Efficiency
Reduce operational burden and focus on your core business.
Risk Mitigation
Rigorous credit analysis and proactive loan management.
Enhanced Returns
Optimise performance and capital
deployment opportunities.
Active Reporting
Transparent monitoring aligned with investor interests.
Fee-for-Service
Professional management of
commercial debt portfolios.
PrivateInvest First Mortgage
Income Fund
Select Mortgage Trusts
Quick Service Retail (QSR) & Industrial
Impact Fund
PrivateInvest Impact Credit Fund
Impact investing has grown well beyond government programs. Public funding alone is no longer sufficient to meet the financial needs of underserved communities or to address global challenges such as poverty, inequality, and environmental degradation. The investment landscape has evolved from simple ethical screening to integrated, socially responsible, and sustainability focused strategies that shape the way organisations operate and govern themselves.
This shift has supported the emergence of Profit for Purpose ventures and Social Enterprises. These organisations align commercial objectives with measurable social and environmental outcomes and are proving that meaningful and lasting impact can be achieved alongside disciplined financial performance.
PrivateInvest recognises the need to provide these enterprises with capital solutions that support growth. We are establishing a wholesale Impact Credit Fund designed to provide development finance to Impact Enterprises across Australia and the Asia Pacific region. Our approach positions the Fund at the intersection of private capital and socially responsible investment. By directing private credit into this underserved but high potential sector, we aim to support the growing demand for capital that seeks both financial returns and measurable impact.
Through this initiative, PrivateInvest is committed to supporting the next generation of socially focused businesses and projects that deliver practical and scalable solutions across health, education, housing, Indigenous empowerment, clean energy, and climate resilience.
Invest with Purpose
Support Social Enterprises
Scalable Impact
PrivateInvest First Mortgage
Income Fund
Select Mortgage Trusts
First Ranking Equity
Managing Credit Books
