Peak Equities Pty Ltd is a client-focused, specialist property syndicator, servicing the Sophisticated Investor market. Focused exclusively on wealth creation and security for our clients, Peak sources high yielding, secure investments with sound growth potential.
We engage closely with our investors to ensure that their individual needs and expectations are satisfied, not only at the time of acquisition, but throughout the investment term. From the moment of acquisition, our interests are completely aligned with those of our clients.
Peak brings a mature, patient and holistic perspective to property syndication, considering long and short term trends, population demographics and growth patterns, local, regional and state development plans as well as rezoning, repurposing or development potential.
Our means of property selection, syndicate structuring, tenant management, capital enhancement and investor communications are all fashioned with these objectives in mind.
Peak’s team of property and finance professionals also bring considerable industry specific experience including:
- Opportunity identification and analysis;
- Property valuation and planning;
- Leasing, contract negotiation and tenant relations;
- Advantageous taxation structures;
- Corporate finance; and
- Funds management and accounting.
Benefits of Participation in a Property Syndicate
1. Opportunity and Returns
Investors are able to enjoy the benefits of participating in the ownership of strategically located A-Grade commercial assets, securely leased to national tenants.
We target properties with a value between $15 and $30 million. Our intense activity in this market segment gives us access to opportunities generally unavailable to private investors, and below the target range of larger institutional funds. Peak Equities’ relationships in this industry sector also gives us, and through us, our investors, early access to off-market opportunities.
Peak Equities Pty Ltd reviews dozens of opportunities each month. Each investment property we recommend will exhibit all of the following attributes:
- Premium location;
- High quality tenant(s);
- Sound construction;
- Realistic market rentals;
- High yielding, secure and tax-effective income streams; and
- Genuine capital growth prospects.
Our independent Acquisitions Advisor must certify that any potential acquisition satisfies each of the above criteria before we proceed to the Due Diligence stage of our enquiry.
2. Peace of Mind
All properties short-listed by Peak are subject to rigorous due diligence investigations before purchase, with independent experts ensuring that there are no legal, town planning, structural or technical impediments adversely affecting the property. Contracts will not be signed before clearance on all of these matters. We also prepare comprehensive financial forecasts, as well as researching the tenant’s reputation and financial capacity (to the extent possible).
Your investment funds are held in a solicitor’s trust account from which property settlement is transacted. The Trust’s financial affairs are independently audited, and the Trustee (Peak) is subject to supervision by ASIC. The investment property is independently valued each year.
As a Peak Investor, you are free to focus on lifestyle and family, to travel or simply relax in the knowledge that your property affairs are in expert and caring hands at all times.
3. Expert Property Selection and Management
Our executive team, together with our consultants and agents, have many years of experience and expertise in sourcing and managing your investment assets. Our skills in establishing and maintaining excellent relationships with our tenants and contractors ensures that the best possible outcomes are achieved in managing the property, retaining tenants and optimising income for our investors.
Our skills in managing lease negotiations and any major capital works can achieve substantial financial benefits for investors.
Beyond ensuring optimal income returns, we apply our skills and expertise to capital enhancement of the property, ensuring that at all times our investors can look forward to sound capital growth on their investment.
4. Diversification and Liquidity
Rather than investing a substantial sum in the ownership of a single commercial asset, investors can allocate that equity across a number of premium assets. This not only leads to optimal returns, it also protects against the consequences of protracted vacancy or major capital expenditure in a single investment property.
Investments in Peak Syndicates come with a guarantee of liquidity after a maximum of 5 years.
5. Regular Tax-Effective Income Distributions
Enjoy the benefits of quarterly income distributions at fixed rates throughout the term of your investment. Peak engages expert quantity surveyors to review every aspect of the property and to provide a depreciation report that yields the most tax-effective outcome for investors.
6. Communications and Information
We are open, communicative and transparent in all of our dealings with our valued investors, who are free to contact any member of our management team at all times.
Peak Equities provides concise, informative updates to investors each quarter, with more frequent communications if there are any matters of significance to report.
Audited Financial Statements are issued within 3 months of financial year-end, and we provide your accountants and tax agents with all information and explanations they may require.