The Residential Property Fund
A Unique Offering. Residential Property prices have made it complicated for many property investors. This is a product to allow investors to outsource their Residential Property investing and capture the upside potential of prestige and premium Residential Property without the decision making, low yields, personal debt, individual property issues and timing concerns.
The Residential Property Fund aims to provide strong income stream with investments in a variety of high yielding existing property and mortgage funds. The Fund-to-Fund Model will complement our Active Strategy to secure Residential Property as standa.one properties and Boutique Development Sites in Sydney and The Sydney Region.
Fund to Fund Model. 50.00% of the fund will invest in high yielding Property and Mortgage Funds, and often with additional Capital Uplift potential.
Direct Residential Property. 50.00% of the fund will invest in Residential Property to target capital uplift and to grow the rental income streams.
The Fund is targeting a 10.00% IRR with potential further upside from active management of the assets.
The Fund will have No Borrowings.
Bedrock Funds employs a bottom-up approach aimed at identifying Residential Property that has the ability to grow in value meaningfully and consistently as well as contribute a strong yield which traditionally has been on the lower side. Typically, our investment process will look to uncover property that has strong upside potential by its location and desirability and the ability to create multiple assets and income streams from the one investment purchase.
Bedrock Funds has a series of property experts in our preferred locations looking for the right Residential Property Sites to include in the portfolio.
Fund |
Trustee |
Fund Manager |
Asset Class |
Investment Type |
Investment Location |
Account Bank |
Minimum Initial Investment |
Investor Type |
Target Annual Distribution |
Distributions Paid |
Target Annual Capital Uplift |
Fund Inception |
Fund Target FUM |
The Residential Property Fund |
AMAL Trustees |
Bedrock Funds Pty Ltd |
Residential Property |
Multi Assets + Open Ended Fund |
Sydney + The Sydney Region |
Commonwealth Bank |
$100,000.00 |
Wholesale Clients Only |
12 months |
The RBA Cash Rate* |
4.00% to 6.00% pa* |
1st September 2024 |
$250,000,000.00 within 5 years |
Fund to Fund
Target 50% of Fund Assets
Harvesting Specialist Funds
Strong Distribution
Capital Uplift
Liquidity
Excellent Track Records
Existing Relationships
High Yielding Mortgage Funds
30 Day Maturity
High Yielding Mortgage Funds
12 Months Maturity
Wholesale Property Funds
12 Months Plus
Commercial & Retail
Office & Industrial
Farming & Agriculture
Private Joint Ventures
Listed Property Investments
ASX + IPO + Sector Opportunities
Residential Property
Target 50% of Fund Assets
Actively Securing Sites
Strong Capital Uplift
Growing Rental Income
Sydney + The Sydney Region
No Borrowings
Residential Property Standalone
1, 2 & 3 Bedroom Units
Distressed Property
Waterfront Property
Premium Property
Residential Property
Development Sites
Small Business Sites (6 to 12 units)
Duplex Sites
Asset Creation
Build to Rent
Land Subdivisions
* Disclaimer - Past performance is not indicative of future results and should not be the only factor considered when selecting an investment. Individual taxes are excluded, and ongoing fees and expenses have been applied. This information is general information only and does not take into account your individual objectives, financial situation or needs. You should assess whether the information is appropriate for you and strongly consider obtaining financial advice prior to making an investment decision. To invest in Units in The Residential Property Fund (Fund), please read the IM for the Fund (Information Memorandum) available from this website. The Terms for Units in the Fund are issued by Bedrock Funds Pty Limited ABN 74 668 545 408, CAR No. 001311126 on 1 September 2024.