We are real estate investment experts

Our fully integrated in-house property team enables us to
see opportunities others can’t.

Real Estate Funds - Private Loan Funds

Our fully integrated in-house property team enables us to see opportunities others can’t.

2014
Established

$1bn
Assets under management

Senior team
Average 20yrs’ experience

20+%
IRR average

Clients
HNW, Private Wealth, Hedge Funds, Institutions

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* Wholesale Investors only

Real Estate Funds & Syndicates

Special Situations
Core+
Logistics/Industrial

Acquisition Target

Distressed assets

  • Run-down
  • Vacant
  • In liquidation

Acquisition Target

Assets with income & value-add opportunity

  • Under-rented
  • Space not fully utilised

Acquisition Target

Buy logistics assets within 30km of major CBD with stable income

  • Scarcity of assets
  • Subdivision opportuunities

Value-add Initiatives

  • Re-purpose
  • Full renovation
  • Bring in tenants
  • Renegotiate with existing tenants

Value-add Initiatives

  • Refurbish
  • Revise rental income
  • Optimise lease structure
  • Add floor space
  • Upgrade services

Value-add Initiatives

  • Increase tenant stickiness
  • Optimise lease structure
  • Increase gross building area
  • Execute strata warehouse development

Exit

1-3yrs

Exit

3-5yrs

Exit

3-5yrs

Target IRR

20% (Capital & Income)

Target IRR

15% (Capital & Income)

Target IRR

10-12% (Capital & Income)

Special Situations

Acquisition Target

Distressed assets

  • Run-down
  • Vacant
  • In liquidation

Value-add Initiatives

  • Re-purpose
  • Full renovation
  • Bring in tenants
  • Renegotiate with existing tenants

Exit

1-3yrs

Target IRR

20% (Capital & Income)

Core+

Acquisition Target

Assets with income &value-add opportunity

  • Under-rented
  • Space not fully utilised

Value-add Initiatives

  • Refurbish
  • Revise rental income
  • Optimise lease structure
  • Add floor space
  • Upgrade services

Exit

3-5yrs

Target IRR

15% (Capital & Income)

Logistics/Industrial

Acquisition Target

Buy logistics assets within 30km of major CBD with stable income

  • Scarcity of assets
  • Subdivision opportuunities

Value-add Initiatives

  • Refurbish
  • Revise rental income
  • Optimise lease structure
  • Add floor space
  • Upgrade services

Exit

3-5yrs

Target IRR

10-12% (Capital & Income)

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* Wholesale Investors only

Past Investments

90 Crown Street

  • March 2019 purchase, $8.59m
  • New Lease renegotiated
  • Sold May 2020, $15.88M

90 Crown Street

  • May 2018 purchase, $94.58m
  • Improved rental by 30% through fit out
  • Potential to add 3 floors & basement level

90 Crown Street

  • April 2019 purchase, $50.3m
  • Government tenants, strong yield
  • Best building in the area

90 Crown Street

  • February 2020 purchase, $4.2m
  • Last mile logistics centre
  • Strong yield & redevelopment potential

90 Crown Street

  • April 2020 purchase, $16m
  • Will benefit from major infrastructure project
  • Strong yield & redevelopment potential

90 Crown Street

  • September 2020 purchase, $38.5m
  • Refurbish floors & add courtyard bar
  • Projected completion early 2021

90 Crown Street

  • June 2016 purchase, $7.2m
  • 17 townhouse residential development
  • Completed October 2019, $24m gross realisation

90 Crown Street

  • December 2015 purchase, $5.2m as an industrial property
  • Rezoned into 14 storey residential development
  • Currently under construction

90 Crown Street

  • June 2017 purchase, $9m as an industrial property
  • Planning approval for 16 townhouse residential development
  • Construction completion December 2020

90 Crown Street

  • May 2016 purchase, $9m
  • 40 apartment residential development
  • Completed October 2019 - $30m gross realisation

90 Crown Street

  • May 2016 purchase, $6.7m
  • 45 apartment residential development
  • Completed July 2019 - $27m gross realisation

Private Loan Funds

Private Loan Syndicates
Private Loan Income Fund

Fund Strategy

Single loan investments, closed end

  • 1st, 2nd mortgage, preferred equity

Fund Strategy

Diversified pool of loans, open ended fund

Click here for more details and performance

  • 1st or 2nd mortgage

Highlights

  • Larger and more complex loans
  • Co-invest with institutional investors
  • Special situation lending

Highlights

  • Max 65% LVR across portfolio
  • Monthly distributions
  • Liquidity after initial 18 months

Loans

Land banking, residual stock apartments, bridging and construction loans

Loans

Land banking, residual stock apartments, bridging and construction loans

Target

8-15% pa - income

Target

9%pa - income

Private Loan Syndicates

Fund Strategy

Single loan investments, closed end

  • 1st, 2nd mortgage, preferred equity

Highlights

  • Larger and more complex loans
  • Co-invest with institutional investors
  • Special situation lending

Loans

Land banking, residual stock apartments, bridging and construction loans

Target

8-15%pa – income

Private Loan Income Fund

Fund Strategy

Diversified pool of loans, open ended fund

Click here for more details and performance

  • 1st or 2nd mortgage

Highlights

  • Max 65% LVR across portfolio
  • Monthly distributions
  • Liquidity after initial 18 months

Loans

Land banking, residual stock apartments, bridging and construction loans

Target

9%pa – income

Our Management

ALAN LIAO

Chief Investment Officer

  • 15+ years' experience in financial market and capital management
  • Total deals over $1 billion
  • Experienced in investment sourcing, portfolio management and property development

MARGARET LI

Chief Executive Officer

  • Chartered Accountant
  • 20+ years' experience in fund management and properties-related financial control
  • Former Group Finance Manager at Vicinity Centres in charge of $22 billion REITs

TERENCE LAI

Head of Property

  • Registered architect with NSW architects board
  • 20+ years' experience in residential, commercial and industrial development
  • $2 billion worth of projects delivered to date

SIMON RIORDAN

Head of Distribution

  • 20+ years' experience across equities, derivatives, fixed income and property
  • Former senior investment and advisory professional from Macquarie Bank, AMP, CBA and Westpac
  • For information regarding AVARI Funds please call 0411 087 408 or email (simon.riordan@avaricapitalpartners.com.au)

ROBERT PUZZOLO

Head of Sales and Leasing

  • Licensed Real Estate Agent
  • 25+ years experience across established real estate, off-the-plan prestige property sales, building, land sales, and network management.
  • For more information regarding current Sales and Leasing opportunities call 0421 440 556 or email (Robert.puzzolo@avaricapitalpartners.com.au)

OUR APPROACH

We analyse over 800 real estate investments per year, 3 - 5 of these meet our acquisition criteria. We only buy an asset where we can add value and see a clear exit to maximise returns – we do not simply wait for market growth.

Acquisition & Value Targeting

We seek to uncover undervalued assets that are below their replacement cost and/or assets with potential for improvement either through renovation or redevelopment that provide promising income outlook.

Value-Adding & Active management

Being guided by our value-add initiatives, we then aim to increase properties value through active management, refurbishment, redevelopment, repositioning and/or rezoning.

Exit & Agile Profit Realisation

With close market monitoring, we identify the most opportune timing to exit our investment and realise gains for investors.

WHAT WE DO DIFFERENTLY

exhaustive approach

in-house property capability

  • In-house property team: architect, project manager and development manager
  • In-depth technical DD prior to acquisition
  • Close monitoring of capital works
  • Direct involvement throughout each development project

tenant management

  • In-house team actively engaging with tenants
  • Greater market analysis to better position the assets
  • Seizing acquisition opportunities by exploring tenants’ future needs
  • Ability to build for tenants’ purpose

SALES & LEASING

  • In-house team offering value-add, end-to-end services encompassing all aspects of Real Estate
  • Insight, experience, intelligence and resources to assist clients in making informed business decisions
  • Specialist Residential Project services for developers include: site identification, highest and best use, holistic marketing campaigns and strategic sales

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