PFM Commercial Building Funds
- Investor Risk Profile: Medium risk, suited to investors with a “Moderately Conservative” to "Balanced" Risk Profile
- Investment Time Horizon: medium to long term (5–10 years)
- Indicative returns*:
Capital Growth: 4%—10%pa;
Total Returns: 8%—18%pa.
Fund Objectives: Will acquire commercial buildings - within commercial city precincts, or office parks - which meet PFM’s stringent investment due diligence criteria, including the quality of tenants.
Purpose: To create Syndicated Sub Funds, enabling investors to invest in appropriate “A class" investor grade commercial property/properties whose profile, tenancy history and projected return fit within the fund's investment aims.
Commentary: These investments can be tailored to suit specific needs for individuals, or those wishing to be part of a syndicate of like-minded investors. Annual reports will detail valuations and revaluations of held properties. Subject to appropriate, independent taxation advice, significant taxation advantages - via depreciation allowances - may be possible, depending on personal circumstances.
Returns*: Investors can hope to receive returns in the form of quarterly income distributions and capital appreciation over the life of the fund, generally 10 years.
*Disclaimer: Returns are not guaranteed.