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We offer investors direct exposure into a specific loan (or loans) secured by a mortgage over real property, and in some cases, real property construction projects in Australia.
The lifestyle fund consists of residential, commercial or industrial property secured by a mortgage over the relevant Borrower’s property.
Only wholesale clients and sophisticated investors can invest in the lifestyle fund.
Moshav Financial invests in mortgage investments. Typically investments will be offered with a maximum loan to value ratio (LVR) of up to 70% of the Gross Realisation Value (GVR) or 85% of total development costs (whichever is lower) for a property development and an LVR of up to 70% for investment property. The actual LVR of each investment may vary.
Like any investment of this type, there are risks associated. It is important that you read and consider the risks associated with the Fund before deciding whether to invest and seek your own financial, tax and legal advice from relevant professionals.
The initial investment is from $500,000. Although, a Trustee may accept lesser amounts, but acceptance of a lesser amount remains the sole discretion of the Trustee.
Once you have been approved as an investor, you will receive money directly into your account. You can then decide whether or not you wish to add additional funds and contribute to other investment opportunities.
Investors may transfer their interests in mortgage investments to another person or entity, provided the transfer is in accordance with the Constitution, the Corporations Act and is done with the consent of the parties involved. Upon the Trustee accepting to register the transfer, the transferee will become an Investor in the Fund (if the transferee is not already an Investor) and will be bound by the terms of the Constitution.
How can you keep up to date and ensure you’re a smart investor? Take the time to evaluate your objectives, risk profile and the opportunities available to you. We can help.
All investments come with an element of risk. We do our best to minimize the risk factors and offer secure returns. We offer risk management strategies to help you.
We provide information memorandums for all our investors to assess the opportunities available. We aim to provide you with regular income returns. Please take care to read these in full.