Co-invest

Ashton Rowe acquire, improve and manage real estate assets and invite investors to participate in the wealth they generate.

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INVESTMENT APPROACH

Our approach is characterised by four key principles:

Rigorous approach to research, acquisition and divestment

Alignment of interests through co-investment

Commitment to matching investment capital with client objectives and risk appetite

Judicial use of financial structuring

We have a pristine track record of risk-adjusted returns and 100% success in capital preservation.

INVESTMENT STRATEGY

With cyclical timing in mind we capitalise on opportunities in areas experiencing or designated for;

Market driven change

Urban renewal

Infrastructure

We do not accept zoning risk.

CAPITAL MANAGEMENT

Managing gearing appropriately is a key capital management initiative:

Gearing is reduced before property cycle peaks via valuation increases and asset sales.

Gearing is increased at the bottom of the property cycie to fund selective acquisitions.

Ashton Rowe ensure that debt facilities are diversified across lenders and adopt interest rate hedging on longer term transactions.

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Types of Investment

Ashton Rowe concentrates its investment and development activities throughout Australia and across the risk return spectrum. Ashton Rowe recognize the cyclical nature of the property market and employ conservative capital structures to reduce risk. Fundamentally these assets fall into three categories:

Core: Properties with stable and diversified rental income.

Core Plus: Properties that require some form of enhancement or value-added element which offer a combination of yield and growth.

Opportunistic: Properties that require a high degree of enhancement such as development, raw land, and niche property sectors such as student accommodation.

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CORE

Properties with stable and diversified rental income:

Monthly withdrawals

Low volatility

Tax advantaged income stream

Security through a 7 year term

Target 7% plus

CORE PLUS

Value add property opportunities that  create yield and growth:

Monthly Withdrawals

Low volatility

Tax advantaged income stream

Security through a 7 year term

Target 9% plus

OPPORTUNISTIC

Property Development Opportunities in Niche Property Sectors:

No liquidity

Yield capitalised to completion

Return paid at completion

24 to 36 month term

Target 12% plus Profit Share

Investment FAQ

How do I invest?

  • To invest with Ashton Rowe, you must first register your interest and we will contact you to arrange a face to face meeting.
  • New investments are offered to existing shareholders first. The balance is offered to new investors.

What is the minimum amount of investment?

  • Yield and Core Plus Funds; $100,000 and multiples of $10,000 thereafter.
  • Opportunistic Funds; $250,000 and multiples of 50,000 thereafter.

What is the expected level of returns?

Depending on your investment criteria and risk appetite; Ashton Rowe offers fixed returns with varied interest payment times and or profit share.

What is the investment timeframe?

  • Yield and Core Plus Funds; 3 year term.
  • Opportunistic Funds; This is a project Specific fund where the investment term is aligned to the development timing. Ashton Rowe’s average time for a development is 24 months.

Can I withdraw money from the project before completion?

Generally, no. Invested funds will be fully committed for the duration of the investment term.

When do I receive returns?

  • Yield and Core Plus Funds; Interest is payable quarterly in arrears. Principal is paid at maturity.
  • Opportunistic Funds; Interest and Principal are payable at project completion.

Can I invest through an SMSF?

Yes. It is important however to have permission from the trustee.

Check my investment

Ashton Rowe gives stakeholders and investors excellent service through regular, concise and relevant communications.

Our aim is to make investing as simple and transparent as possible. As part of our commitment, we have developed an online system which will give you complete visibility of your investment 24 hours a day, 7 days a week no matter where you are in the world.

To gain secure access to key details regarding your investment with Ashton Rowe including:

  • Contact details
  • Current holding balance and transaction history
  • Distribution payment information
  • Monthly Investment Report
  • Monthly Board Report
  • Annual report

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