MPG BW Trust

The MPG BW Trust provides investors with an opportunity to invest in a portfolio of three Bunnings Warehouse properties and an Aldi Supermarket in well established areas of Queensland, New South Wales and Victoria.

Status: Open

Year started: 2014

Total Assets: $131.95 million

Assets: 4 – Bunnings Warehouse (Blacktown), Bunnings Warehouse (Bundaberg), Bunnings Warehouse (Young), and Aldi (West Melbourne)

Occupancy: 100%

Targeted Tenants

A benchmark allocation of 75%-100% of Trust Gross Asset Value will be allocated to Bunnings Warehouse properties, and up to 25% in other major retailers such as Woolworths, Coles, Aldi and Officeworks.

Attractive regular tax-advantaged returns

Forecast yield of 9.605* CPU from 1 July 2025 to be paid quarterly. Depreciation and building allowances mean a high proportion of this income will be tax-advantaged. Detailed on page 20 of the Information Memorandum.

Potential for capital growth

Population growth and fixed rental growth in the regions augur well for future capital price appreciation. Detailed on page 6-9 of the Information Memorandum.

Experienced manager with a proven track record

The Trustee, MPG Funds Management Ltd. has over 25 years of commercial property investment, management and development experience.

Defined exit strategy

The Trust has a Liquidity Review Event at the end of four years (Nov 2028) as outlined on page 12 of the Information Memorandum.

Reduced capital volatility

Australian direct property has historically experienced lower volatility than listed Australian and international shares and REIT’s.