The MPG Tweed Hub Trust provides investors with an opportunity to invest in a high-traffic homemaker centre, located in the growing Northern Rivers region of Tweed Heads South, NSW.
Year started: 2018
Total Assets: $54 million
Assets: Tweed Hub
Brand name tenants
The centre is home to many brand name tenants including: 1st Choice Liquor, The Good Guys and 7 Eleven. Detailed on page 4.
Attractive regular tax-advantaged returns
Forecast initial yield of 7.25%* pa to be paid quarterly. Depreciation and building allowances allow a high proportion of this income to be tax-advantaged.
Potential for capital growth
Long term population growth for many of the regions augur well for future price appreciation.
Experienced manager with a proven track record
The Trustee, MPG Funds Management Ltd. has over 20 years of commercial property investment, management and development experience.
Defined exit strategy
The Trust has a defined exit strategy of seven years.
Reduced capital volatility
Australian direct property has historically experienced lower volatility than listed Australian and international shares and REITs.
Net Tangible Assets: $1.37 as at 30 June 2023
Minimum investment: $100,000 with upward multiples of $50,000
Dividend reinvestment plan: No
Distributions: 7.25% quarter ending 30 June 2022
Distribution Frequency: Quarterly in arrears
Investment Term:This trust is due to rollover in the March quarter 2025.
Liquidity: An investment in the Trust is to be considered illiquid.
WALE: 4.07 years
Tax Deferral: 61.10%
*Forecasts are estimates only and are not guaranteed to occur. Please refer to the PDS for information relating to forecasts.