Investing in Retirement Communities. Secure Investments, Solid Returns

Transcription

1 Investing in Retirement Communities Secure Investments, Solid Returns

2 Invest in Australia s fastest growing property sector with Encore Funds Management (EFM). EFM, through its association with the Encore Living Group affiliated companies, has access to a pipeline of retirement village developments for over 55 s in desirable locations throughout Gippsland and Victoria. Capitalising on the increasing demand for quality flexible retirement accommodation EFM can deliver consistent sustainable returns over the short to medium term with a portfolio of managed investment funds. These are outlined below: Income Fund All EFM Income Fund offers invest into purpose-built lifestyle retirement communities which are professionally managed and leased to long-term tenants with rental paid in advance for 8 years. 6%pa* paid quarterly + tax benefits and potential for capital growth. Mortgage Funds Encore Mortgage Funds are secured by first mortgages over Encore Living and other selected lifestyle retirement community projects. Circa 7-9%pa* paid quarterly. Development Funds For investors seeking a high level of return. Investing in Encore Living retirement development projects in prime locations in Gippsland and Eastern Victoria. Targeting 17-21%pa*.

3 WHY GIPPSLAND? Gippsland, a progressive region Although Gippsland is well known for its relaxed laid-back country lifestyle, the region is a strong contributor to the Victorian economy and plays a significant role in the mining, agriculture, aviation, energy and food production sectors with numerous opportunities for future growth. Investing in Gippsland Gippsland s population is expected to increase 20% by 2050 and is growing faster than the rest of regional Victoria (population 255,718 according to 2011 census is forecast to increase to 306,862 by 2050) a significant percentage of this population are, and will be retirees. If you are looking to invest, EFM have developments specifically for retirees with easy access to transport, freeways, shopping, hospitals and aged care. Melbourne CBD Migration into Regional Areas The retiree market has been identified as the biggest and fastest growing population group to be migrating into regional areas such as Gippsland. The advantages of living in a country Gippsland town are: small friendly communities, slower pace lifestyle, and fresh country air - all within one to two hours drive to beaches, mountains and to Melbourne CBD. Health Services Retirees are commonly looking to downsize and move into homes that have access to services and amenities with proximity to a broad range of health services. The Gippsland region is one of eight Department of Health regions and covers a geographically diverse area that work with many service partners to provide high quality health and aged care services. A perfect place for retirees.

4 About the Team EFM brings together two long-time associates, Tom Camp and David Richardson, with combined 50 years experience in the funds management and property industries. Bairnsdale Accountant Ken White completes the team and brings extensive management accounting auditing and financial administration. David has held senior sales and distribution roles with some of Australia s leading funds management and financial services groups for almost 30 years. In addition he has held key relationship management roles with leading advisory and professional services groups across Australia. David Richardson, Director A founding partner in a specialist property research group, David has a keen interest in property and the ever changing landscape of property investment. The evolution of the lifestyle retirement sector provides another opportunity to utilise his skills in this critical and rapidly expanding sector. Tom has been involved in the retirement and lifestyle development sector for over 15 years. Tom is a director and owner of Freedom 2go Pty Ltd, which owns, operates and project manages retirement villages as well as providing specialist services to developers and operators in the sector. Tom was previously involved in the finance and investment industry as a broker and a licensed financial planner where he and David first met. Thomas L Camp, Director Ken is a qualified Financial Planner and Accountant who owns and operates a successful advisory practice in Bairnsdale, Eastern Victoria. Ken has over 15 years experience in accounting and business advisory including several years with Big 4 accounting group Ernst and Young. Kenneth White, Company Secretary

5 How does this compare? Currently the ASX Res Index of 3.24%pa is an aggregate income across the 5 major capital cities and Melbourne (All Dwellings) is 2.87%pa. Commonwealth 12 month cash deposit rate is 2.25%pa Encore returns are based on assumptions and risks as outlined in the respective Information Memorandum for each funds. * Quoted returns are based on assumptions and risks as outlined in the Information Memorandum s for each fund. Capital and investment returns are not guaranteed neither Encore Funds Management Pty Ltd (EFM), Corporate Authorised Representative No: , nor any of its subsidiaries (if applicable) guarantees or in any way stands behind the performance of the funds offered by Encore Funds Management or the repayment of capital invested in the funds. Before investing in the funds you need to review all the particulars provided in the Important Information document and the Information Memorandum (IM) related to each managed fund. The vision of the EFM partners is: To create an enduring asset management company that delivers predictable and sustainable investment returns for our clients The core values of EFM are "Integrity in Everything We Do delivering Quality Administration and Service Excellence. Speak to one of the team today T: E: info@encorefm.com.au PO Box 8258 Carrum Downs, VIC, 3201 encorefundsmanagement.com.au/invest Encore Funds Management (EFM) is a Corporate Authorised Representative No: of Macro Capital Limited AFSL: