WEST LAKES OPPORTUNITY TRUST (WESTLAKES)
Attractive returns

Net pre-tax IRR 14%-16%

9.25% P.A. initial dist.

Partially tax deferred

Attractive Acquisition Price

8% Equiv. Yield

Leading regional asset

By Sales

Secure income profile

97% Occupied 5.7 Year WALE

Strategic land holding

20.4HA site, Low 35% site coverage

TEA TREE OPPORTUNITY TRUST (TEATREE)
Attractive returns

Est. pre-tax IRR c.15%

9.25% P.A. initial dist.

Partially tax deferred

Leading centre

Destination mall in its trade area

Secure income profile

99.3% Occupied

Attractive entry point

Acquisition at 14% discount

Significant recent capital invested

Low CAPEX forecast
BARRENJOEY MASTER TRUST - B-CLASS UNITS (BCLASS01)
Attractive risk-adjusted return

Est. c.16.5% IRR p.a.

Melbourne CBD

Prestigious CBD precinct

Conservative leverage

60% LVR on an as- is basis

Material leasing

62% pre-committed

Anchor tenant

67 Pall Mall

Term

2 years
BARRENJOEY MASTER TRUST - G CLASS (BJY-G)
Asset Class

Growth Equity

Sector

QSR

Opportunity

Minority Equity

Target Return

25% IRR after fees

Maturity

Expected 3-5 years

Expected Exit

$ 100,000

Why choose Barrenjoey

Access

Providing direct access to unique
private market opportunities

Bespoke

A tailored offering for
select clients of Barrenjoey

Differentiated

Exposure to attractive private equity, private credit, real and alternative assets