Our Funds

The fund register

Wholesale unit trusts offered by Information Memorandum to invited investors — closed-ended and single-asset in every vehicle established to date, with the principal's own capital invested alongside, representing approximately half of all capital raised to date.

Retail — Shopping Centre

Fully Subscribed

The Royal Oak Shopping Centre Trust 1

Development of a proposed major-supermarket-anchored neighbourhood shopping centre, intended as a long-term hold.

Target IRRTarget: 15% p.a.

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Residential Land

Fully Subscribed

The Royal Oak Hammond Rd Trust

Residential sub-division of a freehold infill site at Success — 38 proposed lots with public open space and a community playground.

Target ROETarget: 65–75%

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Industrial

Fully Subscribed

The Royal Oak Industrial Trust 52

Single-asset freehold industrial investment in the Henderson maritime precinct, 100% leased with an ASX-listed parent covenant.

Target total IRRTarget: 10–12% p.a.
Target cash distributionTarget: ~6.5% p.a. net Year 1, averaging ~7.25% p.a. net

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Office

Closed

The Royal Oak Office Unit Trust 1

Repositioning and re-leasing of a landmark West Leederville office building.

Target IRR at offerTarget: 18% p.a.
Movement on equity since inceptionUnrealised — NAV-based: ~51%

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Private Credit — Residential Construction

Realised

The Royal Oak Preferred Equity Unit Trust 1

Preferred-equity private credit supporting a residential apartment development, repaid two months early.

Realised ROERealised: 15.19%
Realised IRRRealised: 18.49% p.a.

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Large Format Retail

Realised

The Royal Oak LFR Unit Trust 1

Greenfield large-format-retail development — Treendale Home & Lifestyle Centre — developed, stabilised and realised in approximately two years.

Investor ROE over the life of the investmentRealised: 45.87%
Investor IRRRealised: 18.04% p.a.

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