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Community and Social Services Property Fund (Fund) is a multi-asset, open-end unlisted property fund that will focus on investing in assets that provide basic goods and services to our community. Be it the local doctor, childcare centre, affordable housing or neighbourhood convenience and grocery store, these properties meet the important needs of day-to-day life.
The Fund aims to provide investors with regular and stable income with the potential for capital growth through an investment in a diverse portfolio of real estate investments tenanted by operators providing community and social services.
Community and social services property covers a wide range of property sectors including childcare, health, wellbeing and fitness, and neighbourhood retail, just to name a few. They all, however, have the general characteristic of providing basic goods and services to our community and therefore meet the important needs of our day-to-day life.
Key investment highlights:
*This is a guide only, not a forecast or guarantee. See the Product Disclosure Statement for more information and a summary of the main risks of an investment in the Fund.
The Fund’s investment objective is to invest in community and social services property, Australian Real Estate Investment Trusts (A-REITs), listed on the Australian Securities Exchange, cash and cash-like products.
The Fund has invested in four properties that mainly consist of a combination of childcare and general medical tenants.
The Fund will target real estate assets underpinned by leases to tenants who focus on providing basic goods and services that, by their very nature, are essential for the community’s day-to-day living. The Fund’s investment strategy includes property types with tenants providing the following community or social services:
The Fund intends to offer regular capped withdrawal opportunities commencing on the third anniversary of the Fund, subject to available liquidity. To assist in providing the regular capped withdrawal opportunities, the Fund will hold some investments in A-REITs, cash and cash-like products.
Disclaimer: KM Property Funds Ltd (ACN 164 635 885) (KM Property Funds or our) has prepared this document and is the responsible entity of, and the issuer of units in the Fund. You must read the Fund’s PDS dated 21 February 2022 in respect of an offer to acquire units in the Fund and the relevant TMD to determine you are in the target market for the Fund. To obtain the PDS and TMD, speak to your financial adviser or register your interest with us at kmpropertyfunds.com/communityfund. Investors should consider the PDS and TMD in deciding whether to acquire units in the Fund. Read More >
The Core Property rating (assigned in March 2022) presented in this document has been prepared and issued by Core Property Research Pty Ltd (“Core Property”), which is an Authorised Representative ASIC number 1280479 of Core Property Research Holdings Pty Ltd (ACN 633 170 751, AFS License No. 518320) (Licensee), and trading as Core Property. Whilst the information contained in the report has been prepared with all reasonable care from sources that Core Property believes are reliable, no responsibility or liability is accepted by Core Property for any errors, omissions or misstatements however caused. Past performance information is for illustrative purposes only and is not indicative of future performance. The Core Property publication is not and should not be construed as, an offer to sell or the solicitation of an offer to purchase or subscribe for any investment. Any opinion contained in the Report is unsolicited general information only. Neither Core Property nor the Participant is aware that any recipient intends to rely on this Report or of the manner in which a recipient intends to use it. To access the full report, please visit www.coreprop.com.au. The rating is subject to change without notice and Core Property assumes no obligation to update the report.