The SDA HOUSING Podcast

EPISODE 297 - Unlisted Property Trusts, Syndicates, & SDA Funds etc

NDIS PROPERTY AUSTRALIA

This episode is about the new frontier of SDA - funds, and “fund of funds” and property syndicates and unlisted property trusts. Why? Because we recently saw online marketing on Facebook, by a well known SDA spruiker from Facebook over the years. The definition of a "spruiker" refers to someone who vigorously promotes or advertises something, often with enthusiasm and a bit of flair. This particular person / company (who we wont name) is now raising capital via their own AFSL and investment PDS (prospectus) online. Having read this detailed document off their website, and realising how 'shit' it is (the offer, structure, and returns) we wondered to ourselves, ‘why on earth would anyone fall for this rubbish?'. Offering 0.0%pa returns for first 2 years, and then sub 8%pa for the few years thereafter, and no redemption of capital for 5 years. And finally, the PDS talks about entering into certain oversupplied SDA markets ... WTF?

Anyway,  lets talk more in this episode about why SDA funds are all the rave at the moment in SDA at the moment. We just trying to raise some red flags to unsuspecting mum and dad retail investors falling for questionable ‘unlisted property trusts’ within the SDA world in 2025.

Remember ... "BUYER BEWARE"

Positives of Unlisted Property Trusts

  1. Access to large-scale commercial property
  2. Professional management
  3. Potential for regular income
  4. Potential for capital growth
  5. Lower entry barrier
  6. Potential diversification
  7. Tax Efficiency
  8. Limited liability and borrowing costs
  9. Less market volatility

Negatives of Unlisted Property Trusts

  1. Illiquidity & difficulty exiting
  2. Lack of transparency
  3. Potential of capital losses
  4. Higher fees & costs
  5. Limited diversification
  6. Limited control
  7. Dependence on investment manager
  8. Valuation & market risk lag

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NDIS PROPERTY AUSTRALIA:
Our team conducts thorough research on Specialist Disability Accommodation (SDA) and provides appropriate technical advice through premium and strategy-based solutions. We also use complex feasibility calculation spreadsheets to help investors understand the expected annual income of an SDA dwelling, the timeline stages of construction of their property, as well as revealing the hidden costs. By staying up-to-date with the latest SDA data and pricing payments information, we help clients make better-informed decisions and achieve their investment goals.

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