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Unlisted Real Estate Funds for Financial Advisers
Give your clients access to outstanding investment returns

Reliable income – monthly, tax effective distributions to assist in clients income portfolios

Retail and Wholesale investment opportunities – options for all clients to invest

Independently Rated – high ratings by leading independent research houses

Financial Advisers may consider Fawkner Property Funds for several reasons:

Expertise in essential services real estate: Fawkner Property has a strong expertise in essential services real estate, which can provide financial advisers with a unique investment opportunity in a recession resilient sector.

Diversification: Fawkner Property Funds can provide financial advisers with an opportunity to diversify their clients' portfolios and subsequently reduce correlation & risk.

Reliable Income: Essential services real estate can provide a stable and reliable income stream, which can be attractive for financial advisers looking to provide their clients with a regular income stream.

Long-term investment: Real estate investments, such as those offered by Fawkner Property Funds, are typically considered to be long-term investments, which can align with the investment goals of many clients.

Professional management: Fawkner Property Funds are professionally managed, which can provide financial advisers with peace of mind and the assurance that the investments are being managed by experienced and aligned professionals.

It is important to understand the risks of investing in real estate and property funds, and financial advisers should carefully consider the specific characteristics of the Fawkner Property Funds, including the investment objectives, risks, fees and charges, before making any recommendations to their clients.
How to Invest
1
Read

Read the required documents in full.

2
Consult

Consult your financial adviser, stockbroker and other professional adviser.

3
Apply

Apply with the required application forms.

Talk to us about
investment opportunities

Our team can answer any questions you may have and we will guide you through the process.

The information contained on this website is provided by Fawkner. This website and any information regarding the Fawkner Group and the Group’s products and services are strictly provided, and intended solely, for information purposes and do not constitute a representation that any investment strategy is suitable or appropriate for any person’s individual circumstances and do not constitute personal advice. Further, this website should not be regarded by investors as a substitute for independent professional advice or the exercise of their own judgement. The contents of this website was prepared and is maintained by Fawkner and has not been reviewed by the Australian Investments & Securities Commission. Neither Fawkner, not any of its associates guarantee or underwrite the success of any investments, the achievement of investment objectives, the repayment of capital or particular rates of return on investments. Fawkner publishes information on the website that to the best of its knowledge is current at the time and is not liable for any direct or indirect losses attributable to omissions from the website, information being out of date, inaccurate, incomplete or deficient in any way. Investors and their advisers should make their own inquiries before making investment decisions.

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