What is a Black Bear Property Syndicate?
Black Bear regularly puts together property syndicates to undertake residential property development projects on behalf of investors. Black Bear manages the entire process and provides investors with regular updates and access to properties and projects which may otherwise be unattainable for many investors.
Who is Black Bear?
Black Bear Investment Group is a privately-owned property development and investment business operating in Brisbane since 2007. For more than 13 years, Black Bear has been undertaking residential property development projects throughout Brisbane and has transacted and developed more than $80,000,000 worth of property. In addition to undertaking its own projects, Black Bear also regularly puts together and manages development projects on behalf of investors in a syndicate structure.
Why Invest in a Property Syndicate With Black Bear?
Syndicate participation enables investors to participate in projects that would ordinarily be outside of their financial comfort zone or expertise by joining a pool of similar investors seeking exposure to high quality projects. Generally our syndicates involve between five and 15 members, requiring a minimum of $100,000 cash/equity investment. Black Bear has an extensive track record of successfully completing syndicate projects for investors as well as its own projects.
What Returns Can I Expect?
Every project is different and the result of each individual project is subject to a wide range of factors. The Information Memorandum for each project will detail the anticipated return for that particular project. However the table below provides a summary of the returns Black Bear has achieved for investors in previous projects.
* Anticipated outcomes as project still in progress
How Do I Get More Information?
Any interested parties are invited to either give us a call or fill out the form below and we will be in touch very soon.
How Long Does It Take?
Again, each project is different and the detailed Information Memorandum for each project will detail the anticipated time line for that particular project. A typical time line for one of our syndicate projects would be 12 – 24 months. However, our projects are often broken up into investment “tranches” meaning that each investment is usually around 12 months duration.
What is the Structure of the Syndicate?
Each syndicate is limited to a single project. For each syndicate we establish a fresh unit trust (with corporate trustee) and investors are issued loan notes by the trust in proportion with the amount invested. The unit trust then purchases the property and undertakes the project.
What Information is Provided to Investors?
We prepare a detailed Information Memorandum for each new syndicate which contains everything you and your advisers need to know about Black Bear, the project, the structure and the strategy. For each project, we set up an “investors only” area of our website which is regularly updated as the project progresses.
What is the Minimum Investment Amount?
Generally, the minimum investment amount for a Black Bear syndicate is $100,000 (although smaller amounts may be considered by the Manager on request). There is no maximum amount from a single investor.
Who Can Invest With Black Bear?
The offer to participate in a Black Bear syndicate can only be made to persons located within Australia who are classified as “Wholesale Clients” or “Sophisticated Investors” pursuant to relevant provisions of the Corporations Act. Further details regarding the specific requirements are contained in the Information Memorandum for each project but, generally, investors should have previous investment experience which allows them to asses the merits and risk of an investment in a Black Bear syndicate.
Can I Invest Using my SMSF?
Yes. We have many investors that invest through their self managed super fund. However, it is essential that investors take their own individual advice to ensure that such and investment is right for their particular circumstances.
What are the Risks?
All property development projects have a range of risks and Black Bear syndicate projects are no different. The risks of syndicated investment are outlined in detail in the Risk section of the Information Memorandum, as well as the steps Black Bear has taken to mitigate these risks.
How Do I Get More Information?
Any interested parties are invited to either give us a call or fill out the form below and we will be in touch very soon.
Disclaimer
The information provided on this website is general information only and does not take into account your personal objectives, financial situation or needs. It is not intended to be a recommendation by Black Bear or its associates. You should read the Information Memorandum in full and consider your own needs and situation and obtain your own financial and legal advice prior to investing in a Black Bear syndicate.