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| Rebate Offer |
2.0% (66.7%) |
| Minimum Initial Investment |
$5,000 |
| Expected Close Date |
Ongoing |
| Description |
The Tankstream Pub and Leisure Group is assembling a portfolio of hotels (pubs) and hospitality assets with a view to expanding into a large scale diversified pub and leisure group within 3-5 years. |
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The Tankstream Pub and Leisure Group is a diversified property vehicle providing strong cash distributions with expectations of capital growth as the industry benefits from consolidation. The Australian Pub market is in a period of consolidation. Whilst the largest half dozen owners/investors are continuing to build market share, ownership of quality assets is still generally fragmented nationally. An opportunity therefore exists to acquire a quality portfolio over time, and to exploit the operational and capital potential of these assets. The Group has an alliance with a highly experienced hotel operator, The Management Group Australia Pty Ltd (MGA) to assist in sourcing and managing these assets.
Investors in the Group will benefit principally from two sources of income:
- Income distributions and dividends; and
- capital growth via capital distributions, bonus Stapled Securities or increases in the Stapled Security Net Asset Value (NAV)
Investment Objectives - the primary investment objective is to:
- Provide strong cash distributions
- Provide a high level tax advantaged income; and
- At least maintain the real value of invested capital, combined with a low level of price volatility.
Features:
- Asset class with traditional property sector characteristics;
- Australian based pub and leisure group;
- Aims to provide attractive yield and superior medium to long term total return expectations - expectations of continued yield contraction over next 3-5 years and over time to gain aggregation premium for strong, viable portfolio;
- Management agreements in place with an experienced pub operator, MGA Pty Ltd;
- Diversification with low performance reliance on any single asset, earnings type, demographic etc;
- Aim to grow to 10-15 assets over 5-7 years;
- Monthly distributions; and
- Defined exist strategy in 5-7 years.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 66.7% of the 3.0% upfront commission on investments in the Tankstream Pub and Leisure Group in the form of a rebate cheque. 2020 DIRECTINVEST will retain 1.0% to cover the costs of marketing, postage & handling and administration of this fund. No trailing commission is paid on the Tankstream Pub and Leisure Group.
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 Tankstream Pub and Leisure Group Aegis Research Report | | Tankstream Pub and Leisure Group Fact Summary |
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| Entry Fees | Entry fees are optional. Are you paying entry fees on existing managed funds? more info
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