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Current Member Investment Trusts

Please note: The following trusts are established by, owned and controlled by their individual members. Velop is in no way in control of any of these trusts. Velop provides a safe platform for members to join together of their own volition for the purpose of investing in property as a collective. Velop is paid a fee by the individual members to manage the activities of the individual trusts as per our service agreement and membership terms and conditions. 

For those interested in being a founding member of a residential unit trust designed to hold a single residential home in Queensland's South East between Noosa and Tweed Heads (no further than 15mins west from any beachside location suburb). Primary goal to take advantage of capital growth. Target property will be a newly built home to take advantage of reduced maintenance costs plus advantages associated with depreciation. Target Loan to value ratio (LVR) will be such that the property income will be sufficient to service the mortgage and likely expenses as well as provide limited recourse to unit holders limiting the banks security to the property itself (No Personal Guarantees). This unit trust will be established with the view to sell the asset within 5 years so that unit holders may realise any capital growth. Holding term may be extended with unanimous decision of the unit holders.

Residential House Trust

Maximum $1m Purchase Price (Inc Costs)

Maximum 20 Unit Holders

Minimum 25,000 Per Unit Holder

Total Capital Required $500,000

Loan: 50% LVR Non-Recourse

Target Minimum Rental Yield: 5%

Trust Investment Term: 5 Years

Excess Cash at Bank: Distributed Bi-Annually

For those interested in being a founding member of a Commercial Property unit trust designed to hold a single Commercial Property (Likely Retail Shop) in Queensland's South East between Noosa and Tweed Heads (no further than 10mins west from any beachside location suburb). Primary goal to take advantage of capital growth through contracted rental increases as per the lease. Target property will have a minimum 10 year net lease with minimum 3% rental increases and ideally with at least one option. Target Loan to value ratio (LVR) will be such that the property income will be sufficient to service the mortgage and likely expenses as well as provide limited recourse to unit holders limiting the banks security to the property itself (No Personal Guarantees). This unit trust will be established with the view to sell the asset within 5 years so that unit holders may realise any capital growth. Holding term may be extended with unanimous decision of the unit holders.

Leased Hospitality Property Under $5,500,000

  • Maximum $6m Purchase Price (Inc Costs)

  • Maximum 20 Unit Holders

  • Minimum 150,000 Per Unit Holder

  • Total Capital Required $3,000,000

  • Loan: 50% LVR Non-Recourse

  • Target Minimum Yield: 6.5%

  • Trust Investment Term: 5 Years

  • Existing Lease: Min 10 Years

  • Excess Cash at Bank: Distributed Bi-Annually

For those interested in being a founding member of a Retail Business unit trust designed to hold a single Retail Business (Likely Retail Shop) in Queensland's South East between Noosa and Tweed Heads (no further than 10mins west from any beachside location suburb). Primary goal to provide long-term ongoing liquidity to unit holders. Target Loan to value ratio (LVR) will be such that the business will be sufficient to service the business loan and likely expenses as well as provide limited recourse to unit holders limiting the banks security to the business itself (No Personal Guarantees). This unit trust will be established with the view to hold the asset for 10 years over which time it will fully pay down the business loan.

Retail Business Trust

  • Maximum $2.8m Purchase Price (Inc Costs)

  • Maximum 20 Unit Holders

  • Minimum 84,000 Per Unit Holder

  • Total Capital Required $1,680,000

  • Loan: 30% LVR Non-Recourse

  • Target Maximum Business Price: 3.5x EBITDA

  • Trust Investment Term: 10 Years

  • Distributions: Quarterly

For those interested in being a founding member of a Property Development Trust designed to buy a single DA Approved site and build residential units in Queensland's South East between Noosa and Tweed Heads ideally in lower socio economic areas where affordable housing is in short supply. Primary goal to provide development profits to unit holders. Target Loan to value ratio (LVR) will be such that it will provide limited recourse to unit holders limiting the banks security to the property itself (No Personal Guarantees). This unit trust will be established with the view to lease and hold the asset for 5 years and then sell the asset (Taking advantage of any 5 year tax and depreciation incentives).

Unit Development Trust

  • Max Total Development Cost: $6m

  • Maximum 20 Unit Holders

  • Minimum 150,000 Per Unit Holder

  • Total Capital Required $3,000,000

  • Loan: 50% LVR Non-Recourse

  • Target Development Margin: 30%

  • Trust Investment Term: 7 Years

  • Target Development Site Status: DA Approved

  • Distributions: From profits 

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