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Retail Business Trust

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.

  • 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

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