Managed Investment Trusts

Fortius has pioneered real estate investment for offshore investors under the Managed Investment Trust ("MIT") legislation. Fortius has completed a number of Managed Investment Schemes and Managed Investment Trusts for European investors.

Fortius has all the necessary licensing requirements to structure and administer MIT investments including a fully compliant Australian Financial Services Licence (AFSL).

Please contact Fortius if you would like to discuss a separate account arrangement to invest in Australian commercial real estate that qualifies for the MIT tax benefits.

Below is an example of a recently completed Managed Investment Trust. 

 

221-227 Anzac Parade, Kensington, Sydney 




Strategy: 

European closed end fund, Australian Office asset 

        

 Outcomes:

Location: 

Sydney, NSW 

 

  • Sourced asset for European investment group.

NLA: 

10,685

 

  • Negotiated acquisition. 

Date: 

2009

 

  • Conducted all due diligence and closed transaction.

 

  • Jointly structured fund (MIT) both in Europe and Australia.
     
  • Arranged debt facility.
     
  • Assisted in marketing and on sale of fund units. 

 

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