Private Trusts 

Below is a selection of Fortius - managed private trusts. 

If you are interested in becoming an investor please contact Fortius. 

 

Junction Fair Shopping Centre, Newcastle

 

Junction Fair Shopping Centre, Newcastle was acquired as an under-performing but fundamentally sound shopping centre that presented an exceptional “value add”opportunity. Fortius plans to grow the income of the asset by re-positioning, re-configuring, re-mixing and re-leasing vacant areas, restoring the centre to it's former glory. The Fortius team will bring to Junction Fair their experience gained from over 70 projects and investments together with their management team have over 100 years of experience and detailed knowledge of the operational requirements of active property investment and asset management.

 

Strategy: 

Upgrade, re-let

  

Objectives:  

Location: 

Newcastle, NSW 

 

  • Execute active retail leasing strategy that meets the needs of the local community.

GLA: 

7,244

 

  • Intensive marketing initiatives to rebuild the reputation and rejuvenate the centre.

Date Acquired:

2014


  • Re-let to 100% Occupancy

 

  • Cosmetic Refurbishment

91 Phillip Street, Parramatta

 

91 Phillip Street Parramatta is a multi-let office building located in the Parramatta CBD. Fortius will bring to 91 Phillip Street their experience gained from management of over 70 commercial real estate assets in its history.

 

Strategy: 

Upgrade, re-let 

  

Objectives:  

Location: 

Parramatta, NSW 

 

  • Cosmetic Refurbishment 

NLA: 

5,634

 

  • Re-let to 100% Occupancy

Date Acquired:

2013


  • Execute active leasing strategy


 

 

53 Berry Street, North Sydney 



Strategy:

Re-let, obtain DA

 

 Outcomes:

Location:

North Sydney, NSW

   
  • Acquired site and relet existing improvements.

NLA: 

3,300

 
  • Obtained a DA for commercial office including  

Date Acquired: 

1985

 

     transferrable FSR from historic site 

Disposal Date: 

1985 

 
  • Onsold










Raby Bay, Queensland


Strategy: 

Canal Subdivision 

 

Outcomes:

Location: 

Raby Bay, QLD

 

  • Residential canal development.

NLA: 

-  

 

  • 1100 lots owned and being developed by an offshore party. 

Date Acquired:

1980

 

  • Originally consulted to mortgagee then acquired by option 50% interest. 

Disposal Date:

1985

 

  • Completed development and sold lots individually.  


432 Kent Street, Sydney 



Strategy:

Upgrade and strata subdivide 

  

Outcomes: 

Location: 

Sydney, NSW

 
  • Refurbish commercial floors 

NLA:  

1,164 

 
  • Marketed and sold ground floor retail 

Date Acquired: 

2004

 
  • Sold commercial floors individually

Disposal Date:

2006 

   




549 Harris Street, Ultimo, Sydney 


Strategy: 

Conversion and re-let  

 

Outcomes:

Location: 

Ultimo, Sydney

 

  • Acquired industrial premises close to city 

NLA: 

4,900

 

  • Converted to data centre

Date Acquired: 

1999

 

  • Leased to Optus on long and favorable terms

Disposal Date: 

Held

 

 


74 Mentmore Road, Rosebery, Sydney

 

Strategy: 

Convert to data centre 

    

Outcomes: 

Location: 

Rosebery, Sydney 

 

  • Converted building to data centre

NLA: 

4,059

 

  • Leased building to Next Gen 

Date Acquired: 

2001 

 

 

Disposal Date: 

2011 

 

 



Yum Portfolio 

         

Strategy:

Buy portfolio, sell via individual strategies.

  

Outcomes:

Location:          

6 assets in QLD & NSW

 

  • Acquired portfolio of properties.

NLA: 

2,139

 

  • Selectively re-let, re-developed, rezoned, disposed

Date Acquired: 

2003

 

 

Disposal Date:

2010

 

 


Holdsworth, Paddington, Sydney  



Strategy: 

Subdivide, demolish, divest 

  

Outcomes: 

Location: 

Paddington,Sydney

 

  • Subdivided into individual allotments 

NLA: 

n/a 

 

  • Demolished improvements 

Date Acquired: 

2003 

 

  • On-sold as vacant lots

Disposal Date: 

2005

 

 


356 Old Windsor Road, Seven Hills, Sydney 

 


Strategy:

Land swap, subdivision  

 

Outcomes: 

Location: 

Seven Hills, Sydney 

 

  • Acquired from Sydney Water as surplus land.  

NLA: 

3,116 

 

  • Arranged a land swap with council.  

Date Acquired: 

2003 

 

  • Developed an industrial subdivision. 

Disposal Date: 

2005 

 

  • Sold as individual lots.  


9-13 Redmyre Road, Strathfield, Sydney

Strategy:

Upgrade, reduce outgoings, re-lease 

 

Outcomes: 

Location: 

Strathfield, Sydney

 

  • Required active asset management 

NLA: 

4,250

 

  • Vacancy Leased 

Date Acquired: 

2001

 

  • Uncharged and back rent recovered

Disposal Date: 

2003 

 

 

Liberty Grove, Sydney 



Strategy: 

Re-zone, partial divestment

   

Outcome:

Location:

Liberty Grove, Sydney 

 

  • Acquired industrial site with partial lease back. 

NLA: 

30 acres

 

  • Partial disposal. 

Date Acquired: 

1985

  • Obtained residential rezoning and sole to developer. 

Disposal Date: 

1990 

 

  • Retained high yielding industrial investment.

 

Latest News

  1. Fortius Funds likes the unloved, under-valued in real estate securities Catherine Farrell 09-May-2017
  2. Junction Fair Re-launch Catherine Farrell 15-Nov-2016
  3. Win For Fortius Meredith Hayes 04-Apr-2016
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