Fundsec

Overview

Specialist financial services firm providing mortgage fund management and private lending solutions in Australia. Fundsec specializes in the origination and management of commercial lending across Australia, offering customized lending solutions with high-performing, lower-risk investment opportunities. Their mortgage fund is secured by Australian real estate, focusing on capital preservation and attractive returns. The firm also provides private lending services, offering loans ranging from AUD $50,000 to $25 million, secured by Australian property. Their investment approach emphasizes diversification, rigorous due diligence, and capital preservation, ensuring attractive and sustainable returns for investors. Fundsec's executive team comprises professionals with decades of experience in funds management, mortgage finance, and corporate finance, managing a lending portfolio exceeding $3 billion and originating over $10 billion in loans since 1998. The firm is committed to environmental, social, and governance (ESG) principles, integrating sustainable practices across the real estate lifecycle to enhance investment value and resilience. Fundsec's portfolio includes investments in various sectors such as financial services, real estate, construction, development, infrastructure, retail, hospitality, healthcare, education, transport, energy, telecommunications, media, technology, and agriculture, reflecting a diversified investment strategy. The firm offers investment opportunities through its mortgage fund, targeting above-average returns for wholesale investors, with a minimum investment of $100,000 and flexible terms ranging from 3 to 24 months.

Investment Focus

• Wholesale investors only
• Loans secured by Australian real estate
• Loan sizes from $50,000 to $25 million
• Loan terms ranging from 3 to 24 months
• Loans with Loan-to-Value Ratio (LVR) less than 70%

Portfolio Companies