About our funds
Access exclusive Australian property mortgage investments with target returns from 10% p.a., with monthly distributions available.*
What is a Direct Investment Fund?
Direct Mortgage Lending
Your capital is loaned to property developers and secured by registered registered mortgages over Australian real estate.
- Developer requires funding (land purchase, construction, or refinance)
- We assess the loan against strict credit and security criteria
- Approved opportunities are reviewed by our Credit Committee and issued to investors via a SIM
- You review the opportunity in the Supplementary Information Memorandum (SIM)
- You invest through 268 Fund, gaining exposure to a secured property investment.
- Your investment is protected by a registered mortgage over the property
- You receive interest payments as outlined in the SIM*
- Loan terms typically range from 6 - 24 months, with capital expected to be repaid on sale or refinance of the secured property. Terms, timing and risks for each project are set out in the relevant SIM.*
Your position:
Debt investor (secured by registered mortgage)
Your security
First or second mortgage over the property
Your return
Interest payments as specified in the relevant SIM, which may include monthly distributions, with capital generally returned following repayment of the underlying loan.*
What is a Property Development Investment Fund?
Equity Investment in Property Development Projects
Gain exposure to development profits through structured equity investments.
- Developer identifies a development opportunity (townhouses, warehouses, etc.)
- We assess the project’s feasibility, financial structure, and risk profile
- Approved opportunities are reviewed by our Credit Committee and issued via a SIM
- You review the opportunity in the Supplementary Information Memorandum (SIM)
- You invest through 268 Fund, gaining exposure to the development project
- Your investment is used to fund the project alongside the developer (not as a loan)
- Targeted returns are linked to the success of the project, rather than fixed targeted interest payments*
- Target completion and sale within 18–24 months*
- You receive your share of profits and return of capital, as outlined in the SIM*
Your position:
Equity investor (secured by registered mortgage)
Your security
Second mortgage over the property
Your return
Interest payments as specified in the relevant SIM, which may include monthly distributions, with capital generally returned following repayment of the underlying loan.*
Find answers to common questions about our investment fund.
Got a question we haven’t addressed? Get in touch with our team today.
What is a wholesale investor?
A wholesale investor is an individual or entity that meets certain financial criteria under the Corporations Act 2001 (Cth). These criteria allow investors to access investment opportunities that are not available to retail investors.
You may qualify as a wholesale investor if you meet at least one of the following:
- Net assets of $2.5 million or more, or
- Gross income of $250,000 or more per year for the past two financial years, certified by a qualified accountant, or
- Invest $500,000 or more in a single investment offer.
How Do I Invest?
To begin the process, please email invest@268fund.com.au or contact our investment team on 03 9002 1868 to request an application form.
Once your application has been approved, you will receive details of current investment opportunities available through the Fund. After reviewing the Information Memorandum (IM) and relevant Supplementary Information Memorandum (SIM), you may select the investment you wish to participate in.
Following receipt of your investment funds, you will be issued with an Investment Certificate confirming your investment amount, interest rate, payment schedule and other key details in accordance with the relevant investment.
What happens if a development is delayed?
Property loans and developments may extend beyond their anticipated timeframe due to construction, settlement, sales, refinancing or other project-related factors. Where this occurs, the timing of investor distributions and capital repayment may also change. Depending on the terms of the relevant investment, distributions may be deferred while the project progresses towards an orderly repayment or realisation. Investors are kept informed through ongoing project reporting. Refer to the relevant IM and SIM for the specific terms and risks of each investment.*
Is there a minimum amount I can invest?
$50,000 per investment. All prospective investors are subject to wholesale verification and AML/CTF requirements prior to acceptance.
Can I re-invest my distributions?
We are not set up to receive regular income reinvestment at this point in time, however, please contact us for more details.
Is my investment secure?
Investments through 268 Fund are secured against Australian real estate through registered mortgage security. Each opportunity undergoes rigorous assessment, with a strong focus on a clearly defined exit strategy. Since inception, all investor capital and interest has been repaid.*
*Past performance id not a reliable indicator of future performance. The performance of the Fund is not guaranteed. Rates are subject ot change. This fund is available to wholesale and sophisticated investors only as defined under the Corporations Act 2001 (Cth)