The minimum investment amount is outlined in the Information Memorandum for each trust. Typically, this is $100,000.

There is no strict maximum investment amount, but large investors need to be aware of the managed investment trust (MIT) rules. To qualify as an MIT, a trust must be widely held (at least 50 investors) and cannot be closely held (where a small group holds too many units). If a single investor or a small group exceeds ownership limits, it may impact the trust’s tax treatment, potentially removing capital gains tax(CGT) discounts.

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For more details on investment structuring, we recommend consulting with our team.

If you have further questions, feel free to contact us directly at (07) 3373 0233 or enquiry@exceedcapital.com.au for more information.

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Exceed Capital operates closed-ended managed investment trusts, each holding a single asset. Closed-ended trusts have a fixed investment term, typically five years, and sometimes up to seven years if there is a development component.

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At the end of the trust term, investors participate in a vote requiring a special resolution (75% or more of voting units) to determine whether to extend the trust term. If the asset is not retained, it is sold on the market, and proceeds are distributed accordingly.

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No. Exceed Capital’s investments are illiquid, meaning there is no secondary market on a stock exchange for units. Property investments require a medium to long-term commitment due to significant upfront transaction costs. Investors should expect to remain in the investment for the duration of the trust term, typically five years

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However, in circumstances such as health issues or personal changes, we assist investors in facilitating the transfer of their units if they have a buyer. In exceptional cases, we may help connect them with other unit holders who may be interested in purchasing their units. In the case of death, units can be transferred to beneficiaries as per the investor’s will.

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WALE stands for Weighted Average Lease Expiry. It is a key property industry metric used to assess the lease security of a portfolio by averaging there remaining lease terms of tenants. WALE can be calculated based on Income or Net Lettable Area. For example, in a neighborhood shopping centre, an anchor tenant like Woolworths or Coles pays lower rent per square metre than specialty tenants. This difference results in a lower WALE by income compared to WALE by net lettable area.

If you have further questions, feel free to contact us directly for more information.

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To qualify as an investor with Exceed Capital, you must meet the wholesale or sophisticated investor requirements as defined under the Corporations Act. This can be achieved through an accountant certificate verifying that you:

• Earned at least $250,000 per year in the last two financial years, or
• Have net assets of at least $2.5 million, or
• Invest at least $500,000 in a single trust or investment.

Our minimum investment is $100,000; however, for those investing under $500,000, an accountant certificate is required.

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Exceed Capital is a wholesale fund manager. This means that the majority of our investors are self-managed super funds (SMSFs), family trusts, companies, and individuals investing in their own personal name. Investment companies can also invest with Exceed Capital.

NABERS meant the National Australian Built Environment Rating System and is a straightforward and trusted sustainability rating, specifically designed to help property managers assess and improve building performance. Much like the star ratings on appliances, NABERS provides a rating from one to six stars, evaluating key aspects of property management, including:

• Energy efficiency
• Water usage
• Waste management
• Indoor environment quality

For property managers, NABERS offers a valuable benchmark to understand how their building performs compared to others in the same sector. It serves as a tool to drive sustainability improvements, optimise operational efficiencies, and enhance tenant satisfaction.

Exceed Capital is a privately owned, Brisbane-based fund manager. We differentiate ourselves by aligning our interests with those of ourinvestors through our fee structure and investment philosophy:

• Fee Alignment: Our fees are based on a percentage of gross income rather     than assets under management. This means that if a tenancy is lost and     investor returns decrease, our fees also decrease—unlike traditional     industry models where fees remain the same.
• Transparency & Accessibility: Our Managing Director is directly accessible to     investors via mobile, ensuring clear communication and direct access to     decision-makers.
• Selective Asset Acquisition: We invest in assets we genuinely believe in, rather     than acquiring properties solely for shareholder profits.
• Personal Investment Commitment: Our team and their families invest in every     trust alongside our investors, reinforcing our commitment to performance     and alignment of interests.
• High Occupancy Rates: Our fee structure incentivises us to maintain high     occupancy rates, which benefits all investors. Currently, we maintain a     vacancy rate of less than 1.8% across our portfolio

We prefer closed-ended trusts for transparency. In open-ended trusts, fund managers may acquire lower-quality assets over time to maintain returns, reducing investor control. In contrast, our closed-ended approach ensures investors choose specific assets they believe in, maintaining full transparency over investment decisions and financial performance.

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