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the
‍collective

BY EXCEED CAPITAL

TARGETED 7-8% P.A. CASH RETURN^

Distributions Paid Monthly
Diversified Portfolio
Counter cyclical Buying

6-month liquidity option*
Open-Ended Access
$100K Minimum Investment

WHOLESALE & SOPHISTICATED INVESTORS ONLY
* Liquidity option will commence after a 2 year Investment period
^Projected return per unit, plus the opportunity for any income or capital uplift.

OVER $35 MILLION UNITS ISSUED

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OVERVIEW

The Collective by Exceed Capital is a diversified open-ended investment trust designed to give investors direct access to a professionally managed portfolio of high-quality commercial assets — including healthcare, office, and retail properties — without the limitations of a fixed term. With the ability to invest at any time, targeted cash returns of 7% –8% P.A and built-in managed liquidity, this fund offers a simple way to grow your wealth with confidence.

Plus, our counter-cyclical investment strategy means we aim to buy when others are selling, helping you unlock better value.

🔽 WHY INVEST iN THE COLLECTIVE?

✓ STRONG FOCUS ON INCOME

✓ MANAGED LIQUIDITY

✓ STRONG PROPERTIES & TENANT COVENANTS

✓ DIVERSIFIED REACH

✓ COUNTER-CYCLICAL BUYING

Exceed Capital

Exceed Capital is a highly respected and trusted investment manager with extensive experience, proudly based in Queensland.

Property Portfolio

$400M+

Assets Under Management

15

Years in Operation

9

Average Cash Return (p.a)*

8%+

Average Tracking IRR

20%+

Minimum Investment

$100k

THE ASSETS BACKING YOUR INVESTMENT

Direct Property

bundaberg Community Health Centre

A modern, purpose-built two-storey community health facility strategically located between Bundaberg’s major hospitals. Anchored by a long-standing government tenant and supported by strong regional healthcare demand, the asset offers 100% occupancy, a WALE of 4.2 years, and resilient income underpinned by essential services. With dual street frontages and substantial parking, this property represents a defensive, income-secure healthcare investment in a growing regional market.

DOWNLOAD FUND OVERVIEW

Newcastle Office

A high-quality, purpose-built office asset fully leased to the NSW Department of Communities and Justice, delivering secure, government-backed income in a major East Coast growth corridor. Positioned on a prominent intersection along Maitland Road, the building benefits from strong connectivity to Newcastle’s CBD and key population centres. With 100% occupancy, a government tenant covenant, and alignment with rising demand for community services, this asset delivers reliable cash flow and resilient long-term performance in one of NSW’s most dynamic regional economies.

Direct Property

Vitality Village, Sunshine Coast

A modern, five-storey healthcare facility located within the $5B Sunshine Coast Health Precinct, one of Australia’s fastest-growing medical hubs. Offering 4,636m² of high-quality space and supported by a strong mix of established medical tenants, the asset benefits from exceptionally low vacancy rates across the region. Acquired 37% below replacement cost, Vitality Village provides a compelling combination of defensive income, sustained tenant demand, and long-term growth potential, underpinned by significant population expansion and its proximity to the Sunshine Coast University Hospital.

SECURE YOUR ALLOCATION

EMP Property Trust

The EMP Property Trust is an A-Grade Office Building and Data Centre in Brisbane Technology Park, backed by strong tenants, high occupancy, and positioned to benefit from 2032 Olympics growth - with a projected 9%+ P.A. average cash return over a 5-year trust term.

‍The Collective has acquired $7,430,000 into the EMP Property Trust, giving investors direct exposure in this high-performing institutional-grade investment.

Learn more about the EMP Property Trust

highlighted commercial property in Brisbane

Own Unlisted Direct Property Trust

Asset Allocations

Asset Class

Target Allocation

Minimum

Maximum

Direct Property

75%

50%

95%

Own Unlisted Direct Property Trusts

20%

40%

Listed A-REITs

20%

Cash and Short-Term Interest Securities

10%

Other*

10%

*Private lending (direct or indirect) or other property related products / instruments.

INFORMATION WEBINAR

Missed the Webinar? Catch the Replay!

Thank you to everyone who joined us for our recent live webinar, where we introduced The Collective - Exceed Capital’s latest diversified investment opportunity. If you weren’t able to attend, don’t worry - we’ve made the full session available for you to watch at your convenience.

In the webinar, our senior team shared valuable insights into the fund’s structure, projected returns, and the strategic approach behind this new diversified portfolio of high-quality commercial assets. We also answered a range of great questions from participants during the live Q&A.

👉 Watch the Webinar Replay

Hear from our trusted investors

"...they know how to turn them around"

"I sold a lot of shares to get into Exceed Capital"

"Vaughan has built a great team"

“...have 6 of their trust”

EVERY EFFORT IS MADE TO RETAIN THE VALUE IN THE PROPERTY

⭐⭐⭐⭐⭐
I have been involved with the team at Exceed since they began and have admiration for the depth of interrogation they bring to each deal. Having them as a co-investor in syndicates makes you feel so much more comfortable that every effort is made to retain the value in the property. I know they work hard to keep existing properties fully occupied and are always looking for more low-risk properties to bring to the growing investor base. I know the team as reliable, considerate and professional and would think all their offerings are worth any investor’s consideration.

-GRAHAM U.

EXCEPTIONALLY PROFESSIONAL, THOROUGH, ASTUTE AND VERY HIGHLY SKILLED

⭐⭐⭐⭐⭐
Dealing extensively with Vaughan, Wayne and Gavin, the Team at Exceed Capital have proven to be exceptionally professional, thorough, astute and very highly skilled. These invaluable attributes and their dedication towards prompt communication have greatly assisted with the resolution of complex and difficult issues, as well as consistently maintaining high level management of their regular and daily requirements. A pleasure to work and deal with!

-ADAM R.

Thank you for the wonderful investment opportunities to-date

⭐⭐⭐⭐⭐
I look forward to many more in the future. The performance is as good as you have estimated and more so far. BIGGER thank you!!!!

-BILL S.

Thank you very much for the in-depth updates everyone at Exceed have supplied.

⭐⭐⭐⭐⭐
Good bad or ugly we want to know - and you guys supply it - and please on a personal note let me say how happy I have been with not only your "investment opportunities “ but your company and lunches over the last five years or so.

-STEVE C.

Ready to Join Our Growing Network of Successful Investors?

Why Investors Choose Exceed Capital?

Exceed Capital is an industry-leading investment manager dedicated to collectively growing wealth for our investors. Based in Brisbane, Queensland and established in 2016, we are a trusted and recognised fund manager backed with over 30 years of experience. We have an experienced and proven team, skilled in commercial property, agriculture, debt finance, securities and investment management, providing an authentic, stable and highly ethical investment house.

COMPETITIVE RETURNS

Investors earn a targeted cash return of 7-8%+* P.A. Plus any capital uplift upon sale.

rEGULAR DISTRIBUTIONS

All investors receive a cash distribution paid monthly.

sTRONG FOCUS ON WEALTH CREATION

Collectively, we pool our resources and money to acquire assets and then manage these better than others.

DEDICATED LEASING EXPERTISE

We expertly navigate and optimise leasing transactions by understanding market dynamics and legal intricacies.

WHO CAN INVEST?

An investment in the Trust/Fund can be made by sophisticated and wholesale investors including SMSF's.

PROACTIVE APPROACH TO PROPERTY MANAGEMENT

We provide value to tenants through reduced property outgoings and improved investor returns.

Exceed Capital is strategically positioned across australia.

Exceed Capital delivers consistent investment opportunities backed by assets across Queensland, New South Wales, and South Australia.

TAKE THE FIRST STEPS TO
MAXIMISING YOUR WEALTH

DOWNLOAD ELIGIBILITY INFORMATION SHEET

Bundaberg Community Healthcare Centre

Newcastle Office Building

Meeting room interior 330 Maitland road mayfield

How to Invest

We aim to provide a cost-effective and streamlined onboarding process for all our investors. Want to invest with us? Here's what the journey looks like.

Get in touch

Reach out via phone, submit an online form, or email at enquiry@exceedcapital.com.au to express your interest

Download an IM

When an investment opportunity becomes available, we’ll send you an Information Memorandum outlining key details, financials, risks, fees, and other essentials.

Submit application

Complete and return the Online Application Form via our secure Investor Portal or by email to enquiry@exceedcapital.com.au to proceed.

Provide documentation

You’ll be asked to supply verification documents, your completed application, and an accountant’s certificate (if applicable) for compliance.

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