We Are Different to Other Investment Managers...
Why?
We have a leading advantage in the marketplace to source, access and add value to property, debt finance or other business opportunities.
How?
Our strong industry relationships and expertise allow us to identify and purchase quality commercial property assets, or other business or debt related opportunities which we ourselves wish to own.
In combination with our proactive approach to business and property management, we are able to maximise investment returns.
What?
We use relationships and combined skills sets of Exceed Capital and partners to purchase quality commercial property assets, and other investment opportunities typically unavailable to others.
We collectively pool our resources together to acquire assets, then proactively manage these assets/ investments to maximise their value using our skill-sets and partnerships with our service providers.
Most importantly, we focus on wealth creation.
How to Invest
The Investment Process
We've designed a seamless and efficient investment process for all our investors, ensuring you can focus on growing your wealth. Ready to invest? Here’s the journey ahead.
Investor 1
$3mil
Investor 2
$2mil
Investor 3
$50k
Investor 4
$5k
Investor Eligibility & Verification
Understand the requirements for investing with Exceed Capital, including eligibility criteria, verification steps, and certification to ensure compliance with regulatory standards.
The list of parties who can certify copies of documents is set out below. To be correctly certified, we require the ID documents to be clearly noted ‘True copy of the original document’. The party certifying the ID documents will also need to state what position they hold and sign and date the certified documents. If this certification does not appear, you may be asked to send in new certified documents.
List of persons who can certify documents* (for the purposes of Anti-Money Laundering and Counter-Terrorism Financing laws):
- Authorised representative of the Fund Manager (BFAL)
- Justice of the Peace
- Solicitor
- Police Officer
- Judge or magistrate, chief executive officer or registrar or deputy registrar of a court
- Notary Public (for the purposes of the Statutory Declaration Regulations 1993)
- Permanent employee of Australia Post (with two or more years of continuous service)
- Your financial adviser (provided they have two or more years of continuous service)
- Your accountant (provided they hold a current membership to a professional accounting body and have two or more years of continuous service)
- Australian consular officer or an Australian diplomatic officer (within the meaning of the Consular Fees Act 1955)
- An officer of an Australian bank, building society, credit union or finance company provided they have two or more years of continuous service.
In accordance with the requirements of the AML/CTF Act as detailed in Section 10.10 of this Information Memorandum, the identity of applicants must be appropriately verified by Exceed Capital when applications are received for investment in the Trust. If the relevant AML/CTF documentation is not provided, the application will not be processed.
Please use the guide below to ensure that the relevant identification documentation is included with your completed application form.
- For Individuals/Joint Accounts: Please provide a certified copy of one of the following photographic/photo ID documents:
- Current Passport or a similar document issued for the purpose of international travel (if the passport has been issued by the Commonwealth of Australia and has expired within the preceding two years, this will be acceptable);
- Current Driver’s licence (Australian residents only);
- Current National identity card (issued by a foreign government, the United Nations or an agency of the United Nations); or
- Proof of Age card (card issued for the purpose of proving a person’s age).
- For Superannuation Funds/Trust: Please provide certified copies of one of the following documents (NB. The documents listed must confirm the Trust name and existence)
- Trust Deed or Extract of Trust Deed (Front page AND execution page); or
- Notice of assessment issued by the Australian Taxation Office (or overseas equivalent) within the last 12 months; or
- A letter signed by a solicitor or qualified accountant regarding the establishment of the trust. To identify the Trustee, we will also need the following:
- If the identifying trustee is a company, please provide a current ASIC or equivalent company search or a certificate of registration issued by ASIC or equivalent government body.
- If the identifying trustee is an individual, please provide documentation as outlined above in the requirements for ‘1. For Individuals/Joint Accounts’.
- For Companies Please provide certified copies of one of the following documents AND a copy of your company signatory list:
- Current licence issued by the relevant Commonwealth or Territory statutory regulator;
- Public Document issued by the company; or
- Certificate of Registration issued by ASIC. Please note that, apart from the above, you must provide Exceed Capital with any information it reasonably requests.
Wholesale Investor means a person to whom a regulated disclosure document is not required to be given, because the person satisfies at least one of the following:
- A professional investor (as that term is defined in the Corporations Act).
- Invests at least $500,000 into the Trust.
- Meets the minimum asset ($2.5 million of net assets) or income ($250,000 of gross income for the last two financial years) requirements set out in the Corporations Act and gives the Trustee a certificate from a qualified accountant stating that is the case.
- Otherwise satisfies the Trustee they are not a “retail client” for the purposes of Chapter 7 of the Corporations Act.
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Exceed Capital is an industry leading investment company, which fosters the collaboration of combined skill sets and relationships.
Frequently Asked Questions
Get quick answers to the most common questions about investing with Exceed Capital.
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 50investors) 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.
For more details on investment structuring, we recommend consulting with our team.
If you have further questions, feel free to contact us directly for more information.
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.
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.
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.
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.
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.
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.
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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