SECURE YOUR FUTURE

Amplify – a secure investment choice

Amplify Funds Management is a Funds Manager, based in Brisbane and Townsville. We are focused on the creation of value through the acquisition of commercial property primarily located in regional Queensland. With a combined experience of over 100 years in investing in commercial property, the Amplify team is able to identify quality opportunities across the State.

OUR MISSION

Our mission is to capture, create and enhance value and returns from commercial property in Australia for our investors.

We specialise in a range of unique professional commercial property investment opportunities that will yield solid returns for years to come. Our key focus is:

Preservation of Investors' CapitalRegular and reliable cash distributionsCapital Gains through astute acquisitions, management practices and development strategiesTotal Returns outperforming the market
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Our Services

The Amplify investment philosophy is centred around creating opportunities for co-investment in commercial property assets, inviting friends, colleagues, and previous customers to invest with Amplify in properties we are putting our own money into, via an unlisted property trust.

Find out about our latest investment opportunity

Current Investment Opportunity

Amplify Funds Management has created a portfolio of seven convenience and fuel centres located across regional Queensland - the Fuel and Convenience Trust. The Trust is forecast to offer:

8.5% average yield per annum over the life of the Trust - paid quarterly12.25% per annum Total Forecast Return9.77 years weighted average lease expiry (WALE)Diversified portfolio mitigating geographic and economic risksValue-add development opportunities across the portfolioExperienced management team
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What is an Unlisted Property Trust?

Unlisted property trusts provide capital growth opportunities that do not appear on the ASX. At Amplify Funds Management, we deal in close-ended unlisted property investments. In order to invest in an unlisted property trust, you need to meet certain criteria - see opposite.

Wholesale Investors

All Amplify investment opportunities are only available to Wholesale/Sophisticated Investors, as those terms are defined in the Corporations Act 2001 (Cth). Investors should seek professional advice from a licensed financial advisor prior to investing.

Benefits of Commercial Property Investment

Commercial property investment in Australia allows you to increase your cash flow and achieve financial security with a regular, reliable income, and the opportunity for capital growth.

WHY CHOOSE US?

Industry acknowledged commercial property professionals

At Amplify Funds Management we use our wealth of knowledge to your advantage. Combined the Amplify team have over 100 years of experience in commercial property investment opportunities, high yield property investment, unlisted commercial property trusts and diversified property portfolios.

When it comes to commercial property in Australia, you will be dealing with industry acknowledged commercial property professionals.

For more information, visit the Amplify Investment Portal.

FAQ

Amplify Funds Management Answer Your Frequently Asked Questions

Choosing a funds management company you can rely on can be daunting and it’s likely that you'll have questions. That’s why our Amplify investment professionals have provided you with the answers to the questions we’re asked most frequently. But if the information you’re looking for can’t be found below, contact Amplify Funds Management today to discuss your individual requirements.

What return can I expect from the Fuel and Convenience Trust?

The Trust is targeting an average distribution of 8.5% over its eight year Total Trust Term, and an Internal Rate of Return (IRR) of greater than 12.25%. The equity multiple to be delivered is more than twice the initial investment – i.e. invest $1.00 and get over $2.00 back over the life of the Trust.

What will my yearly distribution returns be over the term of the Trust?

Over the Total Trust Term, assuming a $1,000,000 investment at the targeted average distribution rate of 8.5%, your distribution return from the investment will be $85,000 per annum. This total amount will be paid quarterly - $21,250 per quarter.

How do I invest in the Fuel and Convenience Trust?

Read the Information Memorandum (IM), undertake your own investigations, and complete and return the application form. Alternatively, visit our Investment Portal and complete and return an application form. If you need assistance, call Peter Rossi on 0407 179 389.

How does the investment work?
Each investor purchases Units in the trust. $1.00 equals 1 Unit. As we are seeking $17,700,000 from investors, there will be 17,700,000 Units assigned to investors. When you invest, you effectively become a part owner of these seven (7) Chevron / Caltex properties.
When will I receive my distributions and updates on my investment?
Cash Distributions will be paid quarterly following the end of each calendar quarter. Amplify Funds Management will provide updates every quarter, of activity on the portfolio and industry trends. In addition, you can check on your investment anytime on the Amplify Investment Portal.
Can my SMSF purchase units in an unlisted commercial property trust?
Yes, complying and self-managed superannuation funds may invest in Amplify property trusts.
What if I need my money back early?
This investment is illiquid and invested funds are held until the properties are sold, generally at the end of the trust term. Unit holders in the Fuel and Convenience Trust may sell their Units, subject to the understanding that whilst the Manager and Trustee may assist in the sale of Units, there is no obligation on their part to do so, and there is no established secondary market for the units.
Why does the Trust borrow money to buy the properties?
The Trust borrows money to provide investors with higher returns by using leverage (the difference between the bank interest rate and the income earned from the properties). This scenario assumes that the properties increase in value over time.
How much will the Trust borrow?
This Trust will borrow around 55% of the overall combined asset value of the seven (7) properties, which is approximately $18,500,000.
Will I be liable for any debt obligations of the Trust?
No. The Trust will secure “non-recourse” debt which quarantines the debt risk to the assets of the Trust which will be used as security for the debt facilities.
Can the Trust buy more properties and put them into the Trust?
No, the Trust is a closed ended Trust and restricted to investing in the seven (7) Chevron / Caltex fuel and convenience centres.
What happens if the Trust sells one or more of its properties?
The net proceeds of any sale will be distributed to investors or retained by the Trustee to reduce debt.
Who determines when the properties will be considered for sale?
The Manager has the responsibility to manage the investments (as a portfolio or as individual assets) of the Trust and seeks to deliver the investment objectives of the Trust, as described in this IM. The Manager will make any sale decision, subject to the prevailing market conditions and in accordance with the Trustee’s overall strategy of maximising returns to its Unitholders.
What are the risks associated with this investment?
Risks associated with this investment are outlined in Section 18. The Manager has considered these risks and developed a range of mitigation strategies.
What is the relationship between Amplify, Chevron Australia (Tenant) and Chevron Corporation (NYSE: CVX)?
Amplify has leases where Chevron Australia Pty Ltd. are the tenant. The Tenant is a wholly owned subsidiary of Chevron Australia Downstream Holdings Pty Ltd, which is in turn a subsidiary of Chevron Corporation (NYSE: CVX). Note that the U. S. Parent, Chevron Corportion does not guarantee the performance of the Tenant.

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Note: Amplify Funds Pty Ltd ACN 666 097 936 is an Authorised Representative (No. 001305387) of Horizon Funds Management Pty Ltd
ACN 169 698 293 Australian Financial Services License Number 482913.