Distributions paid monthly

$100,000 minimum investment

Opportunity to purchase substantially below replacement costs

5-year investment term

Lowest CBD office transaction in 10-years ($/m2)^

Sustainable: 4-star NABERS Energy Rating

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 investors consideration.

EVERY EFFORT IS MADE TO RETAIN THE VALUE IN THE PROPERTY

GRAHAM U.

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!

EXCEPTIONALLY PROFESSIONAL, THOROUGH, ASTUTE AND VERY HIGHLY SKILLED

ADAM R.

We've been fortunate to have had the opportunity to invest in their funds to date.  You know you've got a good partner when things get a bit harder and you see the effort they go to during those times.  They're ethical, in it for the long term and not comprised in the way that others are as they chase deals over prudent investment.

FORTUNATE TO HAVE HAD THE OPPORTUNITY TO INVEST IN THEIR FUNDS

DARREN ST.

Exceed Capital have been a fantastic partner to be working with over the last few years. We have had the pleasure dealing with Vaughan and his team for many years. They are fantastic at communication and easy to deal with.

A FANTASTIC PARTNER TO BE WORKING WITH OVER THE LAST FEW YEARS

RIANNEN W.

We have been working with Exceed Capital  for quite some time now. Always very easy to communicate with them and always prompt responses to queries when they arise. Highly recommend Exceed Capital.

ALWAYS PROMPT RESPONSES TO QUERIES WHEN THEY ARISE

RALPH W.

In my experience, Exceed Capital have always demonstrated competence, professionalism and diligence in their dealings. Wayne, my primary contact point, is a consistently prompt and concise communicator and can always be relied upon.

ALWAYS DEMONSTRATED COMPETENCE, PROFESSIONALISM, AND DILIGENCE

HAYDEN G.

Detailed information on the available investment

How Exceed Capital differentiates from others

About our portfolio with a track record that exceeds expectations

Prominent commercial asset

$100,000 minimum investment

7-year investment term

Single asset property trust

Distributions paid monthly

Dominant regional centre

Centres trade, investors chase retail returns

Neighbourhood shopping centres are still trading at a brisk pace with big players, including supermarket giant Woolworths and Charter Hall, cashing in on the strong market for defensive assets that will come through the cycle.

The moves are part of a late year lift in activity with Sentinel recently selling Canberra’s Tuggeranong Homeworld to Garry Allan Carter’s Metro Diversified Property Management for $46m.

US giant LaSalle Investment Management has also tied up a deal to buy Crossroads Homemaker Centre in Casula in southwest Sydney for $282m from property investment house AsheMorgan.

That deal, via JLL and Stonebridge, will be the largest retail transaction of the year after a series of even bigger regional shopping centres went on the block, but could not ­attract buyers at prices where vendors would sell. But smaller shopping centre sales that have flown under the radar have kept up even as interest rates have risen, which has hit values in some areas.

Buyers have been drawn to the certainty of income from neighbourhood centres, while assets with more exposure to discretionary spending are suffering. Neighbourhood centres are faring particularly well in areas where the surrounding economy ­relies on strong sectors.

Funds manager Exceed Capital is buying Allenstown Square Rockhampton, a dominant neighbourhood shopping centre, from the listed Charter Hall Retail Trust.

The listed manager has declined to comment but centre was held on a book value of about $58.8m and a capitalisation rate of 6.25 per cent and is understood to have sold for about $58.5m via JLL’s Jacob Swan.

BEN WILMOT
First published 28 October 2022, 6:00am

Charter Hall has been reworking its retail portfolio for the past five years, trimming the number of its shopping centres from 70 to 50, and putting the capital into higher growth metropolitan shopping centres and long-leased convenience retail with inflation-linked rent growth.

Exceed’s unlisted trust will buy the full line Woolworths along with about 11,000sq m of adjoining development land. A new vehicle, the AT Property Trust, will offer a 7 percent first-year cash yield and expectations of added income through expansion in future.

Separately, supermarket giant Woolworths is selling two of its newest neighbourhood shopping centre developments in southeast Queensland, amid continued strong demand for convenience-based retail investment opportunities.

CBRE’s Michael Hedger, Joe Tynan and James Douglas and JLL’s Mr Swan, Sam Hatcher and Ned McKendry, are selling the Dakabin and Bannockburn centres in Brisbane, which are anchored by long-term leases to Woolworths.

CBRE’s Mr Hedger tipped interest from domestic and offshore interest from institutional investors, unlisted property funds and private buyers.

JLL’s Mr Swan said that with discretionary spending likely to be affected in the short-term as consumers’ budgets were squeezed from inflationary pressures, “demand for defensive, non-discretionary assets will continue to draw the most aggressive capital throughout 2022”.

AS FEATURED IN

AS FEATURED IN

Neighbourhood shopping centres are still trading at a brisk pace with big players, including supermarket giant Woolworths and Charter Hall, cashing in on the strong market for defensive assets that will come through the cycle.

The moves are part of a late year lift in activity with Sentinel recently selling Canberra’s Tuggeranong Homeworld to Garry Allan Carter’s Metro Diversified Property Management for $46m.

US giant LaSalle Investment Management has also tied up a deal to buy Crossroads Homemaker Centre in Casula in southwest Sydney for $282m from property investment house AsheMorgan.

That deal, via JLL and Stonebridge, will be the largest retail transaction of the year after a series of even bigger regional shopping centres went on the block, but could not ­attract buyers at prices... 

Centres trade, investors chase retail returns

Neighbourhood shopping centres are still trading at a brisk pace with big players, including supermarket giant Woolworths and Charter Hall, cashing in on the strong market for defensive assets that will come through the cycle.

The moves are part of a late year lift in activity with Sentinel recently selling Canberra’s Tuggeranong Homeworld to Garry Allan Carter’s Metro Diversified Property Management for $46m.

US giant LaSalle Investment Management has also tied up a deal to buy Crossroads Homemaker Centre in Casula in southwest Sydney for $282m from property investment house AsheMorgan.

That deal, via JLL and Stonebridge, will be the largest retail transaction of the year after a series of even bigger regional shopping centres went on the block, but could not ­attract buyers at prices where vendors would sell. But smaller shopping centre sales that have flown under the radar have kept up even as interest rates have risen, which has hit values in some areas.

Buyers have been drawn to the certainty of income from neighbourhood centres, while assets with more exposure to discretionary spending are suffering. Neighbourhood centres are faring particularly well in areas where the surrounding economy ­relies on strong sectors.

Funds manager Exceed Capital is buying Allenstown Square Rockhampton, a dominant neighbourhood shopping centre, from the listed Charter Hall Retail Trust.

The listed manager has declined to comment but centre was held on a book value of about $58.8m and a capitalisation rate of 6.25 per cent and is understood to have sold for about $58.5m via JLL’s Jacob Swan.

BEN WILMOT
First published 28 October 2022, 6:00am

Charter Hall has been reworking its retail portfolio for the past five years, trimming the number of its shopping centres from 70 to 50, and putting the capital into higher growth metropolitan shopping centres and long-leased convenience retail with inflation-linked rent growth.

Exceed’s unlisted trust will buy the full line Woolworths along with about 11,000sq m of adjoining development land. A new vehicle, the AT Property Trust, will offer a 7 per cent first-year cash yield and expectations of added income through expansion in future.

Separately, supermarket giant Woolworths is selling two of its newest neighbourhood shopping centre developments in southeast Queensland, amid continued strong demand for convenience-based retail investment opportunities.

CBRE’s Michael Hedger, Joe Tynan and James Douglas and JLL’s Mr Swan, Sam Hatcher and Ned McKendry, are selling the Dakabin and Bannockburn centres in Brisbane, which are anchored by long-term leases to Woolworths.

CBRE’s Mr Hedger tipped interest from domestic and offshore interest from institutional investors, unlisted property funds and private buyers.

JLL’s Mr Swan said that with discretionary spending likely to be affected in the short-term as consumers’ budgets were squeezed from inflationary pressures, “demand for defensive, non-discretionary assets will continue to draw the most aggressive capital throughout 2022”.

AS FEATURED IN

AS FEATURED IN

A BRISBANE fund manager is on the way to snapping up a regional neighbourhood shopping centre.

Exceed Capital is buying Allenstown Square Rockhampton from ASX-listed Charter Hall Retail Trust.

Charter hall declined to comment but centre was held on a book value of about $58.8m and a capitalisation rate of 6.25 per cent. It is understood to have sold for about $58.5m via JLL’s Jacob Swan.

The trust had recorded a tightening of capitalisation rates on neighbourhood shopping centres as the industry has performed well through the Covid-19 pandemic.

Charter Hall has been reworking its retail portfolio for the past five years, trimming the number of its shopping centres from 70 to 50, and putting the capital into higher growth metropolitan shopping centres and long-leased convenience retail.

Exceed’s unlisted trust will buy the full line Woolworths-anchored shopping centre along with about 11,000sq m of adjoining development land.

A new vehicle, the AT Property Trust, will offer a 7 percent first-year cash yield.

The moves are part of a late year lift in activity with Sentinel recently selling Canberra’s Tuggeranong Homeworld to Garry Allan Carter’s Metro Diversified Property Management for $46m

US giant LaSalle Investment Management has also tied up a deal to buy Crossroads Homemaker Centre in Casula in southwest Sydney for $282m from property investment house AsheMorgan.

.That deal, via JLL and Stonebridge, will be the largest retail transaction of the year after a series of even bigger regional shopping centres went on the block, but could not ­attract buyers at prices... 

where vendors would sell. But smaller shopping centre sales that have flown under the radar have kept up even as interest rates have risen, which has hit values in some areas.

Buyers have been drawn to the certainty of income from neighbourhood centres, while assets with more exposure to discretionary spending are suffering. Neighbourhood centres are faring particularly well in areas where the surrounding economy ­relies on strong sectors.

Funds manager Exceed Capital is buying Allenstown Square Rockhampton, a dominant neighbourhood shopping centre, from the listed Charter Hall Retail Trust.

Separately, supermarket giant Woolworths is selling two of its newest neighbourhood shopping centre developments in southeast Queensland, amid continued strong demand for convenience-based retail investment opportunities.

CBRE’s Michael Hedger, Joe Tynan and James Douglas and JLL’s Mr Swan, Sam Hatcher and Ned McKendry, are selling the Dakabin and Bannockburn centres in Brisbane, which are anchored by long-term leases to Woolworths.

CBRE’s Mr Hedger tipped interest from domestic and offshore interest from institutional investors, unlisted property funds and private buyers.

JLL’s Mr Swan said that with discretionary spending likely to be affected in the short-term as consumers’ budgets were squeezed from inflationary pressures, “demand for defensive, non-discretionary assets will continue to draw the most aggressive capital throughout 2022”.

GS property trust

10.00% p.a. average cash return
projected over the 5-year investment term, paid monthly, with opportunity for any income or capital uplift.

10.00% p.a. average cash return projected over the 5-year investment term, paid monthly, with opportunity for any income or capital uplift.

Located in Adelaide’s ‘Core’ CBD Precinct

GS property trust

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NL Property Trust

8.00% p.a. average cash return
projected over the 5-year investment term, paid monthly, with opportunity for any income or capital uplift.

Holds some major tenants including minister for infrastructure and transport, turner & townsend and hays recruitment 

Distributions paid monthly

$100,000 minimum investment

Opportunity to purchase substantially below replacement costs

5-year investment term

Lowest CBD office transaction in 10-years ($/m2)^

Sustainable: 4-star NABERS Energy Rating

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TO Property Trust

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Purchasing significantly below replacement cost

Opportunity to reposition and add value

10%+*  P.A. Cash Return at 90% Occupancy

Investment from $100,000