Our Investment Strategy
At Synergy Fund Managers, we regard our investors as our business partners.
One of our key objectives is to deliver exceptional financial returns for our investors from the property development process. Synergy’s property developments generally range in duration from 15 to 36 months, adding substantial value in that time frame.
Investors benefit from Synergy's approach to fees. Our fee model has been designed to align Synergy's performance fee to development profits. Synergy only becomes entitled to a performance fee after provision for the return to investors of both their capital and their profit at the targeted return on investment. This approach ensures that we have a strong incentive to deliver the targeted investor return on each project. Our interests are matched with your interests.
We manage the entire development and investment process on behalf of our investors. We aim to keep our investors fully informed thoughout each stage of the development process. One way we do this is by providing a comprehensive quarterly report for the duration of the project.
A High-Return Approach
At Synergy, we are experts in the business of selecting the right property developments in the right markets.
Our team of leading real estate industry consultants undertakes thorough market research, rigorous due diligence and financial modelling before inviting investment in any project.
Our strength is in targeting development opportunities that will have predictable profit forecasts. We only raise funds after we have taken steps to de-risk projects. We concentrate our efforts on adding value to properties throughout the development process, maximising investor returns in the process.
High returns to our investors over the short development timeframe are achievable by a sensible gearing strategy, so that equity returns represent a minority proportion of total project funds. The cost of debt funding is fully accounted for in our feasibility forecasts.
Tailored Investment Platforms
The investment platform for each development is carefully tailored to achieve maximum returns.
Our property syndicate structures include unit trusts and limited company structures. We may also undertake direct
joint ventures with larger investors.
Typical Development Projects
Synergy focuses on identifying and securing development projects along Australia’s eastern seaboard.
The type and scale of projects vary and may include:
- Residential Subdivisions in New Emerging Suburbs
- Townhouse Developments
- Residential Communities
- Lifestyle Resort Communities
- High Rise Developments
- Industrial Subdivisions
- Commercial Offices
- Retirement Communities
- Business Parks
- Retail Developments
Risk Minimisation
Synergy has extensive and rigorous processes in place to minimise potential risks.
Our expert team of consultants have a proven record in delivering successful and imaginative solutions. To minimise risk associated with the high returns on offer, we ensure:
- investor funds are used only for the specific ventures they sign up for
- rigorous due diligence and independent valuations occur prior to syndication occuring
- appropriate contingency allowances are in place
- independent analysis of development costs and anticipated sales returns
- full disclosure and transparency across all areas of our operations
DISCLAIMER: The general information on this website is not a substitute for information disclosed with respect to each project and is not a promise of return. Potential investors should carefully read each disclosure document before deciding whether to invest. Synergy is not authorised to give personal financial advice to investors and cannot recommend to an investor that any particular investment is suitable for their specific financial requirements.
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