CORPORATE PROFILE - ifa · 2018-03-16 · fund: Fortius Active Property Trust No.1 (FAPT1). 2009/10...
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Albany Creek Brisbane Kings Cross Sydney MidCity Centre Sydney RETAIL ABOUT US Established in 1991, Forus is a privately owned property funds management company dedicated to property investment and development for investment. Forus experse and experience covers all sectors of real estate including office, retail, industrial and residenal. Providing investors access to a best-in-class real estate investment and funds management capability, coupled with an investor relaon focus and strong governance and risk management. SERVICES – Real estate funds management and investment, across the enre risk spectrum. – Advisory Services - Inclusive of Acquision, Disposal and Markeng Strategies, Direct Property Transacon and MIT Structuring, Project Development and Finance Packaging. Forus aims to deliver superior investment returns and best-in-class client service in real estate while striving to invest and advise in a responsible and sustainable manner. FORTIUS’ COMPETITIVE ADVANTAGES – Directly transacted over A$3.9bn of ‘acve’ assets over 70 transacons across office, industrial, retail and residenal sectors. – Exisng team of 20 highly experienced professionals with instuonal funds management backgrounds. – Demonstrable track record in acve asset management. – Transparent fee structures aligned to achieving investor objecves and maximising total returns. – Superior deal flow in both investment and leasing markets. – Strong culture of risk management and governance underpinned by stringent policies and pracces. – Proven investment process developed over mulple transacons and cycles. TRACK RECORD – Current AUM is A$1.1bn across funds, mandates and syndicaons since 1991. Forus previous funds are listed below: – Forus Acve Property Trust No 1 - A$776m(2006- 2015) – HSBC Private Property Trust - A$450m (1991 - 2006) – Atlanc Australia No. 1 Trust - A$36m (2009) – Single Asset Trusts & Single Client Porolios - Combined A$1.1bn (1991 - 2018) OFFICE Invested in, developed and/or managed over 40 office buildings across Australia ranging in size from A$5m to A$450m. This includes Sydney’s first 5 Star Greenstar rated property at 420 George St. This high rise office tower, was completed in 2010 and comprises of 37,000 sqm. RETAIL Significant CBD and non-CBD retail property experience. Forus’ most noteable retail project has been the redevelopment of Sydney’s MidCity Centre in 2010, a 9,000 sqm shopping centre on Australia’s premier retail precinct, the Pi Street Mall. INDUSTRIAL Invested in industrial/logiscs property over the last two decades unlocking value and bridging a transion to a higher and beer use for investors. FORTIUS is one of Australia’s longest established independent specialist property fund managers. Forus has managed instuonal funds for over 25 years and have invested in excess of A$3.9bn in Australian real estate. 420 George St Sydney ASX Building Sydney 201 Charloe St Brisbane 108 Wickham St Brisbane Some Examples OFFICE Raby Bay Queensland Liberty Grove Sydney Frenchs Forest Sydney Hillsdale Sydney Homebush Bay Sydney INDUSTRIAL
Transcript of CORPORATE PROFILE - ifa · 2018-03-16 · fund: Fortius Active Property Trust No.1 (FAPT1). 2009/10...
Albany Creek Brisbane
Kings Cross Sydney
MidCity Centre Sydney
RETAIL
ABOUT USEstablished in 1991, Fortius is a privately owned property funds management company dedicated to property investment and development for investment. Fortius expertise and experience covers all sectors of real estate including office, retail, industrial and residential. Providing investors access to a best-in-class real estate investment and funds management capability, coupled with an investor relation focus and strong governance and risk management.
SERVICES – Real estate funds management and investment, across
the entire risk spectrum. – Advisory Services - Inclusive of Acquisition, Disposal
and Marketing Strategies, Direct Property Transaction and MIT Structuring, Project Development and Finance Packaging.
Fortius aims to deliver superior investment returns and best-in-class client service in real estate while striving to invest and advise in a responsible and sustainable manner.
FORTIUS’ COMPETITIVE ADVANTAGES – Directly transacted over A$3.9bn of ‘active’ assets
over 70 transactions across office, industrial, retail and residential sectors.
– Existing team of 20 highly experienced professionals with institutional funds management backgrounds.
– Demonstrable track record in active asset management. – Transparent fee structures aligned to achieving investor
objectives and maximising total returns. – Superior deal flow in both investment and leasing
markets. – Strong culture of risk management and governance
underpinned by stringent policies and practices. – Proven investment process developed over multiple
transactions and cycles.
TRACK RECORD – Current AUM is A$1.1bn across funds, mandates and
syndications since 1991. Fortius previous funds are listed below:
– Fortius Active Property Trust No 1 - A$776m(2006- 2015) – HSBC Private Property Trust - A$450m (1991 - 2006) – Atlantic Australia No. 1 Trust - A$36m (2009) – Single Asset Trusts & Single Client Portfolios - Combined
A$1.1bn (1991 - 2018)
OFFICEInvested in, developed and/or managed over 40 office buildings across Australia ranging in size from A$5m to A$450m. This includes Sydney’s first 5 Star Greenstar rated property at 420 George St. This high rise office tower, was completed in 2010 and comprises of 37,000 sqm.
RETAILSignificant CBD and non-CBD retail property experience. Fortius’ most noteable retail project has been the redevelopment of Sydney’s MidCity Centre in 2010, a 9,000 sqm shopping centre on Australia’s premier retail precinct, the Pitt Street Mall.
INDUSTRIALInvested in industrial/logistics property over the last two decades unlocking value and bridging a transition to a higher and better use for investors.
FORTIUS is one of Australia’s longest established independent specialist property fund managers. Fortius has managed institutional funds for over 25 years and have invested in excess of A$3.9bn in Australian real estate.
420 George St Sydney
ASX Building Sydney
201 Charlotte St Brisbane
108 Wickham St Brisbane
Some ExamplesOFFICE
CORPORATE PROFILEFortius Funds Management is an Australian specialist active real estate fund manager.
Raby Bay Queensland
Liberty Grove Sydney
Frenchs Forest Sydney
Hillsdale Sydney
Homebush Bay Sydney
INDUSTRIAL
Ray Sproats - Executive DirectorRay is Fortius’ founder and Executive Director. Ray has over 45 years experience in property funds management and related activities including property development, banking and finance.
An Experienced TeamDRIVING REAL VALUE IN AUSTRALIAN REAL ESTATE
DIRECTORS
Nicholas Sproats - CEONicholas manages portfolio construction, fund structuring and strategic direction. Nicholas was formerly a Director with ABN AMRO in New York.
Marc Fitton - Capital TransactionsMarc has been associated with Fortius since its inception. Marc is involved in deal origination, pre purchase due diligence and implementation of the investment strategy.
Catherine Farrell - Investor RelationsCatherine joined Fortius in 2013 and manages the delivery of investor communications across the four business units.
Bryan Vibert - Head of Asset ManagementBryan has been with Fortius since 2003. Bryan oversees Fortius’ asset management team. Bryan was previously with Investa Group.
SENIOR MEMBERS OF THE INVESTMENT TEAM
Katherine Allchin - Independent DirectorKatherine joined the Fortius board as a Independent Director in 2016. Katherine is an Executive with Vinva Investment Management Limited, and a Non-Executive Director with UCA Funds Management.
Edwin Zemancheff - ChairmanEdwin has been an Independent Director of Fortius since 2009. Edwin was formerly the Senior Property Partner of international law firm Baker and McKenzie.
1984Ray Sproats established and led the HSBC Private Property Trust (HAPPT) Australia’s first hybrid real estate investment fund.
1991Contracted by HSBC Asset
Management to manage HAPPT.
1999Completes development of the landmark ASX building in Sydney. Property sold with an IRR of 21% to German institutional investor, Deka Immobilien.
2005HSBC Australian Funds Management business sold. Fortius facilitates the transition of HAPPT (IRR 13% ungeared).
2006/07Fortius launches and invests its first branded fund: Fortius Active Property Trust No.1 (FAPT1).
2009/10Fortius completes its first offshore separate account mandate for a German Investor.
Completed Sydney’s first 5 Star Greenstar designed office tower, 420 George St.
2013/14Fortius acquisition of commercial office building, 91 Phillip Street, Parramatta returns an IRR of 51% within a two year period.
2014 Partnering with Singapore group, to purchase two Sydney commercial assets.
Fortius syndicates regional shopping centre Junction Fair, Newcastle.
2015/16Fortius Joint Ventures to purchase 201 Charlotte Street, Brisbane.
Secured Sydney metropolitan office building.
2017/18Acquisition of two office buildings in Sydney valued at c$233m.
Launched Global property securities fund - a diversified and concentrated long only portfolio.
Timeline
Fortius Funds Management Pty Limited operates under AFSL: 289 244
Fortius Funds ManagementLevel 4, 88 Phillip StreetSydney NSW 2000Australia
Nicholas SproatsChief Executive Officert: +61 2 9236 4723e: [email protected]
Ray SproatsExecutive Directort: +61 2 9236 4701e: [email protected]
WWW.FORTIUS.COM.AU
420 George Street, Sydney CBD - Prime Office and Retail asset
Kevin Lim - CFOKevin oversees Fortius’ financing requirements both at the fund level and the corporate level. Kevin was previously with Nikko Asset Management.
Timothy Pearson - Capital TransactionsTim joined Fortius in 2013. Key responsibilites include providing deal origination and capital structuring as well as detailed feasibility analysis supporting investment and divestment decisions.
Sam Sproats - COO & Fund ManagerSam has been with Fortius since 1998. Sam is responsible for project and development management, leasing and asset management. Sam was previously with CB Richard Ellis.
