THE INVESTMENT

TRUST

MANAGED PROPERTY & BUSINESS INVESTMENT IN AUSTRALIA

WELCOME TO OPPORTUNITY

Safe Investment with a sound futureStrong Economic ActivityInvestment & Startup Hub

Lifestyle & OpportunityEducation HubMedical & Wellness FocusSports & Leisure Industries

THE INVESTMENT TRUSTWho we are…PETER BYRNE…17 Years in Kenya as a development economist and 17 in Tanzania as an investor in tourism, property, aviation and horticulture.

BOTH OF US HAVE THE FULL REAL ESTATE LICENCE

JUSTIN SCHITH… Career real estate specialist dealing with acquisition and sales of all property types; born and raised on the Gold Coast.

PARTNERSWe work with professional organizations for corporate management, legal, insurance and financing services, information and advice…these include statutory boards, business groups, chambers of commerce and professional membership bodies.

WE NETWORK PROFUSELY & SYSTEMATICALLY MONITOR OUR CORE MARKET EVERY DAY…

REGULATORY & INSTITUTIONAL

FOCUSBureaus & authorities

(Government)Lawyers

Company SecretaryIndustry

membership

ECONOMY & BUSINESS

ENVIRONMENTAustralian Bureau of

StatisticsCity CouncilsChambers of Commerce

Business networking

REAL ESTATE & BUSINESS PROPERTY

Developers & REIQmyrpdata.com.au

onthehouse.com.aurealestatesales.com.au

Hotspotting.com.auThe Property Club

City Councils

WHAT WE DO

INVEST IN PROPERTY

• New houses & apartments • Manage & lease• Landscape & improve• Design & furnish

Buy & Sell….

• The Investment Trust• Individuals• Businesses• Bespoke Trusts

On behalf of….

PROVIDE KEY SERVICES

• Market conditions & reports• Property offers (prospectus)• New trends & styles• Regulations (three levels)• Policies & politics• “Influencers”

Monitor & Advise….

• Investment structuring• Accounting & auditing• Compliance

Institutional & Administration…

WHY AUSTRALIA

•CAPITAL GROWTH IN AN ESTABLISHED ECONOMY•RANGE OF BUYER OPTIONS•SAFE, SECURE HAVEN•WELL REGULATED & MONITORED•CLEAR GUIDELINES & CONDITIONS•FOREIGN INVESTOR-FRIENDLY•VERY ACTIVE GROWING MARKET WITH DIVERSIFIED INVESTOR SOURCES•AN UPWARD CYCLE IN ALL PROPERTY VALUES TAKING PLACE

ADVANTAGES & INCENTIVES

INVESTOR PROTECTION = SAFE INVESTMENTS = GOOD VALUE

• Intense scrutiny of trusts & investment vehicles & activities by ATO to protect investors• Foreign investment protection• Heavy fines for mis-representation or misleading advertising, information & statements

under real estate & Australian consumer laws• Strict procedures in real estate industry (new legislation 2014)• Stringent oversight by authorities to protect buyers & sellers• Comprehensive reporting requirements• Auditing responsibilities

An extremely high standard of consumer protection with harsh penalties for misdemeanours

OUR AREA OF INVESTMENT FOCUS

THE CITY OF THE GOLD COAST• World-famous beaches & a

beautiful mountainous hinterland & national parks

• The World’s major resorts, including Sheraton, Marriott, Hilton, Intercontinental, Crowne Plaza, Four Seasons, Palazzo Versace, Peppers, QT Gold Coast

• Australia’s largest amusement & theme parks, including Sea World Resort & Waterpark

• 50+ major conference and function venues

• Jupiters Hotel & Casino• Gold Coast Convention &

Exhibition Centre• 40+ golf courses• Major sporting events including

2018 Commonwealth Games

• New investments including the Broadwater Cruise Terminal and Resort Complex and Gold Coast Cultural Precinct

• Major infrastructure projects• Major shopping precincts• Education & Medical hub• R&D & Start-up hub• Digital & media business• Light industrial zones & business

precincts

MARKET ANALYSIS

CITY, HINTERLAND OR SEASIDE

BEACH & BUSH ATTRACTIONS

ESTATES – GOLF & MARINA

APARTMENTS –HIGH-RISE OR LOW

INDIVIDUAL HOMES

BRISBANE, TRENDING METROPOLISWHY…. Great climate

Vibrant multi-

cultural community

High standard of

living Expanding

and developing

Excellent research &

education institutions

Sea Port and

international

flight hub Proactive

government

support for

business Resource rich

Tourism, islands, coast

(north and south)

MARKET PERFORMANCE

THE RECENT PAST

• A dull market since 2010 with declines in some high-end property classes

• Stable low interest rates• Sydney, the bellweather, gained 15-18% in 2014• Investment from Asia & the resources boom• High-end and medium-priced property gaining • Foreign investment in new property very

significant

THE FUTURE VISION

• The A$ is now at its most attractive level for years

• Property activity and prices are on the rise• The Gold Coast & Brisbane set to rise

strongly in 2015• Baby boomers market investing & adjusting• New trends in living• Demand fuelling new property developments

THE MARKET IN 2014

HOUSE,

APARTMENT

AND LAND

PRICES

FOLLOW A

SIMILAR

PATTERN

DURING ALL

CYCLES……

2014-15 IS THE

BEGINNING

OF AN

UPWARD

CYCLE

MARKET PROSPECTS2015 is expected to be a good year…

VALUE MARKETS ARE

ON THE MOVE.12 MILLION TOURISTS A YEAR, $ 2.4 bn BEING SPENT ON THE COMMONWEALTH GAMES, $ 4.3 bn ON NEW INFRASTRUCTURE; UP TO $ 10 bn IN NEW PROJECT INVESTMENTS

8%Predicted rise in average median house prices in 2015 in an environment of shortage & continuing demand (6% in 2014)

PROPERTY CLASSES

HOMES• Gold Coast lifestyle

estates (golf, marine, sports, education), fully serviced

• Brisbane planned suburb estates and “townhome” housing developments

• Stand-alone new houses on purchased lots

• Dual occupancy and other specialist designs

APARTMENTS

• Gold Coast holiday and residential letting apartments 1, 2 & 3 bedroom + luxury options

• Brisbane long-term residential lifestyle apartments projects

• Special purpose apartments (education)

SUNLAND GROUP PORTFOLIO

ABIAN LUXURY LIFESTYLE APARTMENTS – BRISBANE

BOTANIC GARDENS

We have formed a business relationship with Sunland

Group to allow us to purchase

properties

PALAZZO VERSACE

Q1 APARTMENTS RESORT

RACV ROYAL PINES RESORT & PGA CHAMPIONSHIP

COURSE

GOLD COAST SIGNATURE PROPERTIES

CONCOURSE RIVERSIDE VILLAS

ROYAL PINES RESORT

QUAYS TOWNHOMES – HOPE ISLAND

MARINA RESIDENCESRESIDENTIAL LUXURY APARTMENTS ON THE ICONIC ROYAL PINES

RESORT

HOPE ISLAND GOLD COAST NORTH

SUNLAND GROUP PORTFOLIO

NEW LIFESTYLE APARTMENTS – GRACE ON CORONATION DRIVE

NEW HOUSES – THE PAVILIONS

PROJECTS IN

BRISBANE

LAND & BUILD

OUR APPROAC

H

MEMBERSHIP SERVICE

Newsletter and blog with information and forecasts

Skype or Viber communications Email or posts online using Facebook,

Pinterest and Instagram Form companies, trusts, partnerships…. Handle accounts & audits Register foreign investment & explain

conditions Explain regulations & implications Manage property to increase value Reporting (cloud) Historical data den Internet links

When buying property a full prospectus will be posted online and will include….• Developer profile• Location maps and

aerials• Google coordinates• Professional images

of key features• Walk-through video• Location video

(quad-copter)• Location plan• Floor plan• Relative price

comparisons• Value performance

forecast• Rental analysis

We can also assist with sourcing

education, medical, immigration & social

services.Why work with us ?

BUYING INTO BUSINESS

INVESTING & CLOSINGFor all property & business investments & sales we cover:

Property evaluation checklist

Market values & opinions Conveyancing & legals Landscape & gardens Maintenance &

improvements Long-term management

A similar process will apply but with the emphasis on key business performance criteria….

• Location & history• Industry profile• Market analysis• Past financial

performance• Clean books & audit

check A comprehensive service that applies thorough

investigation & obtains full investment value at the most competitive

terms

WHAT WE OFFER OUR PARTNERS

KNOWLEDGE & INFORMATION• Data analysis &

interpretation• Navigating regulatory &

legal conditions• Where to buy & why• Timing the purchase & sale• Maximizing investment

incentives and tax benefits• Linking investment to

immigration conditions• Meeting oversight &

reporting requirements• Accounting & audit

WHAT YOU SAVE….• Travel• Accommodation• Time for research &

collecting information…determining where to buy, prices, who/what to believe

• Identifying local specialists• Banking & financing• Dealing with a detailed

regulatory framework• Accounting & auditing• Administering & managing

the property

Why work with us ?

NAVIGATING THE SEA OF INFORMATION

RealestateSales.com.au

We receive and collect a great deal of information…

We analyse, interprete and report on what is relevant and pertinent

WHO ARE OUR INVESTORS The managed Investment

Trust accepts co-investments starting from $ 10,000

You can instruct us to buy privately, for your trust or your corporate vehicle

By using the trust system there is total protection & strength in volume for negotiation

Spreads risk

Individual investment funds acting on clearly defined instructions and criteria

Portfolios of property across a range

OR Negotiated acquisition

of a single property type in a selected development

SMALL & MEDIUM INVESTORS INSTITUTIONAL & CORPORATE

In all cases we want your commitment to be involved &

responsive

EXPRESS YOUR

INTEREST

LOG ONTO

WEBSITE

www.theinvestmenttrust.com

COMPLETE ONLINE

REGISTRATION & ASK A QUESTION

TELL US HOW WE CAN HELP