Jarra Investment Trust Twenty Five
Specialist Disability Accommodation (SDA)
- FULLY SUBSCRIBED -
Target returns are not promised nor guaranteed and are based upon a number of assumptions. Their achievement is subject to risks. The target return range is a target only, and it might not be achieved. For more information, please refer to the IM. Past performance is not an indication of future performance.
Strong projected returns over a short 3-year term with mitigated risks.
Target IRR 13.1% p.a.
Distributions 9 - 9.5% net p.a.
Favourable Market
& Industry Factors
Convenient Location
Strong demand, constrained supply and strong government support.
Established and desirable location in Mandurah town centre, close to community amenities.
SDA Participants
Leasing risk reduced by SDA Provider securing Participants for the property.
An Agreement for Lease has been executed with an experienced SDA Provider (10 year lease term).
Long WALE
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Design Approval
The dwellings have NDIS SDA High Physical Support Design Certification.
The Fund will make a positive impact to people who need high quality specialised accommodation.
Positive Outcomes
Proven Track Record
Jarra Property has a proven track record and expertise.
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Jarra Investment Trust Twenty Five (the Fund) will deliver and sell four Villas designed to Specialist Disability Accommodation (SDA) specifications with an uncompromised focus on design quality and livability. The overriding focus is to develop dwellings that people are proud to call their home.
The Fund will acquire the property to be developed to a high specification that qualifies for funding under the SDA scheme. Jarra Property has partnered with an established SDA Provider who will secure their clients (SDA Participants) for the property, reducing leasing risk.
With an attractive, risk-mitigated investment structure, the Fund provides investors with:
✓ development profit; and
✓ stable income returns under a head lease with experienced SDA providers.
INTRODUCTION TO NDIS & SDA
The National Disability Insurance Scheme (NDIS) is Australia’s first national scheme for people with disability and provides funding directly to individuals, providing a better life for hundreds of thousands of Australians under the age of 65 with a significant and permanent disability.
SDA is residential accommodation designed for people with extreme functional impairment or very high needs.
Aiming to make accessing support easier, SDA can involve Participants sharing a home with a small number of other people, or living alone if it best suits their needs.
SDA funding includes the cost of the home or building but the Participant will usually still need to pay rent or other personal costs to live in SDA.
Why SDA Is An Attractive Investment Opportunity
SDA presents an exciting investment opportunity in a growing sector that provides much needed support to people whose needs are not currently being met by the Australian residential housing market.
With insufficient available SDA stock and the number of SDA participants growing at an annualised rate of 18.0% over the past 3 years, the Federal Government is stimulating development in the sector.
Not only can SDA properties provide higher returns compared to traditional residential properties, due to higher rental yields and Government funding, they also present investors with the opportunity to make a positive social impact.
By investing in SDA, investors are providing tailored, suitable and comfortable accommodation for people with disabilities, who may otherwise not find housing to meet their needs.
Key Details & Timeline
Project Status: DA approved, settlement July 23, construction Aug 23, completion July 24.
Investment Term: 3 Years
Target Returns: Target IRR 13.1% p.a. | Distributions 9% - 9.50% net p.a.
W.A.L.E: 10 years
Equity Raising: $1.5 million
Minimum Investment: $50,000*
Open to: Wholesale investors
*Subject to availability and fund manager's discretion
Jarra Investment Trust Twenty Five
Specialist Disability Accommodation (SDA)
- FULLY SUBSCRIBED -
Target returns are not promised nor guaranteed and are based upon a number of assumptions. Their achievement is subject to risks. The target return range is a target only, and it might not be achieved. For more information, please refer to the IM. Past performance is not an indication of future performance.
Strong projected returns over a short 3-year term with mitigated risks.
Target IRR 13.1% p.a.
Distributions 9 - 9.5% net p.a.
Favourable Market
& Industry Factors
Convenient Location
Strong demand, constrained supply and strong government support.
Established and desirable location in Mandurah town centre, close to community amenities.
SDA Participants
Leasing risk reduced by SDA Provider securing Participants for the property.
An Agreement for Lease has been executed with an experienced SDA Provider (10 year lease term).
Long WALE
Design Approval
The dwellings have NDIS SDA High Physical Support Design Certification.
The Fund will make a positive impact to people who need high quality specialised accommodation.
Positive Outcomes
Proven Track Record
Jarra Property has a proven track record and expertise.
Jarra Investment Trust Twenty Five (the Fund) will deliver and sell four Villas designed to Specialist Disability Accommodation (SDA) specifications with an uncompromised focus on design quality and livability. The overriding focus is to develop dwellings that people are proud to call their home.
The Fund will acquire the property to be developed to a high specification that qualifies for funding under the SDA scheme. Jarra Property has partnered with an established SDA Provider who will secure their clients (SDA Participants) for the property, reducing leasing risk.
With an attractive, risk-mitigated investment structure, the Fund provides investors with:
✓ development profit; and
✓ stable income returns under a head lease with experienced SDA providers.
INTRODUCTION TO NDIS & SDA
The National Disability Insurance Scheme (NDIS) is Australia’s first national scheme for people with disability and provides funding directly to individuals, providing a better life for hundreds of thousands of Australians under the age of 65 with a significant and permanent disability.
SDA is residential accommodation designed for people with extreme functional impairment or very high needs.
Aiming to make accessing support easier, SDA can involve Participants sharing a home with a small number of other people, or living alone if it best suits their needs.
SDA funding includes the cost of the home or building but the Participant will usually still need to pay rent or other personal costs to live in SDA.
Why SDA Is An Attractive Investment Opportunity
SDA presents an exciting investment opportunity in a growing sector that provides much needed support to people whose needs are not currently being met by the Australian residential housing market.
With insufficient available SDA stock and the number of SDA participants growing at an annualised rate of 18.0% over the past 3 years, the Federal Government is stimulating development in the sector.
Not only can SDA properties provide higher returns compared to traditional residential properties, due to higher rental yields and Government funding, they also present investors with the opportunity to make a positive social impact.
By investing in SDA, investors are providing tailored, suitable and comfortable accommodation for people with disabilities, who may otherwise not find housing to meet their needs.
Key Details & Timeline
Project Status: DA approved, settlement July 23, construction Aug 23, completion July 24.
Investment Term: 3 Years
Target Returns: Target IRR 13.1% p.a. | Distributions 9% - 9.50% net p.a.
W.A.L.E: 10 years
Equity Raising: $1.5 million
Minimum Investment: $50,000*
Open to: Wholesale investors
*Subject to availability and fund manager's discretion