Existing Funds

We have extensive experience in funds management, property and banking. This includes the assessment of passive and development property investment opportunities, and the establishment of investment funds and property finance.

Heathley Healthcare REIT

Heathley Healthcare REIT will be an Australian Real Estate Investment Trust ("REIT") listed on the ASX and will own interests in a portfolio of quality healthcare property assets throughout Australia.

The REIT will comprise an Initial Portfolio of 42 properties, including day hospitals and specialist centres, medical centres, residential aged care facilities, medical offices and private hospitals.

More
Heathley Direct Medical Fund No. 2

The Heathley Direct Medical Fund No. 2 (Fund) is an unlisted property fund that invests in a portfolio of high quality medical properties throughout Australia.

The Fund is temporarily closed for investment.

On 6 November 2018 a Special Resolution was passed by unitholders for the restructure of the Fund to combine it with five additional healthcare and aged care real estate funds into a stapled REIT and to list the REIT on ASX. The votes for the Special Resolutions are summarised below:

AMENDMENTS TO TRUST DEED

FOR:

92,814,373 VOTES REPRESENTING 99.53% OF VOTES CAST
91 HOLDERS REPRESENTING 91.92% OF HOLDERS

AGAINST:

440,943 VOTES REPRESENTING 0.47% OF VOTES CAST
8 HOLDER REPRESENTING 8.08% OF HOLDERS

ABSTAIN:

0 VOTES
0 HOLDERS

APPROVAL OF THE PROPOSED TRANSACTION

FOR:

92,814,373 VOTES REPRESENTING OF 99.53% VOTES CAST
91 HOLDERS REPRESENTING 91.92% OF HOLDERS

AGAINST:

440,943 VOTES REPRESENTING 0.47% OF VOTES CAST
8 HOLDER REPRESENTING 8.08% OF HOLDERS

ABSTAIN:

0 VOTES
0 HOLDERS

More
Heathley Aged Care Property Fund No. 1

The Heathley Aged Care Property Fund No.1 (Fund) is an unlisted direct property fund that invests in leased residential aged care properties located throughout Australia, targeting a portfolio value of up to $200 million and diversified by operator and location.

The Fund is temporarily closed for investment.

On 6 November 2018 a Special Resolution was passed by unitholders for the restructure of the Fund to combine it with five additional healthcare and aged care real estate funds into a stapled REIT and to list the REIT on ASX. The votes for the Special Resolutions are summarised below:

AMENDMENTS TO TRUST DEED

FOR:

26,266,527 VOTES REPRESENTING 90.50% OF VOTES CAST
236 HOLDERS REPRESENTING 82.23% OF HOLDERS

AGAINST:

2,756,506 VOTES REPRESENTING 9.50% OF VOTES CAST
51 HOLDER REPRESENTING 17.77% OF HOLDERS

ABSTAIN:

317,500 VOTES
10 HOLDERS

APPROVAL OF THE PROPOSED TRANSACTION

FOR:

26,442,109 VOTES REPRESENTING OF 90.12% VOTES CAST
241 HOLDERS REPRESENTING 81.14% OF HOLDERS

AGAINST:

2,898,424 VOTES REPRESENTING 9.88% OF VOTES CAST
56 HOLDER REPRESENTING 18.86% OF HOLDERS

ABSTAIN:

0 VOTES
0 HOLDERS

More
Heathley Direct Medical Fund No.1

The Heathley Direct Medical Fund No.1 is an unlisted property fund that has invested in a portfolio of direct medical properties throughout Australia. The portfolio consists of a very targeted mix of strategically located and well leased primary care based medical centres, specialist centres (i.e. day surgeries) and small private hospitals in locations that have demographics supportive of an increasing demand for healthcare.

On 6 November 2018 a Special Resolution was passed by unitholders for the restructure of the Fund to combine it with five additional healthcare and aged care real estate funds into a stapled REIT and to list the REIT on ASX. The votes for the Special Resolutions are summarised below:

AMENDMENTS TO TRUST DEED

FOR:

34,951,220 VOTES REPRESENTING 97.93% OF VOTES CAST
329 HOLDERS REPRESENTING 95.64% OF HOLDERS

AGAINST:

738,765 VOTES REPRESENTING 2.07% OF VOTES CAST
15 HOLDER REPRESENTING 4.36% OF HOLDERS

ABSTAIN:

0 VOTES
0 HOLDERS

APPROVAL OF THE PROPOSED TRANSACTION

FOR:

34,926,220 VOTES REPRESENTING OF 97.86% VOTES CAST
329 HOLDERS REPRESENTING 95.64% OF HOLDERS

AGAINST:

763,765 VOTES REPRESENTING 2.14% OF VOTES CAST
15 HOLDER REPRESENTING 4.36% OF HOLDERS

ABSTAIN:

0 VOTES
0 HOLDERS

More
Heathley Medical Development Fund No. 3

The Heathley Medical Development Fund No. 3 is an unlisted single medical property development fund. The Fund aims to provide development returns to Investors through the acquisition of "raw" land, obtaining full development and planning approval for the development of a specialised four-storey medical property, pre-leasing the property to a major healthcare property user and utilising a Fund-through Buyer to fund the construction.

More
Heathley Medical Development Fund No. 1

The Heathley Medical Development Fund No. 1 is an unlisted medical property development fund. The Fund aims to provide development returns to Investors through the acquisition of a 40% interest in two adjoining sites and the development of two multi-storey, multi-disciplined medical properties.

More
Heathley Keystone Property Fund No. 33

The Heathley Keystone Property Fund No. 33 is a closed-end, dual property, unlisted direct property fund comprising two industrial properties occupied by blue-chip tenants on long term leases.

The fund provides an attractive income return of approximately 8.25% per annum and targets enhanced capital growth via the sale of the properties in the improved market conditions and tenancy lease terms since acquisition.

More
Heathley Keystone Property Fund No. 32

The Heathley Keystone Property Fund No. 32 (Fund) is a closed-end, single-asset, unlisted direct property fund wholly invested in a medical office property, located at 312 Bourbong Street, Bundaberg, Queensland and known as the Margaret Rose Health Centre.

The Property comprises a purpose built two storey modern medical building occupying a 2,023 sqm (approx.) site situated on the corner of Bourbong and Hope Streets, directly adjacent to the Mater and Bundaberg Base Hospitals.

On 6 November 2018 a Special Resolution was passed by unitholders for the restructure of the Fund to combine it with five additional healthcare and aged care real estate funds into a stapled REIT and to list the REIT on ASX. The votes for the Special Resolutions are summarised below:

AMENDMENTS TO TRUST DEED

FOR:

2,280,000 VOTES REPRESENTING 95.80% OF VOTES CAST
26 HOLDERS REPRESENTING 96.30% OF HOLDERS

AGAINST:

100,000 VOTES REPRESENTING 4.20% OF VOTES CAST
1 HOLDER REPRESENTING 3.70% OF HOLDERS

ABSTAIN:

0 VOTES
0 HOLDERS

APPROVAL OF THE PROPOSED TRANSACTION

FOR:

2,280,000 VOTES REPRESENTING OF 95.80% VOTES CAST
26 HOLDERS REPRESENTING 96.30% OF HOLDERS

AGAINST:

100,000 VOTES REPRESENTING 4.20% OF VOTES CAST
1 HOLDER REPRESENTING 3.70% OF HOLDERS

ABSTAIN:

0 VOTES
0 HOLDERS

More
Heathley Keystone Property Fund No. 31

The Heathley Keystone Property Fund No. 31 is a closed-end, single-asset, unlisted direct property fund wholly invested in a specialist medical property located in Cairns.

The major tenant is Ramsay Health Care who operate the Cairns Day Surgery from the property. Other tenants include Queensland Medical Services, Cairns Pharmacy and a 24 hour Medical Centre.

More
Heathley Keystone Property Fund No. 30

The Heathley Keystone Property Fund No. 30 is a closed end, single-property, unlisted direct property fund wholly invested in the 9.178 ha Brisbane industrial property, located at 425 – 479 Freeman Road, Richlands, Queensland. The property was wholly leased to John Holland Pty Ltd on acquisition and was purchased with the intention of providing a stable and attractive income to investors across the fund term.

More

More Information

Please fill in your details and we will be in contact to provide you with further information