Our Investments

Stand-alone investments

Each Sovereignty Mortgage investment is stand-alone in nature and ranges in duration from four months to three years.

Security

The Sovereignty Mortgage entity holds first-ranking mortgage security over a property owner's land, always lending less than 70% of the property's value.

Interest Rate

Sovereignty Mortgage investments pay investors quarterly fixed interest payments and have total returns ranging from 10% p.a. to 15% p.a.

Sovereignty Mortgage No. 40

Albion, Queensland

  • February, 2017
  • Return of 10% p.a.
  • Forecast duration of 14 months
  • Loan amount of $16.564m
  • Loan-to-Value ratio of 55%
More information

Sovereignty Mortgage No. 40

Albion, Queensland

The provision of a $16,564,500 first-ranking mortgage facility to refinance a construction facility on completed apartment stock. Forecast maturity of the investment is from settlement of remaining stock.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 10% per annum.

We are currently seeking expressions of interest for this investment.

Sovereignty Mortgage No. 39

Yanchep, Western Australia

  • December, 2016
  • Return of 10% p.a.
  • Forecast duration of 11 months
  • Loan amount of $2.495m
  • Loan-to-Value ratio of 51%
More information

Sovereignty Mortgage No. 39

Yanchep, Western Australia

The provision of a $2,495,000 first-ranking mortgage facility to part facilitate the aquisition of a development site and assist in funding the construction of a medical centre. Forecast maturity of the investment is from the sale and settlement of the medical centre.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 10% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 38

Fortitude Valley, Queensland

  • September, 2016
  • Return of 10% p.a.
  • Forecast duration of 12 months
  • Loan amount of $12.040m
  • Loan-to-Value ratio of 64%
More information

Sovereignty Mortgage No. 38

Fortitude Valley, Queensland

The provision of a $12,040,000 first-ranking mortgage facility to refinance a construction facility on completed apartment stock. Forecast maturity of the investment is from settlement of remaining stock.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 10% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 37

Indooroopilly, Queensland

  • September, 2016
  • Return of 9.25% p.a.
  • Forecast duration of 12 months
  • Loan amount of $4.565m
  • Loan-to-Value ratio of 66%
More information

Sovereignty Mortgage No. 37

Indooroopilly, Queensland

The provision of a $4,565,000 first-ranking mortgage facility to refinance a construction facility on completed apartment stock. Forecast maturity of the investment is from settlement of remaining stock.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 9.25% per annum.

We are currently seeking expressions of interest for this investment.

Sovereignty Mortgage No. 36

Hornsby, New South Wales

  • August, 2016
  • Return of 9.25% p.a.
  • Forecast duration of 10 months
  • Loan amount of $5.240m
  • Loan-to-Value ratio of 32%
More information

Sovereignty Mortgage No. 36

Hornsby, New South Wales

The provision of a $5,240,000 first-ranking mortgage facility to facilitate the purchase of a residential development site. For the duration of the investment the borrower intends to secure pre-sales, finalise a construction contract and source a major bank debt facility for construction. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 9.25% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 35

Macquarie Park, New South Wales

  • August, 2016
  • Return of 9.75% p.a.
  • Forecast duration of 15 months
  • Loan amount of $4.190m
  • Loan-to-Value ratio of 62%
More information

Sovereignty Mortgage No. 35

Macquarie Park, New South Wales

The provision of a $4,190,000 first-ranking mortgage facility to progress the proposed development of a hotel up to construction commencement. For the duration of the investment the borrower intends to introduce further equity funding, finalise a construction contract and source a major bank debt facility for construction. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 9.75% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 34

Fremantle, Western Australia

  • April, 2016
  • Return of 10% p.a.
  • Forecast duration of 3 months
  • Loan amount of $880k
  • Loan-to-Value ratio of 30%
More information

Sovereignty Mortgage No. 34

Fremantle, Western Australia

The provision of a $880,000 first-ranking mortgage facility to refinance a construction facility on completed apartment stock. Forecast maturity of the investment is from settlement of remaining stock.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 10% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 33

Morayfield, Queensland

  • February, 2016
  • Return of 10.5% p.a.
  • Forecast duration of 9 months
  • Loan amount of $4.645m
  • Loan-to-Value ratio of 63%
More information

Sovereignty Mortgage No. 33

Morayfield, Queensland

The provision of a $4,645,000 first-ranking mortgage facility to part facilitate the acquisition of land with an existing warehouse. For the duration of the investment the borrower intends to secure pre-leases, finalise a construction contract and source a major bank debt facility for construction. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 10.5% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 32

Subiaco, Western Australia

  • December, 2015
  • Return of 10.5% p.a.
  • Forecast duration of 12 months
  • Loan amount of $3.145m
  • Loan-to-Value ratio of 44%
More information

Sovereignty Mortgage No. 32

Subiaco, Western Australia

The provision of a $3,145,000 first-ranking mortgage facility to part facilitate the acquisition of a mixed residential and commercial development site. For the duration of the investment the borrower intends to obtain pre-sales, finalise a construction contract and source a major bank debt facility for construction. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 10.5% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 31

South Perth, Western Australia

  • October, 2015
  • Return of 10% p.a.
  • Forecast duration of 10 months
  • Loan amount of $1.575m
  • Loan-to-Value ratio of 30%
More information

Sovereignty Mortgage No. 31

South Perth, Western Australia

The provision of a $1,575,000 first-ranking mortgage facility to part facilitate the acquisition of a mixed residential and commercial development site. For the duration of the investment the borrower intends to obtain pre-sales, finalise a construction contract and source a major bank debt facility for construction. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 10% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 30

South Perth, Western Australia

  • September, 2015
  • Return of 10.25% p.a.
  • Forecast duration of 8 months
  • Loan amount of $3.095m
  • Loan-to-Value ratio of 27%
More information

Sovereignty Mortgage No. 30

South Perth, Western Australia

The provision of a $3,095,000 first-ranking mortgage facility to assist in the acquisition of additional adjacent land the borrower already owns. For the duration of the investment the borrower intends to obtain further pre-sales, finalise a construction contract and source a major bank debt facility for construction. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 10.25% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 29

Bowen Hills, Queensland

  • August, 2015
  • Return of 10.75% p.a.
  • Forecast duration of 9 months
  • Loan amount of $6.185m
  • Loan-to-Value ratio of 60%
More information

Sovereignty Mortgage No. 29

Bowen Hills, Queensland

The provision of a $6,185,000 first-ranking mortgage facility to assist in the acquisition of a residential apartment development site. For the duration of the investment the borrower intends to commence a pre-sales campaign, and appoint a builder. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 10.75% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 28

Marrickville, New South Wales

  • July, 2015
  • Return of 10.25% p.a.
  • Forecast duration of 10 months
  • Loan amount of $3.737m
  • Loan-to-Value ratio of 65%
More information

Sovereignty Mortgage No. 28

Marrickville, New South Wales

The provision of a $3,737,500 first-ranking mortgage facility to assist in the acquisition of an industrial unit development site. For the duration of the investment the borrower intends to obtain a development approval, commence a pre-sales campaign, and appoint a builder. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 10.25% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 27

Baldivis, Western Australia

  • June, 2015
  • Return of 10.25% p.a.
  • Forecast duration of 5 months
  • Loan amount of $1.280m
  • Loan-to-Value ratio of 63%
More information

Sovereignty Mortgage No. 27

Baldivis, Western Australia

The provision of a $1,280,000 first-ranking mortgage facility to assist the acquisition ‘in-one-line’ of six completed residential three-bedroom and two-bathroom units. For the duration of the investment the borrower intends to undertake a marketing campaign to source investors to occupy the units under an investment arrangement. Forecast maturity of the investment is from the funds received as each unit is matched to an occupier.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 10.25% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 26

Spring Farm, New South Wales

  • June, 2015
  • Return of 11% p.a.
  • Forecast duration of 10 months
  • Loan amount of $3.455m
  • Loan-to-Value ratio of 47%
More information

Sovereignty Mortgage No. 26

Spring Farm, New South Wales

The provision of a $3,455,000 first-ranking mortgage facility to provide working capital to the borrower. For the duration of the investment the borrower intends to obtain a development approval on the site for 87 lots and then commence a pre-sales program. Forecast maturity of the investment is from a major bank or alternate funder who will participate in the civils program.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 11% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 25

Baldivis, Western Australia

  • April, 2015
  • Return of 10.25% p.a.
  • Forecast duration of 5 months
  • Loan amount of $1.067m
  • Loan-to-Value ratio of 63%
More information

Sovereignty Mortgage No. 25

Baldivis, Western Australia

The provision of a $1,067,000 first-ranking mortgage facility to assist the acquisition 'in-one-line' of five completed residential three-bedroom and two-bathroom units. For the duration of the investment the borrower intends to undertake a marketing campaign to source investors to occupy the units under an investment arrangement. Forecast maturity of the investment is from the funds received as each unit is matched to an occupier.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 10.25% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 24

Hamilton Hill, Western Australia

  • February, 2015
  • Return of 10.75% p.a.
  • Forecast duration of 11 months
  • Loan amount of $1.635m
  • Loan-to-Value ratio of 65%
More information

Sovereignty Mortgage No. 24

Hamilton Hill, Western Australia

The provision of a $1,635,000 first-ranking mortgage facility to assist in the acquisition of a residential apartment development site. For the duration of the investment the borrower intends to commence a pre-sales campaign, and appoint a builder. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 10.75% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 23

North Perth, Western Australia

  • January, 2015
  • Return of 11.5% p.a.
  • Forecast duration of 13 months
  • Loan amount of $4.4m
  • Loan-to-Value ratio of 58%
More information

Sovereignty Mortgage No. 23

North Perth, Western Australia

The provision of a $4,400,000 first-ranking mortgage facility over three tranches to assist in the funding of the construction of 12 residential apartments for the benefit of a 12 member joint-venture group. For the duration of the investment the borrower will construct the 12 residential apartments. Forecast maturity of the investment is from the vesting of the 12 member joint-venture group.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 11.5% per annum.

This investment is now fully subscribed.

Sovereignty Mortgages No. 22

Western Australia

  • November, 2014
  • Return of 10% p.a.
  • Forecast duration of 3 years
  • Loan amount of $2.635m
  • Loan-to-Value ratio of 65%
More information

Sovereignty Mortgages No. 22

Western Australia

The provision of a three year $2,630,000 first-ranking mortgage facility to assist in the acquisition of residential development sites and construction of 'twin key' and 'triple key' dwellings. For the duration of the investment the borrower intends to continue to acquire residential sites and construct 'twin key' and 'triple key' dwellings. Forecast maturity of the investment is from a repayment by the borrower.

Investors receive quarterly interest repayments at 10% per annum to make a total IRR return of 10% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 21

Rockingham, Western Australia

  • November, 2014
  • Return of 11% p.a.
  • Forecast duration of 15 months
  • Loan amount of $2.63m
  • Loan-to-Value ratio of 53%
More information

Sovereignty Mortgage No. 21

Rockingham, Western Australia

The provision of a $2,630,000 first-ranking mortgage facility to assist in the acquisition of six residential apartment development sites. For the duration of the investment the borrower intends to leave the subject security site as is and develop adjacent sites. Forecast maturity of the investment is from a refinance by a construction funder and the introduction of further equity.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 11% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 20

Spring Farm, New South Wales

  • December, 2014
  • Return of 12% p.a.
  • Forecast duration of 8 months
  • Loan amount of $4.473m
  • Loan-to-Value ratio of 62%
More information

Sovereignty Mortgage No. 20

Spring Farm, New South Wales

The provision of a $4,473,000 first-ranking mortgage facility to assist in the funding of civil costs for the development of 23 residential land lots. For the duration of the investment the borrower intends to fund the works to complete the civils program, and obtain further pre-sales as the project nears completion. Forecast maturity of the investment is from the settlement of the individual land lots by the end buyers.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 12% per annum.

We are currently seeking expressions of interest for this investment.

Sovereignty Mortgage No. 19

Coolbellup, Western Australia

  • August, 2014
  • Return of 11.5% p.a.
  • Forecast duration of 8 months
  • Loan amount of $1.626m
  • Loan-to-Value ratio of 65%
More information

Sovereignty Mortgage No. 19

Coolbellup, Western Australia

The provision of a $1,626,000 first-ranking mortgage facility to assist in the acquisition of a residential apartment development site. For the duration of the investment the borrower intends to obtain development approval, commence a pre-sales campaign, and appoint a builder. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 11.5% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 18

Canning Vale, Western Australia

  • August, 2014
  • Return of 11.5% p.a.
  • Forecast duration of 8 months
  • Loan amount of $1.89m
  • Loan-to-Value ratio of 60%
More information

Sovereignty Mortgage No. 18

Canning Vale, Western Australia

The provision of a $1,890,000 first-ranking mortgage facility to assist in the acquisition of a residential apartment development site. For the duration of the investment the borrower intends to obtain development approval, commence a pre-sales campaign, and appoint a builder. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 11.5% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 17

West End, Queensland

  • June, 2014
  • Return of 11% p.a.
  • Forecast duration of 6 months
  • Loan amount of $1.135m
  • Loan-to-Value ratio of 18%
More information

Sovereignty Mortgage No. 17

West End, Queensland

The provision of a $1,135,000 first-ranking mortgage facility to assist in the acquisition of a residential apartment development site. For the duration of the investment the borrower intends to commence a pre-sales campaign in-line with the development approval, and appoint a builder. Forecast maturity of the investment is from a refinance by a construction funder in combination with further project equity.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 11% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 16

Carine, Western Australia

  • June, 2014
  • Return of 11% p.a.
  • Forecast duration of 10 months
  • Loan amount of $2.62m
  • Loan-to-Value ratio of 57%
More information

Sovereignty Mortgage No. 16

Carine, Western Australia

The provision of a $2,620,000 first-ranking mortgage facility to assist in the acquisition of a residential apartment development site. For the duration of the investment the borrower intends to obtain a development approval, commence a pre-sales campaign, and appoint a builder. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 11% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 15

Perth, Western Australia

  • March, 2014
  • Return of 11.5% p.a.
  • Forecast duration of 9 months
  • Loan amount of $3.15m
  • Loan-to-Value ratio of 55%
More information

Sovereignty Mortgage No. 15

Perth, Western Australia

The provision of a $3,150,000 first-ranking mortgage facility over three tranches to assist in the funding of the construction of 12 residential apartments for the benefit of a 12 member joint-venture group. For the duration of the investment the borrower will construct the 12 residential apartments. Forecast maturity of the investment is from the vesting of the 12 member joint-venture group.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 11.5% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 14

Scarborough, Western Australia

  • January, 2014
  • Return of 11% p.a.
  • Forecast duration of 6 months
  • Loan amount of $1.636m
  • Loan-to-Value ratio of 65%
More information

Sovereignty Mortgage No. 14

Scarborough, Western Australia

The provision of a $1,636,000 first-ranking mortgage facility to assist in the acquisition of a residential apartment development site. For the duration of the investment the borrower intends to commence a pre-sales campaign in-line with the development approval, and appoint a builder. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 11% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 12

North Perth, Western Australia

  • December, 2013
  • Return of 12% p.a.
  • Forecast duration of 6 months
  • Loan amount of $1.12m
  • Loan-to-Value ratio of 60%
More information

Sovereignty Mortgage No. 12

North Perth, Western Australia

The provision of a $1,120,000 first-ranking mortgage facility to assist in the funding of the construction of 8 residential apartments for the benefit of an 8 member joint-venture group. For the duration of the investment the borrower intends to appoint a builder and commence the construction of the residential apartments. Forecast maturity of the investment is from the refinance of another construction financier.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 12% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 11

Elderslie, New South Wales

  • November, 2013
  • Return of 12% p.a.
  • Forecast duration of 6 months
  • Loan amount of $3.8m
  • Loan-to-Value ratio of 63%
More information

Sovereignty Mortgage No. 11

Elderslie, New South Wales

The provision of a $3,800,000 first-ranking mortgage facility to assist in the funding of the construction of 15 residential community titled townhouses. For the duration of the investment the borrower intends to fund the works to complete the construction program, and obtain further pre-sales as the project nears completion. Forecast maturity of the investment is from the settlement of the townhouses by the end buyers.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 12.5% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 10

Armadale, Western Australia

  • June, 2013
  • Return of 12.6% p.a.
  • Forecast duration of 9 months
  • Loan amount of $1.572m
  • Loan-to-Value ratio of 48%
More information

Sovereignty Mortgage No. 10

Armadale, Western Australia

The provision of a $1,572,000 first-ranking mortgage facility to assist in the funding of civil costs for the development of 23 strata title land lots. For the duration of the investment the borrower intends to fund the works to complete the civils program, and obtain further pre-sales as the project nears completion. Forecast maturity of the investment is from the settlement of the individual land lots by the end buyers.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 12.6% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 9

North Coogee, Western Australia

  • April, 2013
  • Return of 12.6% p.a.
  • Forecast duration of 7 months
  • Loan amount of $2.475m
  • Loan-to-Value ratio of 60%
More information

Sovereignty Mortgage No. 9

North Coogee, Western Australia

The provision of a $2,475,000 first-ranking mortgage facility to assist in the refinance of a vendor facility secured over a vacant residential apartment development site. For the duration of the investment the borrower intends to obtain development approval, commence a pre-sales campaign, and appoint a builder. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 12.6% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 8

Karratha, Western Australia

  • February, 2013
  • Return of 13.5% p.a.
  • Forecast duration of 10 months
  • Loan amount of $1.46m
  • Loan-to-Value ratio of 47%
More information

Sovereignty Mortgage No. 8

Karratha, Western Australia

The provision of a $1,460,000 first-ranking mortgage facility to assist in the funding of the construction of eight residential apartments for the benefit of an eight member joint-venture group. For the duration of the investment the borrower intends to appoint a builder and construct the residential apartments. Forecast maturity of the investment is from the settlement of the apartments by the eight joint venture members.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 13.5% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 7

Karratha, Western Australia

  • February, 2013
  • Return of 13.5% p.a.
  • Forecast duration of 10 months
  • Loan amount of $1.46m
  • Loan-to-Value ratio of 47%
More information

Sovereignty Mortgage No. 7

Karratha, Western Australia

The provision of a $1,460,000 first-ranking mortgage facility to assist in the funding of the construction of eight residential apartments for the benefit of an eight member joint-venture group. For the duration of the investment the borrower intends to appoint a builder and construct the residential apartments. Forecast maturity of the investment is from the settlement of the apartments by the eight joint venture members.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 13.5% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 6

South Hedland, Western Australia

  • November, 2012
  • Return of 13.5% p.a.
  • Forecast duration of 9 months
  • Loan amount of $1.917m
  • Loan-to-Value ratio of 42%
More information

Sovereignty Mortgage No. 6

South Hedland, Western Australia

The provision of a $1,917,000 first-ranking mortgage facility to assist in the funding of the construction of 10 residential apartments for the benefit of a 10 member joint-venture group. For the duration of the investment the borrower intends to appoint a builder and construct the residential apartments. Forecast maturity of the investment is from the settlement of the apartments by the 10 joint venture members.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 13.5% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 5

Newman, Western Australia

  • May, 2014
  • Return of 12% p.a.
  • Forecast duration of 9 months
  • Loan amount of $3.150m
  • Loan-to-Value ratio of 27%
More information

Sovereignty Mortgage No. 5

Newman, Western Australia

The provision of a $3,150,000 first-ranking mortgage facility to assist in the refinance of a short-term facility secured over a residential land sub-division development site. For the duration of the investment the borrower intends to alter the existing development approval to increase the lot yield, commence a pre-sales campaign, and appoint a builder. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 12% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 4

Muswellbrook, New South Wales

  • May, 2012
  • Return of 15% p.a.
  • Forecast duration of 13 months
  • Loan amount of $3.66m
  • Loan-to-Value ratio of 59%
More information

Sovereignty Mortgage No. 4

Muswellbrook, New South Wales

The provision of a $3,660,000 first-ranking mortgage facility to assist in the funding of civil costs for the development of 45 individual title land lots. For the duration of the investment the borrower intends to fund the works to complete the civils program, and obtain further pre-sales as the project nears completion. Forecast maturity of the investment is from the settlement of the individual land lots by the end buyers.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 15% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 3

East Perth, Western Australia

  • March, 2012
  • Return of 12% p.a.
  • Forecast duration of 9 months
  • Loan amount of $2.1m
  • Loan-to-Value ratio of 58%
More information

Sovereignty Mortgage No. 3

East Perth, Western Australia

The provision of a $2,100,000 first-ranking mortgage facility to assist in the acquisition of a residential apartment development site. For the duration of the investment the borrower intends to commence a pre-sales campaign in-line with his development approval, and appoint a builder. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 12% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 2

Canning Vale, Western Australia

  • January, 2012
  • Return of 12% p.a.
  • Forecast duration of 9 months
  • Loan amount of $2.1m
  • Loan-to-Value ratio of 41%
More information

Sovereignty Mortgage No. 2

Canning Vale, Western Australia

The provision of a $2,100,000 first-ranking mortgage facility to assist in the funding of civil costs for the development of 20 individual title land lots. For the duration of the investment the borrower intends to fund the balance of works to complete the civils program, and obtain further pre-sales as the project nears completion. Forecast maturity of the investment is from the settlement of the individual land lots by the end buyers.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 12% per annum.

This investment is now fully subscribed.

Sovereignty Mortgage No. 1

North Coogee, Western Australia

  • November, 2011
  • Return of 12% p.a.
  • Forecast duration of 12 months
  • Loan amount of $3.66
  • Loan-to-Value ratio of 46%
More information

Sovereignty Mortgage No. 1

North Coogee, Western Australia

The provision of a $3,660,000 first-ranking mortgage facility to assist in the refinance of a vendor facility secured over a vacant residential apartment development site. For the duration of the investment the borrower intends to obtain development approval, commence a pre-sales campaign, and appoint a builder. Forecast maturity of the investment is from a refinance by a construction funder.

Investors receive quarterly interest repayments at 6% per annum and a final interest payment at maturity to make a total IRR return of 12% per annum.

This investment is now fully subscribed.

Contact Sovereignty

Peter Packer
Peter Packer
Tim Moore
Tim Moore
Jonathon Pullin
Jonathon Pullin