Westlawn Property Trust

Overview
Westlawn Property Trust logo

Westlawn Property Trust (ARSN 095 611 804) is an open-ended, unlisted property trust aiming to provide stable, tax efficient, monthly distributions from a growing commercial property portfolio. The Trust was established in 1994 with 13 investors and 1 property. Today it has over 1000 investors, $200 million of commercial property under management together with a 500 lot, $200 million master-planned community under construction. For an independent industry research report on Westlawn Property Trust, click here.

 

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Features of the Trust

Distribution Frequency:
Monthly for 23 years

Reinvestment Option:
Yes

No. of Properties:
19

Capital Growth:
There is potential for capital growth over the medium to long term

The Trust caters for:
Self-managed super funds, investors seeking monthly income distributions, and investors seeking growth who can take advantage of the distribution reinvestment facility.

 

Key Benefits and Statistics

  • 8.6% – Forecast Per Annum Gross Distribution*
  • Managed risk with diversified product portfolio – geographic, product mix and tenant mix
  • Portfolio covers strong growth areas of Northern NSW and SEQ
  • No fixed terms providing investors access to dynamic asset acquisition opportunities
  • Control of property management and growth strategies
  • 19 – Total Number of Properties
  • 59,610sqm – Net lettable area (NLA)
  • 3.24 years – Weighted average lease expiry
  • 94% – Occupancy Rate
  • $229 milion – Total Book Value of Properties
  • 23 years – Monthly returns to investors

 

FACTS & FIGURES

GEOGRAPHIC DIVERSIFICATION (BY VALUE %) as at December 2016

Northern NSW 56
South East Queensland 44

SECTOR DIVERSIFICATION (BY VALUE %) as at December 2016

Retail 41
Securities 1
Development 14
Commercial 39
Industrial 5

LEASE EXPIRY PROFILE (BY GROSS INCOME %)

Financial Year ending 30 June

Key Dates

Period of Offer

The Offer will remain open to applications until closed

Allotment of units

On the first day of each calendar month following acceptance of an Application. Interest is not paid on Application Monies.

Distributions

Distributions are paid by the twelfth of the month following issue of the units.

News and Reports

Latest News

WPT Investor Update – July 2018

9 August, 2018

The July 2018 newsletter is now available and has been mailed to all unitholders. If you don’t receive your copy you can download a copy below.

Westlawn Property Trust closes oversubscribed

30 July, 2018

Property fund manager Clarence Property has closed oversubscribed its latest investment offer in its flagship Westlawn Property Trust (WPT), after receiving over subscriptions of $22 million in new capital from investors in South East QLD (SEQ) and Northern New South Read More

Reports

Forms

AML / CTF REQUIREMENTS

WESTLAWN PROPERTY TRUST AML / CTF REQUIREMENTS

This information sheet details identification verification documents that need to accompany any application for units in the unlisted Westlawn Property Trust.

DISTRIBUTION REINVESTMENT FORM

WESTLAWN PROPERTY TRUST DISTRIBUTION REINVESTMENT FORM

Complete this form to participate or terminate your involvement in the unlisted Westlawn Property Trust's Distribution Reinvestment Plan.

Register Your Interest
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