Syndicates

HomeSyndicates

What is a Black Bear Property Syndicate?

Black Bear regularly puts together property syndicates to undertake residential property development projects on behalf of investors. Black Bear manages the entire process and provides investors with regular updates and access to properties and projects which may otherwise be unattainable for many investors.

Who is Black Bear?

Black Bear Investment Group is a privately-owned property development and investment business operating in Brisbane since 2007. For more than 12 years, Black Bear has been undertaking residential property development projects throughout Brisbane and has developed more than $60,000,000 worth of property. In addition to undertaking its own projects, Black Bear also regularly puts together and manages development projects on behalf of investors in a syndicate structure

Why Invest in a Property Syndicate With Black Bear?

Syndicate participation enables investors to participate in projects that would ordinarily be outside of their financial comfort zone or expertise by joining a pool of similar investors seeking exposure to high quality projects. Generally our syndicates involve between four and ten members, requiring a minimum of $100,000 cash/equity investment. Black Bear has an extensive track record of successfully completing syndicate projects for investors as well as its own projects. 

What Returns Can I Expect?

Every project is different and the result of each individual project is subject to a wide range of factors. The Information Memorandum for each project will detail the anticipated return for that particular project. However the table below provides an excellent summary of the return Black Bear has achieved for investors in previous projects. 

Syndicate
Description
Duration of Investment
Total Return to Investors
Annualised Return to Investors
Coorparoo Syndicate
Existing block of units renovated and DA obtained for additional dwelling on the site.
17 Months Duration
20% Return
14% Annualised Return
Toowong Syndicate
Existing block of units renovated and DA obtained for additional dwelling on the site.
13 Months Duration
17% Return
16% Annualised Return
Nundah Syndicate
Value added to two medium density sites through securing favourable Development Approvals and on-selling.
17 Months Duration
17% Return
12% Annualised Return
Clayfield Syndicate
One into two lot subdivision and construction of two high end homes.
23 Months Duration
17% Return
9% Annualised Return
Cromwell Syndicate
Renovation of existing character home and construction of two additional freehold dwellings.
17 Months Duration
16% Return
11% Annualised Return
Pembroke Syndicate
Construction of five townhouses.
25 Months Duration
19% Return
9% Annualised Return
Oxford Syndicate
Construction of five premium townhouses.
27 Months Duration
18% Return
8% Annualised Return
Jackson Syndicate
One into two lot subdivision and construction of two high end homes.
17 Months Duration
14% Return
10% Annualised Return
Bellevue Syndicate
Construction of six owner-occupied townhouses in an elevated Clayfield position.
19 Months* Duration
21%* Anticipated Return
In Progress
Five Cromwell Syndicate
Construction of four terrace-style townhouses on a corner lot in the inner-north Brisbane suburb of Wooloowin.
17 Months* Duration
20%* Anticipated Return
In Progress
Burnaby Syndicate
Construction of seven townhouses in an elevated position in a quiet inner-north Brisbane location.
24 Months* Duration
22%* Anticipated Return
In Progress
Franklin Syndicate
Subdivision and construction of three homes that have been specifically designed to maximise rent.
13 Months* Duration
In progress* Anticipated Return
10% p.a. Fixed Return
Premier Syndicate
Subdivision and construction of five homes that have been specifically designed to maximise rent.
18 Months* Duration
Getting underway* Anticipated Return
10% p.a. Fixed Return

* Anticipated outcomes as project still in progress

How Do I Get More Information?

Any interested parties are invited to either give us a call or fill out the form below and we will be in touch very soon. 

How Long Does It Take?

Again, each project is different and the detailed Information Memorandum for each project will detail the anticipated time line for that particular project. However, a typical time line for one of our syndicate projects would be 18 – 24 months. 

What is the Structure of the Syndicate?

Each syndicate is limited to a single project. For each syndicate we establish a fresh unit trust (with corporate trustee) and investors are issued units in the trust in proportion with the amount invested. The unit trust then purchases the property and undertakes the project.  

What Information is Provided to Investors?

We prepare a detailed Information Memorandum for each new syndicate which contains everything you and your advisers need to know about Black Bear, the project, the structure and the strategy. For each project, we set up an “investors only” area of our website which is regularly updated as the project progresses. 

What is the Minimum Investment Amount?

Generally, the minimum investment amount for a Black Bear syndicate is $100,000 (although smaller amounts may be considered by the Manager on request). There is no maximum amount from a single investor.  

Who Can Invest With Black Bear?

The offer to participate in a Black Bear syndicate can only be made to persons located within Australia who are classified as “Wholesale Clients” or “Sophisticated Investors” pursuant to relevant provisions of the Corporations Act. Further details regarding the specific requirements are contained in the Information Memorandum for each project but, generally, investors should have previous investment experience which allows them to asses the merits and risk of an investment in a Black Bear syndicate. 

Can I Invest Using my SMSF?

Yes. We have many investors that invest through their self managed super fund. However, it is essential that investors take their own individual advice to ensure that such and investment is right for their particular circumstances. 

What are the Risks?

All property development projects have a range of risks and Black Bear syndicate projects are no different. The risks of syndicated investment are outlined in detail in section 11 of the Information Memorandum, as well as the steps Black Bear has taken to minimise these risks. 

How Do I Get More Information?

Any interested parties are invited to either give us a call or fill out the form below and we will be in touch very soon. 

Disclaimer

The information provided on this website is general information only and does not take into account your personal objectives, financial situation or needs. It is not intended to be a recommendation by Black Bear or its associates. You should read the Information Memorandum in full and consider your own needs and situation and obtain your own financial and legal advice prior to investing in a Black Bear syndicate.