Baron Monthly Income

Target 10% p.a - Monthly Income

To provide you with investment exposure to a stable income stream, related to investment opportunities in the Real Estate sector. The key objectives are providing the investor: 1) The ability to invest in Real Estate related opportunities with small amounts 2) A stable monthly return 3) Distribution of risk across multiple investments

$20,000

Min Invest

12 to 24

Months

10%

Expected Return

Apply now

* Note that this is a No Obligation Expression of interest, you get to review the Information Memorandum before making any decisions

** The information provided on this webpage is only a summary of the offer and may not contain all the information needed to determine if this offer is right for you. You should read the Information Memorandum in its entirety which can be downloaded in the Downloads section below as well as on the Project application page once you press the APPLY HERE button.

Downloads

Information Memorandum

Reference Documents

Monthly Baron Summary

Monthly Baron Supplementary Prospectus Jan 2018

Product Details
Performance

Product Summary

Summary

➨ Dividend paid monthly.
➨ Investment Horizon 12 to 24 months.
➨ $20,000 - targeted 10% p.a.
➨ AUD $10,000,000 Targeted Capacity.
➨ Stable performance since inception at May 2017.
➨ Experienced team with expertise across property development, investment portfolio management and property finance.
➨ Updated supplementary Offer Information Statement coming soon allowing a higher target return of 10% p.a.

Security

Mortgage security on the real estate assets against which the money is being lent.

Investor Distribution

Monthly distributions capped at 10% annual return.

Investment Profile

Risks

Please refer to the Offer Information Statement for detailed information on the risks.

Target Returns

Targeted 10% Annually - distributed monthly

Return Paid As

Monthly dividends (unfranked), to the investors nominated bank account.

Taxation

The Australian taxation laws are complex and hence the comments provided below are necessarily general in nature. Investors should be aware that they may be affected by changes in taxation laws or the interpretation of these laws as well as changes in the administrative practices of the revenue authorities. Investors should obtain and rely upon their own taxation advice.

TAXATION TREATMENT FOR REDEEMABLE PREFERENCE SHAREHOLDERS DIVIDENDS Dividends received by Ordinary Shareholders will be included in Shareholder’s assessable income. The income received will be treated as income on the basis that the Redeemable Preference Shares are debt interests for income tax purposes.

TAXATION TREATMENT OF REDEMPTION OR REPURCHASE VIA CALL Any amount received on redemption of the Redeemable Preference Shares that exceeds the Principal Investment Amount will be treated in a similar manner to an unfranked dividend and will be included in the Redeemable Preference Shareholder’s assessable income.

Product Profile

Duration

12 to 24 Months

Current Status

Expressions Of Interest

Risk

All investments are subject to risk and there are a number of risks which can impact on the performance of your investment, should they occur. Investments may not perform as expected resulting in a loss of capital or income or a failure to meet your investment objectives.

Before you decide to invest, you should give consideration to the risk factors, as well as other information contained in the Offer Information Statement.

How To Invest

Bank Westpac

Account Name Baron Monthly Income Ltd

BSB 033157

Account No 545982

SWIFT Code

Reference BMI (Use this while setting up a transfer)

Apply now

* Note that this is a No Obligation Expression of interest, you get to review the Information Memorandum before making any decisions

Project FAQs

WHEN DO I GET PAID MY MONTHLY INCOME?

The expected dividend date will be the 15th business day of each month.

ARE MY DIVIDENDS FRANKED?

No.

CAN I INVEST MORE THAN ONCE?

Yes, you can make multiple investments. Each will have a different start and end date for redemption purposes.

WHAT IS THE MONTHLY CUT OFF DATE FOR APPLICATIONS?

5pm on the 25th day of each month.

More questions/comments/concerns? You can post them here

Date of Progress	Description	Details
05/11/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 09-30-2018 and 10-31-2018 has been declared.
01/11/2018	Repurchase Declaration	Shares Repurchased by company at $1 per share.
01/11/2018	Repurchase Declaration	Shares Repurchased by company at $1 per share.
18/10/2018	Repurchase Declaration	Shares Repurchased by company at $1 per share.
18/10/2018	Repurchase Declaration	Shares Repurchased by company at $1 per share.
03/10/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-31-2018 and 09-30-2018 has been declared.
03/10/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-31-2018 and 09-30-2018 has been declared.
03/10/2018	Fixed Dividend Declaration	A Fixed Dividend of 7% has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-01-2018 and 09-01-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 06-01-2018 and 07-01-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 07-01-2018 and 08-01-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 07-01-2018 and 08-01-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 07-01-2018 and 08-01-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 07-01-2018 and 08-01-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-01-2018 and 08-31-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 07-01-2018 and 07-31-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-01-2018 and 08-31-2018 has been declared.
23/08/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 07-01-2018 and 07-31-2018 has been declared.
30/05/2018	Repurchase Declaration	Shares Repurchased by company at $1 per share.
30/05/2018	Repurchase Declaration	Shares Repurchased by company at $1 per share.
02/05/2018	Repurchase Declaration	Shares Repurchased by company at $1 per share.
07/02/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 01-07-2018 and 02-07-2018 has been declared.
27/11/2017	Repurchase Declaration	Shares Repurchased by company at $1 per share.
27/11/2017	Repurchase Declaration	Shares Repurchased by company at $1 per share.
14/09/2017	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-28-2017 and 08-31-2017 has been declared.
14/09/2017	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-14-2017 and 08-31-2017 has been declared.
14/09/2017	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-28-2017 and 08-31-2017 has been declared.
14/09/2017	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-14-2017 and 08-31-2017 has been declared.
14/09/2017	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-15-2017 and 08-31-2017 has been declared.
13/09/2017	Repurchase Declaration	Shares Repurchased by company at $1 per share.
13/09/2017	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-01-2017 and 09-30-2017 has been declared.
16/08/2017	Please find a short video on Monthly Baron	A short video showing the benefits of Monthly Baron https://www.facebook.com/plugins/video.php?href=https%3A%2F%2Fwww.facebook.com%2FEstateBaron%2Fvideos%2F1306275949500926%2F&show_text=0&width=560

Target 10% p.a - Monthly Income

Min Invest

Months

10%

Expected Return

30

Investors

* Note that this is a No Obligation Expression of interest, you get to review the Information Memorandum before making any decisions