Monthly Baron Income
To provide you with a stable income stream, related to 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$1,000
Min Invest
12
Months
Up to 14%
Expected Return
123
Investors
APPLY HERE
* Note that this is a No Obligation Expression of interest, you get to review the Offer Information Statement 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 Offer Information Statement in its entirety which can be downloaded in the Download section below as well as on the Project application page once you press the APPLY HERE button.
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EXPLAINER VIDEO
Product Summary
Summary
➨ Up to 14% per annum return
➨ Dividend paid monthly.
➨ Term - 12 months.
➨ $20,000 minimum investment.
➨ AUD $10,000,000 Targeted Capacity.
➨ Stable performance since inception in May 2017.
➨ Experienced team with expertise across property development, investment portfolio management and property finance.
Security
Mortgage security on the real estate assets against which the money is being lent.
Investor Distribution
Monthly distributions.
Suburb Profile
Marketability
Residents
Investment Profile
Type
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
Developer
Duration
12 Months
Current Status
Open for Investment
Rationale
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 |
APPLY HERE
* Note that this is a No Obligation Expression of interest, you get to review the Offer Information Statement 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.
| Date of Progress | Description | Details |
|---|---|---|
| 05/12/2019 | Dividend Declaration |
A Dividend of 14% annualized for the duration between 11-01-2019 and 11-30-2019 has been declared.
|
| 05/12/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 11-29-2019 and 11-30-2019 has been declared.
|
| 05/12/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 11-21-2019 and 11-30-2019 has been declared.
|
| 05/12/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 11-09-2019 and 11-30-2019 has been declared.
|
| 05/12/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 11-01-2019 and 11-30-2019 has been declared.
|
| 05/12/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 11-23-2019 and 11-30-2019 has been declared.
|
| 05/12/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 11-15-2019 and 11-30-2019 has been declared.
|
| 05/12/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 11-27-2019 and 11-30-2019 has been declared.
|
| 05/12/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 11-09-2019 and 11-30-2019 has been declared.
|
| 05/12/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 11-08-2019 and 11-30-2019 has been declared.
|
| 05/12/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 11-01-2019 and 11-07-2019 has been declared.
|
| 05/12/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 11-01-2019 and 11-30-2019 has been declared.
|
| 05/12/2019 | Dividend Declaration |
A Dividend of 7% annualized for the duration between 11-01-2019 and 11-30-2019 has been declared.
|
| 04/11/2019 | Dividend Declaration |
A Dividend of 14% annualized for the duration between 10-01-2019 and 10-31-2019 has been declared.
|
| 04/11/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 10-19-2019 and 10-31-2019 has been declared.
|
| 04/11/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 10-29-2019 and 10-31-2019 has been declared.
|
| 04/11/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 10-05-2019 and 10-31-2019 has been declared.
|
| 04/11/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 10-09-2019 and 10-31-2019 has been declared.
|
| 04/11/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 10-01-2019 and 10-31-2019 has been declared.
|
| 04/11/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 10-31-2019 and 10-31-2019 has been declared.
|
| 04/11/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 10-25-2019 and 10-31-2019 has been declared.
|
| 04/11/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 10-23-2019 and 10-31-2019 has been declared.
|
| 04/11/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 10-11-2019 and 10-31-2019 has been declared.
|
| 04/11/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 10-01-2019 and 10-31-2019 has been declared.
|
| 04/11/2019 | Dividend Declaration |
A Dividend of 7% annualized for the duration between 10-01-2019 and 10-31-2019 has been declared.
|
| 04/10/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 09-20-2019 and 09-30-2019 has been declared.
|
| 04/10/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 09-03-2019 and 09-30-2019 has been declared.
|
| 04/10/2019 | Dividend Declaration |
A Dividend of 14% annualized for the duration between 09-01-2019 and 09-30-2019 has been declared.
|
| 04/10/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 09-01-2019 and 09-30-2019 has been declared.
|
| 04/10/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 09-01-2019 and 09-30-2019 has been declared.
|
| 04/10/2019 | Dividend Declaration |
A Dividend of 7% annualized for the duration between 09-01-2019 and 09-30-2019 has been declared.
|
| 06/09/2019 | Dividend Declaration |
A Dividend of 14% annualized for the duration between 08-01-2019 and 08-31-2019 has been declared.
|
| 06/09/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 08-01-2019 and 08-31-2019 has been declared.
|
| 06/09/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 08-21-2019 and 08-31-2019 has been declared.
|
| 06/09/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 08-17-2019 and 08-31-2019 has been declared.
|
| 06/09/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 08-02-2019 and 08-31-2019 has been declared.
|
| 06/09/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 08-13-2019 and 08-31-2019 has been declared.
|
| 06/09/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 08-01-2019 and 08-31-2019 has been declared.
|
| 05/09/2019 | Dividend Declaration |
A Dividend of 7% annualized for the duration between 08-01-2019 and 08-31-2019 has been declared.
|
| 12/08/2019 | Dividend Declaration |
A Dividend of 14% annualized for the duration between 07-01-2019 and 07-31-2019 has been declared.
|
| 12/08/2019 | Dividend Declaration |
A Dividend of 14% annualized for the duration between 07-01-2019 and 07-31-2019 has been declared.
|
| 12/08/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 07-16-2019 and 07-31-2019 has been declared.
|
| 12/08/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 07-01-2019 and 07-31-2019 has been declared.
|
| 12/08/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 07-01-2019 and 07-31-2019 has been declared.
|
| 12/08/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 07-30-2019 and 07-31-2019 has been declared.
|
| 12/08/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 07-30-2019 and 07-31-2019 has been declared.
|
| 12/08/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 07-11-2019 and 07-31-2019 has been declared.
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| 12/08/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 07-10-2019 and 07-31-2019 has been declared.
|
| 02/08/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 07-01-2019 and 07-31-2019 has been declared.
|
| 02/08/2019 | Dividend Declaration |
A Dividend of 7% annualized for the duration between 07-01-2019 and 07-31-2019 has been declared.
|
| 01/07/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 06-26-2019 and 06-30-2019 has been declared.
|
| 01/07/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 06-19-2019 and 06-30-2019 has been declared.
|
| 01/07/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 06-12-2019 and 06-30-2019 has been declared.
|
| 01/07/2019 | Dividend Declaration |
A Dividend of 14% annualized for the duration between 06-01-2019 and 06-30-2019 has been declared.
|
| 01/07/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 06-01-2019 and 06-30-2019 has been declared.
|
| 01/07/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 06-01-2019 and 06-30-2019 has been declared.
|
| 01/07/2019 | Dividend Declaration |
A Dividend of 7% annualized for the duration between 06-01-2019 and 06-30-2019 has been declared.
|
| 25/06/2019 | Repurchase Declaration |
Shares Repurchased by company at $1 per share.
|
| 25/06/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 06-01-2019 and 06-25-2019 has been declared.
|
| 25/06/2019 | Repurchase Declaration |
Shares Repurchased by company at $1 per share.
|
| 05/06/2019 | Dividend Declaration |
A Dividend of 14% annualized for the duration between 05-08-2019 and 05-31-2019 has been declared.
|
| 05/06/2019 | Dividend Declaration |
A Dividend of 14% annualized for the duration between 05-01-2019 and 05-31-2019 has been declared.
|
| 05/06/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 05-31-2019 and 05-31-2019 has been declared.
|
| 05/06/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 05-01-2019 and 05-31-2019 has been declared.
|
| 05/06/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 05-02-2019 and 05-31-2019 has been declared.
|
| 05/06/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 05-01-2019 and 05-31-2019 has been declared.
|
| 05/06/2019 | Dividend Declaration |
A Dividend of 7% annualized for the duration between 05-01-2019 and 05-31-2019 has been declared.
|
| 08/05/2019 | Dividend Declaration |
A Dividend of 14% annualized for the duration between 04-04-2019 and 04-30-2019 has been declared.
|
| 08/05/2019 | Dividend Declaration |
A Dividend of 14% annualized for the duration between 04-04-2019 and 04-30-2019 has been declared.
|
| 08/05/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 04-09-2019 and 04-30-2019 has been declared.
|
| 08/05/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 04-03-2019 and 04-30-2019 has been declared.
|
| 08/05/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 04-04-2019 and 04-30-2019 has been declared.
|
| 08/05/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 04-01-2019 and 04-30-2019 has been declared.
|
| 08/05/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 04-01-2019 and 04-30-2019 has been declared.
|
| 08/05/2019 | Dividend Declaration |
A Dividend of 7% annualized for the duration between 04-01-2019 and 04-30-2019 has been declared.
|
| 09/04/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 12-03-2019 and 01-01-1970 has been declared.
|
| 09/04/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 08-03-2019 and 01-01-1970 has been declared.
|
| 09/04/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 06-03-2019 and 01-01-1970 has been declared.
|
| 09/04/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 09-03-2019 and 01-01-1970 has been declared.
|
| 09/04/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 01-03-2019 and 01-01-1970 has been declared.
|
| 09/04/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 01-03-2019 and 01-01-1970 has been declared.
|
| 09/04/2019 | Dividend Declaration |
A Dividend of 7% annualized for the duration between 01-03-2019 and 01-01-1970 has been declared.
|
| 05/03/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 01-02-2019 and 01-01-1970 has been declared.
|
| 05/03/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 02-02-2019 and 01-01-1970 has been declared.
|
| 05/03/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 01-02-2019 and 01-01-1970 has been declared.
|
| 05/03/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 12-02-2019 and 01-01-1970 has been declared.
|
| 05/03/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 01-02-2019 and 01-01-1970 has been declared.
|
| 05/03/2019 | Dividend Declaration |
A Dividend of 7% annualized for the duration between 01-01-1970 and 01-01-1970 has been declared.
|
| 04/02/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 01-29-2019 and 01-31-2019 has been declared.
|
| 04/02/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 01-28-2019 and 01-31-2019 has been declared.
|
| 04/02/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 12-31-2018 and 01-31-2019 has been declared.
|
| 04/02/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 12-31-2018 and 01-31-2019 has been declared.
|
| 04/02/2019 | Dividend Declaration |
A Dividend of 7% annualized for the duration between 12-31-2018 and 01-31-2019 has been declared.
|
| 01/02/2019 | Repurchase Declaration |
Shares Repurchased by company at $1 per share.
|
| 10/01/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 12-10-2018 and 12-31-2018 has been declared.
|
| 10/01/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 11-30-2018 and 12-31-2018 has been declared.
|
| 10/01/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 11-30-2018 and 12-31-2018 has been declared.
|
| 10/01/2019 | Dividend Declaration |
A Dividend of 10% annualized for the duration between 09-30-2018 and 10-31-2018 has been declared.
|
| 10/01/2019 | Dividend Declaration |
A Dividend of 12% annualized for the duration between 12-17-2018 and 12-31-2018 has been declared.
|
| 10/01/2019 | Dividend Declaration |
A Dividend of 7% annualized for the duration between 11-30-2018 and 12-31-2018 has been declared.
|
| 05/12/2018 | Dividend Declaration |
A Dividend of 7% annualized for the duration between 10-31-2018 and 11-30-2018 has been declared.
|
| 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 |
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