Croydon, Victoria
Render of proposed property - indicative only.
One investment opportunity.^
Three target return profiles.
Three investment profiles offering different balances of target monthly distributions and target bonus participation.*
First ranking mortgage investment structure
Project Completion Guarantee*
Three target return profiles
Up to 19.0% target bonus participation*
Target investment term 24 months (Maximum 36 months)
Access Investment Memorandum
^ First ranking mortgage investment issued and managed by Sumo Managed Funds Pty Ltd ACN 663 210 188
*Target returns, bonuses and distributions are not guaranteed. Bonuses are conditional. Refer to the Information Memorandum for details regarding bonus participation and conditions for payment of bonus, and for details of the Project Completion Guarantee. Raise Private Capital Pty Ltd (CARNo. 1320689) is a Corporate Authorised Representative of Rhodes Asset Management Ltd (AFSL 464772). Financial products are not issued or managed by Raise Private Capital. Available to wholesale clients only, as defined under s761G of the Corporations Act 2001 (Cth). The information on this page is general in nature and does not constitute personal financial advice. Refer to the Information Memorandum for full investment terms, risks and disclosures. All investments carry risk, including potential loss of capital.
Located in Croydon, Victoria
Six apartment development
Target investment term 24 months (Maximum 36 months)
Available to wholesale investors only
Limited investment allocation
Development securing the investment
Renders of proposed property - indicative only.
Not All Investors Want the Same Return Profile
Choose between three investment profiles offering different balances of target monthly distributions and target bonus participation.
Structure your returns
Each investment profile offers a different balance of target monthly distributions and target bonus participation.*
Class 1a
12.0% p.a.
target monthly distributions
+
6.0% target bonus*
Higher allocation to target monthly distributions
Class 1b
10.0% p.a.
target monthly distributions
+
10.0% target bonus*
Balanced allocation between target monthly distributions and target bonus participation
Class 1c
8.0% p.a.
target monthly distributions
+
16.0% target bonus*
Higher allocation to target bonus participation
Maximise your bonus participation*
Eligible investors may qualify for up to three additional 1.0% bonus participation opportunities, which are cumulative where the relevant eligibility criteria are met.
✓ Existing Investor - Additional 1.0%
✓ Early Investor - Additional 1.0%
✓ Larger Allocation ($500,000+) - Additional 1.0%
Up to 19.0% Target Bonus Participation*
Depending on your selected investment profile and eligibility criteria.
Access Investment Memorandum
*Target returns, bonuses and distributions are not guaranteed. Bonuses are conditional. Refer to the Information Memorandum for details regarding bonus participation and conditions for payment of bonus.
Model a Potential Croydon Investment Outcome
Explore how different investment amounts, return profiles and bonus participation settings may affect the selected scenario.
Early Investor bonus participation is automatically included while the early investor period remains open under the IM.
By using this tool, you acknowledge that the calculations are illustrative only and are not a forecast, guarantee or estimate of the return you will receive.
View calculation breakdown
*Illustrative only. Target distributions, bonus participation and investment outcomes are not guaranteed and are subject to the terms, risks, project outcomes, participation criteria and sale proceeds ultimately realised as outlined in the Information Memorandum. Actual returns may be lower than shown, delayed, capitalised, or not paid.
Croydon investment opportunity
This opportunity relates to a first ranking mortgage investment structure backed by a development project located in Croydon, Victoria, managed by Sumo Managed Funds.
The project backing the mortgage involves the development of a purpose built residential accommodation project within the Specialist Disability Accommodation (SDA) sector.
The investment has been structured to provide wholesale clients with multiple return profile options and defined investment terms outlined in the Information Memorandum.
Full investment terms, structure details and risk disclosures are outlined in the Information Memorandum.
Access Investment Memorandum
Frequently asked questions
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This is a structured investment opportunity providing first ranking mortgage funding for the Croydon SDA development, available to wholesale investors only.
The investment is designed as a ring-fenced single asset structure with multiple return profile options outlined in the Information Memorandum.
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The project relates to the development of a purpose-built Specialist Disability Accommodation (SDA) residence designed to support high physical support accommodation requirements.
The SDA sector forms part of the broader alternative property investment market supported by long-term demographic and disability accommodation demand drivers.
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Investors may select from multiple return profile options featuring different combinations of target monthly distributions and target bonus components.
The opportunity has been designed for wholesale investors seeking exposure to structured investment opportunities with flexible return profile selections.
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Selected investment profiles include additional target bonus participation components linked to the investment structure and outlined in the Information Memorandum.
All target bonus participation is conditional and is not guaranteed. Payment of both the base bonus participation and any additional bonus participation depends on the conditions set out in the Information Memorandum, including the relevant project outcomes and bonus payment criteria.
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This opportunity is intended for wholesale clients only, as defined under the Corporations Act 2001 (Cth).
The investment is not available to retail investors.
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Unlike listed shares or traditional direct property ownership, this opportunity provides exposure to a structured private market investment with defined investment terms and multiple return profile options outlined in the Information Memorandum.
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Full investment terms, structure details, repayment objectives, risk disclosures and investor eligibility requirements are outlined in the Information Memorandum available upon request.
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Sumo Project 9 Fund is a structured investment opportunity providing first ranking mortgage funding for the Croydon Specialist Disability Accommodation (SDA) development.
The investment structure includes first ranking mortgage security over the property. The target investment term is 24 months, with three target return profiles offering different allocations between target monthly distributions and target bonus participation.
Investors should review the Information Memorandum for full details of the investment structure, security arrangements, target returns and associated risks.
All target bonus participation is conditional and is not guaranteed. Payment of both the base bonus participation and any additional bonus participation depends on the conditions set out in the Information Memorandum, including the relevant project outcomes and bonus payment criteria.
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Yes. Eligible wholesale investors can invest in Sumo Project 9 Fund through an SMSF.
As with any SMSF investment, investors should consider whether the investment is appropriate for their fund and consistent with its investment strategy, and obtain professional advice where required.
Please refer to the Information Memorandum for the full investment terms, eligibility requirements and risks.
Why invest?
Structured investment framework
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Defined investment structure outlined in the Information Memorandum |
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Clearly documented investor rights and obligations |
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Structured investment documentation outlining the investment terms |
Multiple investment profile options
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Multiple investment profile selections available |
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Monthly target distribution options |
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Potential upside participation through target bonus structures |
Experienced manager
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Experience managing structured mortgage investment opportunities |
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Performance oversight and project delivery framework |
Issued and managed by Sumo Managed Funds, a manager specialising in structured investment opportunities.
Sumo Managed Funds Pty Ltd ACN 663 210 188
Take the next step
If you are a wholesale client, request access to the Information Memorandum, investment structure details and current opportunity documentation.
Available to wholesale clients only as defined under s761G of the Corporations Act 2001 (Cth). Full investment terms, structure details and risks are outlined in the Information Memorandum. Raise Private Capital does not issue or manage financial products.