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Introduction

HoldenCAPITAL Partners (HCP) provides sophisticated investors with the opportunity to participate in first mortgage, second mortgage and preferred equity investment opportunities.


HoldenCAPITAL Partners is powered by HoldenCAPITAL, Australia’s #1 Commercial Mortgage Broker in 2015, 2016 and 2017. This relationship is what sets us apart from our competitors providing HCP investors with exclusive access to a constant flow of quality loan opportunities to consider. 


We invite you to register free to instantly access our exclusive current opportunities.

 

Investment Process

Scroll down to view our investment process.

  • Register with HoldenCAPITAL Partners

    Complete the registration form and provide evidence that you are a Sophisticated/Wholesale investor.

  • Receive Investment Opportunities

    Once your HoldenCAPITAL Partners account has been established you will be able to browse current Select Loan Investment opportunities.

  • Review Supplementary Information Memorandum

    Each Select Loan Investment is presented to HCP investors via a Supplementary Information Memorandum which outlines information including: the duration of the loan, the interest rate offered, the sponsor, type of loan and security, the location of the loan and how the funds will be utilised.

  • Complete Selection Form

    Once you have reviewed the SIM and decided to invest, please complete the accompanying Selection Form and transfer your funds to finalise your participation in the Select Loan Investment.

Who Can Invest?

Qualified Sophisticated/Wholesale investors are invited to participate in HoldenCAPITAL Partners investment opportunities. HCP’s Sophisticated/Wholesale investor certificate template can be downloaded here.

The following is a summary of who is considered a sophisticated/wholesale client in accordance with Chapter 6D or 7 of the Corporations Act 2001:

 

Product value test

Where the initial amount paid by the investor at the time of investment in a Select Loan Investment is at least $500,000. The person will remain a wholesale investor even if their investment subsequently falls below $500,000.

For investment less than $500,000, the following tests apply:

 

Individual wealth test

The person has provided a certificate by a qualified accountant stating that the person has net assets of at least $2.5million or gross income for each of the last two financial years of at least $250,000.

 

Professional investor test

The financial product is provided to a ‘professional investor’ which includes:

  • An Australian financial services licensee; 
  • A body regulated by APRA outside of superannuation;
  • A body registered under the Financial Corporations Act 1974;
  • Trustees of superannuation funds, approved deposit funds, pooled superannuation trusts and public sector superannuation schemes under the Superannuation Industry (Supervision) Act 1993 with net assets of at least $10million;
  • A person who controls at least $10million.

 

HCP’s Sophisticated/Wholesale investor certificate template can be downloaded here.

Opportunities

The investment opportunities we present will generally fall into three main risk vs reward structures:

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You can view HoldenCAPITAL Partners current investment opportunities here.