Investing

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21.0%

Average Net IRR
(completed funds, after fees)

69.2%

Average Net Total Return
(completed funds, after fees)

$968 million

Total Transactional Activity

21 years

Directors’ Partnership Tenure

7

Equity

0

Debt

Active Investments

2010

Established

Direct Property

What direct property investments do Forza Capital offer?

We provide standalone, direct investment opportunities across a variety of property sectors. We consider thousands of property transactions as we look for disconnections between perception and pricing. Such opportunities are difficult to find and secure, and we only offer a few investments each year. Sometimes that means there can be substantial periods between investments while we scour the markets.

How are direct property investments structured?

Investments are offered through simple, closed-ended investment vehicles, typically comprising a single asset.

Are Forza Capital’s interests aligned?

Forza backs its investment ability and seeks to earn most of its remuneration through absolute performance. Where we can, we also invest directly in our Funds. This ensures that the interests of investors and Forza are aligned, and that we always have “skin in the game”.

What happens once I invest?

Throughout the investment period we communicate regularly with our investors, and most funds seek to pay distributions quarterly. We value the long-standing relationships we have with our clients, and a big part of what we offer is direct, open access to our team.

How do I invest?

If you are interested to hear more about investing with Forza Capital, you can contact us on 03 9650 9300 or info@forzacapital.com.au

Property Debt

We have established the Forza Debt Investments Fund to provide investors with access to institutional grade debt investments offered by Madigan Capital. Structured as a wholesale contributory mortgage scheme, the Fund will offer exposure to discrete senior first mortgage Loan Investments targeting an asymmetry between the relative risk of an investment in a loan and the return it will generate. The Fund is targeting an investor return range of between a 5-9% IRR (net of fees but pre tax) across a range of loan opportunities

Madigan Capital is a specialist non-bank real estate lender that currently manages over $1 billion of commercial real estate debt exclusively for institutional investors. Established in 2016 by Michael Wood, it is 50% owned by Madigan CEO Michael Wood and other members of the Madigan executive team with the other 50% owned by CC Real, a major European real estate investor with over €2.7 billion in assets. The Chairman of Madigan is Barry Brakey, Managing Partner of CC Real and the former Head of Property for the Future Fund.

By collaborating on this Fund, both Forza Capital and Madigan Capital can leverage their respective skills and networks to carefully curate and manage a range of high qualitydebt investment opportunities. The collective capabilities of the team deliver exceptional risk management and opportunity identification.

It is the intent of the Fund to offer exposure to senior first mortgage Loan Investments that have the following characteristics:

  • First ranking security over real property and/or all assets of the borrower;
  • The Loan is to a strong Sponsor who has a track record of successful investment outcomes;
  • Loan to Value ratios typically in the range of 50% – 70%;
  • Tenure of a Loan Investments typically in the range of 12 – 24 months.

How is the Fund structured?

Structured as a contributory mortgage scheme, the Fund will offer discrete senior first mortgage loan opportunities whereby wholesale investors can select the loan(s) they wish to participate in. 

How Are Forza Capital and Madigan Capital remunerated?

The Fund charges fully disclosed establishment fees and management fees with no “hidden” fees paid directly by the Borrower. Forza Capital and Madigan Capital share the disclosed fees.

Despite the institutional quality of the investments offered, all remuneration has been designed to be very competitive relative to other private debt providers 

How do I invest?

If you are interested to hear more about investing with Forza Capital, you can contact us on 03 9650 9300 or info@forzacapital.com.au

We think like investors, not fund managers. Experience the difference.

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