Australian Real Estate Private Equity Fund –Seeking institutional and family office investors

About Wealth Pi Fund 

 
Wealth Pi Fund is a leading Australian real estate investment manager, specialising in both debt and equity financing across residential, commercial, and industrial developments. Since 2017, we have completed A$1 billion in transactions, funding more than 140 hand-picked projects with a track record of zero defaults and consistent above-market returns. 

We partner with global institutions, family offices, and high-net-worth investors, offering access to secured, asset-backed opportunities that deliver 8–10% annual returns for first mortgage investments and 11–15% for mezzanine investments. 

Our Value Proposition for Investors 

• Prime Locations & Exclusive Access – Our portfolio is concentrated in Australia’s most desirable areas in Sydney and Melbourne, where underlying asset values remain resilient. Through our proprietary origination network, we secure high-quality opportunities in these prime locations that new entrants and most competitors cannot access. 

• Conservative Lending Approach – We adopt a disciplined lending model, typically capping LVR at 70%, providing investors with a strong margin of safety and reducing downside risk. 

• Enhanced Safety, Competitive Returns – With one of the most rigorous credit assessment processes in the market, every project undergoes independent valuation, legal verification, and committee approval. This ensures investors enjoy comparable returns to peers (8–15% p.a.) with lower relative risk. 

• Proven Performance – Over 117 projects successfully exited with all target returns achieved and zero defaults, demonstrating consistency and reliability across market cycles.

Why Investors Choose Wealth Pi 

• Proven Innovation – One of the first Australian property fund to issue ASX Austraclear-settled bonds backed by first mortgage security, setting a precedent in structured real estate financing. 

• Strong Risk Management – Rigorous due diligence, independent credit committee reviews, and partnerships with top-tier legal and valuation firms ensure capital protection and deal quality. 

• Experienced Team – A management team with collective expertise overseeing over A$5 billion in property lending, construction, and related transactions. 

• Regulated & Trusted – Authorised representative of AFSL (License No. 354933) regulated by ASIC, demonstrating robust compliance and governance standards. 

• Diverse Investor Base – Trusted by superannuation funds, family offices, institutional investors, and international partners, reflecting broad market confidence. 

• Reputation for Integrity – Recognised for professionalism, transparency, and responsible post-investment management, consistently praised by both investors and developers