OPPORTUNITY INTRODUCTION CLEAR EXIT STRATEGY WITH STRONG UPSIDE
The Berwick Marketplace Syndicate represents a compelling opportunity to acquire a high-performing neighbourhood shopping centre with immediate income, strong cashflow visibility, and clear upside through active management.
At acquisition, the asset is secured at a 6.23% yield on a $26,115,000 purchase price, underpinned by passing income of $1.625M. The capital structure is deliberately conservative, with 55% LVR debt, providing both resilience and flexibility through the hold period.
From day one, the investment delivers stable and growing income distributions, starting at 5.1% in Year 1 and increasing progressively to 6.2% by Year 4. This growth is driven by a combination of rental uplift, leasing execution, and active asset management.
Importantly, all distributable cashflow is returned to investors annually, with no retained earnings, ensuring consistent income visibility throughout the investment term.
The Manager will defer 75% of its investment management fee over the term of the investment only payable at maturity/ divestment of the asset.
02
ACTIVE MANAGEMENT = VALUE CREATION
The business plan is not passive. Wizel Invest will deploy up to $1.35M in capital expenditure and leasing initiatives on a need basis to:
ENHANCE TENANT MIX FOCUSSING ON DEFENSIVE & MEDICAL OCCUPIERS IMPROVE ASSET PRESENTATION AND CUSTOMER EXPERIENCE TO ENHANCE MAT*
1 3 2 4
These initiatives are already reflected conservatively in the forecasts, with allowances for leasing costs, incentives, and capital works fully provisioned.
The syndicate targets an exit in Year 4 at a 5.25% capitalisation, reflecting improved income profile, WALE and asset performance.
After debt repayment and costs, the strategy delivers a forecast IRR of 15.52% (pre-tax and fees) — a highly attractive return for a defensive, income-producing retail asset.
~$34.86M
Projected Sale Price
04
Significant capital uplift from the original acquisition basis
Strong equity multiple for investors
WHY THIS WORKS FOR INVESTORS
Immediate income with growing distributions
Defensive asset class anchored by non-discretionary retail
Moderate leverage (55% LVR) protecting downside
Fully funded capex and leasing strategy
Defined 4-year exit with yield compression upside
Institutional-style underwriting with entrepreneurial execution
Highly experienced investment management team
THE WIZEL INVEST EDGE
This is where the opportunity differentiates. Wizel Invest brings a hands-on, transaction-led approach to asset management — not just holding real estate, but actively driving performance through leasing, repositioning, and capital strategy.
103 On Site Car Spaces + Council Parking
Woolworths/BWS 75% GLA
INVESTMENT STRUCTURE
Don Foulds is a National Director in Retail Advisory at Charter Keck Cramer, bringing more than 20 years of experience advising and representing Australia’s major retailers. Don is a trusted advisor to REITs, retail investors, developers and finance groups, providing market intelligence and strategic guidance to enhance project performance and effectively manage risk.
He specialises in retail centres and mixed-use developments providing insight into major retailers’ internal decision-making processes, underpinned by a proven track record in the acquisition and delivery of multiple award-winning retail and mixed-use residential projects. He holds a Bachelor of Engineering (Civil) and a Graduate Diploma in Business Management (Innovation) from Swinburne University of Technology and is a member of the Australian Institute of Company Directors.
DON FOULDS INDEPENDENT ASSET ADVISOR MINIMUM & MAXIMUM INVESTMENT ALLOCATION
In order to satisfy those that have been waiting to invest via Mark Wizel & Lewis Tong of Wizel Invest, we have adopted a minimum and maximum investment allocation. We look forward to servicing all investors in the way in which Investors should be serviced.’’
*The Investment Manager can advise the trustee to accept investments lower than the minimum investment amount if the investor can satisfy wholesale definition through other means (such as asset/income etc)
$500,000
$1,000,000
KEY INVESTMENT INFORMATION
financial product, legal, taxation or investment advice. Recipients should obtain independent professional advice and conduct their own due diligence before making any investment decision. Forecasts and forward-looking statements. This document contains forecasts, projections and forward-looking statements (including projected income, distributions, exit pricing, capitalisation rates