Fund managers creating investable green farmland funds
Open now for investment.
Upscale Funds Management’s latest Fund, the Koala Farmland Fund 2 (KFF2) is now accepting applications.
The investment objective of Koala Farmland Fund 2 (Fund) is to create a more investable, climate resilient agricultural property Fund that is positive for investors and the environment.
The Fund’s investment strategy is to purchase farmland in Southern Queensland (SQ) and add environmental income, predominantly biodiversity offsets, to traditional agricultural revenue.
Biodiversity offsets in SQ are in continual demand because of strong population growth and consequent expansion in housing and infrastructure. Habitat destroyed in the process must be avoided or replaced (offset) elsewhere. Developers pay offset providers to re-zone, preserve, and maintain replacement land. Conversely, there is a lower supply of land available, very few offset providers, and particularly complex regulation.
Other income streams to add to traditional agriculture may include carbon farming and leasing the properties to renewable energy projects.
The Fund is an unlisted managed investment scheme available only to Wholesale Clients with a $50,000 minimum investment.
The Fund manager, Upscale Funds Management (UFM), or its associates have unique intellectual property and a strong track record over 8 years. UFM has little competition in consistent growth markets with high barriers to entry. The investment strategy of the Fund has already been successfully implemented in KFF1. UFM Directors are also foundation investors in the KFF2.
The Fund:
- is targeting a 22% return on capital investment
- has a diversified alternate investment in real property strategy, uncorrelated to financial markets, with farmland purchased at agricultural prices offering excellent downside risk protection;
- seeks to acquire land that has the potential for multiple income stream options to maximise returns and reduce concentration risk on property income; and
- seeks to have good outcomes for investors and the environment.
To register your interest, please contact us via the link below.
CARFF
Upscale Fund Management’s Carbon and Renewables Farmland Fund.
40 Million
Funds under management
75,000
Hectares under management
10%
Targeted returns
Upscale Funds Management (previously Country Asset Management) is different from other asset management companies.
We understand and specialise in agriculture and the environment.
There are many operators out there who understand one of these, but very few who know them both.
We acknowledge the traditional custodians of the lands in which we operate, and we pay our respects to elders past, present and emerging.
Upscale Funds Management Pty Ltd (ABN 87 628 475 123, AFS Representative No. 001300807), is a Corporate Authorised Representative of Upscale Capital Pty Ltd (ABN: 97 655 742 635, AFSL 550389).
Any information about financial products and financial services available from or through Upscale Funds Management is general information only and does not take into account your personal objectives, financial situation or needs. Upscale Funds Management does not guarantee the return of capital, payment of distributions, or performance of any investments. Any reference to past performance is not a reliable indicator of future performance.