MaxCap Investment Trust (MIT)

MaxCap Investment Trust (MIT) is MaxCap’s flagship debt fund vehicle.

MaxCap Investment Trust (MIT) is MaxCap’s flagship debt fund vehicle. It’s evergreen structure offers investors immediate exposure to established, diversified pools of high-quality Commercial Real Estate Debt (CRED) positions, regular liquidity, and the choice of return targets.

Why Invest in the MIT?

Evergreen Platform

The MaxCap Investment Trust (“MIT”), offering investors ongoing access to the Australasian Commercial Real Estate Debt (“CRED”) asset class. The fund benefits from low volatility and provides an inflation hedge.

Diversified Pool

The MaxCap Investment Trust allows investors to gain immediate exposure to established, diversified pools of high-quality CRED positions and the quarterly distributions these generate.

Two Product Options

Investors can choose from two product options, First Mortgage or High Yield, depending on their preferred risk appetite and investment return targets.

Strong Net Returns

The First Mortgage and High Yield mortgage products will target net returns of RBA cash rate plus 5.00% and RBA cash rate plus 8.00%* respectively.
*Currently 4.35% as at 20 November 2023

Prudent Management

Portfolio construction guidelines on geographies, sponsors and loan type allow for prudent management of everchanging market conditions.

Flexibility & Liquidity

Investors are also able to access liquidity on an ongoing basis, providing flexibility regarding commitment periods.

Monthly Performance

MIT First Mortgage Track Record

	1M	3M	6M	12M	INCEPTION
RBA Cash Yield	0.35%	1.07%	2.15%	4.26%	4.16%
Target Net Return	0.74%	2.25%	4.56%	9.26%	9.16%
Net Return	1.01%	2.58%	5.41%	11.50%	10.83%

First Mortgage Class Track Record as at 1 July 2024

Quarterly Reports

First Mortgage Reports

Latest Report First Mortgage Q2 2024

Previous Reports

History Reports

First Mortgage Q1 2024 First Mortgage Q4 2023

MIT High Yield Track Record

	1M	3M	6M	12M	INCEPTION
RBA Cash Yield	0.35%	1.07%	2.15%	4.26%	4.16%
Target Net Return	0.96%	2.95%	5.98%	12.26%	12.16%
Net Return	0.83%	3.17%	6.17%	12.37%	11.78%

High Yield Class Track Record as at 1 July 2024

High Yield Reports

Latest Report High Yield Q2 2024

Previous Reports

History Reports

High Yield Q1 2024 High Yield Q4 2023

Australian CRED Investment Opportunity

Australian Commercial Real Estate Debt (CRED) offers a compelling investment avenue for those seeking consistent returns and robust growth potential. CRED involves lending to property developers and owners in Australia’s thriving commercial real estate sector, backed by high-quality assets and solid market fundamentals. Investing in Australian CRED provides opportunities to earn attractive interest yields, with the added benefit of diversification across a dynamic and resilient property market.

Find out more about MaxCap CRE Debt opportunities here.