Overview

In late 2021, MaxCap Direct Investment identified a market opportunity to participate in high-quality real estate projects in partnership with leading developers via capital structures providing greater downside protection for investors. To capitalise upon this opportunity, MaxCap Direct Investment established its third partnership fund, the MaxCap Diversified Opportunity Fund (MDOF).

MaxCap Direct Investment’s platform was ideally suited to cater to this market opportunity with a specialised team of experts originating and managing real estate investments.

To date, MaxCap Direct Investment has acquired a diversified, robust portfolio of highly attractive investments, providing investors immediate diversification to sectors, geographies, partners and investment structures.

Importantly, MDOF’s investments have predominately been structured as hybrid investments, providing significant downside protection for investors whilst retaining exposure to uncapped return upside.

The Opportunity

Investors are offered a limited and unique opportunity to participate at an advanced stage of a development fund lifecycle. Investors will benefit from partnering with the highly specialised and experienced MaxCap Direct Investment team, boasting extensive expertise in real estate development and a strong track record.

The late-stage investment opportunity provides investors access to a portfolio of significantly de-risked development investments with many key milestones achieved or well progressed.

The acquired portfolio provides investors with immediate attractive diversification to sectors, geographies, partners and investment structures with certainty of capital deployment, a clearly defined draw profile and strong risk-adjusted forecast returns.
As a key point of difference to typical equity funds, MDOF’s investments are structured predominantly as hybrid investments, providing the Fund’s investors with a preferred return of capital and heavy downside protection.

Investment Thesis

• Unique Advanced Stage Investment
• Structured Downside Protection
• Secured Portfolio of Resilient Investments
• Strong Risk-Adjusted Portfolio Returns
• Deployment Certainty
• Experienced Manager