Investment Process
When you're investing your money in something, you want to know who you're investing with. We are here every step of the way.
Step #1: Request Invitation
Request an invitation to join the exclusive Yura Capital Investor Club.
Step #2: Schedule a Call
We only work with investors that we know that we can serve exceptionally well. We'd like to get to know you on the call and understand your investment goals.
Step #3: Learn about Opportunities
Once you’re in the Investor Club, you can expect notifications and exclusive access to upcoming investments in your inbox 5-6 times per year.
Step #4: Invest with Us
We go to great lengths to ensure investment alongside us is as easy as possible. We keep it simple and you're investing experience will be too.
Step #5: Build your Wealth
Investment opportunities in Yura Capital focus on balance of cash flow and capital growth. You'll receive monthly updates as well as comprehensie quarterly updates.
Frequently asked questions
Who can invest with Yura Capital?
Yura Capital collaborates with investors who are classified as 'wholesale'.
To qualify as a wholesale investor, you must:
- Own net assets valued at a minimum of $2.5 million; or
- Have earned a yearly income of $250,000 or more in the last two years; or
- Hold ownership or have control over a business or trust meeting one of the aforementioned financial thresholds; or
- Commit more than $500,000 to a syndicate investment.
In certain cases, we might consider investments from those who do not fulfill the above requirements.
What is the investment minimum to be part of a Yura Capital property syndicate?
For new investors, Yura Capital has a minimum investment of $50,000. Please be aware that this amount is subject to change based on the particular property involved in the syndication.
If you are considering investing a smaller sum, we invite you to contact us to explore your situation and possible involvement.
What's the maximum investment allowed in a Yura Capital property syndicate?
Yura Capital does not impose a maximum investment limit. The total value of the property will inherently determine the investment needed to acquire it.
Loyalty is highly valued at Yura Capital, and as such, repeat investors are given priority in investment opportunities. Following this, investment parcels are allocated on a 'first come, first served' basis, ensuring fairness and transparency in the investment process.
What documentation is necessary to invest with Yura Capital?
To initiate your investment with Yura Capital, the following documents are required:
- A copy of your personal identification, with a driver’s license being acceptable for Australian citizens and a passport for foreign nationals.
- An Investor Details Form, which we will provide upon request.
- An Application for Units, also provided upon request.
- An Accountant’s Certificate, confirming that you, or your entity such as a company, SMSF, or Trust, qualify as a sophisticated investor in accordance with the criteria previously mentioned.
For a comprehensive list of all necessary documentation, please reach out to us via email at invest@yuracapital.com.au.
What is Yura Capital's due diligence process before acquiring a property?
Yura Capital conducts a comprehensive due diligence process for each property, ensuring the safeguarding of investor interests and minimizing risks as much as possible.
The due diligence process encompasses:
- Legal review and advice on all property leases
- Reviewing the property's tenant history, including payments and turnover rates
- Underwriting based on our financial model and projections
- Third-party property valuation from a qualified, independent valuer approved by the bank
- On-site inspections and certifications for the building
- Engaging with local councils to identify any upcoming developments in the area that might affect the property
We believe in leaving no stone unturned to secure the best interests of our investors.
What acquisition structure does Yura Capital use for its property investments?
Yura Capital acquires each property through a dedicated fixed-unit trust, overseen by a corporate trustee.
Investors acquire units within the unit trust, which in turn grants them a proportional direct ownership stake in the property, aligned with the size of their investment.
This structure provides independence of each investment syndicate, eliminating risks associated with cross-collateralized debt and safeguarding the assets of every investor involved.
Who is responsible for making property-related decisions at Yura Capital?
As the trustee, Yura Capital holds the responsibility for making all management decisions to increase and maintain the property's value, sharing ownership of the property with investors.
Furthermore, Yura Capital maintains a 'reserve fund' to act as a financial buffer against risks such as tenant vacancies, economic downturns, and requirements for capital or structural repairs.
While the reserve fund does not offer an unequivocal assurance, it provides a significant layer of protection for investors against unforeseen market changes and occasional adverse conditions.
What is the typical duration of a Yura Capital investment syndicate?
Each Yura Capital syndicate is structured with a predefined approximate lifespan, typically spanning from four to seven years.
Nevertheless, we evaluate each syndicate individually, always on the lookout for opportunities to enhance the asset's value throughout its duration.
Can I sell my investment at any time?
Throughout the duration of a syndicate, any investor (also referred to as a unit holder) has the opportunity to sell their units, under the stipulation that these units are first offered to existing unit holders.
This allows current investors the chance to increase their stake in the property before the units are made available to new participants in the trust.
Yura Capital manages the sale of units with the intention of safeguarding and enhancing the investment of every stakeholder. Our goal is to ensure that the value of the units reflects the property's worth as closely as possible, aiming to keep these values at their peak.
We also keep a list of potential investors interested in joining our syndicate opportunities. While it's not guaranteed, it's likely that these individuals would be interested in acquiring units as they become available, facilitating a seamless process for those looking to sell their units.
How does Yura Capital ensure the protection of personal information?
Yura Capital is fully compliant with The Privacy Act 1988.
We prioritize the privacy and security of our investors' data, adhering strictly to the legal standards set forth by the act.
Are Self Managed Superannuation Funds (SMSFs) able to invest with Yura Capital?
Many Yura Capital investors choose to utilize their Self Managed Super Funds (SMSFs) for investments with us.
SMSFs are recognized for their efficiency as investment vehicles, particularly in optimizing tax benefits on investment earnings and profits.
Every syndicate we manage aligns with the requirements of the Superannuation Industry (Supervision) Act 1993, enabling investors to benefit from tax-efficient cash flows and capital appreciation.
This compliance ensures that our investment structures are conducive to maximizing the financial advantages for SMSF investors.
Can international investors participate in Yura Capital's investments?
Yes, Yura Capital works with international investors.
If you're an international investor interested in exploring opportunities with us, we encourage you to reach out for detailed information on how to join our investment community.