Investment Vehicles

We offer a wide variety of funds designed to match a range of investor risk/return expectations.

Fund   Fund Size   Investment Strategy   Target Investment Size
Core Open Fund
Westpen Properties Ltd.
$1 billion Maintain a diversified portfolio of core income producing office, industrial and retail properties designed to generate a stable long-term return $15 - 40 million
Core Closed End Funds
Bentall Property Fund Series (I-VI)
$30-100 million
each fund
Maintain a diversified portfolio of core income producing office, industrial and retail properties designed to generate a stable long-term return $2 -15 million
Specialty Fund
Penreal Property Trust II
$50 million Provide mezzanine financing and equity lending
to residential and commercial developers
$2-10 million
Opportunity Funds
PenRetail Series (I - III)
$100-400 million each fund Acquire and reposition under-performing retail centres through re-leasing and redevelopment $20 - 60 million
Separate Accounts
Various Clients
Varies by account Strategies are tailored to specific client goals Varies