By clicking the submit button, you agree to our Conditions of Use and Privacy Policy
The Onerise Investment Fund gives investors the opportunity to invest in a portfolio of convenience retail and essential services properties located across Australia which are leased to ASX listed national tenants. The Fund’s property portfolio is designed to generate income and capital growth*
Target Income
8.02%*
Year 1 Target Income paid monthly
9.03%*
Avg 5y Target Income paid monthly
12.52%*
Avg 5y target Internal Rate of Return (IRR)
Why this opportunity stands out:
Strong Partnerships: Leased to Viva Energy, managing over 1,300 Shell service stations nationwide. (Learn more about Viva Energy!)
Attractive Income: Targeting an annual income of 8.02%* in Year 1, with an average annual income of up to 9.03% over a 5-year period, and a total average targeted return of 12.52% per annum, inclusive of capital growth.
Strategic Value: Properties acquired below replacement cost, ensuring you invest in value right from the start.
Diverse & Secure: Geographically diversified across WA, NSW, and QLD, with tenant-covered outgoings and capital expenses.
The Fund’s current focus is on a portfolio of Shell service stations leased to Viva Energy who are an ASX listed multibillion dollar company. The portfolio is geographically diversified across Australia and services high demand locations.
Current tenants:
The Fund focuses on assets leased to reputable, financially strong national tenants.
Fund Highlights
- Capital growth potential
- Geographically diversified portfolio
- Wholly leased to an ASX listed tenant
- 100% occupancy rate across all properties
- 7.5-year average lease expiry
- Invest from $50,000.00
- Open to both retail and wholesale investors
- ASIC-registered with strict compliance oversight
Direct Ownership and Capital Growth Potential
Invest in a portfolio of essential service station assets, offering direct ownership through a unit trust and immediate capital growth from below-replacement-value acquisitions.
Ownership in Prime Assets
By investing in the Onerise Investment Fund, you receive units in a unit trust that directly owns a portfolio of essential service station assets. This structure ensures that investors gain the benefits of ownership in high-quality properties leased to ASX-listed national tenants, offering secure, long-term income streams and potential capital growth.
Immediate Upside with Capital Growth
Our acquisition strategy targets service stations acquired at below replacement value, providing immediate upside potential for capital growth. These high-demand assets are strategically located in growth regions across Australia, ensuring both short-term appreciation and long-term value from rental growth and as property markets continue to rise.
Secure Your Investment with Strong, Long-Term Leases
The projected target distribution rates for the fund show a strong growth trajectory, starting at 8.02%* in Year 1 and reaching an impressive 10.68%* by Year 5. This reflects the fund's ability to optimize rental income and strategically manage its portfolio, with the added potential for capital growth further enhancing overall returns.
Investing in the Onerise Investment Fund not only secures your position in a high-demand asset class but also aligns you with a trusted manager dedicated to maximizing returns and long-term growth. This is your opportunity to benefit from stable income, diversified assets, and a strategic approach designed to deliver consistent results.
Strategic Asset Location
The breakdown of the geographic distribution of the service station portfolio in the Onerise Investment Fund. The portfolio consists of premium properties strategically located across Western Australia, New South Wales, and Queensland. These locations have been carefully selected for their strong market demand, robust traffic routes, and long-term growth potential.
Western Australia (50%)
Strategically located along major transport routes, catering to high volumes of traffic and local demand. The properties serve key roles in Western Australia’s growing regions, ensuring strong rental income and long-term stability.
New South Wales (25%)
Located on the Mid North Coast, this property serves a growing regional hub. Its position in a high-demand area ensures consistent rental income and long-term growth potential.
Queensland (25%)
Situated in central Queensland, this property benefits from steady traffic in a key regional center. Its strategic location supports both local and passing demand, contributing to solid, consistent returns.
The Fund Strategy
Convenience retail and essential services assets with strong growth potential.
The Onerise Investment Fund is focused on acquiring convenience retail and essential services assets across Australia, blending core income-generating properties with those that offer value-add potential.
Core Locations
Retail properties that are located in established, high-demand areas with strong growth potential.
High Quality Assets
Diversification aims to reduce risk by spreading investments across various properties and locations.
Value Add Opportunities
Investments in the fund may appreciate in value, offering investors the opportunity for capital gains in addition to rental income.
Long Term Leases
Stable income due to the nature of strong long tern underlying leases to national ASX Listed tenants.
The Onerise Investment Fund
The Fund is designed to provide investors with passive monthly income through an established portfolio of commercial assets, diversified across resilient property sectors including industrial, convenience retail and essential services.
Onerise Investment Fund(OIF)
Invests in convenience retail and
essential services properties.
Target Income
9.02%* p.a. avg
over 5 years
over 5 years
Target Internal Rate of Return (IRR)
12.52%* p.a. avg
over 5 years
over 5 years
Capital Growth Potential
YES
Invest From
$50,000