March 2023 Monthly Report
CAPSPACE PRIVATE DEBT FUND
Capspace Private Debt Fund invests in short to medium term loans focussed on
viable growing Australian businesses backed by real property security.
FUND PERFORMANCE MARCH 2023 |
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Investor Return: 8% |
Since Inception: 8% |
Unit Net Asset Value |
CAPITAL PROTECTION |
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LVR This Month: 57% |
LVR Last Month: 57% |
% 1st Mortgages |
INVESTMENT PORTFOLIO |
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No. Loans: 40 |
No. in Arrears: 0 |
No. of Defaults: 0 |
STABILITY IN UNCERTAIN TIMES
These are uncertain times for investors. Inflation, cost of living pressures, rising interest rates, war in Ukraine and geopolitical tensions.
Capspace gives surety and stability to investors throughout the economic cycle. Our investments in loans to well managed businesses backed by a high quality portfolio of real property held as security delivers reliable returns to our investors.
During the first quarter of 2023, Capspace commissioned independent research on the Private Debt Fund and the quality of the property held as security. The research reaffirmed the value of the Capspace investment approach.
HAPPY BIRTHDAY (TO US!)
March 2023 marks the 3rd anniversary of the Fund. Capspace has developed a broad community of like minded clients, both investors and borrowers, that value our mission of "Helping Australian's Succeed'.
Thank you for your trust in us and your ongoing support.
