Investment strategy

Soar find and fund future estate by investing in debt and equity of high quality real estates from the metropolitan areas of Australia’s largest cities, where compelling demand and project scarcity serve as pillars of the return.

Location Selectivity

We stick to selecting projects from only metropolitan areas with continuously proven high demand, sound infrastructure and amenities, that we are confident to exit smoothly during market up and down turns.

Defensive LVR

All debt instruments are backed against quality Australian real-estate with defensive LVRs, typically below 65%.

Risk Control

All debts are backed by predominantly first mortgages, along with company and personal guarantees from the Directors of the borrowing entities.

Transparency

For all debt/equity investors, we display the full spectrum of project budget/capital flow, along with sending quarterly reports that include progress of all projects involved. Investors are welcomed to self-visit the construction sites as well.

Expertise & Insight

Soar is teamed up with financial experts, ex-builders and developers with substantial on-hand knowledge of the local market. From our due diligence to daily project monitoring, and to our defined exit strategy, experts from the Soar team bring intimate efforts to deliver superior returns.

Our Funds

Soar Income Fund

  • Target 8% p.a. gross return
  • Monthly income distribution
  • Private debt investments on projects throughout selective lands, predominantly first- mortagage backed with average LVR below 65%

Soar Elevation Fund

  • Target gross return 25%-30% p.a.
  • Private equity placements in premium real estate development projects. Closely monitored by Soar’s in-house expert team

How to invest

New investors

To start investing with Soar Asset Management, follow these steps

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Step 01

Contact us via the  Form  or through our relationship managers, to acquire the Information Memorandum and Application Form

Read the Information Memorandum
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Step 02
Fill and sign the application form, email along with required documents as specified to info@soaram.com
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Step 03
You will be sent an email confirming your application. Then you can make the fund transfer
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Step 04
Confirmation of investment and unit holding certificate will be sent to you via email
Step 05

New investors

To start investing with Soar Asset Management, follow these steps

Step 01

Contact us via the  Form , via phone, or through our relationship manager, to acquire the Information Memorandum and Application Form

Read the Information Memorandum
Step 02
Fill and sign the application form, email along with required documents specified to info@soaram.com
Step 03
You will be sent an email confirming your application. Then you can wire transfer the fund
Step 04
Confirmation of investment and unit holding certificate will be sent to you via email
Step 05

Existing investors:

Download and fill the Additional Investment Form and email to: info@soaram.com or contact your relationship manager