Invest With a Fund That Puts Investors First
Earn 10-20%* p.a. through secured, property-backed investment opportunities
A disciplined, investor-first approach to property-backed investing
268 Fund provides wholesale investors access to secured, property-backed investment opportunities designed to deliver attractive, risk-managed returns - without unnecessary complexity. We invest alongside you, structure every deal to prioritise investors, and apply institutional-grade due diligence before any capital is deployed. This is how we protect investor outcomes.*
Investment Options
Choose from two clear, property-secured investment pathways, each designed for confident, risk-managed performance.
Direct Mortgage Investments
Invest in property-backed loans.
Invest in property-backed loans secured by registered first or second mortgages.
Property-secured loans (first and second registered mortgages)
Monthly interest distribution options
Fixed, stable income potential
Disciplined LVR limits (typically up to 68% single asset, higher LVR requires additional property security
Triple-layer due diligence; combining internal analysis, internal legal review, Credit Committee oversight and external legal due diligence.
268 co-invests alongside you
Short and medium investments available (6–24 months)
Detailed project updates and transparent reporting
Equity Investments
in Selected Property Developments
Gain exposure to development profits through structured property equity investments.
Profit-share participation in Australian property developments*
Monthly distribution options plus profit-share at completion
268-led developments
Established project management and quantity surveying partners oversee construction and milestones, appointed by the board.
Backed by Australian property
Triple-layer due diligence; combining internal analysis, internal legal review, Credit Committee oversight and external legal due diligence.
268 co-invests in every development
Comprehensive progress reporting throughout the project
Builder selected through a disciplined approval process
Typical 268 Fund Investors
We work with investors who value security, transparency, and disciplined risk management.
SMSFs (Self-Managed Super Funds)
Seeking higher returns than term deposits, with access to structured opportunities that provide monthly income to support cashflow.
High Net Worth Individuals
Diversifying beyond shares and traditional property ownership, with exposure to development profits without the demands of being a developer.
Family Offices & Institutional Investors
Allocating capital to secured, tangible assets with transparent reporting, often investing across multiple opportunities to build a balanced portfolio.
Sophisticated Investors and Companies
Focused on reliable income and capital preservation, prioritising security and clarity over maximum growth.
Investor-First Structure
At 268 Fund, our investment structures are intentionally designed so investors rank ahead of the business. In every investment:
Investors rank ahead of 268 in the repayment order
This approach can be less common in alternative investments, but fundamental to how we operate.
Our belief is simple: trust is built into the structure of an investment, not the story told around it.
We Co-Invest
268 Fund invests its own capital into deals offered to investors. If an investment does not meet our investment standards, it is not presented.
We succeed only when our investors do.
How We Select Investments
Triple-Layer Due Diligence
Every opportunity passes through three independent layers of review before it is approved. If any layer fails, the opportunity is rejected until corrected with legal advice.
1. Internal Analyst Review
Including, but not limited to, financial feasibility, exit strategy, downside modelling, and assessment of borrower, developer and builder capability.
2. Internal Legal Review
Including, but not limited to, investment structure, security position, and documentation integrity; this review is carried out by our in-house lawyer, who reports directly to the Credit Committee Chair.
3. External Specialist Legal Review
Independent due diligence is conducted by an experienced specialist property finance law firm, including verification of security and documentation, with any required amendments resolved prior to approval, and full management of the settlement process through to completion.
Stress-Tested Before You See It
Before any opportunity is approved, it is tested against real-world downside scenarios, including:
- Sale prices falling below forecast
- Construction & project costs exceeding expectation
- Settlement delays
- Rising Interest rates
If the project cannot withstand all stress testing, it is not offered.
Investment Pathways
268 Fund offers two distinct property-backed investment pathways, allowing investors to choose the structure that best aligns with their objectives and risk profile.
Mortgage Investments
Invest in property-backed loans.
Designed for investors prioritising income, structure, and security.
Property-secured loans (first and second mortgages)
Monthly interest distribution
Fixed, stable income potential
Disciplined LVR limits (typically up to 68% single asset, higher LVR requires additional property security
Triple-layer due diligence (inhouse analyst and legal review prior to investment credit committee process and external legal due diligence)
Investors always paid before the Fund Manager (268 Fund)
268 co-invests alongside you in every opportunity
Only Short and medium investments available (often 6–24 months)
Detailed project updates and transparent reporting
Equity Investments
You become a development partner
Gain exposure to development profits through structured property equity investments.
Profit-share participation in Australian property developments
Monthly distribution plus profit-share at completion
Higher return potential for a higher-risk profile
268-led developments or joint ventures with trusted partners
In-house project management overseeing builds and milestones
Backed by Australian property
Triple-layer due diligence (inhouse analyst and legal review prior to investment credit committee process and external legal due diligence)
268 co-invests in every development
Comprehensive progress reporting throughout the project
Builder selection is paramount
*Investments are available to wholesale investors only. Past performance is not a reliable indicator of future performance. Refer to the Information Memorandum (IM) and relevant Supplementary Information Memorandum (SIM) for full details, risks and terms.
Ongoing Oversight & Communication
- Monthly investor reporting
- Quarterly project updates, including photos and commentary
- Clear, transparent communication around progress, delays or changes
- Direct access to the team, including senior decision-makers
You are kept informed at every stage of the investment lifecycle through regular reporting and clear communication. No black boxes. No surprises.
How it works
A simple, transparent
investment process
Initial Enquiry
Speak with our team to understand how 268 Fund operates.
Review Disclosure Documents
Access the Information Memorandum and relevant SIMs.
Select Opportunities
Choose specific investments that align with your objectives.
Ongoing Reporting
Receive regular updates throughout the investment lifecycle.
Start the
conversation
Find answers to common questions about our investment fund.
View All FAQsWho can invest?
268 Fund accepts investments from wholesale, experienced and sophisticated investors as defined under the Corporations Act 2001 (Cth).
What is a Wholesale investor?
A wholesale investor is an individual or entity that meets certain financial criteria under the Corporations Act 2001 (Cth), allowing them to access investment opportunities that are not available to retail investors.
You may qualify as a wholesale investor if you meet at least one of the following:
- Net assets of at least $2.5 million, or
- Gross income of at least $250,000 per year for the past two financial years (certified by a qualified accountant), or
- Invest $500,000 or more in a single investment offer.
Can I invest through my SMSF?
Yes. Investments may be made through a Self-Managed Super Fund (SMSF), provided the trustee meets the wholesale investor requirements. You will be required to provide your SMSF trust deed and trustee details during the application process.
What if I want to exit early?
Investments are generally illiquid for their term. Early withdrawal is not typically available and may be subject to fees and conditions outlined in the IM and SIM. If a suitable replacement investor is found, an early transfer may be considered. Please contact us to discuss your options.
How are returns taxed?
Returns are generally treated as income for tax purposes. Please speak with your accountant or financial adviser for personal tax advice.
Can I visit the development site?
Yes. Contact us to arrange a site tour with our project manager.
*Past performance is not a reliable indicator of future performance. The performance of the Funds is not guaranteed. Rates are subject to change. Please see SIM for further details. Ts and Cs apply. For more information please call us on 03 9002 1868 or email invest@268fund.com.au