Fund 2B was established in 2019 to allow investors wanting a high yield exposure to Australian hospitality. The fund is targeting mid-teen returns and inflationary capital growth. 2B is property lite (typically 20-30%) and will invest mainly in Management Rights. This model is well established in Australia, backed by legislation in most states and is used by many major hotel chains (eg Quest, Mantra, Adina). The risk profile of these assets is very different to other TARHF assets but not necessarily higher. Management Rights tend to have more stable capital values and often a solid floor (and ceiling) in value. While part of a regional fund, 2B will also make investments in some capital cities.

For further information, please contact John Zeckendorf (jz@mandala.net.au) or (rs@mandala.net.au).

 

Fund Documents

Mandala TARHF Fund 2B Presentation Deck

TARHF Offer document 2B

Executed Trust Deed lores 

Mandala-TARHF-Investment-Memorandum-31-October-2014

Fund Application Forms

Mandala TARHF 2B Subscription Deed

TARHF Application Form.doc

AML ID form – AUSTRALIAN COMPANIES – SAVEABLE.pdf

AML ID form – FOREIGN COMPANIES FACTA – SAVEABLE.pdf

AML ID form – INDIVIDUALS – SAVEABLE.pdf

AML ID form – AUST REGULATED TRUSTS (incl SMSF) – SAVEABLE.pdf

AML ID form – PARTNERSHIPS – SAVEABLE.pdf

AML ID form – UNREGULATED TRUSTS – SAVEABLE.pdf