Rivkin Private Wealth Products are intended for wholesale investors. Join CIO Shannon Rivkin and Portfolio Manager James Woods as they share insights into Redcape’s strategy, why this specialised asset class continues to perform through economic cycles, and how it can complement existing portfolios.
Why Hospitality Real Assets?
✔ Defensive Yield Profile – Targeting a 7.5% annualised yield with ~60% tax-deferred income, backed by resilient trading venues.
✔ Discounted Entry Point – Investors can access the fund at $1.45 per unit, versus a NAV of $1.50
✔ Attractive Total Return – Target ~15% p.a.* total return over the next two-years
✔ Diversified Portfolio – 27 high-quality assets across Australia’s eastern seaboard, including a significant land bank in Greater Sydney.
Why MA Redcape Hotel Fund?
✔ Proven Track Record – Delivering 12% p.a.* since inception, even through COVID-19 and inflationary pressure.
✔ $1.1B+ Portfolio of High-Quality Hotels – 27 venues across the eastern seaboard, 93% freehold, and 73% in Greater Sydney.
✔ Experienced Operator – Managed by MA Financial and Redcape Hospitality, with over 200 years of combined venue management experience.
✔ Structured Liquidity – Next 5-year liquidity event scheduled for November 2026, allowing investors to realise gains through asset sales, refinancing, or equity inflows.
Download The Redcape Hotel Fund Factsheet to Learn More
Important Notice:
Rivkin Private Wealth Products are intended for wholesale investors. A wholesale investor is a type of investor in Australia who can access more investment products and does not need the same regulatory protections as retail investors. To be classified as a wholesale investor, one must meet either of the following criteria:
1. Have net assets of $2.5 million or more; or
2. Have gross income of $250,000 or more for each of the last two financial years; or
3. Invest a face value of $500,000 or more.
Therefore, Rivkin will not issue a financial services guide, product disclosure statement, or any other retail documentation in relation to this service.
Rivkin Private Wealth is a business name of Rivkin Securities Pty Ltd, AFSL 332 802.
Rivkin does not provide personal financial advice. Please consider your own circumstances before purchasing any of our products or acting on our general advice, for any Rivkin product or recommendation.
Past performance is not a guarantee of future performance. Investing and trading carry financial risk. When judging performance, please consider the different types of investments and levels of risk associated.
