Intention Sumner is a joint venture between Intention Investment and Sumner and is offering a compelling impact investment property fund with their Intention Sumner Social Investment Fund.

• Sumner: currently manages in excess of $280M+ of Australian real estate assets on behalf of local and offshore investors. It is part of Avalon Park Group, which has a $11B+ development pipeline. 
• Intention Investment: was founded by a former fund manager of a leading Australian investment firm who managed $350M+ in unlisted property trusts, including a multi-award-winning open-ended fund. 

The fund has a target total return of 9%-13% p.a. including a high proportion of income targeted at 6% - 8% p.a. The fund focuses on acquiring high-quality assets leased to strong operators, that target both income stability and long-term capital growth. 

The seed asset, a mental health treatment centre in the Sunshine Coast hinterland, has a 20-year triple-net lease with a 12-month bank guarantee, offering a stable income stream. With an 8.75% capitalisation rate, the investment manager estimates that the asset will contribute approximately 12%-14% IRR to the fund on a standalone basis, exceeding the fund's target return metrics. An approved DA to increase capacity by 50% provides further opportunity to create extra financial value and additionality of impact. 

Investment Highlights: 

• Target return: 9% - 13% total return p.a. (net of fees and expenses). 
• Sector: Property - targeting assets with secure leases to qualified third-party operators whose operations achieve a positive social impact. 
• Seed Asset: mental health treatment centre | brand new 20-year triple net lease | 8.75% initial yield. 
• Term: 5-year initial term, with rolling 5-year extensions. 
• Liquidity: 5-year liquidity events + annual limited withdrawals. 
• Minimum investment: $100,000 | available to wholesale investors. 

This investment aligns with the growing impact investment sector, proving that strong financial returns can be achieved alongside positive social outcomes.*

The fund is currently open for investment and will close on the 31st of March 2025. For more information, register your interest below. 

This information has been prepared by Intention Sumner Pty Ltd, which is an Authorised Representative of MPF Representatives Pty Ltd AFSL 531480 | ACN 647 299 901 | Authorised Representative No. 001312964. Note: This information is of a general nature only and must not be relied on for investment purposes. The information does not take into account your financial situation, objectives or needs and you should seek financial advice from a suitably qualified professional adviser before making any decisions regarding the Fund. Potential investors can only invest in the Fund following receipt and consideration of the Fund’s Information Memorandum dated 31 January 2025 (IM), which should be read in full.