An Investment in a NDIS Property with Passive Income Payments, & First Mortgage Security.

With our NDIS Investment Opportunities. Distributions paid monthly.

FIND OUT HOW YOU CAN EARN 10% P.A FIXED MONTHLY INCOME **

Invest with Sumo Managed Funds Pty. Ltd.

Sumo has a strong risk mitigation culture, with all projects subject to detailed supply and demand area research by leading industry experts, stringent site selection criteria, proven and robust development planning capabilities, best practice building construction monitoring and an excellent tenant placement network and skills. Our broad technical skill base and operating framework ensures Sumo is aligned with the interests of our investors, which is supported by a comprehensive first ranking security interest over the development project.

Sumo has current funded NDIS projects underway in Cranbourne (Vic), Dandenong (Vic), Bundaberg (Qld) and Mackay (Qld). These projects are being built to comply with the stringent NDIS requirements and exceed tenant expectations.

Bunbury NDIS Property, WA

ARCHITECT RENDER OF FERNTREE GULLY, VIC

Bunbury NDIS Property, WA

ARCHITECT RENDER OF FERNTREE GULLY, VIC

Ferntree Gully Opportunity

This development is located at 52 Johnson Drive, Ferntree Gully. The site is ideally positioned being close to Westfield Shopping Centre (Knox City) only 2km, Boronia railway station 2.8km and Knox Private Hospital 5km away.

Key Features

  • Funds raised are to be utilised to complete land purchase and build 2 NDIS houses subject to final council approval.
  • Each property is proposed to have 2 SDA bedrooms and overnight carers accommodation. This will provide for 4 NDIS High Physical Needs participants in total.
  • Up to a 20-year headlease will be entered into with the SDA provider Care Central.
  • Anticipated completion date: Q4 2025.
  • Estimated completion value: $4.906million.
  • Projected net operating income: $294k per annum. 
  • Private investor funds sought in total: $3.25million.

Why Invest?

Target Return Of 10% P.A*

Enjoy a target return of 10% per annum*, paid monthly over the expected term of 2 years. 

Bonus on Completion

Investors will be paid a bonus payment of 10%*, should the property be sold for an amount equal to or exceeding $3.74million. (Expected sales proceeds $4.90million).

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First Mortgage Security

Investment comes with First Mortgage Security

Invest in NDIS

Help support NDIS housing

Invest with Purpose

Know that your investment funds are going to produce outcomes for Australians with a disability

Low Minimum Investment Of Only $100,000

Dive into the investment world with a manageable initial outlay of just $100,000.

Investor Criteria

Who Can Invest?

Individuals

Investment opportunities in our projects are open to individuals who wish to participate using their personal capacity. However, it’s important to note that eligibility for each specific offer may vary, and not all individuals will be eligible for every opportunity.

Corporations

We extend the opportunity for corporations to invest in our projects. The investment agreement will be established in the name of the company, providing corporate entities with a pathway to benefit from our projects.

Trusts

Trustees have the option to invest in our projects on behalf of the trusts they manage. This allows trusts to take part in our investment opportunities and potentially generate returns for the beneficiaries.

SMSF

Certain offers within our portfolio are available for investment from self-managed superannuation funds (SMSFs). This enables SMSFs to consider our investment options as a part of their overall investment strategy.

Who Can Invest?

Our offers are only available to sophisticated and wholesale investors.

Invest from as little as $100,000

Sophisticated Investor Test

Under the Corporations Act 2001, a person can be considered a wholesale investor if they pass one of the following tests

If you or entity that is able to make an investment of at least $500 000 or more in a single investment.

If you or entity investing less than $500,000 in an investment fund or an entity have a certificate from a qualified accountant stating the following:

Have net assets of at least $2.5 million

OR

Have a gross income for each of the last two financial years of at least $250,000

OR

Have or control gross assets of at least $10 million or more.

    Join Us in Creating the Future for NDIS Participants

    Don’t miss out on this exclusive opportunity to be part of something truly extraordinary.