Overview of Quantum
Quantum is a leading investment group that provides a complete range of financial advisory, research, property, and financing facilities to professional individuals.
The Quantum currently manages approximately $249 million worth of property and financial assets. Quantum conducts a diversified boutique funds management business and operates a complete superannuation compliance and administration service. It has a strong background, knowledge and experience in property, accounting and investment markets.
In total, Quantum has successfully established over 20 property syndicates and has completed property projects with a total asset value of approximately $1 billion.
Quantum has an established track record in managed funds, having preciously establish and operated thirteen public property syndicates and two public mortgage trusts. The property syndicates created and managed by the Responsible Entity to date have included investment opportunities in:
• Commercial Property
• Financial Assets
• Industrial Property
• Residential Development
• Retirement Living Development
Property Funds
Quantum has a highly experienced team who have extensive experience sourcing, acquiring and disposing of real estate assets in Australia. The Quantum team has executed 22 real estate transactions which were made through core and opportunity funds of pre-specified assets (the “Quantum Funds”).
Quantum believes that its team’s ability to source deal flow through its proprietary channels and relationships that it has built up since 1986 are key benefits for its funds is the reduced need to participate in competitive auctions for assets and by providing greater ability to source off-market transactions through direct negotiations with sellers.
Quantum Business Partners
Australian Executor Trustees
(Custodian)
HWL Ebsworth
(Corporate Lawyer & Property Lawyer)
McMahon Clarke
(Corporate Lawyer)
Quantum Accounting Practices
(QAP)
BTA Active
(Design & Production)
KPMG
(Accounting & Audit)
Useful Links
Of the Quantum Funds, 12 were focused on opportunistic investments (the “Quantum Opportunity Funds”) and 10 were core. Since July 1997, the Quantum Opportunity Funds have acquired real estate assets representing $399 in total investment. Over this time, the Quantum Opportunity Funds have generated a gross internal rate of return (“Gross IRR”) of 40% and a multiple on equity invested of 2.23x, as of March 31, 2008.
Quantum Warrants
A market first in Australia, QuantumWarrants Pty Ltd (QuantumWarrants) have created a Property Warrant ™ which allows self managed superannuation funds and other investors to leverage to invest in property. Quantum formed QuantumWarrants to enable investors to have access to investment property that will generate returns to provide wealth creation for its investors. QuantumWarrants has also developed a portfolio warrant that allows a portfolio of shares and managed funds to be purchased using equity and leveraged funds.
Investment portfolios
Quantum via its QSmart service manages self managed superannuation funds and self managed pension funds for investors. Quantum completes all the administration and taxation work as well as investment advice and portfolio selection via Blackstone Securities.
Mortgages
The Quantum Mortgage Trust ARSN 095 909 096 is an ASIC registered mortgage scheme that pools investor’s funds to invest in registered mortgages. Funding is provided across a variety of property markets. A disclosure document is prepared for each mortgage for consideration by investors.