Introducing
BrickX Mortgage Trusts

Mortgage Trust syndications are now available!

BrickX members can now diversify their property related investments further via the BrickX Platform.

What is a BrickX Mortgage Trust?

The Investment

BrickX Mortgage Trust investments enable BrickX members to invest in either individual or pooled 1st mortgage loan investments.

The Loan Security

Mortgage Trusts are secured by 1st mortgages against approved residential and commercial real estate assets, with security documentation held by a third party Custodian for investor safety.

The Interest Income

Interest Income net of costs are paid monthly along with all other distributing BrickX Trusts.

The Paperwork

The process to invest and paperwork is the same as that of investing in other BrickX Trusts.

Why BrickX Mortgage Trusts?

Control your purchase decision

See something you like and want to act – go ahead you now can.

Diversify your BrickX Portfolio

You can diversify your BrickX portfolio with both equity and debt focused BrickX strategies.

Ease and Efficiency

BrickX’s investment and credit assessment teams will handle the identification, processing and loan management responsibilities.

FAQs


Who can apply?Any Australian tax resident that are over the age of 18.

How is a mortgage trust loan asset approved for funding?Loan funding applications are approved subject to a rigorous credit assessment process led by the BrickX Investment and Credit Assessment teams.
For more information please reach out to the BrickX team.

What types of property can be used as security?Mortgage Trusts will typically restrict acceptable real estate assets to residential and commercial assets. Various factors in addition to this are assessed including though not limited to:
  • who the Borrower is;
  • the Borrower’s capacity to service the loan;
  • the Loan to Value Ratio (LVR) and additional capital position of the Borrower; and,
  • whether the conditions of the financing agreement suit the strategic profile of the specific BrickX Mortgage Trust making the loan advance.

How are loan assets identified and selected?The BrickX Investment team will review both direct applications and externally referred applications for funding.

What happens at the end of the trust term?The initial trust term can be up to 10 years.
At the end of a trust term, the standard BrickX processes will kick in:
A member vote will be managed where you and your syndicate will vote on whether you want to:
  • Wind up the loan portfolio;
  • Extend the term.
Mortgage Trusts will typically also allow for redemptions (returns of capital) from time to time to facilitate optimum use of capital for the respective BrickX Mortgage Trust

What happens if a Borrower defaults?Should any potential default occur, the Loan facility documentation put in place will outline the various remediation and debt recovery processes that will be enacted by BrickX.

What are the costs?The costs specific to each Mortgage Trust are outlined in the respective Additional Disclosure Documents.