Our Research

Unlisted Managed Investment

Unlisted Managed Investments – IIR provides research on unlisted managed investments across a range of asset classes for both retail and wholesale investors. Coverage includes an Initiation Report and annual reviews.

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January 31, 2024

Metrics Direct Income Fund (MDIF) Review

Metrics Direct Income Fund (“MDIF” or the “Trust”) is an unlisted unit trust that was established in July 2020. ...
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October 30, 2023

Pacific Equity Partners Capital Solutions Fund (Australasia) – Research Review

Pacific Equity Partners Capital Solutions Fund (Australasia) (the “Fund”) is an unlisted unit trust available to Wholesale investors that provides exposure to a portfolio of loans/securities to mid-market corporates....
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October 20, 2023

Regal Emerging Companies Opportunities Fund – Research Review

The Regal Emerging Companies Opportunities Fund (“RECOF” or the “Fund”) was launched in August 2020 as the fourth and final offering in Regal’s series of Emerging Companies Funds, managed by Regal Funds Management Pty Ltd....
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August 7, 2023

Capspace Private Debt Fund – Review

The Capspace Private Debt Fund (the “Fund”) is a unit trust for wholesale, sophisticated and professional investors that provides exposure to a portfolio of loans predominantly to small and medium sized enterprises typically secured by property....
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July 14, 2023

Pallas FM Trust – Fixed Rate Bonds: Research Review

The Fixed Rate Bonds (the “Notes”) are issued by the Pallas FM Trust (“PFM Trust”). The purpose of the Notes is to fund the PFM Trust....
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July 14, 2023

Pallas Warehouse Trust No. 3 – Research Review

The Pallas Warehouse Trust No. 3 (the “Fund”) is issued by Pallas Funds Pty Limited (the “Trustee”). The purpose of the Fund is to fund a warehouse facility that will invest in a diversified portfolio of commercial real estate (CRE) loans to .........
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August 15, 2022

Metrics Direct Income Fund – Initiating Coverage

Metrics Direct Income Fund (“MDIF” or the “Trust”) is an unlisted unit trust that was established in July 2020. The Trust is managed by Metrics Credit Partners (“MCP” or the ‘Manager’) an Australian debt-specialist asset manager ...............
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February 11, 2022

MA Secured Real Estate Income Fund – Initiating Coverage

The MA Secured Real Estate Income Fund (the “Fund”) is an unlisted unit trust for retail investors that seeks to provide.............. ...
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February 11, 2022

Realm Strategic Income Fund Enduring Units – Initiating Coverage

The Realm Strategic Income Fund - Enduring Units (the “Fund”) is an unlisted unit trust that provides exposure to a diversified portfolio of warehouse securitisation facilities that fund....................
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