Client Success:
Bringing a Property Project to Life
• Enhanced Property Value: Rebuilding turned an old structure into a modern, market-ready development.
• Flexible Funding: Adaptable approach kept the project on track and avoided delays.
• Great Communication & Support: A collaborative experience, especially valuable for a first-time developer.
At Merx, we love catching up with clients to hear how our funding has impacted their projects. Recently, we spoke with one of our clients about their two-year property development journey—and how our funding made all the difference. Here’s what they had to say:
So, tell us—what was the funding for?
It was for a redevelopment project. We demolished the existing building and rebuilt it as a brand-new residential property.
How did the funding from Merx make a difference?
Honestly, it was crucial. The whole process, from design to rebuild, took about two years, and having reliable funding was key to making sure everything ran smoothly. The Merx funding gave us the confidence to keep things moving at every stage—making sure resources were in place when needed and avoiding delays. Without it, we wouldn’t have been able to complete the project within the timeframe.
What were some of the key benefits of this project?
Rebuilding the old structure definitely added value—it’s now a much more attractive property for the market and provides a better living environment.
The flexibility in your funding was also a game-changer. It gave us the ability to keep the project on schedule without the usual hold-ups. We wrapped up construction in April, and although we haven’t seen the full returns just yet, completing it quickly allowed us to get it listed sooner and start generating returns right away.
What was your overall experience working with us?
Really positive. As a first-time developer, I appreciated how easy Merx were to work with. The flexibility made a huge difference—no rigid rules getting in the way, just straightforward support that helped us keep the project on track.
The Merx team were great with communication and organisation, which really stood out. Even though the market wasn’t ideal when the project finished, that wasn’t a problem with you guys. Merx was a great partner.
We love hearing stories like this—it’s a great reminder of why we do what we do at Merx. Helping our clients bring their ideas to life and grow their businesses is what it’s all about.
Note: This article is intended to provide general information and does not constitute financial advice. We recommend you speak with a financial adviser for advice tailored to your individual circumstances. Potential investors with Merx must qualify as Wholesale Investors as that term is defined in sections 3(2)(a) – (c) or 3(3)(a) of Schedule 1 of the Financial Markets Conduct Act (“FMCA”). The Trust is not suitable for retail investors.
44.12
%
Returns Since Inception
As at 30 November 2024. Returns based on an actual company investor account with net returns re-invested monthly. Past performance is not a guarantee of future performance. The fund was established 30 June 2022 and made its first investments in September 2022.
Comments from Merx Investors
I have enjoyed investing with Merx and learnt a lot through the process too. Merx have been very transparent with what they do and the communication has been consistent. Wouldn’t be a testimonial without mentioning the returns too, thanks for those. Looking forward to being a part of the journey for years to come.
Luke
There's a lot to be said for a fund where the managers invest alongside their investors. It's a real partnership where the interests of investors are prioritised. The returns to date have been great, the unit structure gives me the flexibility I want, and I've been really impressed with the communication.
Aaron
I've been impressed by how Merx looks after their investors - from how the fund is structured for redemption, reinvestment, and tax efficiency - to the communication and care in understanding my investment goals. It makes a difference - investing alongside managers who are also invested in the fund.
John
Aligned Interests
Aligned interests is a core principle of the Merx Wholesale 1 PIE Fund. As the Trust’s management team, we personally invest alongside our investor partners. We have the same risks and potential returns as our investors.
Aligned Interests
Aligned interests is a core principle of the Merx Wholesale 1 PIE Fund. As the Trust’s management team, we personally invest alongside our investor partners. We have the same risks and potential returns as our investors.
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