Welcome to Merx Blog
Education and knowledge for the savvy investor
Read posts on the following from Merx
Managing Risk and Return
As the Merx Wholesale 1 PIE Fund nears its second anniversary, we unpack how structure, experience, and active management work together to balance risk and return.
Simplified project funding
An experienced operator with existing businesses in the fitness industry, this client was seeking finance for fit-out and establishment costs to get a new location up and running.
Securing future value & cutting through red tape
As we dive into the new year, we’re excited about the possibilities ahead. Check out some recent client scenarios that highlight our innovative solutions.
Why Exit Fees Go Back Into the Fund
We’ve clarified our approach: any exit fees payable are reinvested into the Merx Wholesale 1 PIE Trust — not paid to management. Here’s why that matters.
Ready for what 2024 will bring
To remind you of the kind of out-of-the-box support, here are a couple of case studies from the past year.
Why We Don’t Do Related-Party Lending
At Merx, transparency and investor confidence are non-negotiable — which is why we’ve formalised our commitment to avoiding related-party loans. Here’s why it matters.
Our last client success stories for 2023
As we reflect on the prior year and think about 2024, we look forward to helping more and more New Zealand business owners and property professionals succeed.
Refining the Merx Fund Structure
As the fund evolves, so does our commitment to clarity. We’re refining key documents to ensure greater transparency and a more investor-focused experience.
Investor’s Journey Merx Director, Brett Martelli
Merx director Brett Martelli shares his journey as an investor — and why having skin in the game matters.