Peak Equities

What Peak Equities does

Peak Equities Pty Ltd is an Australian commercial property syndication firm headquartered in Prahran, Melbourne. Founded around 2012 and operating under Australian Financial Services Licence No. 458013, the company sources, acquires, and manages unlisted property trusts (UPTs) on behalf of wholesale/sophisticated investors who meet the criteria of AUD $250,000+ gross income for two consecutive years or AUD $2.5 million+ in net assets. As of the latest disclosure, Peak Equities manages approximately AUD $275 million in total asset value across 12 current syndicates spanning commercial, industrial, childcare and office assets located across all six Australian states, and reports an average monthly income distribution of 8.03% with a 95% client re-investment rate.

The firm's product offering is structured as individual unit trust vehicles, each anchored by a single property or a small pooled portfolio, with minimum investment parcels starting at AUD $100,000 and target IRRs above 12%. Notable current holdings include Peak Childcare Property Trust No.1 and No.2, Corio Unit Trust (a 20-year Triple Net Lease with Thornton Engineering), Beaconsfield Unit Trust (Sydney), Dudley Park Unit Trust (Adelaide, leased to the Department of Defence until 2028), and Peak Diversified Property Trust No.1 (AUD $80.1m three-asset portfolio across Darwin, Kilburn and Osborne Park). Completed syndicates have historically delivered total returns of 117-195% to investors on capital growth.

Peak Equities earns revenue through three streams: monthly Syndicate Management fees on each active trust, Establishment fees at the time of property acquisition for sourcing and structuring, and Capital Unit participation in gains where IRR exceeds 12%. The firm operates with a lean team of 1-10 employees and distributes directly to sophisticated investors through its internal sales channel, financial-adviser referrals, and a content-driven website, with no intermediary distribution. Its competitive positioning targets the AUD $15-50 million asset band — too large for individual private investors but below the typical mandate size of institutional real estate funds — a structurally underserved niche where off-market sourcing and rigorous underwriting are decisive.

Name

Peak Equities

Legal name

Peak Equities Pty Ltd

Website

https://peakequities.com.au

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Peak Equities is an Australian commercial property syndication firm that sources, acquires, and manages unlisted property trusts for wholesale/sophisticated investors, managing approximately AUD $275 million across 12 active syndicates with average monthly income distributions of 8.03%.

Ownership category

akta.pro rank

Product category

Commercial Real Estate Syndication

NAICS

Other Investment Pools and Funds (5259), Portfolio Management and Investment Advice (523940), Other Financial Vehicles (52599)

SIC

Investment Advice (6282), Real Estate Investment Trusts (6798), Real Estate Dealers (For Their Own Account) (6532)

akta.pro primary industry

Real Estate Funds — Core (Stabilized, Income) (FSANAEAF)

akta.pro secondary industries

Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE), Core Real Estate (Stabilized/Core-Plus) (FSAAAKAA)

Keywords

• Commercial property syndication
• Unlisted property trusts
• Sophisticated investor services
• Real estate investment trusts
• Property asset management

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Supply Chain

Revenue model

1. Management Fees: Monthly Syndicate Management fee charged for ongoing management of each unit trust. This provides recurring revenue throughout the investment term.
2. Establishment Fees: Fees earned for sourcing properties, negotiating non-recourse financing, and establishing each syndicate. Charged at the time of property acquisition.
3. Capital Participation: Through the holding of Capital Units, the founders participate in the capital gains of each Trust. Performance or success fees related to delivering IRR exceeding 12%.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Peak Equities is a specialist commercial property syndicator that sources, acquires, and structures unlisted property trusts (UPTs) for sophisticated investors in Australia. The firm manages end-to-end investment lifecycle including property acquisition, due diligence, structuring of unit trusts, ongoing asset management, and provision of monthly income distributions to investors. Current portfolio comprises 12 active syndicates with approximately $275 million in total asset value across commercial, industrial, childcare, and office sectors.

Product overview

Peak Equities is a specialist commercial property investment and real estate syndication firm operating as a single unified platform offering access to unlisted property trusts (UPTs) for sophisticated investors. The company manages a portfolio of 12 current syndicates with approximately $275m in total asset value, delivering average monthly income distributions of 8.03% p.a. The product portfolio consists of individual unit trust investment vehicles across commercial, industrial, childcare, and office sectors, including trusts such as Peak Childcare Property Trust No.1 and No.2, Grand Junction Unit Trust, Corio Unit Trust, Beaconsfield Unit Trust, Dudley Park Unit Trust, Peak Diversified Property Trust No.1, King St Unit Trust, and Camberwell Junction Unit Trust. Each trust represents a distinct property investment with specific return profiles, distribution rates, and investment terms, allowing investors to participate in commercial property ownership with minimum investment parcels starting from $100k.

Differentiator

Problem solved

Functional benefit

Products and services

• Peak Childcare Property Trust No.2 A portfolio of two childcare sector assets acquired with a focus on state-of-the-art facilities design and curriculum, located in Prospect, SA and Harris Crossing, QLD. Purchased for $17.47m with expected syndicate term of 8-10 years. Targeted at sophisticated investors seeking exposure to childcare sector real estate.
• Grand Junction Unit Trust An industrial freehold comprising two separate tenancies on a 35,720 sqm allotment in Kilburn, Adelaide's industrial northern hub. Value of $12m with 10.0% p.a. distribution and expected syndicate term of 5-8 years.
• Corio Unit Trust A brand new prime industrial facility in Corio, Geelong with a 20-year Triple Net Lease to Thornton Engineering. Value of $21.25m with 7.1% p.a. distribution and expected syndicate term of 6-8 years.
• Beaconsfield Unit Trust Commercial property located at 20-22 William Street, Beaconsfield in Sydney's inner-south Green Square precinct. Value of $21M with 7.40% p.a. distribution and expected syndicate term of 6-8 years.
• Dudley Park Unit Trust Premium office and industrial asset in Dudley Park, an inner Adelaide suburb approximately 3 km from the CBD. Value of $16M with 8.00% p.a. distribution, fully leased to Department of Defence until 2028, with expected syndicate term of 6-8 years.
• Peak Diversified Property Trust No.1 A three-asset portfolio of strategically located properties in Darwin NT, Kilburn SA, and Osborne WA, fully leased to premium government and private tenants with average lease expiry exceeding 12 years. Value of $80.1m.
• King St Unit Trust Campus-style 5,317 sqm office building in Caboolture, QLD growth corridor, underpinned by leases to Unitywater and Queensland State Government. Value of $16.6m with 8.80% p.a. distribution.
• Camberwell Junction Unit Trust Landmark five-level modern office building in Camberwell Junction with frontages to Camberwell and Burke Roads, leased to a blue chip ASX Top 200 listed company. Value of $27.5m with 8.50% p.a. distribution.
• Peak Childcare Property Trust No.1 A diverse portfolio of three strategically located purpose-built childcare centres with leases of 15+ years and operators with established records of success. Value of $19.95m with 7.0% p.a. distribution.
• Laver Drive Unit Trust Well-built free-standing office building on a large 3,774 sqm allotment with long-term development potential. Value of $7.605m with 9.0% p.a. distribution.
• The Precinct Unit Trust Major food, retail and lifestyle centre in Townsville with complementary tenant mix offering staggered lease expiries for income security. Value of $22m.
• Noarlunga Unit Trust Significant commercial and bulky goods retail complex in Noarlunga Centre retail precinct. Acquired for $17.55m and sold for $22.6m in August 2021 with 8.10% p.a. distribution.

Quantifiable outcome

• 8.03% p.a. average income paid monthly
• +3 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record.

• Thornton EngineeringOthersIndustry-leading tenant at Corio, Geelong property with a 20-year Triple Net Lease. Provides secure, long-term income stream underpinning the Corio Unit Trust investment.
• Macquarie Bank (Historical Reference)OthersJames Weaver began his career as a lawyer with Macquarie Bank's emerging property funds management business in 1996, later serving as State Manager for Victoria, South Australia and ACT, overseeing a $1 billion+ investment and development portfolio.
• Major Australian Banks (Lenders)OthersNon-recourse borrowings provided by major banks for property acquisitions, typically 50-65% of purchase price. Under this structure, investors have no liability to secured lenders or trust creditors.

Scale indicators6 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Fortius Funds Management: Australian property funds manager that sources, manages, and syndicates commercial real estate opportunities. Similar AUM scale, target client (wholesale investors), and trust-based product structure to Peak Equities.
• Prime Property Funds: Australian boutique property syndicator offering unlisted property funds to wholesale investors. Operates a similar trust-based commercial property syndication model in the same $15-50M acquisition band, targeting sophisticated investors with monthly income distributions.
• Grow Property Group: Australian commercial property syndicator offering unlisted property trusts to wholesale investors. Similar product structure, target investor base, and acquisition size profile to Peak Equities.
• Resolve Property Group: Australian commercial property syndicator servicing wholesale investors via unlisted property trusts. Directly comparable business model with similar focus on commercial, industrial, and retail assets offered to sophisticated investor client base.
• Quintessential Equities: Australian commercial property syndicator focused on sophisticated investors. Most directly comparable peer – Peak Equities and Quintessential Equities jointly acquired 93 George Street, Parramatta in 2010, evidencing direct co-investment activity and similar operating model.
• Salter Brothers: Melbourne-based property investment and funds management firm offering unlisted property trusts to high net worth and wholesale investors. Comparable in scale, geography, and product structure to Peak Equities.
• McMullin Property Group: Australian commercial property syndicator with a long operating history servicing the sophisticated investor market. Comparable trust-based investment model targeting similar yield and capital growth outcomes.

Emerging players

• Centra Property Group: Australian commercial property syndicator with a focus on wholesale investors. Comparable in product offering but typically operates at smaller scale with fewer active syndicates than Peak Equities.

Broad incumbents

• Aliro Group: Australian real estate investment manager with diversified funds management across multiple sectors and geographies. Operates at a larger scale than Peak with broader product offerings, but competes in the same unlisted property trust space for wholesale investors.
• Cromwell Property Group: Listed Australian real estate investment trust and funds manager with significant AUM. While much larger and publicly listed, Cromwell competes for similar commercial property assets and offers unlisted property fund products targeting wholesale investors, providing a relevant benchmark for Peak's business model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/peak-equities-pty-ltd
• Pinterestpinterest.com.au/peakequitiesptyltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Peak Equities