Keystone Diversified Fund No. 1

Invest in modern blue-chip real estate in Western Australia geared for future growth.

Our commercial funds target a mix of asset types, tenant profiles, and industries.

Every property undergoes rigorous due diligence to ensure it meets our standards for quality, location, and tenant demand — with the goal of delivering stable, long-term income to investors for generations to come.

MARGARET RIVER PROPERTY SYNDICATE

(Seed Asset)

Address

139-141 Bussell Highway, Margaret River, WA 6285

Location

Prime high street location in the heart of Margaret River

Site Area

1,014 sqm

Car Parking

18 car bays

NLA & & Build Year

812 sqm built in 2006

Occupancy

100% occupancy

Blue Chip Tenants

  • Commonwealth Bank of Australia (expiry 2028), tenant has been in occupation since 2006.

  • Minister for Works State Government (expiry 2028)

  • Sothebys International Real Estate (expiry 2027)

  • 2 x Toursim WA Gold-Listed Short Stay Apartment Accommodation.

  • Tunbridge Galleries (luxury art gallery)

  • Astron Environmental (tenant been in place since 2012)

7.7%

per annum*

TARGET AVERAGE ANNUAL DISTRIBUTION PAID QUARTERLY

+14%

IRR*

TARGET INTERNAL RATE OF RETURN

7 Years

TIMEFRAME FOR THE FUND

*These are our typical metrics for the investments we pursue. The target IRR and Distributions are presented before tax and net of all fees. These targets are based on assumptions regarding fees and portfolio performance; however, actual fees and performance may differ. As a result, the stated Target IRR and Distributions are indicative only, do not represent a forecast, and are not guaranteed.

TENANCY MIX

PROPERTY HIGHLIGHTS

139-141 Bussell Highway, Margaret River, WA 6285

Flagship High Street Location

Positioned in the heart of Margaret River’s high street precinct, this asset offers long-term value protection through scarcity. Zoning and planning controls locking out future supply and long-term capital protection.

Fully Leased to Blue-Chip Tenants

Anchored by long standing tenants including CBA, Government, and Sotheby’s International Real estate, alongside WA Tourism Gold-Listed luxury short-stay apartments.

Mixed-Use Asset with Diversified Streams

Diversified income from boutique commercial, retail, and premium short-stay accommodation.

Asset provides high-quality tenants across multiple sectors, improving resilience to market shifts.

Strong Intrinsic Valuation Metrics (96% reinstatement value)

2006 constructed high quality property with replacement cost (land and buildings) at 96% of Purchase Price based on Asset Reports & Third Party Valuation.

Growth Driven by Infrastructure Upside

Positioned ahead of full pricing-in of key upgrades including Wilman Wadandi Highway (2024) and direct flights via Busselton-Margaret River Airport.

Improved accessibility will increase visitation, population flow, and trading performance — driving future income and capital growth.

It is Keystone’s view that Margaret River remains overlooked by large capital, creating a pricing inefficiency.

Keystone considers this asset offers metropolitan-grade tenant quality and income in a high-profile regional location, with less buyer competition and strong growth upside.

CONSTELLATION APARTMENTS

https://www.constellationapartments.com.au/

  • Two exceptional quality stand alone private apartments

  • 2 x 1 bedroom of 113 and 117 sqm

  • Private terrace and balcony and private outdoor dining area

  • Air-conditioning and fireplace

  • Walk-in shower and private bathroom

  • Fully equipped kitchen

  • Luxury Tourism Council WA Gold-Listed (Starratings.com.au)

  • 9.7-star out of 10 rating (Bookings.com)

  • 4.9-star out of 5 rating (TripAdvisor)

  • 4.9-star out of 5 rating (Google Reviews)

  • Consistent Occupancy & Trade over past 5 years.

  • 5% ongoing trade growth over past 5 years.

Our investments are open to

Wholesale or Sophisticated Investors

To qualify as a Wholesale Client or Sophisticated Investor, you must meet one of the three criteria:

Net Assets or Gross Income Threshold

You must have net assets of $2.5 million or a gross income of at least $250,000 for the last two financial years, confirmed by a certificate or letter from a qualified accountant; or

LEVEL OF INVESMENT

You have made an application to invest $500,000 or more; or

PROFESIONAL INVESTOR

To be a Professional Investor, an Australian Financial Services Licensee must confirm that you have experience investing in similar financial products.

For more details on Wholesale Clients and Sophisticated Investors, refer to section 761G of the Financial Corporations Act 2001.

Do you know if you qualify? We can help you find out.

Key Questions & Answers

Why should I invest with Keystone instead of doing this by myself?

Keystone gives you access to high-quality, off-market property opportunities that are usually out of reach for individual investors. We do the heavy lifting by finding the deals, running deep due diligence, managing the property, and driving value through leasing, refurbishments, and development.

Does Keystone share in the investment risk?

Yes. We would never offer you a property to invest your dollar in if we didn’t believe it was worth doing.

We co-invest our own money into every deal. If you’re in, we’re in, right alongside you. We only back opportunities we believe in, with strong conviction in their success.

How does Keystone improve the value of the property and, as a result, my investment dollar?

Once we acquire a property, our in-house experts get to work. Valuers find underpriced assets, asset managers boost income and cut risk, and town planners unlock hidden potential. We manage construction, leasing, and development to lift rents, improve tenants, and grow value.

Every decision is backed by deep due diligence and strategy to protect and grow your investment.

How much do I need to typically invest?

Our best-in-class pre-purchase investigations focus on capital preservation and reducing risk when acquiring property. Once investigations are complete, clients are invited to co-invest and co-own properties with Keystone, sharing in regular income and capital growth, with investments typically starting at $100,000.

Once invested, how do I find out more on the performance of my investment?

Keystone values clear communication, transparency, and trust. We provide regular updates and one-on-one communication to keep our clients informed every step of the way.

When will I receive my dividend on my investment?

Our investments typically offer monthly regular returns. Investors typically receive their first dividend the month after settlement.

How long does my investment last?

Investment terms can generally range from 2 to 7 years, offering regular passive income or value creation through development and refurbishment. Exit options are typically available throughout the term, with details outlined in the Information Memorandum for each investment.

BENEFITS OF INVESTING WITH KEYSTONE

CO-OWN MULTIPLE PROPERTIES AND CREATE A DIVERSIFIED PROPERTY PORTFOLIO

By investing with Keystone, our clients can co-own several properties at once, achieving diversification and a well-balanced portfolio at a fraction of the initial deposit typically required.

RECEIVE REGULAR PASSIVE INCOME EITHER MONThLY OR QUARTERLY

Enjoy the benefits of regular passive income with Keystone, distributed monthly or quarterly. Our proactive asset management approach ensures properties are optimised for consistent returns, allowing you to focus on your goals while our expert team handles the day-to-day management.

GROW YOUR INVESTMENT EQUITY AS WE CREATE VALUE IN PROPERTY

With Keystone, you don’t just earn regular income—you also benefit from capital growth. Our active property value creation strategies enhance your investment equity over time, delivering a dual advantage that fixed-income products cannot match.

WHY PROPERTY?

Property is our preferred investment vehicle for several key reasons:

  • Property provides rental income (passive cash flow) and capital growth (value appreciation), giving you the best of both worlds. Unlike shares, which often rely on dividends or selling for profit, property gives you consistent cash flow while appreciating in value.

  • DUAL BENEFITS OF INCOME + GROWTH

  • Rental income usually increases alongside or ahead of inflation, ensuring your returns maintain their value. Fixed interest investments, like bonds, often lose purchasing power as inflation rises, but property stays ahead.

  • KEEP UP WITH INFLATION

  • Property is something you can see and improve, unlike shares or cryptocurrencies, which exist only digitally. This hands-on potential allows you to actively enhance its value.

  • A REAL & TANGIBLE ASSET

  • BUILT IN STABILITY

  • Properties in prime locations tend to hold or grow in value over time, offering as a reliable and resilient investment in various market cycles. Unlike shares, which can fluctuate significantly due to market sentiment or global events, property provides a more stable foundation for your investment.

  • DIRECT LINE TO THE EXPERTS

  • At Keystone, you have personal access to decision-makers managing your investment. With shares or mutual funds, you’re often just another number, far removed from those making decisions about your money.

Feel free to contact us below to arrange a casual 1:1 catch up or call to answer any questions and to see if Keystone is a right fit for you and your current situation.

INTERESTED IN FINDING OUT MORE?

Register and join our Monthly Information Session.

Join us for a casual evening of nibbles and refreshments, whilst we share valuable insights into all things property, development, market trends and investment. It’s a great opportunity to learn, ask questions, and explore expert insights you can use in your property investment journey.