Mortgage Participation
For investors who prefer or require investing directly into a select first mortgage, Turner Securities offers direct mortgage investment opportunities to Wholesale investors through Mortgage Participation, to co-invest with Turner Securities in specific lending transactions.
Mortgage Participation enables investors to choose the amount to invest, and in which specific types and terms of mortgages from the Turner Securities’ lending portfolio. Investors can invest in one or a number of mortgages to achieve a spread, with the terms and returns of each investment linked to the specific mortgage.
To invest through Mortgage Participation an investor must first complete an Investor Registration form, so that a list of current and upcoming mortgage investment opportunities can be provided. For any Mortgage Participation investment, a detailed Mortgage Investment Proposal is provided to review and consider before proceeding and completing the Mortgage Investment Application and Mortgage Investment Agreement.
Talk To Our TeamTo discuss Mortgage Participation further or receive an Investor Registration form, please call us on 1300 731 204, or complete this form:
Please Note:
Whilst investing in Secured Notes is available to Retail and Wholesale investors, Mortgage Participation is only available to Wholesale Clients or Sophisticated Investors as defined by the Corporations Act.
Investing over $500K automatically qualifies an investor as a Wholesale Client or Sophisticated Investor. For investments of less than $500K Turner Securities will require a Turner Securities’ signed Accountants Certificate to be completed and provided with the Investor Registration form.