The Sunshine Valley Gazette

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Navigating Volatility: How a New Equity Fund Sets the Stage for Regular Cashflow

“I think for most investors, having the peace of mind of monthly returns in uncertain economic times is an extremely attractive prospect,” said David.

Inflation is well and truly on the rise in Australia and sharp increases in the cost of living are biting hard into household budgets, leaving many people scrambling to maintain their living expenses and lifestyle.

“Improving cash flow and tapping into strategic investments that yield regular returns that are ahead of inflation is a priority for people whose financial goals include covering health and well-being expenses, supplementing existing income, assisting the family with expensive stages of life and managing SMSFs,” said The Newstead Fund’s Co Executive Director, David Schuh.

The Newstead Fund business was set up to take advantage of the vast number of real estate projects currently in motion in Queensland leading into the 2032 Olympic Games. The Fund uses the REAAL model, a time-tested investment concept of Real Estate, Equity Allocations and Asset Laddering, which offers a comprehensive investment method that leverages the tangible value inherent in real estate - of which there is no shortage of projects on the Sunshine Coast.

“I am confident that our team can assist investors to strategically diversify their portfolios to meet these objectives by applying the REAAL Capital Investment strategy.

“By concentrating on allocating equity stakes (equity financing) to a broad spectrum of real estate projects and commercial assets, The Newstead Fund business is specifically structured to deliver consistent monthly income.

“Our approach is in harmony with the objective of ensuring a stable and dependable cash flow, supported by the solid foundation of underlying property assets. The businesses asset diversity is carefully considered to present a balanced mix of investment opportunities, aiming to mitigate risk while optimising returns,” he said.

“Asset Laddering methods are designed to achieve strong financial stability across varying market conditions, and we know that this brings a great sense of security and peace of mind to our investors.”

“This structuring makes The Newstead Fund business an attractive option for investors as it combines the potential benefits of the stability of the real estate sector, while participating in a strategy designed to manage risk and deliver consistent income returns over time.”

Born and bred in Gympie, David holds a Bachelor of Property Valuation and Development, complemented by a Diploma in Finance and Mortgage Broking Management. He cut his teeth in the financial services industry working in commercial and residential property development, finance syndication, M&A, private lending, and private equity management, and has 16 years of experience under his belt.

“The area [Sunshine Coast] is poised for terrific growth in the coming years, and there are plenty of opportunities in real estate beyond the 2032 Games that will benefit the region and investors alike,” David said.

“I have been incredibly fortunate in my career to have had access to some incredibly astute and experienced professionals in this field,” David said.

“It has been instilled in me to treat my clients and their money with the greatest respect.”

With over 12 years of experience in property development, finance syndication, private lending, private equity, family office management as well as founding and operating Growth Point Capital, a firm which assists in brokering, managing and developing investment projects for clients and investors, since 2015, David has built an impressive body of work that speaks to his meticulous attention to detail and exceptional problem-solving skills.

Among his achievements, David has successfully overseen property management operations for over 100 tenants and managed a thriving shared office business while simultaneously leading Growth Point Capital. He currently steers a combined property debt and development portfolio of approximately $2 billion. The Newstead Fund is his most recent project.

“My background in property development, finance syndication, private lending and private equity, has opened my eyes to the complexities and potential pitfalls of this industry,” he said.

“Our clients rightly expect managers with a proven track record, demonstrated expertise, and a strong reputation in the industry, with strict adherence to compliance. Our entire team recognises this, and we share a client centred focus. There is absolutely nothing like the feeling of helping our clients to realise their financial goals."

“Many investors struggle to access REAAL Capital Investment opportunities due to barriers such as high entry requirements, limited networks, or lack of industry connections and this is where our networks can be leveraged by those who want to diversify, but also don’t have the specialised knowledge around evaluating investment potential, conducting due diligence, and managing risks associated with these types of investments.”

The Fund is looking to help local investors benefit from the expected growth from the 2032 Olympics and use that growth to provide consistent monthly returns to investors.

“I think for most investors, having the peace of mind of monthly returns in uncertain economic times is an extremely attractive prospect,” said David.

“And that is what we are all about.”

To find out more, go to www.thenewsteadfund.com.au