Who We Are
Valara Capital is an aggregated investment vehicle which aligns the interests of our Cornerstone Investors with our co-investors. Valara aims to generate value by leveraging the deal flow, relationships and expertise of the Cornerstone Investors with the Fund’s Investment Providers to identify and execute suitable property finance investments. The Fund’s co-investors will contribute scale advantages to Valara’s investment strategy.
Valara is currently managing the Valara Partners Fund.
The objective of the Fund is to provide investors with strong, risk-adjusted returns by investing in a diversified portfolio of prop-erty finance transactions sourced and endorsed by a selection of Australia’s leading Investment Providers. The Fund aims to provide cash distributions to investors promptly on a semi-annual basis as deals mature.
The Investment Mandate of the Fund is property finance transactions, which includes the following:
FIRST MORTGAGE DEBT
Land and/or Construction loans
SECOND MORTGAGE DEBT
Land and/or Construction loans
TRANSACTIONS
Of a similar or related nature
INVESTMENT TEAM
YEHUDA GOTTLIEB
MANAGING DIRECTOR
Yehuda holds a Bachelor of Commerce and Business Systems from Monash University, a Graduate Diploma of Applied Finance and is currently completing his MBA at Melbourne Business School.
Dean Berry
Chief Financial Officer
Benjamin Grosberg
Fund Accountant / Operations Manager
CORNERSTONE INVESTORS
The Cornerstone Investors in the Valara Partners Fund are the Fried and Fraid families, the founders and sole shareholders of Spotlight Group Holdings (parent company of the Spotlight and Anaconda retail brands).
This group has developed and manages one of Australia’s largest pools of private property finance investments utilising a risk-first approach to assessing and approving investment opportunities.
The Cornerstone Investors have committed to contribute up to 49% with a floor commitment of 40% of the initial capital invested in the Fund. As a signal of their long term commitment to the Fund, the Cornerstone Investors have committed to maintain an investment of the lower of $20m or 40% of the capital managed by the Fund.
insights
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