Ludlow Pub Opportunity Fund

The Fund

The Fund provides applicants with the opportunity to invest in a fund that primarily invests in freehold pubs in Australia.

The Ludlow Pub Opportunity Fund (Fund) will seek to acquire freehold titled Australian pubs that have been adversely impacted by current economic conditions. The Fund will target a 100% acquisition of each Pub Investment. The active private equity Pub Investment approach is aimed at investing in Australian pubs with a price range of between $5 million to $30 million on an 8% to 10% entry yield or “break up” value per pub (combined land, buildings, licence value, etc.) after performing stringent due diligence on each target Australian pub.

The Fund will focus on Australian pubs with initial upside through targeted food, beverage and gaming room capital expenditure and/or new gaming software and hardware upgrades.

The Investment Manager

Ludlow Hospitality Pty Ltd (Ludlow) is the investment manager for the Fund. The Ludlow management group led by CEO Patrick Coughlan brings together industry professionals with a wealth of experience and knowledge in building a pub portfolio.

They were all founding members of the original Riversdale Group management team and were integral in acquiring and managing that portfolio of hotels. Riversdale became known for being innovative and seeing value where others could not and also unlocking value through “venue within venue” scenarios and maximising the use of all space at each venue to drive revenue.

The team has a proven track record of expertise across Food and Beverage and Gaming as well as takeaway liquor and accommodation. In a challenging economic environment, the ability to analyse a business then add value where needed or indeed execute a complete turnaround in a timely fashion working to a budget and timeline is a unique skill.

The ability to then implement systems and management across a group of venues and build the correct culture and promote teamwork are the cornerstone of any pub management company.

The Trustee

The objective of the Fund is to provide investors with the opportunity to enter the Freehold going concern pub market with an experienced team and a proven track record.

All investment decisions for the Fund are handled by the Investment Committee, which has been formed to instill a responsible, repeatable, and robust process.

License Information

TERMS & CONDITIONS

DISCLAIMER

Ludlow Hospitality Pty Ltd (CAR) is a corporate authorised representative of Defender Asset Management Pty Ltd (BCPL) AFSL 482722, CAR Number xxxxxx

CAR has taken all reasonable care in producing all the information contained in the website including but not limited to reports, tables, maps, diagrams and photographs.

However, CAR will not be responsible for loss or damage arising from the use of this information. The contents of this website should not be used as a substitute for detailed investigations or analysis on any issues or questions the reader wishes to have answered.

You may download the information for your own personal use or to inform others about our materials, but you may not reproduce or modify it without our express permission.

To the extent to which this website contains advice it is general advice only and has been prepared by the Company for individuals identified as wholesale investors for the purposes of providing a financial product or financial service, under Section 761G or Section 761GA of the Corporations Act 2001 (Cth).

The information in this website is not intended to be relied upon as advice to investors or potential investors and has been prepared without taking into account personal investment objectives, financial circumstances or particular needs. Recipients of this information are advised to consult their own professional advisers about legal, tax, financial or other matters relevant to the suitability of this information.

Any investment(s) summarised in this website is subject to known and unknown risks, some of which are beyond the control of CAR and their directors, employees, advisers or agents. CAR does not guarantee any particular rate of return or the performance, nor does CAR and its directors personally guarantee the repayment of capital or any particular tax treatment. Past performance is not indicative of future performance.

All investments carry some level of risk, and there is typically a direct relationship between risk and return. We describe what steps we take to mitigate risk (where possible) in the investment documentation, which must be read prior to investing. It is important to note risk cannot be mitigated completely.

Whilst the contents of this website is based on information from sources which CAR considers reliable, its accuracy and completeness cannot be guaranteed. Data is not necessarily audited or independently verified. Any opinions reflect CAR’s judgment at this date and are subject to change. CAR has no obligation to provide revised assessments in the event of changed circumstances. To the extent permitted by law, BCPL, CAR and their directors and employees do not accept any liability for the results of any actions taken or not taken on the basis of information in this website, or for any negligent misstatements, errors or omissions.