Australian Enterprise Awards 2021

17 APAC / Australian Enterprise Awards 2021 , Based in Sydney, Magnolia Capital is an innovative firm which utilises the old-fashion way and combines it with new age techniques to deliver services that are unmatched in capital, finance and advice. Going into further detail, Mitchell begins by providing us with a brief overview of the firm and offers more insight into its clientele. “Magnolia Capital provides premium range of real estate and non- real estate backed, fixed income, equity and advisory products and services to High Net Worth and Family Office Wholesale Clients. We operate primarily through five offices located in Sydney, Central Coast (NSW), Melbourne, Hong Kong and Singapore and our team is made up of professionals with strong experience in financial services, legal services, alternative investments and investment management. The success of our fixed income business is evident through our deal-by- deal model which has invested over A$1.5 billion in over 1,000 real estate and non-real estate fixed income transactions with a rolling 12-month average investor return of 8.95%+ as of 31 December 2020.” Magnolia Capital’s success is also demonstrated through its equity business where Magnolia Capital invests alongside its investors which has created significant value through its direct investments in listed and unlisted Australian equities and real estate assets. Magnolia Capital’s microcap equity fund, launched in March 2020, returned 107% compared to the 49% returned by the Benchmark S&P/ASX Small Ordinaries Accumulation Index. Its large-cap equity fund returned 120% compared to the 32% returned by the Benchmark S&P/ASX 200 Accumulation Index. Magnolia Capital’s real estate investments have generated returns (excluding capital gain) ranging between 5.00% and 9.00% since launching in 2016. When discussing the advisory side of the business, Mitchell reveals how the firm’s extensive industry experience allows them to advise on all asset classes, from industrial and commercial to retail and residential. “We provide real estate advisory and non-real estate advisory to a variety of listed and unlisted companies. Our real estate advisory helps clients navigate the property market. Typically, our services here include project and construction advisory, acquisition and divestment advisory, property management and transaction management. Our non-real estate advisory is focussed on providing cutting-edge advice Business Advisory Firm of the Year 2021 & Best Investment Management Company - New South Wales Founded in 2015, Magnolia Capital is an Asia Pacific focussed financial services firm. Following its well-deserved success in the Australian Enterprise Awards 2021, we got in touch withMitchell Atkins to find out more. Feb21051 Magnolia Capital Pty Ltd Company: Magnolia Capital Pty Ltd Website: www.magnoliacapital.com.au on valuations, mergers and acquisitions, self-managed super funds, restructuring, group structuring and asset protection, taxation and business compliance, general consulting and loan management to private investors, individuals and corporate clients.” In its attempts to distance itself from other competitors in the investment arena, the firm has an outstanding track record to call upon as Mitchell points out. “Since 2015, Magnolia Capital has facilitated over A$1.75 billion of transactions and serviced over 2,000 clients and investors, achieving successful outcomes and delivering optimal results to our stakeholders. With a database of over 35,000 contacts and a diverse origination network ensures we have a consistent pipeline of opportunities. Above all, our two flexible investment options is what truly give us a unique selling point. Through our investor directed option, investors can direct their investments on a deal-by-deal basis by way of a variety of structures tailored to suit the investors’ requirements. Alternatively, if investors prefer to invest on a pooled basis alongside other investors, Magnolia Capital can provide access via its various funds.” Finally, Mitchell comments on the firm’s prospects as we look ahead to 2021 and beyond. “In the space of six years, we have reached several milestones thanks to the dedication of our staff and an innovative approach to business. However, moving forward we are keen to build upon our success by strengthening our client relationships in an attempt to transform businesses.”