About Ludlow Investment Fund

The expertise you need and the service you deserve.

Why Invest with us?

The Fund aims to deliver an absolute return through capital appreciation and income of at least 6% p.a. during the investment term through the acquisition of Australian freehold Pubs with an average entry yield of 8%.

An active investment style is adopted with the aim of improving yields and asset valuations by making improvements to the food, beverage, gaming and accommodation segments of each Pub within the Fund.
Investment Benefits

Benefits of Investing

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

Access

Access performance of multiple large commercial scale pub investments with a smaller investment than purchasing the assets directly.

Cost Effective

The fund’s costs that include buying, handling and accounting for the diversified assets are shared by all investors in the fund. Generally the larger the FUM size the more cost effective it will be.

Liquidity

The fund should provide increased liquidity compared to direct ownership of the base investments due to the diversification of its investments over time.

Income

Opportunity to receive regular income for Unitholders to increase passive incomes through distributions.
About the Fund
The Fund
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 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.
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.
Latest Projects

Case Studies

Case Study: Kinselas

Read More

Case Study: Riversdale Group

Read More