Estate Baron

How it works

Estate Baron is a real estate crowdfunding platform disrupting the real estate industry. Estate Baron allows you to make small investments across multiple properties together with other investors, allowing investors with limited capital the opportunity to invest in commercial, retail, or industrial properties while diversifying their risk across multiple investments. You will receive regular updates as the project progresses. Once the project concludes, you will be paid your promised return based on the project's performance, in accordance with the offer document's terms.

Category

• Investing

Type of help

• DIY Tool

Where can I get this?

Online

Are there any other availability restrictions?

Services Offered

Will I learn what type of risk taker I am?

Not Applicable

Will it produce a financial plan?

No

What types of investments are available?

Direct Property

How many investment portfolio options are available?

Where can I invest?

• Australia

Who manages my investments?

Estate Baron

In whose name are investments held?

Professional Custodian

Is there professional research available on the investment options?

Not Applicable

Will it allow me to trade automatically?

Not Applicable

Will it automatically rebalance my portfolio?

Not Applicable

Will it provide reports on my investment performance?

Yes

Cash management account

Yes

Automated alerts and updates

No

Can I access other professional help through this service?

• No

On which platform can I use this?

• Computer

Account opening & closing

How do I create an account?

Online

Account opening speed

• 5 minutes

Will it capture my personal financial information automatically?

Not Applicable

Will I be asked questions about my situation?

No

How fast can I get my invested money back?

> 3 days

Who it's for

Accessable by

Myself

Life stage

• Starting Out
• Mid-Career
• Established
• Retiring
• Winding Down

Type of customer

• Consumer
• Wholesale Investor (>$250k p.a income or $2.5m assets)

Advice stage

Implement Financial Plan

What is the minimum amount I have to invest?

$1,000

What is the minimum amount I have to be earning?

Not Applicable

Customer service & support

Is there general financial education information provided?

No

Customer support

• Phone
• Live Chat
• FAQ

Who do I complain to as a last resort?

• Australian Financial Complaints Authority (AFCA)

What it costs

Fee structure

• Transaction Fees

Minimum contract period

Not Applicable

Free Trial

No

Payment method

• Cash Management Account

Is it legitimate & secure

Trading name

Tech Baron Pty Ltd

Who owns the company

Not Available

Who runs the business

• Moresh Kokane, Shuang Li, Luke Hindson, Mario Zorovic

Date founded

2014

Number of staff

11-50

Security & Regulatory Compliance

Will it verify my identity?

No Identification Required

Will it send me a confirmation security number to sign-up?

No

Are my records destroyed when I leave?

Unknown

Is there detailed documentation about the product?

Yes

What company holds the financial license?

AusFirst Compliance Partners Limited

Financial Services Guide?

Yes

Contact Information

Website

Visit website

Email

Send email

Phone Number

1300 033 221

Address

90 Maribyrnong Street, Dreamfactory, Footscray, VIC 3011

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