building futures for people with disability

the right combination

Property Investment

The Trust will focus on building a portfolio of investments in disability housing. The vision is to ensure people with a disability have access to high quality, safe and stable housing.

Social Impact

Investing to build the futures of the people who need it most. Specialist housing is a key enabler of independence and dignity for people with a disability.

Expert Team

The team behind the Excelsior Fund is a group of industry professionals from the Disability Care, Supported Disability Accommodation (SDA) and Financial sectors.

The Fund

The Excelsior Fund is an exciting new opportunity to provide high quality tailored housing to NDIS participants while obtaining a return on investment aligned to the core goals of NDIS service providers by putting participants at the centre of all we do.

The business model leverages the deep experience of Westhaven serving people with a disability. It combines specialist knowledge and input by NDIS trained staff and participants to the design and construction of properties best suited to the market: especially for those people who have high needs and/or require robust housing.

We firmly believe that regional NSW provides a quality lifestyle and, relative to Sydney and other expensive cities, can provide excellent quality housing at affordable prices.

As we welcome new investors to the Excelsior Fund there is an opportunity to provide high-quality housing to many participants, achieve a good return on investment, and participate in the investment decisions that suit your needs.

The Team

The team behind the Excelsior Fund is a group of industry professionals from the Disability Care, Supported Disability Accommodation (SDA) and Financial sectors.

Grant Simpson

Chairman

Grant Simpson brings over 27 years of leadership experience in marketing and not-for-profit organisations. He is currently the Foundation Director of Neuroscience Research Australia (NeuRA) and moved into the not-for-profit sector in 2010 in the role of Director, Marketing & Fundraising at Anglicare.

Grant holds a Bachelor’s degree in Communications with honours from Griffith University. He is a member of the Australian Institute of Management and Fundraising Institute Australia. He has served as a volunteer for charitable and sporting associations such as Surf Lifesaving and is an avid ocean swimmer, trekker and golfer. Grant resides in Sydney NSW.

Qualifications:
Bachelor Degree Communications (Hons), Griffith University
AICD Company Directors Course (completed 2019)

Experience:
Director, Marketing & Fundraising, Anglicare (2010-2016)
Foundation Director, Neuroscience Research Australia (NeuRA) (2016-present)

Committee Membership:
Culture Working Group – Chair
Brian McFadyen

Independent Member

Brian has worked in the real estate sector for over 40 years and has extensive corporate governance experience. He was also appointed as the inaugural chairman of the board of Excelsior Housing Services in 2021.

Brian was formerly the general counsel of Novion Property Group and held a wide range of legal and corporate governance roles including chairman of a number of Novion and Colonial First State Property subsidiary companies in Australia and New Zealand. Prior to joining Novion, he was head of legal for Colonial First State Global Asset Management. Before that, Brian was a partner of Freehill Hollingdale & Page (later known as Freehills, and now Herbert Smith Freehills) for over 26 years practising in the real estate, funds management and hospitality and leisure sectors.

Brian is currently a non-executive director of GPT Funds Management (GPTFM), and a number of companies within the Pro-invest Australia Hotel Group and Pro-invest New Zealand Hotel Group. He is also a member of Pro-invest’s Advisory Board which advises Pro-invest’s International Investment Committee, and a member of the Investment Committee for Westhaven Limited.

Brian is the immediate past chairman of the Law Advisory Board at the University of Technology, Sydney and was the chairman of Bowel Cancer Australia for almost 10 years until July 2015 and is now its chairman emeritus.

Brian is a Fellow of the Australian Property Institute and The University of Technology, Sydney.
Peter Jones

Investment Manager

With over 19 years of commercial experience, Peter brings the analytical and strategic skills of a management accountant as well as a breadth of experience transforming business models to thrive in unique and challenging environments.

Peter has a wide and varied experience ranging from driving lean practices in competitive manufacturing to facilitating sustainable yet creative frameworks for fashion, retail and the arts.

Mahatma Gandhi wrote: “The true measure of any society can be found in how it treats its most vulnerable members.” Westhaven encapsulates this notion and as CFO I aim to bring commercial rigour that bolsters our ability to support people with a disability and promote the quest of profit for purpose.

Qualifications: BSc, Chartered Management Accountant (ACMA, CGMA)
Andrew Everett

Investment Manager

Experienced Chief Executive Officer, Non Executive Director and Chair. Andrew Everett is currently CEO of Westhaven, Chairman of Zapti and non executive Director of Excelsior Housing Services.

With a career focus on growth and transformation, Andrew has taken a collaborative approach to delivering value and strategic growth, with results across a number of industries.

With a strong track record of delivering outstanding results, Andrew has invested his skills and experience in helping organisations transform and grow and is committed to the the disability sector and finding innovative approaches to transforming the culture and reputation of the “third sector” to improves outcomes for people with a disability.

He has had the opportunity to work with some cool people and travel, live and work in some amazing places, including Moscow, Cayman Islands, Botswana, Berlin, Prague, Dublin, London, Hong Kong, and now in Orange NSW.

Andrew possess a Bachelor of Economics degree from Macquarie University and a Diploma of Law from the University of Sydney. He is also a Graduate of the Australian Institute of Company Directors.

Partners

“Individually we are one drop, but together we are an ocean.”

— Ryunosuke Satoro

Projects

Gulf Court, Dubbo

LOCATION

The development site is situated on Gulf Court, Dubbo, approximately 6.2km from the Dubbo CBD.

The development is located in a new middle cost neighbourhood of Dubbo in the area referred to as Southlakes.

The nearest shops are within 6.2km, the GPO is within 6.2km, the nearest medical centre within 6.2km and bus transport is located within 1km.

The development sits on the northern side of Gulf Court, Dubbo and comprises a 858m² allotment. Contour is near level and provides an adequate building platform.

DESCRIPTION

Gulf Court, Dubbo, will feature a new 3 villa single storey brick veneer development to be registered for Robust Specialist Disability Accommodation. It features 4 bedrooms, 4 bathrooms and attached double garage.

The dwelling plan is under architectural review: a construction date is to be confirmed.

ASSET SUMMARY

Site Area: 858m²
SDA Registration: Robust
Occupancy: Under construction
Zoning: R2 – Low Density Residential
Year constructed: TBA 2023
Escort Way, Orange

The development site is situated on Escort Way, Orange, approximately 3km from the Orange CBD.

The development is located in a new middle cost neighbourhood of Orange in the area referred to as West Orange.

The parcel is nearby Coogal Westlands, Robina Oval and local walking paths.

The nearest shops are within 3km, the GPO is within 3km, the nearest medical centre within 3km and bus transport is located within 500m.

The development sits on the northern side of Escort Way, Orange and comprises a 858m² allotment. Contour is near level and provides an adequate building platform. It is near a Domestic Violence Crisis Centre and a proposed SDA development.

DESCRIPTION

Escort Way, Orange, will feature a new 4 villa single storey brick veneer development to be registered for Robust Specialist Disability Accommodation. It features 5 bedrooms, 5 bathrooms and attached double garage.

The dwelling plan under architectural review. Construction date to be confirmed.

ASSET SUMMARY

Site Area: 858m²
SDA Registration: Robust
Occupancy: Under construction
Zoning: R2 – Low Density Residential
Year constructed: TBA 2023
Macquarie View Estate, Dubbo

LOCATION

The development site is situated on Macquarie View Estate, Dubbo, approximately 6.4km from the Dubbo CBD.

The development is located in a new middle cost neighbourhood of Dubbo in the area referred to as Macquarie View.

The nearest shops are within 3.9km, the GPO is within 3.9km, the nearest medical centre within 3.9km and bus transport is located within 1km.

The development sits on the western side of Diamond Drive, Orange and comprises a 858m² allotment. Contour is near level and provides an adequate building platform.

DESCRIPTION

Macquarie View, Dubbo, will feature a new 3 villa single storey brick veneer development to be registered for Robust Specialist Disability Accommodation.

It features 4 bedrooms, 4 bathrooms and attached double garage.

The dwelling plan under architectural review. Construction date to be confirmed.

ASSET SUMMARY

Site Area: 837m²
SDA Registration: Robust
Occupancy: Under construction
Zoning: R2 – Low Density Residential
Year constructed: TBA 2023
Tempest Way, Orange

LOCATION

The development site is situated on Tempest Way, Orange, approximately 4.9km from the Orange CBD.

The development is located in the new Westwinds Estate neighbourhood of Orange in the area referred to as North Orange.

The parcel is near North Orange shops, Orange Botanical Gardens and great walking path loops.

The nearest shops are within 2.5km, the GPO is within 5km, the nearest medical centre within 2.5km and bus transport is located within 500m.

The development sits on the southern side of Tempest Way, Orange and comprises a 1167m² allotment. Contour is near level and provides an adequate building platform.

DESCRIPTION

Tempest Way, Orange will feature a new 3 villa single storey brick veneer development to be registered for Robust Specialist Disability Accommodation. It features 4 bedrooms, 4 bathrooms and attached double garage.

The dwelling plan under architectural review. Construction date to be confirmed.

ASSET SUMMARY

Site Area: 1167m²
SDA Registration: Robust
Occupancy: Under construction
Zoning: R2 – Low Density Residential
Year constructed: TBA 2023
Diamond Dr, Orange

LOCATION

The development site is situated on Diamond Drive, Orange, approximately 6.4km from the Orange CBD.

The development is located in a new middle cost neighbourhood of Orange in the area referred to as North Orange.

The parcel backs onto Waratahs sports grounds and has views over Waratahs wetlands. It is close walking distance to Waratahs sports club.

The nearest shops are within 1.3km, the GPO is within 6km, the nearest medical centre within 1.3km and bus transport is located within 500m.

The development sits on the western side of Diamond Drive, Orange and comprises a 858m² allotment. Contour is near level and provides an adequate building platform.

DESCRIPTION

Diamond Drive, Orange, will feature a new 3 villa single storey brick veneer development to be registered for Robust Specialist Disability Accommodation. It features 4 bedrooms, 4 bathrooms and attached double garage.

The dwelling plan under architectural review. Construction date to be confirmed.

ASSET SUMMARY

Site Area: 858m²
SDA Registration: Robust
Occupancy: Under construction
Zoning: R2 – Low Density Residential
Year constructed: TBA 2023
Buckland Drive, Orange

LOCATION

The development site is situated on Buckland Drive, Orange, approximately 8.4km from the Orange CBD.

The development is located in a new middle cost neighbourhood of Orange in the area referred to as North Orange.

The nearest shops are within 1.9km, the GPO is within 8km, the nearest medical centre within 1.9km and bus transport is located within 500m.

The development sits on the higher elevation of Buckland Drive, Orange and comprises a 900m² allotment. The rear boundary sits against established eucalypts which is earmarked for public land. Contour is near level and provides an adequate building platform. The property has standard suburban views towards Orange.

DESCRIPTION

Buckland Drive, Orange, will feature a new 3 villa single storey brick veneer development to be registered for Robust Specialist Disability Accommodation. It features 4 bedrooms, 4 bathrooms and attached double garage.

The dwelling plan under architectural review. Construction date to be confirmed.

ASSET SUMMARY

Site Area: 900m²
SDA Registration: Robust
Occupancy: Under construction
Zoning: R2 – Low Density Residential
Year constructed: TBA 2023
Montezuma Terrace, Dubbo

LOCATION

The property is situated on Montezuma Terrace, Dubbo, approximately 5.9km from the Dubbo CBD.

The property is located in new middle cost neighbourhood of Dubbo in the area referred to as West Dubbo.

The nearest shops are within 1.9km, the GPO is within 1.9km, the nearest medical centre within 1.9km and bus transport is located within 1.9m.

The property sits across 2 lots at 3-5 Montezuma Circuit, Dubbo and comprises a 1476m² irregular shaped inside allotment. Contour is near level and provides an adequate building platform. The property has and standard suburban views.

DESCRIPTION

Montezuma Circuit, Dubbo, is a new 3 villa single storey brick veneer development to be registered for Robust Specialist Disability Accommodation. It features 4 bedrooms, 4 bathrooms and attached double garage.

The dwelling is expected to be completed in early 2023.

ASSET SUMMARY

Site Area: 1,476m²
SDA Registration: Robust
Occupancy: Under construction
Zoning: R2 – Low Density Residential
Year constructed: 2023
Scope Circuit, Dubbo

LOCATION

The property is situated on the southern side of the Scope Circuit, Dubbo, approximately 4km from the Dubbo CBD.

The property is located in a new middle cost neighbourhood of Dubbo near Orana Mall.

The nearest shops are within 1.7km, the GPO is within 1.7km, the nearest medical centre within 1.7km and bus transport is located within 500m.

The property sits across 2 lots at 13-15 Scope Circuit, Dubbo and comprises a 1466m² irregular shaped inside allotment. Contour is near level and provides an adequate building platform. The property has a northern aspect and standard suburban views.

DESCRIPTION

Scope Circuit, Dubbo, is a new 3 villa single storey brick veneer development to be registered for Robust Specialist Disability Accommodation. It features 4 bedrooms, 4 bathrooms and attached double garage.
The dwelling was completed in early 2023.

ASSET SUMMARY

Site Area: 1,466m²
SDA Registration: Robust
Occupancy: 100%
Zoning: R2 – Low Density Residential
Year constructed: 2023
Brown St, Orange

LOCATION

The property is situated on Brown Street, in North Orange, It is located approximately 7km from the Orange CBD.

The property is located in a new middle cost neighbourhood of Orange in the area referred to as North Orange.

The nearest shops are within 2.3km, the GPO is within 8km, the nearest medical practice is located within 3.3km and bus transport is located within 900m.

DESCRIPTION

Brown Street, Orange is a new detached single storey brick veneer home to be registered for Improved Livability and High Physical Support Specialist Disability Accommodation. It features 5 bedrooms, 3 bathrooms, motorised pergola, deck, attached double garage and ceiling hoist.

The dwelling was completed in 2023.

ASSET SUMMARY

SDA Registration: Improved Livability and High Physical Support
Occupancy: 100%
Zoning: R2 – Low Density Residential
Year constructed: 2023

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