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Spire USA Multifamily IV (AUD) - Managed Fund

Fund Objective
Bridge Multifamily Fund IV is the fourth in a series of private investment ‘buy, fix, sell’ vehicles primarily targeting Class-B multifamily, formed by Bridge Investment Group LLC (Bridge). The Fund continues Bridge’s legacy and strong performance history in multifamily with a differentiated.
Fund Strategy
Bridge Multifamily Fund IV is the fourth in a series of private investment ‘buy, fix, sell’ vehicles primarily targeting Class-B multifamily, formed by Bridge Investment Group LLC (Bridge). The Fund continues Bridge’s legacy and strong performance history in multifamily with a differentiated.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -2.22% -7.89% -8.01% -13.03% -4.06% -5.5% 7.84% -%
Growth return -5.9% -4.45% -8.75% -18.37% -8.31% -7.61% 4.33% -%
Income return 3.68% -3.44% 0.74% 5.34% 4.25% 2.11% 3.51% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return -3.54% -4.27% -10.29% 4.7% 6.87% 9.85% 8.95% 6.82%
As at 28 Feb 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Spire USA Multifamily IV (AUD)
Cash
8.50%
Property & Infrastructure
91.50%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.65%
Property & Infrastructure
92.81%
Australian Equities
3.93%
International Equities
0.32%
Fixed Interest
0%
Alternatives
1.29%

General Information

Fund Details
Type Description
Spire USA Multifamily IV (AUD)
Spire Capital Pty Ltd
SPI1337AU
Unlisted and Direct Property
Not Rated
Investment Fund
29 May 2019
n/a
$1.5558 (as at 28 Feb 2026)
$1.5558 (as at 28 Feb 2026)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.58% (as at 30 Jun 2021)
Minimum initial investment
Minimum additional investments $25,000
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FAQs about the Spire USA Multifamily IV (AUD)

The objective of the Spire USA Multifamily IV (AUD) managed fund is Bridge Multifamily Fund IV is the fourth in a series of private investment ‘buy, fix, sell’ vehicles primarily targeting Class-B multifamily, formed by Bridge Investment Group LLC (Bridge). The Fund continues Bridge’s legacy and strong performance history in multifamily with a differentiated.

The strategy of the Spire USA Multifamily IV (AUD) managed fund is Bridge Multifamily Fund IV is the fourth in a series of private investment ‘buy, fix, sell’ vehicles primarily targeting Class-B multifamily, formed by Bridge Investment Group LLC (Bridge). The Fund continues Bridge’s legacy and strong performance history in multifamily with a differentiated.

The APIR code of the Spire USA Multifamily IV (AUD) managed fund is SPI1337AU.

Spire USA Multifamily IV (AUD)’s total return last month was -2.22%. This was made up of a growth return of -5.9% and an income return of 3.68%. These returns were calculated as at 28 Feb 2026.

Spire USA Multifamily IV (AUD)’s total return for the last three months was -7.89%. This was made up of a growth return of -4.45% and an income return of -3.44%%. These returns were calculated as at 28 Feb 2026.

Spire USA Multifamily IV (AUD)’s one-year total return is -13.03%. This was made up of a growth return of -18.37% and an income return of 5.34%. These returns were calculated as at 28 Feb 2026.

Spire USA Multifamily IV (AUD)’s one-year total return is -5.5%. This was made up of a growth return of -7.61% and an income return of 2.11%. These returns were calculated as at 28 Feb 2026.

The asset allocation of the Spire USA Multifamily IV (AUD) managed fund is :

Cash
8.50%
Property & Infrastructure
91.50%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Spire USA Multifamily IV (AUD) managed fund is Spire Capital Pty Ltd.

The Spire USA Multifamily IV (AUD) managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at , the size of the Spire USA Multifamily IV (AUD) managed fund was $ million.

The Spire USA Multifamily IV (AUD) managed fund has an inception date of 29 May 2019.

The current entry price of the Spire USA Multifamily IV (AUD) managed fund is $1.5558 per unit and the current exit price is $1.5558 per unit (as at 28 Feb 2026).

The current exit price of the Spire USA Multifamily IV (AUD) managed fund is $1.5558 per unit and the current entry price is $1.5558 per unit (as at 28 Feb 2026).

The minimum initial investment amount for the Spire USA Multifamily IV (AUD) managed fund is $0. Minimum additional investment is $25000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.