From the CEO, Peri Macdonald – August 2025

We closed the year with over $413 million in funds under management, launched our Brisbane office and continued to scale our mortgage and equity strategies. Our investors entrusted us with capital through a broader market environment that presented its share of challenges. While many sectors experienced volatility, we remained steady, we were guided by discipline, patience and our conviction to navigate uncertainty and make decisions that reflect deep market insight. We focused on executing our strategy, protecting capital and delivering consistent performance throughout the year.

At Ark, protecting investor capital is our guiding principle. It underpins every loan, every partnership, every decision. We never rush to deploy capital. Instead, we believe it’s better to communicate why we’re not invested than to take unnecessary risk. We choose the safest loan types, ones we would (and often do) personally invest in. 

We’re transparent about the full picture, not just the good news. We focus on delighting both investors and borrowers because we understand that when our borrowers succeed, so do our investors. And when challenges arise, we bring decades of experience in workouts and recovery strategies, preserving value when it matters most. 

Our continued focus is delivering strong, risk-adjusted returns across a diversified portfolio of high-quality real estate opportunities. And our team remains financially aligned with that goal. 

This report reflects the strength of our platform, the discipline of our thinking and our readiness for the next chapter of growth.

Thank you for your partnership and trust.

Sincerely,
Peri Macdonald