Investment Strategy

Targeting a diversified property portfolio, weighted towards sectors exhibiting strong future growth fundamentals.

Direct Property

Acquire existing occupied direct property assets within our target sectors that exhibit long term secure income and occupied by proven operators.

A-REITs & Liquid Instruments

The fund may supplement it’s direct property investments with a minor (up to 20%) exposure to A-REITs, cash and short term fixed interest instruments to provide a level of liquidity to investors.

A Diversified Offer

Exposure to a mix of defensive commercial properties in Australia. Flexibility to trade sectors and geographies to move with market trends.

Experienced Team

Exposure to experienced management platform. Benefit from RAM’s deep sector expertise and sophisticated management approach.

Target Sectors

Office

  • Suburban Office with secure tenants
  • Government tenanted assets

Retail

  • Hardware
  • Tavern & Large Format Liquor
  • Service Stations
  • Fast Food Assets

Industrial

  • Logistics
  • Warehousing

Alternative

  • Social infrastructure – childcare centres
  • Non-Core Healthcare (e.g. Medi Office, Laboratory)

Key Portfolio Metrics

Provides a diversified property sector, asset class and manager exposure for investors.

PROPERTIES
3

PORTFOLIO VALUATION
$187.9 million

OCCUPANCY
100%

WALE
5.3 YEARS

Property Portfolio

2- 14 Elsie Street, Burwood

2- 14 Elsie Street, Burwood Sydney, New South Wales

25 Constitution Avenue

Canberra, ACT

Halls Head Medical Precinct

Perth, WA

Why Invest in Real Assets?

An investment in Real Assets is an investment in real tangible value. Real Assets are physical assets that have inherent scarcity such as real estate, infrastructure and agricultural land. Real Assets represent a compelling opportunity to capture attractive returns propelled by permanent long term structural changes in the global economy, such as urbanisation and the consumption growth of the middle classes in emerging economies.

Achieve effective portfolio diversification.

Increase your potential to achieve a consistent real return above that of inflation.

Enhance potential long-term returns by taking advantage of global trends.

In the Media

*Investment returns are not guaranteed. Actual returns may differ from target returns for a range of factors including investment performance, taxation and indirect costs. This material has been prepared by Real Asset Management Pty Ltd (ACN 162 123 408, AFSL No. 484263) is for informative and illustrative purposes only and should not be construed as legal, tax, investment or other advice. It is open only to investors who are “wholesale clients” as defined in section 761G or 761GA of the Corporations Act 2001 (Cth) of Australia. All investments involve the potential for a loss of capital. Prospective investors should seek separate, independent financial and professional advice if required prior to making an investment to assess the suitability, lawfulness and risks involved. The information contained herein does not have any regard to the specific investment objectives, financial situation or the particular needs of any person.

“Our Investment Philosophy is built around keeping the investment process simple and transparent and ensuring our clients are at the centre of everything we do.”

Scott Wehl
Founder & Group CEO