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.

Real Estate Strategies

RAM’s three primary investment strategies provide core through to opportunistic returns on a risk adjusted basis

Local Convenience Based Retail Assets

  • Convenience retail assets, focused on non-discretionary spend retailers offers a resilient, defensive cashflow that is marginally affected by economic downturn or global health disasters.
  • Local convenience assets are typically anchored by supermarkets, leased to such operators as Coles, Woolworths and IGA, offering a strong national tenant covenant with strong footfall generation.
  • Neighbourhood assets have recently moved to the forefront of institutional and private investment. Growing popularity has been driven by major’s and non-discretionary retailers’ contribution towards total income, which offers sustainable future income growth.
  • Due to limited exposure to apparel and discretionary spend, neighbourhood assets are more desirable than their larger counterparts, being sub-regional and regional retail assets.
  • Neighbourhood retail assets have remained less impacted by COVID-19 and the push to online shopping. Valuations for these assets have remained stable, underpinned by strong investment interest in resilient retail assets, as evident by several recent transitions settled during COVID-19.
  • The push towards essential services and neighbourhood retail assets will remain a key investment driver given the limited volatility evidenced during COVID-19.

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Medical / Healthcare Assets

  • Over the last 15 years, the healthcare / medical property sector has experienced low volatility when compared to traditional real estate asset classes, while generating strong returns.
  • Healthcare is a largely inelastic, non-discretionary expenditure type limiting exposure to negative macro-economic factors.
  • The sector has undergone a secular shift, with increased non-cyclical demand for core medical services.
  • An ageing population, increased life expectancy and increased rates of chronic disease are driving increased demand for acute and long-term healthcare.
  • Australians are spending more money, and a greater proportion of their income, on health services than ever before with $201bn spent in 2019-20, equating to 10% of Australia’s GDP. Expenditure has grown at an average of 4% per annum for the last 20 years.
  • The healthcare sector is generally characterised by resilient and consistent income profiles, supported by State and Federal governments which typically account for 60% of all funding.
  • The sector benefits from a stable profile of tenants due to factors including minimal leasing turnover, government support, location dependency, purpose-built assets, and co-location in hubs. Increasing consolidation of tenants is further improving covenants.

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Commercial Office Mandates

  • Office leases are typically longer in tenure. Most anchor tenants sign 10 year leases with in built annual income increases not exposed to market conditions like residential.
  • Lease covenants are normally more secure with for example corporate or government tenants.
  • Risk adjusted long term commercial office property returns in Australia are very strong.
  • Commercial office properties can provide a portfolio with enhanced after tax returns, due to factors such as depreciation, and providing tax deferral benefits.
  • Returns can be enhanced with active management and suitable levels of leverage.

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All, Retail

Ballina Central

44 Bangalow Rd, Ballina NSW 2478, Australia
All, Medical

Miami Private Hospital

Miami Private Hospital and Medical Centre Miami, Queensland
All, Commercial

2- 14 Elsie Street, Burwood

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

The Broadway Plaza

The Broadway Plaza Sydney, New South Wales
All, Retail

Tanilba Bay Shopping Centre

Tanilba Bay Shopping Centre Tanilba Bay, New South Wales
All, Retail

Rutherford Shopping Centre

Rutherford Shopping Centre, Rutherford, New South Wales
All, Retail

Gunnedah Shopping Centre

Gunnedah Shopping Centre, Gunnedah, New South Wales
All, Retail

Mowbray Marketplace

Mowbray Marketplace, Launceston, Tasmania
All, Retail

Keppel Bay Plaza

Keppel Bay Plaza, Yeppoon, Queensland
All, Retail

Coomera Square

Coomera Square, Upper Coomera, Queensland
All, Retail

Springfield Fair

Springfield Fair, Springfield, Queensland
All, Retail

Yeronga Village

Yeronga Village, Brisbane, Queensland
All, Retail

'The Hub' Westlake

The Hub Westlake, Westlake, Queensland
All, Retail

Windaroo Village

Windaroo Village, Windaroo, Queensland
All, Retail

Northlakes Convenience Centre

NightOwl Centre, Brisbane, Queensland
All, Medical

Corrimal Private Healthcare Centre

Corrimal Private Healthcare Centre, Corrimal, New South Wales
All, Medical

QScan Redcliff

QScan Redcliff, QScan Redcliff
All, Medical

North West Private Hospital

North West Private Hospital, Cooee, Tasmania
All, Medical

Dubbo Private Hospital

Moran Dr, Dubbo NSW 2830, Australia
All, Medical

Mayo Private Hospital

Mayo Private Hospital, Taree, New South Wales
All, Medical

The Banyans Health and Wellness Centre

8/16 Thompson St, Bowen Hills QLD 4006, Australia
All, Medical

Willetts Health Precinct

Mount Pleasant, QLD

In the Media

“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