Real Estate - N/A, N/A, US
The Property Fund (TPF) was established to hold a diversified portfolio of assets that produces stable income and sector leading capital growth. TPF's competitive advantage is the skills and experience of its award-winning team of seven property professionals. Their track record includes being the acquisitions and development manager for a $400m property fund, and successfully managing $1b+ portfolios for ABN AMRO (circa 20% annualized return) and Bank South Pacific (circa 18% annualized return), and a wide ranging proprietary investment authority as senior trader for Barclays Bank (circa 25% annualized return). The Property Fund management team is complemented by an advisory board that includes a registered property valuer and a corporate finance expert.TPF will hold a diversified portfolio across all classes of property in a Managed Investment Trust (MIT), otherwise known as a Real Estate Investment Trust (REIT). Multi-sector Real Estate Investment Trust (REIT)The REIT's investment strategy is to directly own property assets across the office/commercial, leisure/hotels, medical/aged care and residential sectors. It targets diversification of asset class, geography, tenant, lease expiry and income streams to provide sector-leading, recurring returns. This strategy reduces correlation risk and return variability, improving risk-adjusted return. Above this strategic foundation, the fund applies a tactical process leveraging off the principals' professional network and actively manages the portfolio according to current market conditions. The Directors are socially aware and accordingly have founded The Affordable Housing Charity Ltd, a profit-with-purpose impact-investor and sponsor-developer for selected residential properties for the REIT. Approved by the ACNC as a Public Benevolent Institution with deductible gift recipient status, it is exempt from numerous taxes and charges when a defined social benefit is provided as a project outcome
Outlook
Microsoft Office 365