Owner of high quality real estate assets and critical healthcare infrastructure in hyper-convenient, metro locations for Australia’s leading national retailers and healthcare providers.
Our Funds portfolios are diversified across geography, sub-sector and tenants resulting in consistent, long term distributions for investors.
Each Fund is underpinned by powerful megatrends that drive tenant and customer demand
The Team
Sid Sharma
Managing Director, Real Estate
Paul Doherty
HDN Fund Manager
Christian Soberg
HCW Fund Manager
Nicholas McKeith
UHF Fund Manager
Marie Nguyen
LML Fund Manager
Matia Jelinic
LML Assistant Fund Manager
Funds
HomeCo Daily Needs REIT(ASX: HDN)
HomeCo Daily Needs REIT is an Australian Real Estate Investment Trust listed on the ASX with a mandate to invest in convenience-based assets across the target sub-sectors of Neighbourhood Retail, Large Format Retail and Health & Services. HomeCo Daily Needs REIT aims to provide unitholders with consistent and growing distributions.
Fund Inception
November 2020
Fund Type
ASX-listed REIT (HDN.ASX)
Assets Under Management
$4.8 billion
HealthCo Healthcare & Wellness REIT(ASX: HCW)
HealthCo Healthcare & Wellness REIT is a real estate investment trust listed on the ASX with a mandate to invest in Hospitals; Aged Care; Childcare; Government, Life Sciences & Research; and Primary Care & Wellness property assets, as well as other healthcare and wellness property adjacencies. The REIT’s objective is to provide Unitholders with exposure to a diversified portfolio underpinned by attractive megatrends, targeting stable and growing distributions, long-term capital growth and positive overall environmental and social impact.
Fund Inception
September 2021
Fund Type
ASX-listed REIT (HCW.ASX)
Assets Under Management
$1.6 billion
Last Mile Retail Logistics Fund*
HomeCo Daily Needs REIT is an Australian Real Estate Investment Trust listed on the ASX with a mandate to invest in convenience-based assets across the target sub-sectors of Neighbourhood Retail, Large Format Retail and Health & Services. HomeCo Daily Needs REIT aims to provide unitholders with consistent and growing distributions.
Fund Inception
May 2023
Fund Status
Open
Target Return
10%+ levered IRR
Unlisted Healthcare & Life Sciences Fund*
HomeCo Daily Needs REIT is an Australian Real Estate Investment Trust listed on the ASX with a mandate to invest in convenience-based assets across the target sub-sectors of Neighbourhood Retail, Large Format Retail and Health & Services. HomeCo Daily Needs REIT aims to provide unitholders with consistent and growing distributions.
Fund Inception
May 2023
Fund Status
Open
Target Return
12%+ levered IRR