Investment and Asset Management Services

We provide comprehensive investment and asset management services tailored to institutional and wholesale clients, with specialised expertise in Australian real estate markets, infrastructure, energy and other unlisted real assets.

Asset Management

Our team provides day-to-day oversight of operational assets, including performance tracking, reporting, budgeting, and stakeholder management.

•Daily operational oversight and management
•Performance tracking and analysis
•Budget management and financial reporting
•Stakeholder communication and management

Managed Investment Trust (MIT) Compliance

We provide ongoing compliance support for Australian Managed Investment Trust structures, ensuring regulatory adherence and governance obligations are met for existing structures.

•Ongoing compliance management for existing MIT structures
•Tax optimization and regulatory reporting
•Governance framework implementation
•Regulatory obligation management

ESG Governance and Reporting

We implement and monitor ESG frameworks tailored to offshore owners' expectations, supporting sustainable outcomes and alignment with global standards.

•ESG framework development and implementation
•Sustainability reporting and monitoring
•Global standards alignment and compliance
•Stakeholder engagement and reporting

Transaction & Advisory Services

We provide comprehensive advisory services for real estate transactions, including structure analysis, due diligence coordination, and transaction support for institutional investors.

•Transaction structuring and optimization
•Regulatory compliance advisory
•Legal documentation coordination
•Investment strategy development

Due Diligence Services & Regulatory Support

We conduct comprehensive due diligence for acquisitions and investments in real assets, evaluating risks and opportunities across physical, legal, financial, and ESG dimensions.

•Physical asset assessment and evaluation
•Legal and regulatory compliance review
•Financial analysis and risk assessment
•ESG impact evaluation and reporting

Our Investment Sectors

Infrastructure and Natural Resources

Large-scale Farmland, Rural Funds, ESG-linked Productivity

Alternative

Student Accommodation, Build-to-Rent, Retirement living, Data Centre

Traditional Commercial

Retail, Office, Industrial

Energy and Technology

Solar, Wind, Grid assets, PPAs, Renewables and Battery Storage Tech, Life Science

Residential

Lifestyle and Land Lease, Micro Units, Social & Affordable Housing

Ready to Discuss Your Investment Needs?

Contact our team today to learn how our services can help you achieve your investment objectives.