Specialist Property Funds are investment vehicles focused upon specific segments of the real estate market, offering investors targeted exposure and the associated potential returns.
These funds capitalise on niche sectors that may not be well represented across the broader property asset class, thus providing opportunities for diversification and leveraging specialist expertise.
Specialist Property Funds are pooled investment portfolios focusing on particular types of real estate assets, such as commercial properties, residential properties, industrial real estate, or alternative sectors like healthcare and student housing.
They are designed to exploit specific market conditions, benefit from sector knowledge, and aim for above-average returns based on their targeted strategies.
The main types of Specialist Property Funds include:
The three main features of Specialist Property Fund are:
There are three main risks of Specialist Property Fund investing:
When comparing Specialist Property Funds, consider the following criteria:
Investors can access Specialist Property Funds through:
The minimum varies by fund type.
Publicly traded REITs can be accessed with low minimum amounts.
Yes. Dividends are generally subject to income tax, while capital gains are generally subject to capital gains tax.
Compare returns against their appropriate benchmarks over various timeframes.
Yes. There are a number of key risks involved, particularly related to market fluctuations.
Long-term investment is usually recommended (5-10 years).
Yes, management and performance fees generally apply.
Economic downturns can affect specialist property values and rental income.
No. Investments are in the fund itself, not in individual properties.
Specialist Property Funds provide unique investment opportunities within specific real estate sectors, allowing for targeted strategies and potentially enhanced returns.
Understanding the different types, features, risks, and comparative factors is essential for investors.
By carefully considering these aspects, Specialist Property Fund investors can make informed decisions which help optimise their real estate investment portfolios.
The Fund presents an unrivalled investment opportunity with a primary focus on generating consistent income for investors. (For Wholesale Investors Only)
Invest in mispriced agricultural land which is re-optimised for carbon. (For Wholesale Investors Only)
The fund’s objective is to contribute towards a much needed supply of Specialist Disability Accommodation (For Wholesale Investors Only).
This is an opportunity for wholesale investors to invest in an irrigated dairy aggregation of two substantial neighbouring properties in the tightly-held Derwent Valley of Tasmania (For Wholesale Investors Only)
Peak Equities has partnered with the experienced and proven Childcare Developer, TAL Group, to offer a portfolio of three childcare assets in Queensland and Western Australia. (For Wholesale Investors Only)
The Trust is a multi-asset, income-focused property trust investing in the hotel & hospitality sector. [For Wholesale Investors only]
The Fund aims to provide reliable yields, strong capital growth and reduced risk via geographic diversification through a pipeline of seniors living assets located across Australia (For Wholesale Investors Only)
The Fund aims to provide monthly tax-effective income and long-term capital growth by investing in the healthcare sector underpinned by long term leases to a range of reputable healthcare operators.
The Fund invests in both established childcare centres and childcare centre developments across Australia with the aim of providing investors with stable secure income, with the potential for capital growth. (For Wholesale Investors only)
A Fund that focuses on acquiring and developing high-quality Specialist Disability Accommodation (SDA) in attractive locations to support Australians living with a disability (NDIS Participants). (For Wholesale Investors only)
Invest in the highly sought-after healthcare real estate sector.
