EG Private Wealth Portfolio
We provide wholesale investors access to commercial real estate opportunities; deliver strong, stable and sustainable quarterly cash distributions (typically 6.5%+ p.a.) and target total returns across a 5–7-year timeframe of 11-12% p.a.
Macro View
As big picture thinkers, EG constantly seeks to better understand the market and predict where it will go – integrating a macro view into all fund and asset strategies.
Deal Flow
EG has a unique level of access to off-market and pre-market deal flow. We take a systematic approach to finding, interrogating and realising deals.
Risk Assessment
Identifying and managing risk is a priority at EG. We provide superior metrics and guidance via our proprietary risk model assessment PRISMS® – free of confirmation bias.
Active Management
EG is actively involved in identifying, acquiring and improving low performing assets. Asset management stays in house so we remain involved and accountable.
EG Private Wealth provides wholesale investors access to syndicate commercial real estate opportunities, focussing on delivering strong, stable and sustainable quarterly cash distributions (typically 6.5% p.a. plus) and target total return across a 5–7-year timeframe of 11-12% p.a.
EG is a leading independent funds management firm specialising in Australian real estate. We invest in and develop real estate on behalf of our institutional investors and private wealth clients to generate outstanding returns and lasting positive social impact.
EG Private Wealth can offer bespoke commercial real estate opportunities. The rigour of over 20 years supporting institutional investors, with the agility and hunger of an entrepreneur; EG’s Private Wealth team offers the best of both worlds to maximise returns.
The current Private Wealth portfolio has an unrealised equity IRR of +30.0% p.a. and our EG Funds Management 20-year track record a realised IRR of 16.7% p.a.
EG's Private Wealth division helps grow the wealth of our private investors through commercial property syndication opportunities. We have a 20-year track record of consistently achieving above-average returns and capital security.
We are proud to offer our clients unique access to valuable institutional systems and processes. Our data-driven approach provides a competitive market edge and a superior approach to risk-adjusted returns with our proprietary risk management software, PRISMS®.
- Belrose: Acquired in 2020, target 5-year hold. Recently sold and delivered a circa 27% annual Internal Rate of Return (exceeded target on distributions and IRR).
- Vineyard: Acquired and currently distributing ~12.5% p.a. (exceeding target distributions).
- Punchbowl: Cash distributions this year will be slightly below target due to interest rate increases exceeding the rates which we can increase rents. Important to note however that we acquired this property at a land rate of $1,260/sqm of land (including the buildings and income), and this was a key thesis for our acquisition, as we felt this was land value at the time. Land rates are now at or more than $1,900/sqm, so what we forego in cash distributions we more than expect to make up on capital growth.
EG is a leading independent funds management firm specialising in Australian real estate.
We invest in and develop real estate on behalf of our institutional investors and private wealth clients to generate outstanding returns and lasting positive social impact.
EG Private Wealth can offer bespoke commercial real estate opportunities. The rigour of over 20 years supporting institutional investors, with the agility and hunger of an entrepreneur; EG’s Private Wealth team offers the best of both worlds to maximise returns.
The current Private Wealth portfolio has an unrealised equity IRR of +30.0% p.a. and our EG Funds Management 20-year track record a realised IRR of 16.7% p.a.
EG's Private Wealth division helps grow the wealth of our private investors through commercial property syndication opportunities.
We have a 20-year track record of consistently achieving above-average returns and capital security. We are proud to offer our clients unique access to valuable institutional systems and processes.
Our data-driven approach provides a competitive market edge and a superior approach to risk-adjusted returns with our proprietary risk management software, PRISMS®.
Michael overviews EG’s strategic direction, maintaining a strong engagement with the detail of our projects. His experience in infrastructure, funds management and property development runs deep.
Until February 2022, Michael was the independent Chair of the Association of Superannuation Funds of Australia (ASFA). A Director of digital twin technology companies Willow and Reveal, Michael is the current President of the Australia Defence Association, and a Director of the Ramsay Centre for Western Civilisation. Past directorships include the ACT’s City Renewal Authority, ING RE, Macquarie Infrastructure Group, Macquarie Goodman, State Super, NRMA Insurance, ActewAGL, IconWater, State Rail Authority of NSW, Sydney Metro Transport and ANZ (2000 Olympic) Stadium.
Qualifications: BA (First Class Hons), MSc, PhD, FAICD, FRICS
Sean brings over a decade of experience to EG as leader of the Capital Transactions team. He has played a key role in over $3 billion of acquisitions at EG and has worked across a range of strategies. Driven by professionalism and precision to see the big picture accomplished, Sean is integrally involved in sourcing and securing deals, ensuring we elevate real estate to its highest and best use to maximise return for investors.
Qualifications: BCom
Relevant Documents
You should read the PDS, TMD (if applicable) or any Investment Memorandum (or other offer documents) related to this product before making an investment decision. These documents (if available) can be found at https://eg.com.au/, or if this is a "wholesale investor only" investment, can be viewed by contacting the Product Issuer identified on the aforementioned website.
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