Why integrated real assets are built for uncertain markets

Marcus Cleary and Michael Swinnerton from Oreana - Investor Webinar March 2026

About this presentation

Marcus Cleary, Head of Distribution, and Michael Swinnerton, Senior Development and Portfolio Manager at Oreana, join the March Investor Webinar ‘Finding Value in Volatility’ to present a comprehensive view on early education property as a resilient investment. Marcus outlines the sector’s defensive income characteristics, including CPI-linked rents, long-term leases, and government-supported demand, positioning it as a stable, non-discretionary asset class. Michael then takes investors inside the engine room, explaining how disciplined site selection, integrated development, and operational expertise drive consistent outcomes.

Together, they highlight how strong execution and asset quality underpin performance, with high occupancy rates and carefully managed risk. Their combined message is clear: when backed by rigorous processes and structural demand, early education property can deliver both stability and long-term value.

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