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Strategies

Equity Investment

A disciplined Australian real estate investment manager focused on value creation.

Focused on quality and execution, we invest where local insight, disciplined underwriting and active management can deliver strong outcomes over time.

$5b
portfolio gross realisation1
$520m+
funds under management2
35+
investments since inception

Our approach

Our approach brings together four strengths that are difficult to replicate: disciplined investing across sectors and risk profiles, a focused Australian mid‑market strategy, deep market relationships, and the backing of an institutional platform.

We invest selectively across real estate sectors, healthcare, education, last‑mile logistics and living sectors, guided by long‑term fundamentals rather than short‑term cycles, to identify dislocated market pricing.

As a specialist in the Australian mid‑market, we operate in a space with strong deal flow and structurally limited competition, using in‑house origination to identify pricing dislocations and access off‑market opportunities.

Our networks with asset owners, developers, operating partners and capital partners have been built deal by deal over eight years of equity practice. This relationship-led model is underpinned by an institutional platform, supported by Apollo Global Management as a strategic shareholder.

Case Studies

Case study
RPAH Medical Centre
RPAH Medical Centre is a strategic healthcare investment within Sydney’s Royal…
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Case study
Unilodge Perth Central
Delivery of a landmark Purpose-Built Student Accommodation (“PBSA”) asset, UniLodge Perth Central…
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1Portfolio gross realisation is forecast as at 30 June 2026.

2Funds under management includes committed capital as at 30 June 2026.

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