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Model Portfolios · PIPA-Qualified Advisors · National

Investment options.

We build and manage diversified property portfolios for investors, designed to fit your circumstances and your goals.

From entry level programs through to $20m model portfolios, every option is signed off by our investment committee and tailored by an advisor to your situation.

Portfolio strategy

Where are you in your portfolio strategy?

If you're looking to grow a portfolio, our team will build a customised property strategy matched to your wealth-building goals. Start by establishing where your portfolio sits today with a review from a PIPA-qualified property investment advisor.

Book a portfolio review

Growth focus

Accumulation. Building the asset base.

Consolidation

Refining and strengthening holdings.

Conversion

Turning equity into income.

Income focus

Retirement and drawdown.

Investor reviewing a property portfolio

Your options

A complete range of investment options.

Advice is always individual and circumstance-driven. What follows are the options we weigh when assembling your portfolio.

Commercial and industrial property investments

Eligibility

  • Open to all investors
  • Minimum $300k annual household income
  • Finance pre-approval
Commercial principal place of business

Types of acquisitions

  • Medical practices and medical centres
  • National offices and relocations
  • National retail outlets, big box stores and warehouses
  • Industrial factories
Residential property investments and homebuying

Eligibility

  • Open to all investors and homebuyers
  • Minimum $150k annual household income
  • Finance pre-approval

Where to start

Your Portfolio Pathway.

Every investor has distinct objectives and circumstances calling for strategies tailored to each stage of the journey. We call this the Portfolio Pathway, because it spans a chain of strategic decisions across acquisitions, management and sales.

The entry point is a 20-minute introductory consultation with a property advisor, who works through your objectives, timeframe and investment parameters to identify the right strategy for your portfolio.

Explore your Portfolio Pathway
Modern glass and steel building facade
Heritage Victorian terrace houses

Risk management

We manage portfolio risk.

Running a large property portfolio carries its own risks and complications, with rents, valuations, market conditions, forecasts, interest rates and your own financial position all in play. Complexity compounds as the asset count grows, and unmanaged risk can escalate quickly.

Our portfolio management service exists to take that complexity off your hands, so you can work through challenges and reduce portfolio risk.

Learn more

Get started

Looking for more information?

Get in touch with our team to learn more about the investment options available to you. An initial 20-minute private consultation with a senior advisor, no pitch.

PIPA-qualified advisors

Speak directly with an experienced property investment advisor.

Confidential

Your information stays private, always.

20 minutes

An introductory consultation to establish the right strategy.

Prefer to speak directly?

(03) 8539 0300

L10, 30 Collins Street, Melbourne VIC 3000