Insights from the Freehold Team
3 reasons why real estate debt appeals to income investors
Feb 25, 2020
Real Estate debt has been one of the faster growing property asset classes in recent years...
A new real estate debt fund with monthly distributions
Oct 14, 2019
Freehold has launched a new fund that aims to deliver investors an annualised pre-tax return of 7 – 8% p.a. paid monthly*...
AFR: Retail property faces earnings pressure on several fronts, warns manager
Mar 21, 2019
Australian Financial Review: Retail property faces earnings pressure on several...
Freehold Funds
Freehold A-REITs & Listed Infrastructure Fund
- The Fund comprises a portfolio of A-REITs and Listed Infrastructure securities that exhibit income and growth characteristics.
- Our style overlay screens for pure property and infrastructure characteristics and results in minimal exposure to development, currency risk and other 'active' earnings.
- Investable securities must generate a minimum 90% of their income via rental income, or recurring, contracted/mature infrastructure income, and have at least 75% of their assets in Australia.
Freehold Australian Property Fund
- The Fund comprises a hybrid portfolio of listed and unlisted property and infrastructure securities.
- Our listed portfolio style overlay screens for pure property and infrastructure characteristics and results in minimal exposure to development, currency risk and other 'active' earnings.
- The unlisted portfolio comprises institutional-grade assets within a diversified portfolio of internally and externally managed funds that spans the risk spectrum. The target unlisted allocation is 70% Core, 20% Value Add and 10% Development.
Freehold Debt Income Fund
- The Freehold Debt Income Fund (FDIF) is an open-ended unlisted real estate debt fund that aims to provide monthly distributions from a diversified, and conservative portfolio of real estate debt with low capital risk.
Freehold Australian Property Fund
*Past performance is not a reliable indicator of future performance.