Our Joint CEO Julian Biggins joins The Inside Network’s Brilliant Investment Thinkers Podcast for an in-depth conversation on the evolving world of alternative real estate investing.
From supply-constrained marinas and pubs to retail centres and specialist disability housing, Julian explores how these assets can offer investors the potential for uncorrelated, mid-teen returns, and shares why Australia’s current real estate environment is among the strongest he’s seen making now an opportune time to invest. He also highlights why hands-on, active management remains critical to unlocking value.
“We've really tried to pick areas where we think we can be a leader. We can offer exposure to asset classes that others can't and interesting investment opportunities …where we're trying to generate mid-teenish style returns, really backed by cash flow. And the operating expertise is such a fundamental requirement of what we do, but it's also a fundamental differentiator for us versus other managers. I don't think there's anyone else in Australia that offers that capability.
