Publications

- October 1, 2015: Vol. 7, Number 9

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Oz open-ended: The case for investing in Australian diversified open-end funds

by Leonie Wilkinson

Australia’s strengthening domestic economy, attractive risk-adjusted investment returns and high levels of real estate investment transparency continue to attract domestic and international capital to institutional real estate investment. Australian diversified open-end funds maximise these benefits and help mitigate the risks of real estate investing by offering immediate diversification across Australian markets and property types, steady income, and high transparency thanks to the availability of a widely-used benchmark, the Mercer/IPD Australia Monthly Property Fund Index – Core Wholesale. Fund investments draw lower upfront transaction costs and are tax-efficient for institutional investors compared with direct real estate investment.

Within the Australian market, diversified open-end funds stand out as attractive vehicles for investors for five reasons: immediate access, index availability, comparable returns, specialist strategies and financial benefits.

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