Name of Fund:
Barwon Disability Accommodation Fund
The offer/deal available:
The Barwon Disability Accommodation Fund (BDAF) or (Fund) provides investors an opportunity to gain exposure to the Specialist Disability Accommodation (SDA) sector through a scaled, established and diversified portfolio of existing residential housing purpose-designed to accommodate people with disability in our communities who have extreme function impairment or very high support needs and are eligible for rental support under the National Disability Insurance Scheme (NDIS). The fund seeks to deliver an 8 – 10% total return, with a 5 – 7% distribution yield, alongside the clear social impact associated with providing housing to better enable people with disability to live independently within our communities.
3 key reasons investors would find it attractive to invest with you:
Barwon Investment Partners prides itself on:
- being an institutional grade fund manager with over $3bn in Funds Under Management and a 17+ year track record of success in delivering consistent risk-adjusted returns for investors in Australian real-estate;
- the Fund’s management team having deep SDA sector knowledge, experience, and partnerships required to ensure prudent capital allocation and risk management of the portfolio; and
- having one of Australia’s largest in-house asset management teams that ensures the properties are well maintained and remain attractive to tenants over the long-term.
Specific investment and benefits:
The Barwon Disability Accommodation Fund (BDAF) or (Fund) is invested in a range of Specialist Disability Accommodation (SDA) dwellings across Australia. The fund has a mixture of houses, apartments, and villas comprising of 82 residences providing housing for 117 people with disability.
The fund has a track record of returns delivering with a trailing 12-month total return of 11.07% and 5.31% income return as at 31 January 2024. The sector is still in the early stages of its growth cycle with relatively less competition than other real-estate sectors. Over the long-term, fund seeks to deliver an 8 – 10% total return, with a 5 – 7% distribution yield with income returns benefitting from the CPI-linked nature of the government supported rents and low correlation with other traditional asset classes providing diversification benefits to investor portfolios.
Exposure to the SDA sector through BDAF provides investors compelling risk-adjusted returns whilst also ensuring socially conscious use of their capital by providing much needed accommodation for people with disability.