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Investment management capabilities
Investa’s managed funds and private mandates consistently outperform the market on both investment and sustainability benchmarks.
We act as the strategic investment partner for:
- significant offshore pension funds,
- global institutional wealth management and investment firms, and
- domestic institutional and private investors.
Strong track record of outperformance
With a consistent track record operating and re-developing Australia’s prime-grade office buildings, we deliver value and performance for our investors by playing to our strengths. These include:
Deep management expertise
Representing the interests of our owners and investors, our board members are responsible for governance, and business and fund performance.
Direct asset management
We build strong and lasting tenant relationships by working closely with our customers to improve their experience.
Active approach to investment
Sourcing and acquisition negotiation strategy aligned with our investor and owner priorities.
Data-led investment strategy
Market-leading AI and analytics capabilities to inform and execute strategies.
Robust governance
Accurate, transparent and consistent reporting, and tailored to investor and owner needs.
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Investa Commercial Property Fund (ICPF)
Prime office managed fund
Investa Commercial Property Fund (ICPF) aims to optimise total returns with a low-risk investment approach.
- A$5.4bn billion AUM
- Core prime office fund for institutional investors
- 16 prime-grade office assets in major Australian CBD markets
- Diversified across markets, tenants and industries
- Fully integrated management platform
- Recognised domestically and globally for world-leading environmental and responsible investment benchmark outperformance.
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Investa Gateway Offices (IGO)
A preeminent portfolio of CBD assets
Investa Gateway Offices (IGO) aims to provide investors with enhanced returns through a core portfolio of gateway city office investments. It holds a preeminent portfolio of prime office assets in core CBD locations.
- ~A$2 billion AUM
- 5 assets with minimum 5-Star NABERS energy rating
- High-calibre tenants with strong lease tenures
- 100% green finance secured
- Active capital management and a robust governance framework.
Private Mandates
Track record spanning a decade
Investa manages mandates on behalf of institutional, wholesale and private clients. As an office sector specialist, we offer an integrated approach and partner with our clients to help them navigate the unique dynamics of the local office market.
We provide offshore and domestic mandate clients with a full suite of advisory services including: investment management; asset management; tax, trust and regulatory management and reporting; debt advisory; and strategic leasing advisory services.
- A$4.4 billion AUM across private client mandates, JVs and club structures
- $1.2 billion Common Terms bilateral bank debt facility, certified by the Climate Bond Initiative (CBI)
- Expertise and track record to meet the end-to-end investment management needs of local and offshore owners seeking a trusted Australian manager
How we manage your investments
- Financial management
- Trust management
Financial management
Financial management
We have the treasury and debt capital capabilities to support diverse investment strategies, with liquidity controls to mitigate operational and financial risks.
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Trust management
Trust management
Working with trustees, we can ensure compliance, governance and legal obligations are met through our trust management accounting and trustee services. This includes overseeing day-to-day procedures, including distribution and tax obligations, account preparation, and seamless auditing management.
Working towards 100% green finance across our core managed funds
We are targeting 100% green finance across our core managed funds by 2025, and are proactively developing an impact investment framework. This includes assessing climate risk exposure across our managed fund portfolios.
Our green debt meets the stringent standards of the globally recognised Climate Bonds Initiative (CBI) and International Capital Markets Association Principles, and our managed funds already outperform leading sustainability benchmarks, including the below.
ICPF
ESG Performance
- 5 star Global Real Estate Sustainability Benchmark (GRESB) rating
- Achieved 100% green debt certified by Climate Bond Initiative (CBI) requiring it’s eligible assets to perform in the top 15% in their relative city in carbon intensity
- WELL Portfolio rating
- WELL Health and Safety and WELL Equity ratings
- New developments targeting 5 star Green Star ratings, minimum
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IGO
ESG Performance
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5 Star GRESB rating
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100% green debt certified by the CBI
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Fund has aligned portfolio’s environmental performance to the CBI emissions threshold, requiring it to perform in the top 15% in their relative city in carbon intensity
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5.35 Stars NABERS Energy weighted average rating (including GreenPowerTM); or 5.17 Stars NABERS Energy weighted rating (excluding GreenPowerTM)
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5.08 Stars NABERS Water weighted average rating
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WELL Portfolio Rating
- WELL Health and Safety Rating
