As Australia’s largest unlisted manager of prime grade office buildings, Investa provides market-leading, real estate investment management services to select private client mandates.

Managing more than AU$11 billion in institutional-grade commercial property across Australia, Investa has the expertise and track record to meet the end-to-end investment management needs of local and offshore owners seeking a trusted Australian manager.


Our Approach
As the strategic partner of significant offshore pension funds and global institutional wealth management and investment firms, Investa has the capability to deliver on the diverse investment, financial and asset  management requirements of our private mandate clients.

As an office-only specialist, with deep relationships and knowledge of the Australian market, we partner with our clients to understand their unique requirements at a business and property level and tailor our service accordingly.

We understand the unique dynamics of the local office market and help our clients navigate the sometimes complex, compliance, trust management, legal and local government planning environment. 



 

“Being a specialist in the commercial office sector means we have an intimate understanding of the market and the subsequent supply and demand dynamics driving tenant decisions. We are able to leverage this knowledge, and our strong relationships to attract and retain quality tenants and optimise occupancy in our managed buildings.”
                         
Kim Gregory, Fund Manager, Mandates


Investment Management Capabilities

Strong track record

  • Consistent record of performance in managing, operating and re-developing office buildings
  • Experienced financial mangement of third party capital with a strong ethical and governance culture

Management capability

  • Broad and deep experience across the funds, investment and asset management teams 
  • Ability and experience to manage significant tenant relationships
  • Sourcing and negotiating investment opportunities
  • Accurate, transparent and consistent reporting, tailored to owners’ needs

Effective strategy

  • Clear investment strategy developed in conjunction with owners
  • Resources and track record to execute strategies
  • Alignment of interests to ensure optimal investment performance

Value

  • Competitive fee structure in line with performance.

Environmental, Social & Governance (ESG) Leadership

  • Independant, transparent decision-making process
  • Strong risk management framework
  • Outperforming leading domestic and global responsible investment and sustainability benchmarks
Investment Management Investa

Investment Management 

 
  • Responsible investment management ensuring performance hurdles and objectives are met
  • Managing internal and external service providers to deliver asset strategies and manage key investment risks, including environmental, social and corporate governance.
  • Alignment with stakeholders through superior performance management and cash flow forecasting
Financial Management Investa

Financial Management

 
  • Treasury and debt capital management to deliver and support investment strategy
  • Liquidity planning and control to mitigate operational and financial risk 
  • Cash management and optimal capital structure analysis 
  • Management of interest and currency risk
Trust Management Investa

Trust Management

 
  • Incorporates trust management accounting and trustee services
  • Working with the trustee in relation to compliance, governance and legal obligations of the trust
  • Overseeing the day-to-day procedures of the trust, including compliance with distribution and tax obligations
  • Preparation of trust financial accounts and seamless management of the auditing process 
Office Management Platform Services 

Real Estate Services

Oversees implementation of owner strategies and delivery of overall asset performance along with management of major tenant relationships, leasing strategy and negotiation, implementing capital expenditure plans and meeting compliance and reporting requirements.

Property management implements asset plans and property budgets, fosters tenant relationships and retention, administers leases, reports on financial and operational targets and co-ordinates leasing campaigns and lease deal approvals.

Facilities management sources and manages external contractors, overseeing hard and soft building services that enhance building performance and presentation. They are responsible for operational budgets and effective life-cycle management of plant and equipment.

Implements buy/sell strategies for our private mandate clients, identifying and underwriting investment opportunities and managing deals, including due diligence, negotiation, structuring and closure.

With a strong track record in successfully re-developing new and existing assets and securing major pre-commitments from blue chip tenants, this team is accountable for all aspects of commercial development on behalf of our mandate clients including liaison with government, planning authorities and community groups.

Oversees the asset’s capital works programs in line with the project brief, budget, program owner’s requirements and OH&S framework.


Real Estate Operations

Develops and implements market-leading sustainability and safety practices to reduce risk, lower operating costs and attract tenants, while contributing to rental growth and more efficient capital works programs. This function also contributes to regular compliance and benchmark reporting for the assets.

Provides information and insights into the drivers of the Australian office market to guide group asset management and investment strategy. Drives innovation through identification and assessment of emerging market opportunities.

Responsible for our national operations platform for building facilities services and systems and for managing our supply chain and maintaining ethical, commercial and sustainable procurement practices. Other responsibilities include supply forecasting and planning, tender strategy and programming and achieving operational and financial efficiencies through competitive tendering.

Support the interests of our mandate clients with activities focused on tenant attraction and retention and asset profiling.


Corporate Services
 

Legal & Compliance
 

Finance, Tax & Treasury
 

People & Culture
 

Information Technology


View Investa’s integrated Operating Structure here 
 
Why Investa?
Why Investa?

The way we do things is what makes us different. Through our sophisticated environmental, social and governance (ESG) platform, we measure and benchmark our performance. Our in-house research team anticipate office market supply and demand trends, providing a strategic advantage to both operational and investment decisions. We are regularly recognised by key industry bodies and domestic and global benchmarks for our performance and achievements.


Team
Kim Gregory

Funds Manager, Mandates

Kim Gregory is the Fund Manager, Mandates and is responsible for the delivery of investment management services to Investa’s private clients, setting and executing investment strategies to ensure performance and return objectives are delivered in accordance with client requirements. Kim has over 20 years of experience in the property industry across commercial, retail and industrial sectors in Australia and New Zealand. Prior to joining Investa in 2011, she held various roles at Brookfield Multiplex, Principal Global Investors and AMP Capital.

Kim holds a Bachelor of Business (Property), a Graduate Diploma in Applied Finance & Investment and currently chairs the NSW Office Committee and is an Executive Officer on the NSW Division Council for the Property Council of Australia. Kim is a Licenced Real Estate Agent and a member of the API, FINSIA and AICD (Graduate).

Colin Fung

Senior Fund Analyst, Mandates

Colin Fung is the Senior Fund Analyst for Investa Property Group’s private mandates. Colin is responsible for investment analytics and supports the implementation of private mandate strategies including the oversight of asset management, capital management, capital transactions, investor relations and compliance.

Colin has over 16 years of experience in the finance industry including more than 9 years in the property sector specialising in office, industrial and retail assets. Prior to joining Investa in 2014, Colin was Investment Analyst with the Toga Group and Assistant Fund Manager with Valad Property Group.

Colin holds a Bachelor of Commerce (Accounting and Finance) and a Master of Commerce (Business Economics and Statistics) from the University of New South Wales. Colin is a member of CPA Australia.

colin fung

View our broader Management Team