Freehold Investment Management, a specialist manager of Australian real estate and infrastructure, today confirmed it has received a superior, 4-star rating for its Debt Income Fund from leading investment research house, SQM Research.

The inaugural rating classifies the Fund as superior or high investment grade. This rating, in SQM Research’s view, indicates the Fund has an appreciable potential to outperform over the medium-to-long term; there are very little to no corporate governance concerns; and management is of a high calibre.

Omar Khan, Portfolio Manager at Freehold, indicated that when the Fund was established, the goal was to provide investors with regular income from a diversified, and conservative, portfolio of debt secured by real estate. “We believe the Fund’s objectives, and the way we manage it, offer investors who are seeking yield, attractive risk adjusted returns with monthly distributions.”

“When lending to Australian institutional mid-market real estate companies, our focus is on senior first mortgages at conservative loan to valuation ratios, with a bias to capital protection, quality, relatively short duration and regular coupons.”

The rating comes as the conservatively managed real estate debt Fund approaches its first anniversary and is on track to deliver a return to investors above its investment objective, being a total return of between 7%-8% per annum (after fees).


Freehold invests in Australian real estate and infrastructure with a clear focus on capital preservation and delivering sustainable returns from tangible assets. We invest right across the capital structure in listed and direct markets.

A seasoned team, with extensive experience across all real estate sectors, the capital structure and risk spectrum, we have direct experience from project management, design and construction of large-scale projects in the office, retail, industrial, residential, education and infrastructure sectors. Deep research capabilities are supplemented by extensive relationships with real estate owners, and lenders and intermediaries. With that, we are able to provide an intimate and highly differentiated client service for private wealth groups, HNW families, small institutions and endowment funds.

Disclaimer The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.


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