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Listed Property

Partner: Sanlam/Reitway Global

- Strategy & Process -


The TAMIM Property Fund: Listed Property portfolio invests in listed Australian and global property securities with the aim of generating an income stream and capital growth. The portfolio may also hold unlisted real estate securities if the right opportunity arises.

Investment Strategy

The Listed Property unit class is an active high-conviction strategy that seeks a blend of long-term capital growth and attractive current income by investing in a diversified portfolio of listed property. The portfolio will typically contain 40 – 50 listed real estate securities with a 50/50 split between Australian REITs (A-REITs) and Global REITs (G-REITs). The A-REIT portion will aim to achieve a high level of distributable income by focusing on shares with above average dividend yields while being mindful of sector and company specific risks. The G-REIT portion will be managed in accordance with the sub-manager's existing Growth At a Reasonable Price (GARP) strategy.

The unit class applies a bottom up fundamental research driven Growth at Reasonable Price (GARP) guided strategy on the global segment. It looks for companies that are somewhat undervalued and have solid sustainable growth potential. The GARP method focuses on relative value. The model divides listed real estate into property types - from retail to self-storage - and begins by assessing the relative price of growth. Listed real estate companies that make the first cut have estimated growth rates above their peers, yet trade at a valuation below the property sector average. The unit class is looking for companies where one can buy growth, and thus superior total returns at a discount. The unit class believes a strong approach for both absolute and excess returns in real estate is an active, conviction weighted, and factor-based approach in public REITs. The unit class’ style can be classified as ‘active’ with the sub-manager trading stock positions within the portfolio. 
Process:
TAMIM Listed Property Investment Process
The unit class’s investment style includes:

Active Management: Exploits difference in the various global REIT markets and industries with carefully considered investment selection and portfolio construction;​

High Total Returns: Identifying and investing in REIT’s that are expected to produce high total returns;​

Closed-ended funds: Investing in funds with a fixed investment life, to enhance diversification and yield of the portfolio.

The strategy may in certain instances utilise derivatives such as options to obtain a long exposure to a security should this be more efficient than holding the underlying. Derivatives may be used for hedging purposes however they will not be used for leverage purposes.

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Level 4, 55 Grafton Street
Bondi Junction, Sydney NSW, 2022

1300 750 007

ima@tamim.com.au

DISCLAIMER

​The information provided on this website should not be considered financial or investment advice and is general information intended only for wholesale clients ( as defined in the Corporations Act). If you are not a wholesale client, you should exit the website. The content has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice before making any financial or investment decisions. Where the website refers to a particular financial product, you should obtain a copy of the relevant product services guide or offer document for wholesale investors before making any decision in relation to the product. Investment returns are not guaranteed as all investments carry some risk. The value of an investment may rise or fall with the changes in the market. Past performance is no guarantee of future performance. This statement relates to any claims made regarding past performance of any Tamim (or associated companies) products. Tamim does not guarantee the accuracy of any information in this website, including information provided by third parties. Information can change without notice and Tamim will endeavour to update this website as soon as practicable after changes. Tamim Funds Management Pty Limited and CTSP Funds Management Pty Ltd trading as Tamim Asset Management and its related entities do not accept responsibility for any inaccuracy or any actions taken in reliance upon this advice. All information provided on this website is correct at the time of writing and is subject to change due to changes in legislation. Please contact Tamim if you wish to confirm the currency of any information on the website.  

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