REGISTER FOR CO-INVESTMENT OPPORTUNITIES

Portfolio

We focus on strategic locations and established tenants in high demand, non-descretionary sectors.

Since inception, we’ve established over 30 unlisted property funds. Our current passive portfolio is delivering an average total return of 15.1% per annum. Our formula for success is characterised by the acquisition or development of properties in locations poised for growth, paired with secured long-term leases with tenants in high-demand, non-discretionary sectors such as allied health, which provides immense stability for the portfolio.

Current opportunities

We’re currently inviting investment in our
Core Services Opportunity Fund 1

12-14% pa

Forecasted total return

We have recently secured the first acquisition originating from our Core Services Opportunity Series – a rare industrial healthcare facility underpinned by a long-term triple net lease. This single asset fund, targeting 12-14% pa total return, including tax-efficient income distributions averaging 7-8% pa, allows co-investors to invest alongside us in an exceptional asset. Submit an enquiry to receive more information.

Recent funds (fully subscribed)

3 Wilfred Rd, Canning Vale

Passive Income Fund

Sector: Neighbourhood Commercial
Tenants: Skye Medical Centre, Little Kindy Childcare, Ranford Veterinary Hospital, World Gym

Early Education Fund

Passive Income Fund

Sector: Childcare
Key Tenants: Kids Academy (Madeley), Little Kindy Childcare (Dalyellup)

252 & 254 Camberwarra Ave, Craigie

Passive Income Fund

Sector: Accommodation
Tenant: TBC

504 Guildford Rd, Bayswater

Development – passive

Sector: Convenience
Key Tenants: 7-Eleven, Hungry Jacks, Starbucks

2 Banks Ave, Hillarys

Passive Income Fund

Sector: Neighbourhood Commercial
Key Tenants: THINK Childcare, Vetwest, Plus Fitness

23 Walters Dve, Osborne Park

Passive Income Fund

Sector: Medical
Tenant: Australian Clinical Labs (ACL)

98 O’Mara Blvd, Iluka

Passive Income Fund

Sector: Neighbourhood Commercial
Key Tenants: Nido Childcare, IGA, The Iluka

2 Prindiville Dve, Wangara

Passive Income Fund

Sector: Neighbourhood Commercial
Key Tenants: Salvation Army, Medical Centre & Pharmacy

29 Truganina Rd, Malaga

Passive Income Fund

Sector: Industrial
Tenant: King Scrap Metal (KSM)

Download our 2024 Portfolio Highlights Report

Insights for each of our key Funds, including performance metrics, leasing information and a look ahead into what we anticipate for these assets in the coming year.

Core Services Opportunity Fund 1

Thank you for your interest in this Fund. Please provide some initial details and we’ll be in touch with more information.

Unit 1, 10 Geddes Street
Balcatta Western Australia 6021
P: +61 08 9240 8632
E: info@agem.com.au

Danielle Dhivya

Senior fund accountant

Danielle provides fund analysis and performance reporting, and maintains oversight of compliance and controls for our passive and development projects.

Danielle is a Certified Public Accountant with over 10 years’ experience in the real estate industry, specialising in property and fund accounting and analysis. Her deep expertise in financial modelling enables our team to consistently deliver accurate, timely insights.

Robert Morrison

Investor relations Manager

Robert works closely with our co-investors to provide insights, education, and consistent communication, fostering relationships that support informed decision-making and long-term confidence.

He has over 30 years of experience in investment and finance, spanning roles in accounting, investment banking, corporate finance and funds management domestically and overseas.

Robert holds a Bachelor of Commerce and Graduate Diploma of Applied Finance and is also a member of the Chartered Accountants Australia and New Zealand.

Commercial Property Investments Mark Borrello

Mark Borrello

Non-Executive Director

Specialising in Property law, Mark is an authoritative voice on the board at AGEM.

With significant experience in commercial leasing and retail leasing, he has acted for some of Australia’s largest real estate developers and landowners.

With his depth of expertise, active management style and considered approach, all legal matters for AGEM are expertly handled. Mark’s advice on property structures and his prudent risk analysis offer AGEM clients complete peace of mind.

Lisa Evans

Group Accountant

Lisa works closely with Adrian Fiore, overseeing financial reporting, compliance, budgeting and cash management for AGEM projects and group entities.

Lisa is a Certified Practicing Accountant with over 30 years of experience in various industries.

Jan Radu

Jan Radu

Business Operations Manager

Jan plays a critical role in ensuring AGEM runs efficiently. For the past 10 years Jan has provided executive support to Adrian Fiore and overseen office management and investor administration.

Her experience, care and impeccable organisation skills ensure that our investors have a seamless experience from the moment they join us.

Jan has previously held similar roles in industries including fashion, textiles, carpentry and construction.

Commercial Property Investments Jacqueline O'Shea

Jacqueline O’Shea

Asset Manager

Jacqui is a key contact for both prospective and current tenants and works across AGEM’s property portfolio to ensure high standards for the operations and performance of our assets.

Jacqui has over 16 years of experience in the Perth property market with a focus on the management and leasing of commercial and retail properties. Her depth of knowledge paired with her passion and attention to detail is invaluable for investors and tenants alike.

Lani Weston

Head of Brand & Growth

Lani leads the management of AGEM’s brand, marketing and strategic communications and engagement activity.

Lani has over 10 years’ experience specialising in strategic communications within property and construction. She’s passionate about bringing AGEM’s values to life in every touchpoint, ensuring investor resources, communications and events are of the highest quality and that the AGEM investor experience is more than simply a financial transaction.

Lani has a Bachelor of Commerce (Marketing & Public Relations) and Bachelor of Art (Graphic Design) from Curtin University and has completed her IAP2 Certificate in Community Engagement.

Commercial Property Investments Ben Graham

Ben Graham

Senior Asset Manager

Ben leads the management of AGEM’s property portfolio, ensuring our assets perform well and our tenants are supported to succeed.

Ben brings over 15 years of experience in asset management, development, leasing and disposal across both public and private sectors. He’s equally analytical and practical and highly valued by our diverse network of partners for his collaborative and transparent approach.   

Ben has a Bachelor of Commerce from Curtin University, a Diploma of Financial Planning from Kaplan Professional and attained his GAICD certification upon successful completion of the Company Directors Course with the Australian Institute of Company Directors (AICD).

Book some time to discuss co-investing with AGEM

Please provide some initial details and we’ll be in touch with a booking link so you can find a time to chat that suits you.