Show Notes

EPISODE:
Joss Engebretsen (SDA Portfolio Manager) from Barwon Investments joins Minh to discuss what Barwon does overall as a group, in particular their footprint into the SDA sector thus far, and also how they analyse SDA as an 'up and coming' sector of the property market. This is a brilliant episode which shows the analytics that goes behind a professional funds management organisation which is also active in the NDIS sector, and shows how they manoeuvre within the SDA space, as compared to the traditional 'mum & dad' property investors in this retail space.

"Barwon Investment Partners is an independent fund manager with a 15 year track record of managing institutional and wholesale capital.  Founded in 2006, Barwon manages over $2.9 Billion on behalf of its clients."

www.barwon.net.au

Minh asks Joss how the funds management sector is going with regards to SDA, and asks for Joss's advice to anyone looking to step into SDA as an investment long term.  Joss also talks about what they look for in 'blue chip' assets in the SDA market, & also the acquisitions they have put into their portfolio to date.

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GOALS:
It is our goal to see Participants with high-needs disabilities being appropriately housed in accommodation that is right for them. Purpose built homes promote opportunities for social and economic participation, enhance self-determination, & create conditions for Participants to lead vibrant, safe, & independent lives.

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DISCLAIMER:
Information contained in this podcast is general in nature only. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information and should seek independent and professional advice for your personal circumstances.

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