MONEY MASTERS

APN: AREIT Fund

Michael Doble. chief executive, real estate securities APN Property Group

An investment in Australian Real Estate Investment Trusts (AREITs) can provide investors with a stable income investment over the long-term. The APN Property Group AREIT Fund Money Masters course with Michael Doble explores the Australian REIT market and what tax benefits accessing this market can provide for investors. 

Click here to request a fund information pack directly from APN.

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What you'll learn /

The APN AREIT Fund masterclass with Michael Doble will give you insights into:

 

The Australian REIT market
The fund’s risk mitigation strategy
The tax benefits investors can access through the APN AREIT Fund
How the APN AREIT Fund can provide investors with greater certainty

About the expert /

Michael Doble /

chief executive, real estate securities APN Property Group


Michael Doble is the chief executive, real estate securities, for APN Property Group. Here he is responsible for the portfolio management of APN’s suite of real estate securities funds. He has over 25 years’ experience in the real estate funds management industry and has held a range of senior roles specialising in real estate valuation, consultancy and funds management. Prior to joining APN, Michael was head of property at ANZ Funds Management where he was responsible for listed and direct property portfolios as well as a large mortgage fund.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
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Outline of the course /

Snapshot

Michael Doble is the chief executive, real estate securities, for APN Property Group. Here he is responsible for the portfolio management of APN’s suite of real estate securities funds. He has over 25 years’ experience in the real estate funds management industry and has held a range of senior roles specialising in real estate valuation, consultancy and funds management. Prior to joining APN, Michael was head of property at ANZ Funds Management where he was responsible for listed and direct property portfolios as well as a large mortgage fund.

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01.
OVERVIEW

Fund philosophy

The APN AREIT Fund is an income focused fund paying monthly tax advantaged income.

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02.

Understanding AREITs

Australian REITs are a form of liquid property investments which provide investors with the opportunity to invest in a range of commercial property assets they wouldn’t otherwise be able to access.

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03.

Competitive advantage

APN’s mandate directs the group to invest in lower risk entities which deliver high income.

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04.

The team

The tight mandate behind the fund brings together different perspectives from the investment team.

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05.
STRUCTURE AND OBJECTIVES

Unique aspects of the fund

APN’s mandate drives the AREIT Fund to deliver a high income with a low-risk strategy.

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06.

How we invest money

The APN AREIT Fund has a very low turnover rate in the portfolio of between 10-15 percent to minimise transaction costs and maximise tax advantages for investors.

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07.
BEST SUITED FOR

The ideal investor

In today’s low return environment, all investors can benefit from investing with greater certainty.

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08.

Key considerations for investors

A strong filter is applied to Australia’s property market to screen out risky investments and stocks that may be invested excessively offshore.

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09.

Risk and returns

The APN AREIT Fund sources the majority of its returns from income with a smaller proportion in capital growth.

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10.

Test yourself /