News & Insights

Barwon Investment Partners is pleased to release its latest white paper: Investing in the Specialist Disability Accommodation Sector. The paper offers an in-depth analysis of the Specialist Disability Accommodation market, covering key aspects such as investment characteristics, supply and demand trends, risk and return profiles and future growth prospects. Through this exploration, it aims to equip […]

“We aim to be considered the ‘safe pair of hands’ when investors look to invest in Specialist Disability Accommodation,” says Barwon’s Joss Engebretsen. Building a fund in an emerging asset class fundamentally relies on getting out from under the desk, understanding how the sector works from the bottom up and building the right relationships according […]

Investors can expect an upswing in the private equity market over the next 12 to 18 months, with particular opportunities borne from buyouts, according to a top private equity specialist.  Investors will benefit from a ramping up in (M&A) activity within the private equity space as well as the continued narrowing between public and private […]

Private Credit covers a range of different lending activities (direct lending; distressed credit; mezzanine debt; opportunistic credit; real estate; real estate and infrastructure credit). This note focuses on direct lending to middle-market corporates, an area of investing which is new to many Australian investors whose portfolios, if they’ve included direct lending at all, have typically […]

  Tom Patrick, Head of Healthcare Property at Barwon Investment Partners, and Sophie Bannerman, Portfolio Manager, sat down together to discuss the Barwon Healthcare Property Fund’s activity during the June to September 2023 quarter.  

Barwon will be hosting a webinar on Thursday, 21 September at 11am (AEST) on the development and outlook for the Specialist Disability Accommodation (SDA) sector with Joss Engebretsen, Portfolio Manager for the Barwon Disability Accommodation Fund. Joss will be joined by Laila Burnet, National Director – Health Aged Care & Seniors Living at M3 Property, and James Brennan, […]

Barwon is hosting an informative and engaging webinar on Wednesday, 13 September at 4:00pm (AEST) which will be covering an update on the Barwon Global Listed Private Equity Fund, the listed private equity sector, and the opportunity offered by the wide discounts to net asset value (NAV) on which the sector trades. Join Bob Liu, […]

A new innovative model of mental health care was officially launched on 6 July 2023 with the opening of Canberra’s new Deakin Private Hospital, marking a new era in mental health treatment. The $27 million hospital has 52 patient beds, including 12 for adolescents and young adults aged 16 years and over in a dedicated […]

In this latest Fund update, Portfolio Manager, Bob Liu, gives an overview of the Fund’s performance and highlights the key contributors over the past 12 months. He also discusses the team’s recent international research trip and the market sentiment from company meetings held in London, Paris and New York. Transcript: Brett: The Fund has had […]

Welcome to our latest Property Finance update from Barwon Investment Partners. Brett Scallan, Business Development Manager, is joined by Jonathon Pullin, Partner and Head of Property Finance, to discuss the benefits of investing in a true first mortgage fund and the importance of the valuation process. Transcript: Brett: Jono will give a quick overview and […]

Welcome to our latest Disability Accommodation update from Barwon Investment Partners. Tom Patrick, Head of Healthcare Property is joined by Portfolio Manager, Joss Engebretsen to give an overview of the Fund and its successful performance over the last 12 months as well as discuss the SDA Price Guide review and its impact on the SDA […]

Welcome to our latest Institutional Healthcare Property update from Barwon Investment Partners. Tom Patrick, Head of Healthcare Property is joined by Portfolio Manager Srimathi Iyengar to provide an update on the Barwon Institutional Healthcare Property Fund and discuss unlisted commercial property and valuations. Transcript: Tom: There has been a lot of coverage of unlisted commercial […]

Welcome to our latest Healthcare Property Update. Tom Patrick, Head of Healthcare Property, is joined by Portfolio Manager, Sophie Bannerman to discuss the Fund’s performance over the previous quarter as well as the importance of portfolio valuation. Transcript: Tom:  In 2023, we have seen softening in market capitalisation rates for commercial property as values adjust […]

Watch Tom Patrick, Head of Healthcare Property, as he discusses Barwon’s perspective on the emerging Specialist Disability Accommodation and Healthcare Property sectors with Marcello Caspani-Muto from CBRE.

Nina: Hi, I’m Nina Dunn and welcome to Barwon Property Finance quarterly update. We wanted to take this opportunity to give your a brief update on our flagship property finance fund, the Barwon First Mortgage Fund.

Joss Engebretsen, Portfolio Manager – Specialist Disability Accommodation (SDA), recently sat down with Minh Le of the SDA Housing Podcast to discuss the Barwon Disability Accommodation Fund, investing in the SDA sector, and why SDA is an ‘up and coming’ sector of the property market.

Tom: Hello and welcome to our latest Healthcare property update from Barwon Investment Partners.

Barwon is pleased to have provided a debt facility secured by a first mortgage over the land and existing improvements located in Mosman, just north of the Sydney Harbour Bridge.

Barwon is pleased to have provided a debt facility secured by a first mortgage over an existing retirement living estate in Blue Mountains, New South Wales.

Barwon is pleased to have provided a land facility secured by a first mortgage over a large site in Wadalba, New South Wales.

The Property Finance division of Barwon Investment Partners is pleased to announce that it has commenced the new year with a strong pipeline of property finance deals. A recent transaction executed is a new investment secured by a first ranking mortgage over a large redevelopment site in Shellharbour, New South Wales.

Barwon is pleased to have provided a land facility secured by a first mortgage over a large site in Woongarrah, New South Wales, situated centrally within the Central Coast region. The borrower is progressing with development approval for a residential subdivision yielding 57 lots plus two residential lots that are to be delivered over three […]

Barwon is pleased to advise that it has made an investment secured by a second-ranking mortgage over a large residential development site in the coastal town of Pelican Waters, Queensland.

With interest rates at historical lows and looking to stay that way for the foreseeable future, we are seeing many investors looking at alternative asset managers (AAMs) as a source for higher income.

Barwon is pleased to announce that in August 2021, the Barwon Healthcare Property Fund (BHPF) acquired two fully leased medical centres located in Canberra, ACT.

Barwon Investment Partners is pleased to advise that it has made an investment secured by a first ranking mortgage over 10 apartments within a newly constructed residential apartment building in West Perth, Western Australia. The Property is centrally located on the western edge of Perth’s CBD, within walking distance to Kings Park and Botanic Garden. […]

Barwon Property Finance has been very active in recent months providing capital solutions across the country and throughout the capital structure.

Situated in Australia’s most significant future economic corridor, The Quarter is a leading centre for Health and Education, committed to excellence in health care, medical research and world-class education in Western Sydney.

Barwon Investment Partners (Barwon) is pleased to announce that the Barwon Healthcare Property Fund (Fund) has received a “Recommended” rating from Zenith Investment Partners.