Tom Patrick, Head of Healthcare Property, with the Inside Network’s James Dunn
Barwon Investment Partner’s Head of Healthcare Property, Tom Patrick, recently joined the Inside Network’s Investment Leaders Forum in Queenstown, New Zealand, to discuss the growing appeal of alternative real assets and Barwon’s approch to investing in niche sectors.
In conversation with James Dunn as part of the Inside Networks InBrief series, Tom explored how Barwon has carved out a differentiated position in the Australian real estate market over its 20-year history across healthcare property, real estate credit and private equity.
Tom shared insights into the defensive characteristics of healthcare real estate, underpinned by long-term demographic tailwinds and low correlation to broader economic cycles. He also spoke on the firm’s broader investment philosophy of identifying misunderstood or under-researched segments to deliver both diversification and alpha for investors.
“We seek out parts of the market where we can offer our clients something different, sectors that are less correlated to the economic cycle and can provide resilient, income-producing assets over the long term,’Tom said.
Watch the full interview below to hear Tom’s perspective on the future of alternative real assets and Barwon’s place in this evolving landscape.