Fund Overview
The Barwon Disability Accommodation Fund (Fund) is an open-ended fund that offers wholesale investors access to a diversified portfolio of high-quality, predominantly metropolitan located, Specialist Disability Accommodation (SDA) properties across Australia.
Purpose-built SDA properties are residential accommodation designed for people with disability who experience extreme functional impairment or require very high support to be delivered within their homes, i.e. assistance with daily living. Rent is generated through the collection of Government rental support payments provided under the National Disability Insurance Scheme (NDIS), Commonwealth Rent Assistance and the Disability Support Pension.
The Fund aims to deliver 8% – 10% p.a. Total Return (net of fees) over the medium to long term with a target distribution yield of 5%-7% p.a. with distributions being paid quarterly. The Fund aims to generate strong risk-adjusted return whilst also helping address the housing shortage faced by people with disabilities.
All assets are located in Australia in metropolitan and major regional locations.
Why Invest?
Tax-Effective Income Distribution
5–7% p.a. income yield (pre-tax, net of fees) paid quarterly with 100% of distributions to date being tax deferred due to large depreciation benefits generated from new properties.
Inflation-Linked Income
100% of Fund rents are CPI-linked and supported by Government funding through payments under the NDIS, Commonwealth Rent Assistance and Disability Support Pension.
Scaled and Diversified Portfolio
An established, scaled and diversified portfolio of operating properties managed by an investment team with deep sector expertise leveraging the 19-year track record of the broader Barwon team.
Investment Team
Joss Engebretsen
Portfolio Manager
Joss Engebretsen
Portfolio Manager
Joss leads the Barwon Disability Accommodation Fund (BDAF) as Portfolio Manager, driving the strategic growth and performance of a diversified portfolio of Specialist Disability Accommodation properties. With a proven track record spanning over 15 years, Joss brings deep expertise in real estate design, development, acquisitions and asset management across diverse real estate sectors. His breadth of knowledge, passion for the sector and thought leadership ensures the delivery of essential housing solutions for individuals with extreme functional impairment or requiring very high levels of support.
Joss’s financial acumen is underpinned by a Master of Applied Finance from Macquarie University, complementing his Bachelor of Civil Engineering and Bachelor of Commerce (Economics) from the University of Sydney.
Education:
B.Eng (Civil) & B.Comm (Economics) (University of Sydney), M. Applied Finance (Macquarie University)
Zachary Wu
Investment Manager
Zachary Wu
Investment Manager
Zachary Wu is an Investment Manager at Barwon focused on investment analysis, due diligence and valuations. Prior to joining Barwon in 2020, Zachary worked as an Asset and Investment Manager for Rockworth Capital Partners for five years, where he managed a diverse portfolio of retail and office properties across Australia.
Zachary holds a Bachelor of Finance from the South China University of Technology (SCUT) and a Master of Professional Accounting (Extension) from the University of New South Wales (UNSW).
Education:
B. Comm. (SCUT), M. Professional Accounting (Extension) (UNSW)
Platforms
How to Invest
Brett Scallan
Manager, Wholesale Distribution
Brett Scallan
Manager, Wholesale Distribution
Brett leads the wholesale distribution team at Barwon and works closely with wholesale wealth groups, family offices and HNW investors across Barwon’s suite of alternative investment solutions, namely Real Estate Credit, Healthcare Property and Private Equity.
Brett has been in the financial services industry for over 18 years, gaining valuable experience through various roles in funds management, wealth management, venture capital and banking in Australia and the UK. Brett holds a Bachelor of Commerce (Finance) and a Cert IV in Financial Services.
To discuss the range of investment solutions available at Barwon, please call Brett on 0426 698 911 or email [email protected]
Education:
B. Comm (Finance), Cert IV (Financial Services)
Kate Hayward
Wholesale Distribution
Kate Hayward
Wholesale Distribution
Kate works with Barwon’s wholesale distribution team which oversees business development and client relations with family offices, wholesale wealth groups and HNW investors across the firm’s Real Estate Credit, Healthcare Property and Private Equity investment solutions. Kate joined Barwon in 2009 and over that period her responsibilities have also included listed private equity research, working closely with that team.
Prior to joining Barwon, Kate co-founded a US online accommodation start-up and prior to that established a New York based marketing/communications company servicing US and Australian clients. Prior to her work in the USA, Kate had seven years of experience as an equities analyst for Prudential Bache Securities (Melbourne and New York) and ANZ Investment Bank (Melbourne).
Education:
Johnny Chen
Business Development Manager
Johnny Chen
Business Development Manager
Johnny works closely with wholesale wealth groups, asset consultants and family offices across Barwon’s suite of alternative investment solutions, namely Real Estate Credit, Healthcare Property and Private Equity.
Johnny has been in the financial services industry for over 9 years, gaining valuable experience through various roles in funds management in Australia. Johnny holds a Masters in Applied Finance (Investment Analysis) and a Bachelor of Economics (Economics & Management) and is RG146 accredited. Johnny is looking to commence the Chartered Alternative Investment Analyst (CAIA) accreditation in 2026.
To discuss the range of investment solutions available at Barwon, please call Johnny on 0468 744 328 or email [email protected]
Education:
B. Econ (Economics and Management), Masters in Applied Finance (Investment Analysis), Diploma of Financial Planning (RG146)
