SRA_19 - Hannah Loxton V.2.mp4

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SRA_19 - Hannah Loxton V.2.vtt

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SRA_19 - Hannah Loxton V.2: So
Wentworth Capital, we're a pure play

{{00:00:13}}
real estate private equity business.

{{00:00:15}}
So what that means is that we invest into
the asset class real estate, but we employ

{{00:00:19}}
private equity principles over the top.

{{00:00:21}}
So we're really looking at
creating value both on the income

{{00:00:24}}
side and on the capital side.

{{00:00:26}}
We're sector agnostic, but we very much
look at, we're a thematic investor.

{{00:00:29}}
So we want to have high barriers to
entries, strong fundamental tailwinds,

{{00:00:33}}
and where we can create value throughout.

{{00:00:41}}
Yeah, so we've just raised a
real estate private equity fund.

{{00:00:44}}
It's an opportunistic thesis and
sector agnostic, but we have our

{{00:00:47}}
main real estate sectors that we're
really focused on to drive value.

{{00:00:50}}
So predominantly that's the
residential sector, living sector.

{{00:00:53}}
There's a large supply and demand
imbalance here and about actually

{{00:00:57}}
creating and reflecting on mispriced
real estate that we can then grow

{{00:01:00}}
through long term value creation.

{{00:01:02}}
The second is industrial.

{{00:01:03}}
So last mile logistics sector.

{{00:01:05}}
So what we're looking at there is really
industrial warehouses that are broken

{{00:01:10}}
down, but generally within kind of 70
to 80 percent of the population, 10

{{00:01:14}}
kilometers to the CBD and have that
kind of institutional lens that want to

{{00:01:18}}
continue to buy the real estate within it.

{{00:01:20}}
The last sector is life sciences.

{{00:01:22}}
It's quite a nascent sector in the
Australian economy and where we can see

{{00:01:26}}
a long term growth trajectory as well.

{{00:01:33}}
So life sciences for us, if you
look at the overseas markets, you

{{00:01:37}}
can see that growth trajectory.

{{00:01:38}}
So think about APAC itself being
the Asian markets, but also

{{00:01:41}}
the UK and Europe and the US.

{{00:01:44}}
And they're arguably 10 years
ahead of the Australian economy.

{{00:01:47}}
So when I say that it's nascent in
the Australian economy, there's no

{{00:01:49}}
real estate that's really underpinning
the life sciences ecosystem.

{{00:01:53}}
So for real estate and for a
life sciences ecosystem, you

{{00:01:55}}
generally need three things.

{{00:01:57}}
You need to be, You need to a hospital
and have proximity, you need to be

{{00:02:00}}
absolutely close to a university, and you
need to be close to investment, so CBD.

{{00:02:04}}
If you can solve the problem for
stakeholders that sit around those

{{00:02:07}}
different streams, you can have
the real estate that underpins it.

{{00:02:10}}
And so that's what we're working
with, those stakeholders, and

{{00:02:13}}
particularly looking at overseas
markets for that growth trajectory.

SRA_19 - Hannah Loxton V.2: So
Wentworth Capital, we're a pure play

So what that means is that we invest into
the asset class real estate, but we employ

So we're really looking at
creating value both on the income

We're sector agnostic, but we very much
look at, we're a thematic investor.

So we want to have high barriers to
entries, strong fundamental tailwinds,

and where we can create value throughout.

Yeah, so we've just raised a
real estate private equity fund.

It's an opportunistic thesis and
sector agnostic, but we have our

main real estate sectors that we're
really focused on to drive value.

So predominantly that's the
residential sector, living sector.

There's a large supply and demand
imbalance here and about actually

creating and reflecting on mispriced
real estate that we can then grow

So what we're looking at there is really
industrial warehouses that are broken

down, but generally within kind of 70
to 80 percent of the population, 10

kilometers to the CBD and have that
kind of institutional lens that want to

continue to buy the real estate within it.

It's quite a nascent sector in the
Australian economy and where we can see

So life sciences for us, if you
look at the overseas markets, you

So think about APAC itself being
the Asian markets, but also

And they're arguably 10 years
ahead of the Australian economy.

So when I say that it's nascent in
the Australian economy, there's no

real estate that's really underpinning
the life sciences ecosystem.

So for real estate and for a
life sciences ecosystem, you

You need to be, You need to a hospital
and have proximity, you need to be

absolutely close to a university, and you
need to be close to investment, so CBD.

If you can solve the problem for
stakeholders that sit around those

different streams, you can have
the real estate that underpins it.

And so that's what we're working
with, those stakeholders, and

particularly looking at overseas
markets for that growth trajectory.

Hear from Hannah Loxton, Wentworth Capital, how they approach real estate private equity investing through creating value on both income and capital fronts learn about the importance of high barriers to entry, supply-demand imbalances, and leveraging long-term growth trajectories observed in global markets as well as as how collaborates with stakeholders and looks to overseas models for sustainable real estate investment opportunities in Australia.