Australian Retirement Trust Teams Up with Almanac Realty Investors for $1 Billion Real Estate Mandate

Australian Retirement Trust (ART) and Almanac Realty Investors have announced a strategic collaboration through a $1 billion customized mandate aimed at investing in real estate operating companies (REOCs) across the United States. This represents ART's first custom mandate in the U.S., focusing specifically on core and core-plus investment opportunities within REOCs that utilize lower leverage and maintain stable portfolios. The two entities plan to leverage Almanac's extensive experience to identify potential investments, targeting both majority and minority stakes across various U.S. sectors and regions. Majority investments will focus on young REOCs requiring growth capital, while minority investments will provide liquidity for existing stakeholders and supporting future growth. ART's involvement underscores the increasing trend of institutional investors gravitating towards real estate platforms, emphasizing positive long-term returns for ART's members.