Listed Property Securities
Investing in Diversified Global and Australian Listed Property Securities
+0.05% p.a
Annualised Return Since Inception (net of fees) as at 30 April 2026
+4.07%
1 Month Return (net of fees) 30 April 2026
$0.8846
NAV Unit Price as at 30 April 2026
Jul 2021
Inception
About the Fund
Generating Steady Income and Capital Growth
Our objective is to generate a steady income paid quarterly while also providing capital growth. This is delivered through our property securities fund in Australia, which focuses on optimising returns through carefully selected assets. The portfolio consists of listed real estate securities split 50/50 between Australian REITs (A-REITs) and Global REITs (G-REITs). The strategy is managed by Reitway Global, utilising their proven GARP guided strategy, overseen by TAMIM’s Head of Property, Jeff Taitz.
Key Features
- Active high-conviction strategy for long-term capital growth and attractive current income.
- Managed by an experienced property management team with a proven track record in both listed and direct property investments.
- Flexible investment mandate, open to allocating to unlisted transactions when suitable opportunities arise.
- Risk-aware and long-term approach to listed property investing.
- Focused portfolio targeting the most attractive local and global property companies.
All investments carry risk.
While we cannot address every potential risk, comprehensive details are available in relevant information memorandums and additional information booklets.
Fund Performance
Reports & Factsheet
Reports
January 2026Factsheet
Investment Process
Resources
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Fund Facts
Investment Parameters
| Management Style: | Active |
| Investments: | Listed property & property related securities |
| Number of securities: | 40-50 |
| Single security limit: | 10% |
| Region limit: | 70% |
| Sector limit: | 70% |
| Investable universe: | Listed property & property related securities |
| Market capitalisation: | N/A |
| Derivatives: | Yes – special instances & hedging |
| Leverage: | No |
| Portfolio turnover: | Typically < 25% p.a. |
| Cash level: | 0-100% (typically 0-20%) |
Fund Profile
| Investment Structure: | Unlisted Unit Trust (available to wholesale investors) |
| Minimum Investment: | $100,000 |
| Management Fee: | 0.98% p.a. |
| Admin & Expense Recovery: | Up to 0.25% |
| Performance Fee: | Nil |
| Hurdle: | N/A |
| Entry/Exit Fee: | Nil |
| Buy/Sell Spread: | +0.25% / -0.25% |
| Applications: | Monthly |
| Redemptions: | Monthly (with 30 day notice) |
| Distribution: | Quarterly |
| Investment Horizon: | 3-5+ years |
Investor Profile
The TAMIM Listed Property portfolio suits clients who:
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Grow Your Property Wealth with TAMIM
Investing in global real estate through a listed property unit trust should be straightforward and rewarding. When you partner with us through our property securities fund in Australia, you gain access to a dedicated team focused on your long-term financial success. To understand our approach to wealth creation, you can learn more about TAMIM. If you are ready to diversify your portfolio today, please contact our property investment team.
FAQs
What is a listed property fund?
A listed property fund in Australia pools investor capital to buy shares in real estate companies and Real Estate Investment Trusts (REITs) listed on public stock exchanges. Instead of buying physical buildings, the fund holds a liquid portfolio of property assets, giving investors fractional exposure to large-scale real estate markets.
How do listed property securities work?
Listed property securities own, manage and finance income-producing real estate. Traded on stock exchanges like regular shares, they provide high liquidity. The underlying entities collect rent from commercial or residential tenants and distribute these profits to investors, with values fluctuating based on market dynamics and property valuations.
What are the benefits of investing in listed property funds?
Investing in a listed real estate investment fund provides retail and wholesale investors with unique advantages for wealth creation, including:
- High liquidity — Investors can buy or sell their fund units easily on the market, avoiding the lengthy settlement periods associated with physical real estate.
- Instant diversification — A single investment spreads risk across various property sectors, diverse geographic locations and premium tenant profiles.
- Lower capital barriers — Portfolios allow individuals to access institutional-grade property markets without needing massive upfront deposits or commercial mortgages.
- Professional management — Portfolios are actively overseen by expert investment managers who handle asset selection, leasing strategies and market analysis.
What is the difference between listed property and direct property investments?
Direct property requires purchasing physical buildings, demanding substantial upfront capital, high transaction costs and hands-on management with low liquidity. Conversely, investing in a listed real estate investment fund involves buying exchange-traded shares in managed portfolios, delivering high liquidity, low entry barriers, immediate diversification and freedom from day-to-day landlord responsibilities.
