Lonsec launches unlisted property research
Lonsdale Securities (Lonsec) has launched a specialist unlisted property trust research service targeted exclusively at financial advisers and dealer groups.
The new service will see Lonsec produce a list of investment grade property syndicates for dealer groups and then advise clients on how to combine the property trust in this ‘approved list’ into a well rounded property portfolio.
Lonsec’s general manager of alternative research Martin Sammon says the research is designed not only to give advisers a better understanding of the unlisted property trust sector, but also to compare listed property trusts with other asset classes.
“The research reports include universal measures, like internal rate of return calculations and risk versus return analyses, to make it easier for advisers to undertake comparisons with investments within and outside the sector,” Sammon says.
“When investments don’t make the grade we will also provide substantial feedback to promoters about where they are falling short in relation to industry best practice.”
The new service comes on top of Lonsec’s existing research service to advisers, which covers managed funds, listed equities and unlisted agribusiness investments.
Recommended for you
A strong demand for core fixed income solutions has seen the Betashares Australian Composite Bond ETF surpass $1 billion in funds under management, driven by both advisers and investors.
As the end of the year approaches, two listed advice licensees have seen significant year-on-year improvement in their share price with only one firm reporting a loss since the start of 2025.
Having departed Magellan after more than 18 years, its former head of investment Gerald Stack has been appointed as chief executive of MFF Group.
With scalability becoming increasingly important for advice firms, a specialist consultant says organisational structure and strategic planning can be the biggest hurdles for those chasing growth.
