The asset class that has outperformed all others over the past 5 years

Unlisted property, as measured by the MSCI Unlisted Retail Property Fund Index, has delivered annualised returns of 12.1% over the past five years, with a low standard deviation of 7.3%. 

In comparison, listed property (as measured by the MSCI Australia Core REIT Index), Australian equities (MSCI Australia 200 Index) and Global Equities (MSCI World Ex-Australia Index) have returned 1.5%, 7.4% and 9.7% respectively over the same time period (and with a standard deviation of 24.2%, 18% and 20% at that). 

Unlike listed real estate, which often performs like equities, unlisted real estate has a smoother valuation cycle. That's why we here at Elanor Investors Group like to keep our assets in unlisted funds.

In this Fund in Focus, I provide a deep dive on Elanor's newest fund - the Elanor Property Income Fund - the first that we have offered to retail investors. Plus, I outline why I believe now is a good time in the cycle to be investing in real estate. 

Timecodes: 

• 0:00 - About Elanor Investors Group (ASX: ENN)
• 0:51 - The newest fund in Elanor's stable: The Elanor Property Income Fund 
• 1:49 - The need for differentiated thinking when it comes to real assets
• 2:32 - The outperformance of unlisted real estate
• 3:01 - Why invest now? 
• 4:16 - A deep dive on the Elanor Property Income Fund (and key features of the Fund)
• 5:06 - Assets in the Fund (and historical performance)

An institutional-grade real estate offering for retail investors 

Elanor Investors Group (ASX: ENN) is an ASX-listed funds management business focused on acquiring and unlocking value in real estate assets to deliver superior risk adjusted returns.

The Elanor Property Income Fund (EPIF) is Elanor's first offer to retail investors. Click here to find out more.