Schroder Specialist Global Real Estate Fund
A single point of access to the benefits of a diversified global real estate market (APIR SCH8463AU)
Global reach & experience
50+ years of experience investing across all major markets
Access
A semi-liquid fund that allows monthly investments and quarterly redemptions (with a cap of 5% net asset value), so that investors are able to access their funds.
Real asset returns & diversification
Traditional real estate strengthened by investments in growth assets coupled with unconstrained access to all geographic regions and real estate sectors
Unlock new sources of growth with global private real estate
When public markets become turbulent, relying solely on traditional stocks and bonds may no longer be enough to protect capital or drive growth. The Schroder Specialist Global Real Estate Fund (SSGREF) offers a powerful alternative by unlocking the vast universe of private real estate - a market significantly broader and distinct from what is available on public exchanges. By adding an asset class that is structurally different from listed equities and fixed income, investors can achieve genuine diversification that helps mitigate volatility while targeting resilient returns.
Moving beyond the stock exchange
Moving beyond the stock exchange allows you to access sectors that are often underrepresented in listed portfolios, such as data centres, logistics, and residential living. SSGREF is designed to capture these structural growth opportunities, blending consistent income generation with the potential for capital appreciation. This approach targets robust long-term performance, offering a wealth creation engine that operates independently of daily stock market fluctuations.
About the Schroder Specialist Global Real Estate Fund
The Schroder Specialist Global Real Estate Fund invests across geographies and sectors to create a diversified exposure to what we believe are the most attractive risk-adjusted real estate opportunities. The fund aims to provide capital growth over five to seven years by investing directly or indirectly in a diversified range of private and public real estate investments worldwide. The fund has a primary focus on outperforming private real estate equity opportunities in institutional programmes and direct co-investments. It also can invest in public equities for more efficient access to some property sectors, capitalising on mispricing and providing liquidity management while reducing cash drag on performance.
Flexible and semi-liquid
Crucially, SSGREF makes this institutional-grade strategy accessible through a flexible, semi-liquid structure. You invest directly alongside Schroders’ largest client partners, benefiting from the same whole-of-market expertise and deal access as major global institutions. This alignment provides a sophisticated pathway to meet your investment goals, delivering the benefits of private market exposure without the restrictive lock-up periods typically associated with traditional private funds.
What are semi-liquid investment products?
Open-ended structures, where investors can buy and sell at a prevailing NAV, have historically had limited applicability in private markets due to the illiquid nature of the underlying investments. In response to this, semi-liquid structures have been developed to provide liquidity in a controlled manner.
A well-constructed portfolio, one that is diverse by geography, sector, type and vintage, can engineer a level of 'natural liquidity' that is regular and consistent. Semi-liquids also employ liquidity management tools that can control liquidity within the fund. The result is a platform that provides investors with a liquidity window without compromising returns and helps them meet their investment objectives.
We have identified four secular trends providing opportunities for real estate investment strategies
- Technology and the knowledge economy: The interface for 'work' has shifted, consolidating value in those buildings which address specific needs and evolving tenant preferences, as various industry sectors continue to develop
- Individualism: Individual preferences with regards to 'work, live and play' have shifted, further accelerated by the pandemic, deepening disparities in demand between and within related sectors
- Aging populations and demographic shifts: Rapidly changing demographics are further altering relative demand for various types and living formats
- People and places: Increased regulatory and industry standards demand a holistic approach to the creation of value for all stakeholders, including investors and communities
CASE STUDY
Tokyo Serviced Living
Tokyo Serviced Living has a strong track record in the serviced apartment sector, with 2,500 units and 95% occupancy across Asia Pacific. Their strategy focuses on a rolling conversion of existing leased residential units on lease expiry to serviced apartments. This creates improved amenities on shorter term leases, which is suitable for the higher-yielding Air BnB-style tourism market.
Disclaimer: The company shown is for illustrative purposes only and not a recommendation to buy or sell.
Sector
Residential
Size
AUD $18.75m
Target SSGREF commit
AUD $12.0m
CASE STUDY
North & Latin American Data Centre Platform
The data centre sector enjoys significant secular tailwinds due to changes in the technological landscape. Hyperscale data centres provide an opportunity to service large deployments that are critical to networks and customers. These customers are some of the largest and best capitalised companies in the US.
Disclaimer: The company shown is for illustrative purposes only and not a recommendation to buy or sell.
Sector
Data Centre
Size
AUD $9.3b (EV)
Target SSGREF commit
AUD $7.4m
Realised return
Exit Net IRR 24% / Net Equity Multiple 1.5x
Related documents
Meet the manager
Ways to invest in the Schroder Specialist Global Real Estate Fund
Before investing in the Schroder Specialist Global Real Estate Fund, please read the product disclosure statement (PDS), financial services guide (FSG) and target market determination (TMD) for the fund. You can learn more about investing directly via our paper application form , or online application form. You may also like to find out which platforms you can access the Fund through . If you need help, please contact our team.
Fund ratings
Find out more about Schroders and global real estate
Disclaimer
Investment in this Fund may be made on an application form accompanying the current Product Disclosure Statement (PDS) for the Fund which is available from Schroder Investment Management Australia Limited (Schroders) (ABN 22 000 443 274, AFS Licence 226473). The information contained in this material is general information only and does not take into account your objectives, financial situation or needs. Before acting on the information contained in this material you should obtain a copy of the PDS and consider the appropriateness of the information in regard to your objective, financial situation and needs before making any decision about whether to invest, or continue to hold.
The repayment of capital and performance in the Fund is not guaranteed by Schroders or any other party. Opinions constitute our judgement at the time of issue and are subject to change. Past performance is not an indicator of future performance. Investment guidelines represented are internal only and are subject to change without notice. Schroders may record and monitor telephone calls for security, training and compliance purposes.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872)(“Zenith”) rating (assigned APIR: SCH8463AU, February 2026) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.