Why your client's portfolio needs a slice of property – webinar

Home Invest Cromwell Phoenix Property Securities Fund Why your client’s portfolio needs a slice of property – webinar

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Speaker
Stuart Cartledge, Managing Director, Phoenix Portfolios

CPD points available.

Webinar details

Date: Wednesday, 9 April 2025
Time: 12.00 pm – 1.00 pm (AEST)

Property can be a powerful addition to a well-balanced portfolio, offering solid asset backing, inflation protection, and diversification benefits that differ from bonds and equities. But how can advisers navigate the complexities of securitised property and identify the best opportunities?

Join Stuart as he shares insights on:

  • The role of property in portfolio construction and risk management
  • How securitised property works and the diverse opportunities available
  • The tax considerations that can impact investment outcomes
  • Why active management is key to accessing the best opportunities in domestic listed property

With decades of experience in listed property investments, Stuart brings deep market insights and a proven track record of identifying attractive yet overlooked opportunities.

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