Real assets, commercial real estate, hospitality, industrial property, agricultural land, anchor portfolios with tangible asset backing, contracted income, and long-duration capital growth. For Scott's clients, the focus is on trophy assets in prime locations, acquired at the right entry yield, with value-add catalysts not yet priced in.
Direct and fund-based investment into Australian and global real assets, A-grade CBD office, prime industrial and infill logistics, regional hospitality and accommodation portfolios, defence-precinct office, and agricultural land. Strategies span single-asset trusts, diversified portfolios, and value-add development plays.
Real assets deliver four things together: income (typically 7–8% per annum cash distributions), capital growth (12–15% gross IRR targets over 5-year holds), inflation linkage through indexed leases and replacement-cost dynamics, and tangible security. They suit clients building wealth across decades, exactly the brief of long-term financial planning.
Through BGW's network of approved real-asset managers and co-investment opportunities sourced through the Boston Global Group platform. Strategies are screened for asset quality, lease structure, leverage, and value-add catalysts before being added to the APL. Scott structures positions to fit the client's SMSF, family-trust or personal portfolio.
Real-asset trusts are typically closed-end with 5–10 year terms and limited or no early redemption, illiquidity is part of how the return is generated. Risks include tenant credit, leverage, leasing-market cycles, and valuation drift. Position-sizing matters.
Scott will tell you straight. Whether it earns its place, how much would make sense, and how it fits alongside what you already hold.
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