Folkestone Maxim Asset Management

Company Overview

Folkestone Maxim Asset Management (Folkestone Maxim) is a boutique investment manager, specialising in A-REIT securities and real estate debt. It was founded in 2003 and acquired by Folkestone in 2014.

Folkestone is an ASX listed real estate funds manager and developer providing real estate wealth solutions to private clients and select institutions.

Folkestone's funds management platform offers real estate funds to private clients and select institutional investors across income, value-add and opportunistic (development) real estate investments. Folkestone's on balance sheet activities focus on value-add investments and developments.

Folkestone has more than $1.2BN in funds under management as at 31 July 2017.

Our Investment Philosophy

Managing money is a partnership with our clients. We do what is right for our clients, we will not follow market trends to the detriment of our clients and will seek value enhancement in everything we do.

Our investment philosophy is guided by the fundamental view that real estate is a separate asset class with its own distinct performance characteristics and risks and that future cashflow, not trophy status, drives the value of an asset. In addition, the various real estate sub-sectors, such as commercial, retail, industrial, residential and hotels have different performance characteristics and risks.
At the portfolio level, we take a long-term strategic view on asset allocation for real estate. By actively acquiring, managing, and re-balancing a portfolio of assets, we seek to deliver sound investment returns within acceptable levels of risk, according to the investment objectives of specific fund we are managing.
At the asset level, we adopt a strategic and active approach to the management of each investment. Our approach emphasises the value to be gained from managing the asset not only in the immediate term, but also longer term value creation that effective asset and development management generates as well as exiting the investment at the appropriate time in the cycle.

Active Projects

This company doesn't have any projects.

Past Projects

Watermark at Castle Cove

Watermark at Castle Cove, first Asset of the Folkestone Seniors Living Fund No.1

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Sydney Olympic Park

A 5 level office and retail building under construction, Asset of Sydney Olympic Park Opportunity Fund

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Wollert Amber

A circa-560 lot land subdivision known as Amber in Wollert, Victoria.

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Brighton East

An early learning centre owned and built by Folkestone Education Trust (ASX:FET) and operated by Only About Children, located in Brighton East, Victoria.

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Folkestone Maxim A-REIT Securities Fund

CrowdfundUP are pleased to present an investment opportunity with Folkestone Maxim into an A-REIT Securities Fund.

The Fund

The Fund invests in an actively managed and diversified portfolio of predominantly Australian listed real estate investment trusts (A-REITs) and real estate related securities. The Fund also has the ability to invest up to 10% of the Fund's assets in international listed real estate securities as well as up to 10% in case.

The Fund is a structured as a unit trust - meaning that as an Investor, you will have a fixed beneficial interest in the assets of the Fund calculated as the proportion of Unit holding to all of the Units in the Fund which have been issued.

Description of the Fund

The Fund will give Investors exposure to a varying mix of A-REITs across but not limited to the retail, residential, commercial, hotel, industrial and real estate related social infrastructure sectors. The Fund may also invest in a selected range of other assets including listed real estate securities, cash and fixed interested. Folkestone Maxim will make decisions about buying and selling investments of the Fund daily, selecting individual investments and also changing the mix of the types of investments.

Benefits of Investing in the Fund

An investment in the Fund offers the following significant benefits:

Access

Access to a high conviction active investment strategy, with focused research and investment processes, that seek to provide higher returns with lower volatility than the market by building a portfolio based on individual merit and not by benchmark weights.

Investment Expertise

Folkestone Maxim Asset Management (Folkestone Maxim) has extensive experience in managing listed real estate securities as well as having access to Folkestone Limited's (Folkestone) direct real estate expertise.

Exposure to Real Estate

Provides access to a diversified portfolio of quality ASX listed real estate securities which own office, retail, industrial, residential and real estate related social infrastructure assets.

High Conviction, Active Strategy

Securities are selected and a portfolio built on individual merit and not by benchmark (Index) weights.

Liquidity

Investing in listed real estate securities provides greater liquidity than investing in direct real estate.

Quarterly Distributions

Distributions are paid quarterly or can be reinvested into the Fund.

Strategic Capacity Limit

Folkestone Maxim has set a capacity limit of up to 1% of the market capitalisation of the S&P;/ASX 300 A-REIT Index to enable the Fund to take active positions in smaller securities and allow more efficient management of re-weightings between individual securities.

Folkestone