Folkestone

Level 10, 60 Carrington Street Sydney

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

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 in...

View Project

Past Projects

Team

Harry Horwitz-Rourke

Harry joined Folkestone in October 2014, bringing with him an extensive network of both HNW and Family Office Clients. Harry has over 7 years of exper...

Read More

Greg Paramor

Greg has been involved in the real estate and funds management industry for more than 40 years, and was the co-founder of Growth Equities Mutual, Pala...

Read More

Ben Dodwell

Ben joined Equity Real Estate Partners in October 2010 and is now Head of Real Estate at Folkestone. Ben has held a number of senior executive roles a...

Read More

Winston Sammut

Winston has in excess of 30 years experience in investment markets. Prior to establishing Maxim, Winston was one of the founding shareholders of Ausbi...

Read More