Barwon Investment Partners’ Joss Engebretsen on Specialist Disability Accommodation

<p>Joss Engebretsen, Portfolio Manager, Barwon InvestmentPartners | Joss explains what Specialist Disability Accommodation (SDA) is and its role in portfolios as a government-funded, inflation linked essential housing play that can help diversify investor portfolios dominated by AI driven equity and credit exposures. For those looking to build an exposure to the asset class, Joss discusses what investors should be asking their managers before committing capital to an emerging, specialist real estate sector, with no index to benchmark against.</p><p>Listen to the full interview where we ask Joss:     </p><p>- What exactly is Specialist Disability Accommodation, and why does it behave more like social infrastructure than like residential property?</p><p>- Investors tend to price “NDIS reform” as a single risk. How should professional investors separate scheme risk from the Specialist Disability Accommodation asset class?</p><p>- Australia has a large national shortfall of Specialist Disability Accommodation, yet some regions are oversupplied. Why does local market matching decide returns in this sector?</p><p>- What role can government-funded, inflation-linked essential housing play in a portfolio dominated by AI-driven equity and credit exposure? </p><p>- What should an investor ask a manager before committing capital to a young, specialist real asset sector with no index to benchmark against?</p><p><br></p><p>Disclaimer</p><p>The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made.</p><p>International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability.</p><p>All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organis