Barwon Investment Partners’ Joss Engebretsen on Specialist Disability Accommodation

Podcast: Global Investment Institute · Australia’s leading provider of conferences for capital allocators.

Opublikowano: 2026-10-06

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. Listen to the full interview where we ask Joss: - What exactly is Specialist Disability Accommodation, and why does...