For more than 40 years, our management teams bring a clear understanding of market dynamics to real estate investment management, with expertise and scale across property types, geographic regions and risk profiles.
US$80 bn
Real estate assets under management
40+
Years investing in real estate
12
Global locations
Data as of 30/06/2025
Investing in private real estate can offer a combination of income, portfolio diversification, attractive returns and lower volatility, making it an attractive option for investors seeking to build wealth and preserve capital over the long term.
10-Year Risk and Return (%)
For 10-year period ended 30/06/2025.
Sources: Franklin Templeton Capital Markets Insights Group, MSCI, Bloomberg, MSCI Private Capital Solutions and Morningstar. Stocks, bonds, publicly traded REITs and global real estate are respectively represented by the MSCI World GR Index, Bloomberg Global Aggregate Bond Index, FTSE EPRA NAREIT Global REITs Index and MSCI Global Private Real Estate Closed-End Fund Index (Unfrozen; USD). NAREIT uses a 12-month dividend yield and Bloomberg uses a yield-to-worst 10-year average calculated on a historical 12-month income return/dividend yield as of Q2 2025.
For NAREIT All Equity Dividend Yield, please use the dividend Yield on REIT.com.
https://www.reit.com/data-research/reit-indexes/monthly-index-values-returns
Private real estate and publicly traded REITs are quite different from an investment standpoint, exhibiting varying levels of volatility and patterns of return. Private real estate has historically offered lower correlation to traditional stocks than publicly traded REITs, making it a more effective portfolio diversifier.
| Private Real Estate | Publicly Traded REITs |
|---|---|
| Investor makes a direct investment in property | Investor makes indirect investment via shares of a publicly listed real estate company |
| Property is managed directly or through a third-party property manager | Property is operated/managed via that public company |
| Historically lower volatility than publicly traded REITs | Historically higher volatility than private real estate |
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The Franklin Templeton knowledge hub provides educational resources to help empower partners to navigate alternative investments. Explore our knowledge hub section to find out more about our experts’ latest thinking, unique opportunities, and an in-depth understanding of the alternatives market.
The first in our ‘Accessing Private Assets’ series aimed at providing transparency on private asset products, we explore how managers support the periodic liquidity (subscriptions and redemptions) available to investors in semi-liquid fund structures.
Private markets have historically delivered an “illiquidity premium” which has been captured by many institutions in their asset allocation to alternatives. Learn more about the illiquidity premium and get some ideas about allocating to private markets.
The global secondary market has grown over the past three decades primarily because of the increased supply of capital committed to private investment funds, according to Lexington Partners. They believe the backdrop for the secondary market continues to remain attractive.
Investment risks
Real estate investments should be viewed as a long-term investments with limited liquidity and are suitable only for investors who can afford to risk the loss of all or substantially all of such investment.
Important information
Franklin Templeton Australia Limited (ABN76 004 835 849, AFSL 240827) is the Responsible Entity and/or investment manager of the products included in this website.
Information on this website is intended to be of general information only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the products or services described as to the individual circumstances, objectives, financial situation, or needs of any investor. You should conduct your own investigation or consult a financial adviser before making any decision to invest. Please read the relevant Product Disclosure Statements (PDSs), and any associated reference documents before making an investment decision. Neither Franklin Templeton Australia, nor any other company within the Franklin Templeton group guarantees the performance of any Fund, nor do they provide any guarantee in respect of the repayment of your capital.
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