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$81 bn
Real estate assets under management
40+
Years investing in real estate
12
Global locations
Data as of 31/03/2026
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 31/03/2026.
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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As the secondary market becomes larger and more sophisticated, we expect the likely dispersion of outcomes will widen and structural complexity will increase, raising the need for more disciplined underwriting.
Effective liquidity management is crucial for evergreen funds, and this paper delves into the strategic design and dynamic adjusting of liquidity sleeves to balance accessibility of capital and optimal investment performance.
Private equity is at a turning point, with investors and advisors exploring the best ways to allocate across sub-strategies. There is a compelling case for private equity secondaries serving as the cornerstone of a core/satellite evergreen model.
The Franklin Templeton Academy Alternatives program empowers partners to navigate alternative investments confidently. Visit our Franklin Templeton Academy section to find out more information on our alternatives training programs for financial professionals.
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.
In accordance with the Design and Distribution Obligations, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via the Literature Page or by calling 1800 673 776.
Past performance is not an indicator nor a guarantee of future performance. Any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets is not necessarily indicative of the future or likely performance. All investments involve risks, including possible loss of principal.
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