Impact Investment Group

What Impact Investment Group does

Impact Investment Group Pty Ltd (ACN 139 328 108) is a Melbourne-based, privately held Australian impact investment funds manager founded in 2013. The company originates, structures, and manages investments across three asset classes — commercial real estate, renewable energy infrastructure, and venture capital — and explicitly markets itself as aiming to prove that 'finance can be a force for good.' Investment products are distributed exclusively to 'wholesale clients' as defined in the Corporations Act 2001 (Cth) through information memoranda and direct relationship-based engagement, with no retail or PDS-distributed offerings.

The company's core products are individual property trusts (for example, the IIG K5 Property Trust at 25 King Brisbane, IIG 401 Collins Trust, IIG K1 Property Trust/Kingsgate, IIG GC Healthcare Property Trust, IIG 4N Central Park Trust, IIG Northumberland Development Trust/54 Wellington, IIG Kensington Property Trust, IIG Byron Beach Hotel Trust, Geelong PE Trust, IIG EPA Unit Trust, IIG TAC Property Trust, and L&S Byron Trust), alongside its renewable energy and venture capital mandates. IIG does not build or operate proprietary technology platforms; its reported differentiator is a proprietary impact measurement and reporting framework that delivers regular financial, social, and environmental returns to investors. Notable realized outcomes include IRRs of ~43.6% (Geelong PE Trust), ~65% pre-tax (L&S Byron Trust), 27.5% after tax (IIG EPA Unit Trust), 17%+ (IIG K1), and 15.9% (IIG Byron Beach Hotel Trust), plus a NABERS rating improvement from 2.5 to 5 stars at 401 Collins Street.

IIG earns revenue through recurring fund management fees on the managed investment schemes it runs, with the option of performance fees on exits (not explicitly disclosed). The firm is led by founder and CEO Chris Lock, with CFO Paul Belcher, General Manager Ingrid van Dijken, Head of Venture Capital Will Richardson, and Head of Renewable Infrastructure Lane Crockett. It maintains a multi-trust strategic relationship with Lendlease, a 2024 international partnership with ZeeQuest Holding (Montenegro), and prior non-dilutive funding from the Australian Renewable Energy Agency (2015, A$1.6M) and LaunchVic (2019, A$250K).

Name

Impact Investment Group

Legal name

Impact Investment Group Pty Ltd

Website

https://impact-group.com.au

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Impact Investment Group is a Melbourne-based Australian impact investment funds manager founded in 2013 that originates and manages commercial real estate, renewable energy infrastructure, and venture capital investments exclusively for wholesale clients seeking combined financial returns and measurable environmental and social outcomes.

Ownership category

akta.pro rank

Product category

Impact Investment Fund Management

NAICS

Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Impact Investing (Intentional, Measurable Social/Environmental Outcomes) (FSAAALAC)

akta.pro secondary industries

Sustainable Private Markets (Impact PE/VC, Private Credit, Infrastructure) (FSAAALAG), Social Impact & Inclusive Finance Funds (FSANAJAH), Impact Investing & Social Finance (Funds, CDFIs, Microfinance) (BPAGALAA)

Keywords

• Impact investment funds
• Commercial real estate investing
• Managed investment schemes
• Renewable energy infrastructure
• Wholesale investor services

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fund Management Fees: IIG generates revenue as a leading Australian impact investment funds manager, originating and managing investments across commercial real estate, renewable energy infrastructure, and venture capital. Revenue is derived from fund management fees charged to investors in its managed investment schemes. The company regularly reports financial, social, and environmental returns to investors, and facilitates exits through property sales.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Impact Investment Group originates, structures, and manages impact-aligned managed investment schemes and property trusts on behalf of wholesale and institutional investors. Its portfolio spans commercial real estate (office, healthcare, hospitality, retail, industrial), renewable energy infrastructure, and venture capital, with the firm regularly reporting financial, social, and environmental returns to investors.

Product overview

Impact Investment Group operates as a multi-product impact investment funds management platform rather than a single unified product. The company offers distinct property trust products across commercial real estate sectors, including office towers (IIG K5 Property Trust/25 King, IIG 401 Collins Trust, IIG K1 Property Trust/Kingsgate), mixed-use properties (IIG Northumberland Development Trust/54 Wellington, IIG 4N Central Park Trust), healthcare facilities (IIG GC Healthcare Property Trust), and hospitality assets (IIG Byron Beach Hotel Trust). The portfolio also includes industrial properties (Geelong PE Trust/Quiksilver Distribution Centre), government/commercial buildings (IIG EPA Unit Trust, IIG TAC Property Trust), and retail properties (L&S Byron Trust). These individual trust products collectively enable wholesale clients to access diversified impact-driven real estate investments, with IIG originating and managing assets that generate both financial returns and measurable environmental and social outcomes. The company also originated investments in renewable energy infrastructure and venture capital alongside its real estate portfolio.

Differentiator

Problem solved

Functional benefit

Products and services

• IIG K5 Property Trust (25 King) A property trust offering wholesale investors exposure to 25 King, an A-grade commercial office tower in Brisbane Showgrounds featuring engineered timber construction and high sustainability credentials, with Aurecon (engineering and environmental consultancy) as the anchor tenant.
• IIG GC Healthcare Property Trust A property trust offering wholesale investors exposure to a modern medical facility in Varsity Lakes, Queensland, with Gold Coast Hospital and Health Services as major occupant.
• IIG TAC Property Trust A property trust owning the TAC Building at the northern end of Geelong CBD, featuring environmental upgrades and the Impact Workshop co-working space.
• Impact-aligned managed investment schemes (renewable energy infrastructure) Managed investment schemes offering wholesale investors exposure to renewable energy infrastructure assets originated by IIG.
• Impact-aligned venture capital investments

Quantifiable outcome

• IRR of ~43.6% (Geelong PE Trust, Quiksilver Distribution Centre, sold March 2016)
• +5 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LendleasecoreStrategic or Co-development PartnerLendlease is a key strategic development partner for IIG's real estate investments. IIG has completed multiple co-investment transactions with Lendlease, including the K1 Property Trust (Kingsgate, Brisbane — IIG's first co-investment opportunity in Brisbane and first transaction with Lendlease, sold with IRR in excess of 17%), the IIG K5 Property Trust (25 King, Brisbane Showgrounds — A-grade commercial office tower), and the IIG 4N Central Park Trust (One Hundred Broadway, Sydney). Lendlease has delivered office towers of the highest quality with leading sustainability features including NABERS 6-star ratings and extensive use of engineered timber.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Australian Ethical Investment: Australia's largest dedicated ethical and impact investment manager offering managed funds, superannuation, and direct investment products. Most directly comparable Australian peer to IIG given shared focus on combining competitive returns with measurable ESG outcomes, though at significantly larger AUM scale.
• Bridges Fund Management: UK-based specialist impact investment manager running private equity, real assets, and property funds targeting measurable social and environmental outcomes alongside financial returns. Highly comparable to IIG's thesis of impact-led real estate and infrastructure fund management.
• Calvert Impact Capital: US nonprofit impact investment manager deploying capital into communities and real assets with measurable impact. Closely aligned to IIG's focus on fund management for impact-mandated capital, though with a community development rather than commercial real estate emphasis.
• BlueOrchard Finance: Global impact investment manager focused on financial inclusion, climate, and sustainable real assets. Comparable as a specialist impact fund manager operating multiple strategies and raising capital from institutional wholesale investors.
• ImpactAssets: US impact investing platform offering donor-advised funds, managed portfolios, and direct investment opportunities with measurable impact. Comparable as a specialist impact investment intermediary serving sophisticated wholesale/affluent investors.

Broad incumbents

• Generation Investment Management: Global sustainable investment manager founded on long-term sustainable investing principles across public and private markets. A more established incumbent analog of IIG's impact investment philosophy at greater scale.
• TPG Rise (The Rise Fund): Major private equity impact platform pursuing measurable social and environmental outcomes alongside venture, growth, and infrastructure strategies. Comparable to IIG's mixed real estate/renewables/VC mandate though at far larger scale and global reach.
• KKR Global Impact: KKR's impact investing platform investing across climate, sustainable infrastructure, and inclusive growth themes. Comparable to IIG's private market impact investing thesis, with broader scope and global scale.
• Perpetual Limited: Major Australian asset and wealth manager offering institutional and wholesale investment products including responsible investment options. Provides a broader-incumbent benchmark for Australian wholesale fund management against IIG's boutique scale.

Regional players

• Yarra Capital Management: Australian boutique investment manager offering multi-asset, fixed income, and ESG-focused strategies to institutional and wholesale clients. Comparable as a regional Australian boutique manager with impact-aware product offerings.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/impactinv
• LinkedInlinkedin.com/company/impact-investment-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries12 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments5 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Impact Investment Group