The Property Advisory
The Property Advisory is an Australian licensed property funds and syndicate manager that acquires and manages commercial, industrial, retail, and healthcare/education properties on behalf of wholesale and sophisticated investors, with $468m AUM across 47 funds.
- Company typePrivate
- Founded2010
- HeadquartersSouth Melbourne, Australia
- Headcount1–10
- GTM typeB2B
- OfferingServices
What The Property Advisory does
The Property Advisory (TPA) is an Australian licensed property funds and syndicate manager that acquires, manages, and develops commercial, industrial, retail, and healthcare/education properties on behalf of wholesale and sophisticated investors. Operating under Australian Financial Services Licence No. 563650, TPA structures and manages property funds and syndicates spanning Victoria, New South Wales, Queensland, and Western Australia, and serves an international investor base via a Singapore office. The firm reports $468m in assets under management across 47 property funds and syndicates, built over 16+ years of operation.
The company delivers four integrated service lines: property funds management (capital raising, fund structuring, due diligence, investor reporting), asset management (portfolio strategy, lease negotiation, tenant retention, value-add repositioning), property management (rent collection, outgoings, compliance, maintenance), and property development (site identification, feasibility, design, planning, project delivery). Its proprietary technology layer is a real-time investor portal providing live portfolio updates, distribution tracking, and secure document access for registered investors. A wholly-owned subsidiary, TPA IM Pty Ltd, supports the investment management function.
TPA is privately owned with no institutional shareholders or parent company, and management invests alongside clients in each fund. The go-to-market is direct, relationship-led sales targeting wholesale and sophisticated investors (HNW individuals and experienced investors under the Corporations Act 2001), with investment tickets ranging from under $200,000 to more than $20,000,000 across six tiered brackets. Revenue is generated through property funds management fees (and potentially performance-related fees) on the $468m AUM base. The leadership team comprises CEO & Managing Director Lucas Shannon and Managing Director Hugh O'Brien, supported by heads of asset management, development, compliance, and finance.
The Property Advisory firmographics
Firmographics- Name
- The Property Advisory
- Legal name
- The Property Advisory Pty Ltd
- Website
- https://thepropertyadvisory.com.au
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Property Advisory is an Australian licensed property funds and syndicate manager that acquires and manages commercial, industrial, retail, and healthcare/education properties on behalf of wholesale and sophisticated investors, with $468m AUM across 47 funds.
- Ownership category
- akta.pro rank
The Property Advisory industry classification
Industry- Product category
- Real Estate Funds Management
- NAICS
- Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Real Estate Agents & Managers (For Others) (6531), Operators Of Nonresidential Buildings (6512)
- akta.pro primary industry
- Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)
- akta.pro secondary industry
- Trust Administration & Fiduciary Accounting Services (FSAAANAF)
Keywords
Where The Property Advisory is headquartered
LocationHeadquarters
- HQ city
- South Melbourne
- HQ country
- Australia
- HQ region
- Oceania
Offices4 records
Markets served
The Property Advisory business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Property Funds Management Fees: TPA charges fees for managing property funds and syndicates on behalf of investors. As a licensed AFSL holder (No. 563650), they provide end-to-end services including capital raising, fund structuring, asset management, property management, and development, generating revenue through management fees and potentially performance-related fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Wholesale investor investment tiers |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
The Property Advisory product offering
Product offeringCore offering
The Property Advisory (TPA) is a licensed Australian property funds and syndicate manager that raises capital from wholesale and sophisticated investors to acquire commercial, industrial, retail, and healthcare/education properties across Australia. It provides end-to-end services spanning capital raising, fund structuring, asset identification and acquisition, due diligence, ongoing asset and property management, and development, generating revenue through management fees on $468m of assets under management across 47 funds and syndicates.
Product overview
The Property Advisory operates as a unified platform offering property funds management and syndicate services for wholesale and sophisticated investors. The core offering consists of four integrated service lines: Property Funds Management (capital raising, fund structuring, acquisition), Asset Management (portfolio optimization, tenant relations), Property Management (operational oversight), and Property Development (project delivery). These services are delivered across a portfolio of 47 property funds and syndicates spanning commercial, industrial, retail, and healthcare/education sectors in VIC, NSW, QLD, and WA. The Investor Portal provides investors with real-time portfolio access, distribution tracking, and fund documentation. The company manages $468m in assets under management across approximately 47 active property funds and unit trusts.
Differentiator
Problem solved
Functional benefit
Products and services
- Property Funds Management End-to-end fund management service for wholesale and sophisticated investors, covering capital raising, fund structuring and legal documentation, asset identification and acquisition, due diligence, and ongoing investor reporting and distribution management.
- Asset Management Active property performance management including portfolio strategy, lease negotiation, tenant retention, value-add repositioning, and capital preservation across TPA's managed portfolio.
- Property Management Operational property services covering rent collection, outgoings reconciliations, compliance management, maintenance coordination, site inspections, and tenant relationship management for owned and managed assets.
- Property Development Development services covering site identification, feasibility assessment, design, planning, project delivery, and construction management for commercial, industrial, and mixed-use properties.
- Commercial Property Funds Wholesale investment funds focused on commercial and mixed-use properties in key metropolitan markets across Australia, targeting stable long-term distributions and capital growth.
- Industrial Property Funds Wholesale investment funds focused on logistics, warehousing, and light industrial assets benefiting from structural demand tailwinds across Australia.
- Retail Property Funds Wholesale investment funds focused on large format retail, service stations, and automotive yards with resilient income profiles across Australian markets.
- Healthcare & Education Property Funds Wholesale investment funds focused on medical centres, day hospitals, childcare, and specialist facilities, providing defensive income exposure to essential services property.
Quantifiable outcome
- $468m in Assets Under Management
- +2 more outcomes
Companies that use The Property Advisory
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles1 record
The Property Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
The Property Advisory partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- National Network of Valuers, Legal Experts, Asset Managers, and AdvisorsTPA works closely with a national network of valuers, legal experts, asset managers, and advisors to ensure every investment is built on insight, due diligence, and strong fundamentals. These relationships provide expertise across property valuation, legal structuring, asset management, and advisory services for their property fund investments.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
The Property Advisory competitors and assessment
Company assessmentBroad incumbents
- Dexus: Major Australian real estate investment manager with office, industrial, and retail funds including wholesale offerings — broadly comparable asset class focus but operates at institutional scale with broader fund structures.
- Centuria Capital Group: Listed Australian investment manager with a real estate funds platform targeting wholesale investors in commercial and industrial property — overlaps with TPA's sector focus at a larger, more diversified scale.
- Charter Hall: One of Australia's largest listed property fund managers running diversified wholesale and institutional funds across commercial, industrial, and retail — overlaps with TPA's offerings but at much greater scale and with broader investor access.
- Cromwell Property Group: ASX-listed Australian property fund manager operating diversified direct property funds and syndicates — comparable investment vehicle structure though operating at significantly larger scale with retail and institutional reach.
Direct peers
- Prime Space Property Funds: Australian property funds and syndicate manager focused on commercial, industrial, and retail assets — direct competitor in the same boutique fund-management segment.
- EG Funds Management: Australian boutique property funds manager managing commercial, retail, and industrial assets for wholesale investors — directly comparable business model and target customer segment to TPA.
- Walsh & Company Investments: Australian investment and funds management firm offering property syndicates and managed funds for wholesale investors — directly comparable capital-raising and asset-management model.
- Centennial Property Group: Australian boutique property fund manager running syndicates and funds across commercial, industrial, and retail sectors with a similar capital-raising-led model targeting wholesale investors.
Regional players
- Wintringham Property Group: Australian property investment group running syndicated property funds for wholesale investors — similar boutique fund-and-syndicate model focused on commercial real estate.
Emerging players
- A.P. Property Group: Smaller Australian boutique property fund and syndicate manager operating in commercial and industrial real estate with similar wholesale investor focus but smaller AUM.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
The Property Advisory social profiles
Digital presenceThe Property Advisory compliance and trust
Trust signalCompliance4 records
The Property Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Property Advisory leadership team
Management profileNumber of profiles
Profiles8 records
The Property Advisory subsidiaries and ownership
Company hierarchySubsidiaries1 record
The Property Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Property Advisory M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Property Advisory
What does The Property Advisory do?
The Property Advisory (TPA) is a licensed Australian property funds and syndicate manager that raises capital from wholesale and sophisticated investors to acquire commercial, industrial, retail, and healthcare/education properties across Australia. It provides end-to-end services spanning capital raising, fund structuring, asset identification and acquisition, due diligence, ongoing asset and property management, and development, generating revenue through management fees on $468m of assets under management across 47 funds and syndicates.
Is The Property Advisory a public or private company?
The Property Advisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Property Advisory founded?
The Property Advisory was founded in 2010. It employs 1 to 10 people.
Where is The Property Advisory based?
The Property Advisory is headquartered in South Melbourne, Australia, in the Oceania region.
How does The Property Advisory make money?
One revenue line is on record: property Funds Management Fees.
Who are The Property Advisory's main competitors?
Broad incumbents on record are Dexus, Centuria Capital Group, Charter Hall and Cromwell Property Group. Direct peers are Prime Space Property Funds, EG Funds Management, Walsh & Company Investments and Centennial Property Group. Wintringham Property Group is listed as a regional player. A.P. Property Group is listed as an emerging player.
Does The Property Advisory have an API?
No public API is recorded for The Property Advisory.
What industry is The Property Advisory in?
The Property Advisory's product category is Real Estate Funds Management. Its primary akta.pro industry code is FSAAAGAJ, Institutional Consultants & Fiduciary Management (Investment Consulting), with a secondary code of FSAAANAF, Trust Administration & Fiduciary Accounting Services. Its NAICS code is 523940 and its SIC code is 6531.