Moelis Australia’s asset management division, known as MA Asset Management, manages investment  for institutional and wholesale investors across real estate, credit, private equity and venture capital. We also manage traditional asset classes such as cash, bonds and listed equities.

Since launching in 2013, our asset management division known as MA Asset Management, has grown to now have over $5 billion in assets under management.

Our mission is to always think and act like principal investors and owners. Our approach is to seek out opportunities that we invest in ourselves; we co-invest as a firm and as employees in our own funds.

We focus on asset classes where we have deep expertise, such as real estate, credit and venture capital, and where we see value. We only pursue investments on an appropriate risk adjusted basis and always with an absolute return focus.

We are boutique-sized with big experience by design.

Our size and flat structure gives us a nimbleness, making us ready to quickly respond to opportunities as the market presents.

Our open fundsUnlisted open funds

MA Fixed Income Fund

MA Fixed Income Funds provide investors exposure to a diversified portfolio of credit investments in a unique fund structure designed to provide stable monthly cash distributions and a strong risk-adjusted return.

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MA Secured Loan Series

Managed by our Real Estate Credit Investment team, this open-ended fund provides investors with exposure to a diverse portfolio of first mortgage loans over Australian property. The fund provides a choice of two investment classes to suit different investor risk and return profiles. Class A has a target yield of 6.0% to 6.5% and Class B has a target yield of 10% (net of fees). It opens periodically for new investment.

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MA Private Credit Fund

Managed by our Private Credit team, this open-ended fund provides investors with exposure to a diverse portfolio of private credit exposures. The fund has a target total return of 8.0% to 10% (net of fees). 

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Significant Investor Visa (SIV)

As one of Australia’s largest Significant Investor Visa (SIV) fund managers, Moelis Australia offers complying investment solutions for investors in the SIV program – a federal government initiative designed to attract high net worth individuals seeking investment migration to Australia.

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Areas of expertise

Real estate

Real estate

The team manages core and operating real estate assets across a range of sectors, including hotel commercial, retail, aged-care, child care facilities and industrial. The team’s capability extends to active lease management, re-positioning assets and overseeing substantial capital programs.

Expertise in real estate runs deep through the firm.

We draw upon the expertise of our Equities Research and Real Estate Corporate Advisory teams to ensure our decision-making is based on a thorough analysis of market data and investment trends. 

We have significant financial advisory and capital markets experience in real estate and REITs advising some of Australia’s largest real estate companies. In 2018, we were amongst the most active real estate advisory and equity capital market investment banks in Australia; ranked #4 in real estate M&A advisory and #2 in real estate equity capital market activity.

Our equities division also provides research on 28 real estate and 21 ASX-listed REITs.

We are currently managing $3.5 billion in real estate assets across Australia.

 

Real estate

Credit

Managing over $900 million in real estate and non-real estate credit products on behalf of high net worth and institutional investors, our Asset Management team finances investment in senior secured, mezzanine debt and equity facilities. We focus on identifying and capitalising on emerging trends to create innovative credit products.

Our expertise across both credit and real estate means we understand underlying real estate security and can structure real estate credit exposure to protect downside risk and maximise risk adjusted returns. Our loan investments are actively managed and we have the necessary experience to take control and maximise the value of our securities.

Credit
Credit
Private equity and venture growth capital

Private equity and venture growth capital

Our Private Equity and Venture Growth Capital team currently manages over $550 million in investor capital.

This expertise in asset management is complemented by broader firm-wide capability in private equity and venture capital with the Moelis Australia Corporate Advisory team facilitating successful IPOs, pre-IPOs and Series B capital raisings for some of Australia’s most dynamic companies.

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Private equity and venture growth capital

Asset Management team

Meet the team