Delivering strong and sustainable returns to investors through commercial property funds
We firmly believe that, when bought well, commercial property can – and should – play a fundamental role in an investor’s wealth creation strategy.
At Westbridge Funds Management, we specialise in providing high-quality commercial real estate investment funds which offer regular income returns as well as potential for capital growth.
Combining the expertise of our experienced fund managers with our relationship-focused approach, we’ve been generating attractive returns for our investors for over 20 years.
222.4%*
weighted average total return for divested commercial funds
12.8%*
IRR weighted average net internal rate of return for divested funds
8.9%*
weighted average annual distributions on investment in active funds since inception
*Figures as at June 2024. Past performance is not a reliable indicator of future performance.
Our investment approach
Westbridge Funds Management is a Western Australian owned company specialising in the acquisition and management of property investments through unlisted commercial property funds (which are similar to property syndicates).
Our investment philosophy is centred on our holistic approach to our funds’ performance. While our acquisition strategies have been refined over decades of experience, our proactive management and leasing expertise ensure we are maximising investor returns at every stage.
Superior buying
We believe that the first step to owning superior investments is superior buying. We leverage our in-depth understanding of the commercial property market and extensive industry networks to identify best-in-class opportunities for our investors. Our rigorous due diligence process ensures each investment meets our high standards, minimising risks and maximising potential for long-term success.
Unlocking potential
Our in-house funds management and commercial leasing teams work together to leverage their expertise and actively unlock the potential of each investment. Through considered tenant management, strategic lease renegotiations, and market-driven repositioning, we focus on maximising income streams and creating long-term value for our investors.
Dedicated client support
We understand that regular, transparent communication is critical in delivering the best experience for our clients. As a Westbridge investor, you’ll benefit from personalised service, regular updates on your investment, and dedicated support from our Key Relationships team – ensuring you’re kept informed on your investment every step of the way.
Our latest commercial property funds
Westbridge’s commercial property investment portfolio includes a healthy mix of property sectors throughout Australia. Our opportunities are strategically-driven, based on the locations, sectors and assets we believe offer the most compelling opportunities for our investors.
We also look to cater to the varied needs and risk profiles of our clients through our diverse range of investment options. Our commercial funds include a mix of income-focused diversified funds, single-asset income funds, and investments with a value-add focus. View our latest commercial property investment opportunities below:
Westbridge Industrial Opportunity Fund
- ACQUISITION DATE 2024
- NO OF PROPERTIES 1
An open-ended fund focused on acquiring high-demand industrial assets across Australia, blending core income-generating properties with those that offer value-add potential.
Our track record
Delivering strong performance on every level
Over the past 20 years, our team has forged a proven track record in delivering regular and attractive returns to our investors through our commercial real estate funds.
With over $640 million in commercial assets across our portfolio, our funds under management continue to grow, driven by our unwavering focus on delivering compelling wealth generation opportunities to our investors.
*The Average Annual Total Return is indicative only, based on weighted average unit price at issue. The capital value is based on the most recent Unit price. The capital value will not be realised unit the asset(s) are sold. Unit prices are calculated quarterly in accordance with the Funds unit pricing policy. Distributions include distributions paid per unit since inception for an initial Investor. All returns are net of management fees, but are before, sales fees, and associated costs in winding up the Fund (unless the Fund strategy is to divest in the next 12 months). Past performance is not a reliable indicator of future performance.
Why invest with Westbridge
Monthly income
Income distributions from our commercial property investment funds are paid monthly, enabling our investors to benefit from a regular passive income stream. Our careful asset selection, expert tenant management and proactive leasing strategies ensure a consistent focus on maximising investment cashflow.
Market expertise
We focus on sectors and properties with strong fundamental growth attributes. Using our in-depth understanding of market trends, we identify assets with potential to outperform when it comes to both income and capital returns.
Access to high-quality assets
Our commercial property funds provide access to large-scale, investment-grade assets that are often out of reach for individual investors. Many of these opportunities are sourced off-market through our extensive industry networks.
Expert management
Our property experts have decades of experience in the acquisition, leasing and management of commercial assets through managed property funds. This specialist expertise enables us to act decisively on opportunities and risks across our portfolio to maximise end results for our investors.
Tax-deferred distributions
Our commercial assets often come with depreciation benefits. This allows for tax-deferred income on investor distributions, which can help to increase after-tax cash flow and maximise long-term gains for investors.
Portfolio diversification
We take a national approach to our acquisition strategies, with our funds covering a broad range of high-performing sectors. This provides our investors with the opportunity to strengthen their portfolio through diversification in income stream, location, asset class and strategy.
A wealth of experience.
Westbridge’s team of commercial property fund managers are passionate about helping investors accelerate their wealth through commercial property. Our people are leaders in their field, but they also care. Approachable and informative, they consistently hold our investors’ best interests at heart.
Damian Collins
Chairman
Damian Collins is the Chairman of Westbridge Funds Management. Having been an active investor himself for over 25 years, Damian continues to apply his extensive experience in property to help fellow investors make successful investment decisions. Damian has served on the REIWA Council since 2011 and was elected President of the Institute in 2018. He continues to actively support and champion the local real estate community through this leadership role.
Alex Lambert
Head of Commercial Funds
Alex is responsible for the management of all commercial funds and assets held within the Westbridge Funds Management portfolio. Alex has over 20 years’ experience in the property industry in both the UK and Australia. He has held senior positions within private property portfolios in the UK and worked in the WA office of one the largest property service providers globally. Alex has diverse experience in asset management, urban master-planning, investment, sales and leasing. He holds a Bachelor of Science in Real Estate Management and is a Member of the Royal Institute of Chartered Surveyors.
Simon Worth
Head of Capital Transactions
Simon is a qualified Licenced Valuer with over 19 years of commercial property experience throughout Australia. He has held senior roles with global and national real estate investment trusts in capital transactions and valuations and has extensive national market knowledge within the commercial property sector. Simon is an Associate of the Australian Property Institute and holds two Bachelor of Commerce degrees from UWA (Finance and International Business Economics) and Curtin University (Property). As Westbridge’s Head of Capital Transactions, Simon is responsible for developing and implementing the acquisitions strategy across the fund portfolio.
Alex Conradie
Asset Manager
Holding a Bachelor of Commerce (Economics and Finance), Alex joins Westbridge Funds Management with a wealth of experience in the asset management space. Alex has held positions as an Asset Management Analyst for a leading engineering consulting firm in WA, as well as Head of Facilities for the iconic Ritz Carlton Towers in Elizabeth Quay. As Asset Manager at Westbridge, Alex focuses on maximising returns for our investors through strategic planning and optimising performance of the assets across our commercial funds portfolio.
Aaron Callahan
Capital Transactions Associate
Aaron holds a Bachelor of Commerce (Property and Finance) from Curtin University and has previous experience working as a Capital Markets Analyst for a leading independent real estate consultant. Aaron supports the implementation and delivery of the acquisitions strategy across the Westbridge Funds Management portfolio and he is passionate about uncovering value for investors through analysis and research.
Brad Dunn
Head of Key Relationships
Brad is an experienced Key Relationships Manager with an extensive background in commercial finance and investor relations. In addition to holding senior business management roles across various national banking groups, Brad also managed his own small business for seven years prior to joining Westbridge. As head of our key relationships division, Brad oversees the team responsible for fostering investor relationships and developing new business alliances. Since joining Westbridge and the MW Group, Brad and his team have helped to raise over $460 million in funds across the Group’s portfolio while continuing to champion our investor-first approach.
Philip Barton
Key Relationships Manager
Phil holds a Diploma of Mortgage Broking and has previously managed his own retail mortgage broking business. Phil has worked in the finance industry in both Australia and the United Kingdom and has partnership management experience within the not-for-profit sector. Phil draws on his 20 years’ finance experience and a broad network of industry contacts to develop new business partnerships and to foster positive experiences for investors.
Emmanuel Ranga
Key Relationships Manager
Emmanuel joins our team with extensive experience in client-facing roles across the finance and wealth management sectors, most recently serving as Senior Private Client Manager for NAB’s Private Wealth division. As Key Relationship Manager, Emmanuel is passionate about forging meaningful connections with our clients through the delivery of top-tier service. His client-centric approach is anchored in a profound understanding of our investors’ unique goals and objectives. Emmanuel holds a Bachelor of Commerce Majoring in Finance, a Bachelor of Commerce Majoring in Accounting, and is a Qualified Chartered Banker.
Riley McPherson
Strategic Relationships Manager
Riley has over a decade’s experience in key relations, having managed corporate partnerships for some of the world’s largest insurance companies. Responsible for overseeing and growing our business partnerships at Westbridge, Riley is passionate about working together with likeminded businesses to develop collaborative solutions that help clients achieve better outcomes for their property portfolios.
Poppy Wood
Client Services Advisor
As our Application Support Specialist at Westbridge Funds Management, Poppy plays a key role in supporting our investors throughout the raising process while upholding compliance standards across our property funds. Poppy has extensive experience in customer service roles across the banking and finance industry, previously serving in the Mortgages department for a prominent retail and commercial bank in the UK. Poppy is passionate about building and sustaining client relationships, and loves playing a part in delivering Westbridge’s investor-first approach.
Register for future opportunities
Register to be notified of our future fund investment opportunities.
Alternatively, if you would like to find out more about our commercial property managed funds, please call our friendly team on (08) 9321 5566.