The JY Formula
Focus on $150m plus assets
10-year plus horizon to transcend cycles
Equal shares, Equal rights
Large investors are board directors of asset SPVs
Co-invest with JY Group and leading institutions
Transparent fees
What we buy
CRITERIA FOR TARGET SELECTION
Property Type
Large established community shopping centres.
Areas
Australian capital cities.
Price
In the range of $150-500 million.
Land Size
Sydney over 30,000sqm, other cities over 50,000sqm.
Tenants
Dominated by community non-discretionary spend: large supermarkets, fresh food, medical and restaurants.
Development
Good development potential for multi-story or high-rise apartments and additional commercial space.
Co-investment
50% co-investment from large institutions who will be responsible for day-to-day management.
Who we partner with
Our investment strategy focuses on joint ventures with leading Australian institutions, leveraging their management expertise, experienced teams, and extensive tenant networks to maximise value in our shared investments.
Typically, we adopt a 50:50 investment ratio with our institutional partners, fostering a strong alignment of interests and shared objectives.
Haben Group is a specialised firm focused on the investment and management of large shopping centres. With a team of nearly 150 professionals, Haben Group oversees a retail property portfolio valued at over AUD 3 billion.
HomeCo owns three publicly listed companies on the Australian Securities Exchange (ASX), with a total market capitalisation of approximately AUD 7 billion. The group is committed to investing in high conviction and scalable real asset strategies, with a business focus on three main sectors: Neighbourhood Retail, Large Format Retail, and Health & Services.
HomeCo manages approximately AUD 18.5 billion in assets, comprising over 90 properties across Australia.
Scentre Group owns and operates a portfolio of 42 Westfield shopping destinations, with 37 located in Australia and 5 in New Zealand. The company undertakes various activities, including ownership, development, design, construction, asset management, property management, leasing, and marketing. As of 2024, Scentre Group has total assets under management of approximately A$40.9 billion and employs around 2,964 people.
Vicinity Group is a major Australian-listed company specialising in the investment and management of shopping centres. With a portfolio valued at nearly AUD 15 billion, Vicinity holds and manages close to 60 large shopping centres across Australia, including landmark assets such as Melbourne’s Chadstone Shopping Centre—the largest in the country—the Queen Victoria Building in Sydney, and Chatswood Chase in Sydney.
Who we co-invest with
JY Group’s co-investment model focuses on ultra-high-net-worth individuals and families (Ultra-HNWIs). Our co-investors typically have net wealth over US$50 million.
Our co-investors are based all around the world including Australia, New Zealand, Singapore, Hong Kong, Mainland China, Japan, Korea, the Middle East and the UK, among other areas.
BEDROCK OF THE FAMILY PORTFOLIO
We help our Ultra-High-Net-Worth Co-investors to invest in prime real estate property to diversify outside of shares and bonds. Co-investments with JY Group have become the bedrock of their family portfolios because:
INFLATION PROTECTION
History has repeatedly proven that real estate is an effective hedge against inflation. Commercial rents grow faster in inflationary settings.
VOLATILITY HEDGE
Our private commercial real estate does not suffer from daily price fluctuations as shares
and bonds do. This provides much-needed stability to the portfolio of our co-investor families.
CAPTIAL GROWTH
As an asset class, real estate in sought-after metropolitan areas have generated significant capital returns over time, which help our co-investors achieve long-term financial goals.
MONTHLY CASHFLOW
Our investments provide predictable monthly cashflow in volatile market conditions.
DE-CENTRALISED & AUTONOMOUS CO-OWNERSHIP MODEL
What makes JY Group unique is our co-investors have the rights to participate in the management of the investment. Our co-investors can vote on material decisions affecting our investment. Bring your commercial acumen and business network to the table.
Find Out How We Make Decisions Together
Whilst day-to-day management of property is delegated to external property managers and asset managers (who typically are also required to co-invest with JY), our co-investors are eligible to nominate Directors to the Board of the Investment Entity and participate in all material decisions as co-owners.
EXCLUSIVE TO ULTRA-HIGH-NET-WORTH FAMILIES
专注于超高净值投资者的联合投资
（不包括JY集团员工）
How we buy
In real estate investment, choosing the right opportunities and timing acquisitions are crucial to achieve successful outcomes.
We utilise advanced data tools and technology to perform systematic digital analysis of the real estate market, property locations, asset types, and targeted investment areas.
Through technology-driven investment decision-making, we efficiently evaluate numerous opportunities, actively identify undervalued markets, neighbourhoods, and land plots, and accurately assess the risks and potential of each investment. This approach enables us to select the most promising investment targets with confidence.
We integrate multiple data dimensions to establish a robust foundation for identifying and understanding the drivers of superior investment targets and performance. By introducing new data dimensions and refining our analytical methods, we continuously test and evaluate investment performance. This approach allows us to adapt to changing market conditions in real time, ensuring our acquisition strategies remain dynamic and responsive.
Comprehensive Data Framework for Investment Decision-Making
Property Data
- Rent
- Lease Term
- Occupancy Rate
- Tenancy Remix
- MAT
- Rent Burden Ratio
- Building Quality
- Future Capital Expenditures
- Future Lease Renewal Costs
- Rent Reversions
- Vacancy Costs
- Development Potential
- Social Media Reviews
Financial Data
- Cash Rate
- Government Bond Yields
- Inflation Rate
- Retail Spending Rate
- Listed REIT
- Market Capitalisation Data
- CRE Loan Data
- CRE Valuation Data
- Corporate Bond Yields
- Interest Swap Rates
- Unemployment Rate
- GDP Growth Rate
Demographics
- Population Growth
- Age and Wealth Distribution
- Retail Consumer Spending
- Family Composition
- Income Data
- Crime Data
- Insurance-Related Data
- Education
- Resources Data
Geographic Data
- Road Traffic Data
- Public Transportation Data
- Government Infrastructure Investment Data
- Competitor Data
- Important Geographic Coordinates
