Kalkine: Assetora’s Homeowner Equity Fund Set to Shake Up Property Market & ASX200 Landscape

3 min read | May 27, 2025 03:27 PM AEST | By Team Kalkine Media

Highlights

  • Assetora unveils new Homeowner Equity Fund
  • Targets 12% annual return with shared property ownership model
  • Strong demand seen with $100M initial fund size

Assetora Limited (ASX:AOH) has officially launched the Australian Homeowner Equity Fund, designed to make property ownership more accessible for Australians while offering investors a diversified real estate opportunity. This strategic move extends beyond the original DomaCom Fund, aligning with Assetora’s broader mission of innovation and social impact.

The new fund is now open to wholesale investors and integrates with the Bricklet Homeowner Program, offering a shared equity model. It allows the fund to contribute up to 20% of the purchase price of a residential property, in exchange for a co-ownership interest. The homeowner covers the remaining 80% through a standard mortgage and pays an occupancy fee to the fund. By creating a win-win structure for both parties, Assetora is addressing housing accessibility in a scalable, investment-friendly way.

The Homeowner Equity Fund aims to deliver an impressive 12% Internal Rate of Return (IRR) per annum, blending income with long-term capital growth. This is backed by a risk-managed approach that includes robust credit assessments, legal protections, and geographic diversification. While the fund structure prioritises investor returns, it also promotes socially responsible investing by helping Australians take a step closer to owning a home.

The concept has already undergone a successful two-year pilot phase, during which over 25 transactions were completed. Now, with a waitlist of homeowners eager to join, the fund is scaling rapidly. Assetora has launched with an initial fund size of $100 million and a framework that allows for future growth.

By adding this new fund, Assetora strengthens its overall funds under management and opens additional revenue streams via the Bricklet platform. Through a pre-existing agreement, Assetora receives a 50% share in revenue from Bricklet’s deposit funding operations—delivering a recurring, scalable income model without the burden of high acquisition costs.

This innovative model contributes to the growing appeal of ASX dividend stocks that balance yield and long-term growth. Assetora’s forward-thinking approach also makes it a notable player in reshaping property investment under the broader ASX300 umbrella.

CEO Darren Younger noted that the new fund encapsulates Assetora’s core values of innovation, impact, and performance. With a strong pipeline of homeowner demand and a proven business model, the fund is poised to be a growth driver—not just for the company, but also for the wider property and investment landscape in Australia.


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