We provide investors access to institutional grade real estate investment opportunities. For real estate asset owners and developers, we provide creative project funding and advisory solutions that support informed investment decision making. From land due diligence to project completion, we provide integrated and tailored services to add value, mitigate risk and preserve capital at every stage of the real estate investment lifecycle.
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Discover MoreFrom land due diligence through to project completion, we provide integrated and tailored solutions to add value, mitigate risk and preserve your capital.
We invest in measurable positive social outcomes to enrich communities and improve quality of life. We seek to create new investible real estate asset classes by investing alongside government, not for profit and fellow impact investment partners. We prioritise investment in the highest need areas to generate measurable positive social outcomes.
LIFE Endeavours Portfolio
We adopt a disciplined investment process and have a hands-on asset management style. We add value through capital structuring, asset repositioning and leasing. We structure investments to mitigate risk and preserve your capital.
Community Amenity Portfolio
We assist real estate asset owners and investors to make informed property investment decisions with confidence by providing high quality bespoke commercial, analytical, and funding solutions. Whether you are an investor, asset owner or asset manager, we create practical and tailored solutions to protect, grow or recover value at every stage of the investment lifecycle.
We focus on value, risk mitigation and capital preservation and look to build trusted relationships that deliver mutually rewarding outcomes. Our hands-on asset management style is underpinned by a belief that superior outcomes cannot be achieved without rolling up your sleeves.
Adalia is a genus of Western Australian ladybug that has established a longstanding and mutually rewarding relationship with farmers. When a farmer plants a crop it attracts aphids, which Adalia greets as its primary food source. The farmer plants the seed, Adalia controls the aphids and together they grow a healthy crop.
Akin to the relationship between the ladybug whose name we share and the farmers they support, we look to deliver consistent successful project outcomes and build strong, transparent and prosperous relationships on a foundation of trust with likeminded hard-working people.
To simplify complex commercial situations, provide a fresh prospective and unlock value.
They guide our decision making and are the basic building block of our team’s cultural fabric.
Above all else, we value our stewardship towards our partners and clients. We embrace the role of the ladybug.
We are resourceful, persevere when faced with a challenge and take ownership of everything that we do.
We embrace a flat structure, promote diversity of thinking and encourage open collaboration. Fresh ideas come from challenging conventionalism.
We are a global citizen and strive to have a positive influence on our surrounds. Adalia allocates 5% of company profits to charitable and not-for-profit causes.
Our technical skill base and capability is as comprehensive as larger firms. What sets us apart is our personalised approach, culture of accountability and commercial experience gained across a range of industries and corporate situations.
Adalia draws on experience gained across a range of industries and corporate situations. View some recent property transactions that we have been involved with by hovering your cursor over the pie chart.
| Property | Tenant | Scope | Value (A$m) |
|---|---|---|---|
| Medical | Mixed | Advisor | 55.0 |
| Medical | Mixed | Advisor | 22.0 |
| Property | Tenant | Scope | Value (A$m) |
|---|---|---|---|
| Large format | n/a | Advisor | 93.0 |
| Warehouse | Services | Advisor | 5.0 |
| Warehouse | Manufacturing | Advisor | 10.0 |
| Property | Tenant | Scope | Value (A$m) |
|---|---|---|---|
| Community Centre | Mixed | Advisor | 21.0 |
| Community Hub | Mixed | Advisor | 217.0 |
| Community Centre | Mixed | Advisor | 23.0 |
| Shopping Centre | Mixed | Advisor | 37 |
| Neighbourhood | Mixed | Advisor | 9.0 |
| Property | Tenant | Scope | Value (A$m) |
|---|---|---|---|
| Childcare | National | Project Delivery | 4.2 |
| Childcare | National | Project Delivery | 4.5 |
| Childcare | National | Project Delivery | 5.6 |
| Childcare | National | Project Delivery | 4.9 |
| Childcare | National | Project Delivery | 4.0 |
| Childcare | National | Project Delivery | 3.7 |
| Property | Tenant | Scope | Value (A$m) |
|---|---|---|---|
| Convenience | National | Project Delivery | 4.2 |
| Convenience | National | Project Delivery | 4.3 |
| Convenience | National | Project Delivery | 4.5 |
| Convenience | National | Project Delivery | 5.7 |
| Truck stop | National | Project Delivery | 6.6 |
| Suburban fuel | National | Project Delivery | 3.4 |
Our intellectual capital is industry leading; it is the cornerstone of our unique service offering. We provide broad insight into opportunities with unparalleled depth and understanding. Our team share common values that solidify our culture. We subscribe to the Adalia mission and do so with an entrepreneurial spirit that challenges conventionalism.
Principal
Mike has significant transactional, portfolio management and investment experience having held analytical, commercial and managerial positions in corporate finance teams, merchant banks, property investment firms and family offices.
Mike started his career as a graduate in BDO Perth’s Corporate Finance team, providing valuation and transaction support services to ASX listed clients. As an Investment Manager for investment firm Sirona Capital, Mike was responsible for seeking, analysing and realising investment opportunities in various industries and asset classes (including real estate). Following his time at Sirona Capital, Mike was Group Commercial Manager at AMB Holdings Pty Ltd. This role involved Mike reporting to the board of directors on strategic, litigation, portfolio management and investment matters for both AMB Holdings and Angela Bennett’s personal asset portfolio.
Mike’s investment and commercial background has seen him involved in significant investments in a wide variety of asset classes and industries. Similarly, Mike has advised on strategies ranging from small family businesses to multigenerational billion-dollar assets.
Mike holds a Bachelor of Commerce (First Class Honours) from Curtin University of Technology. Mike is also a level 3 candidate in the Chartered Financial Analyst program, providing him with a strong foundation of advanced investment analysis and real-world portfolio management skills. The Chartered Financial Analyst program is the most respected and recognised investment management designation in the world.
Investment Committee Member
Chris has 11 years institutional investment experience covering portfolio construction, risk management, operations and policy development. He has held roles as advisor and manager in the Superannuation industry and is currently the Chief Invesment Officer at WA Super. Prior to joining WA Super, he was a Senior Associate at global fund manager and investment advisory firm, Access Capital Advisers. Chris is also Managing Director of West Innovation Partners which help entrepreneurial West Australians create impactful investment management and financial services projects.
In 2019, Chris was a finalist in the Conexus Financial Superannuation Chief Investment Officer of the Year award. During his tenure at WA Super, the fund’s Diversified Conservative option was awarded the 2016 Australian Financial Review Smart Investor Award for best Capital Stable fund.
He graduated from the Australian National University with a Bachelor of Commerce with First Class Honours and is a Certified Investment Management Analyst ® professional. Before commencing a career in investment management, Chris held a variety of financial management roles in the public sector. Chris is a regular contributor to West Australian media and has presented at a range of conferences and forums, including at national conferences, the Chief Investment Officer’s Symposium and Asset Allocation Forum along with events hosted by the Australian Shareholders Association, CFA Society, NASDAQ, Women in Super, United Nations Association along with Universities and Local Governments.
Chris is also an active participant in the West Australian community. He has served as a director on a not for profit disability services organization, is a judge on the United Nations Global Goals Challenge for WA primary and secondary schools and was a top 5 fundraiser for the 2018 Variety Silence the CEO campaign.
Senior Analyst
Marc is the latest addition to the Adalia team, having hailed from an extensive background in accounting, corporate finance, and financial modeling.
Marc kicked off his career working in the Finance team of an US-based IT BPO startup, handling transaction support, process management, and other financial support services and eventually heading the team as its manager. Thereafter, Marc worked as a Financial Analyst for a publicly-held company with a diversified portfolio in power generation, power distribution, and retail energy supply across the Philippines. In this role, Marc handled financial analysis, budgeting, and financial modeling of the company’s investments in both traditional and renewable energy as well as the company’s investment in the 2nd largest power distributor in the Philippines. In addition, the role required Marc to regularly report to the board of directors and executive committees on matters of finance, management, and strategy. In between, he also served as a part-time professor teaching financial accounting at the College level.
Marc is a Certified Public Accountant holding a Bachelor’s Degree in Accountancy with honors from the University of San Carlos, Philippines and is also currently finishing his Bachelor of Law degree from the same university. Marc is also holds a certification as a Financial Modeling and Valuation Analyst (FMVA) issued by the Corporate Finance Institute. The FMVA is a broadly recognized and world-leading online program which builds on corporate finance, investment banking, corporate development, treasury, financial planning and analysis (FP&A), and accounting.
Please send all general inquiries to info@adalia.com.au
Alternatively, you may fill out the contact form below.
Suite 82, Level 7
12 St Georges Terrace,
Perth WA 6000
Our intellectual capital is industry leading; it is the cornerstone of our unique service offering. We provide broad insight into opportunities with unparalleled depth and understanding. Our team share common values that solidify our culture. We subscribe to the Adalia mission and do so with an entrepreneurial spirit that challenges conventionalism.
Principal
Mike has significant transactional, portfolio management and investment experience having held analytical, commercial and managerial positions in corporate finance teams, merchant banks, property investment firms and family offices.
Mike started his career as a graduate in BDO Perth’s Corporate Finance team, providing valuation and transaction support services to ASX listed clients. As an Investment Manager for investment firm Sirona Capital, Mike was responsible for seeking, analysing and realising investment opportunities in various industries and asset classes (including real estate). Following his time at Sirona Capital, Mike was Group Commercial Manager at AMB Holdings Pty Ltd. This role involved Mike reporting to the board of directors on strategic, litigation, portfolio management and investment matters for both AMB Holdings and Angela Bennett’s personal asset portfolio.
Mike’s investment and commercial background has seen him involved in significant investments in a wide variety of asset classes and industries. Similarly, Mike has advised on strategies ranging from small family businesses to multigenerational billion-dollar assets.
Mike holds a Bachelor of Commerce (First Class Honours) from Curtin University of Technology. Mike is also a level 3 candidate in the Chartered Financial Analyst program, providing him with a strong foundation of advanced investment analysis and real-world portfolio management skills. The Chartered Financial Analyst program is the most respected and recognised investment management designation in the world.
Investment Committee Member
Chris has 11 years institutional investment experience covering portfolio construction, risk management, operations and policy development. He has held roles as advisor and manager in the Superannuation industry and is currently the Chief Invesment Officer at WA Super. Prior to joining WA Super, he was a Senior Associate at global fund manager and investment advisory firm, Access Capital Advisers. Chris is also Managing Director of West Innovation Partners which help entrepreneurial West Australians create impactful investment management and financial services projects.
In 2019, Chris was a finalist in the Conexus Financial Superannuation Chief Investment Officer of the Year award. During his tenure at WA Super, the fund’s Diversified Conservative option was awarded the 2016 Australian Financial Review Smart Investor Award for best Capital Stable fund.
He graduated from the Australian National University with a Bachelor of Commerce with First Class Honours and is a Certified Investment Management Analyst ® professional. Before commencing a career in investment management, Chris held a variety of financial management roles in the public sector. Chris is a regular contributor to West Australian media and has presented at a range of conferences and forums, including at national conferences, the Chief Investment Officer’s Symposium and Asset Allocation Forum along with events hosted by the Australian Shareholders Association, CFA Society, NASDAQ, Women in Super, United Nations Association along with Universities and Local Governments.
Chris is also an active participant in the West Australian community. He has served as a director on a not for profit disability services organization, is a judge on the United Nations Global Goals Challenge for WA primary and secondary schools and was a top 5 fundraiser for the 2018 Variety Silence the CEO campaign.
Senior Analyst
Marc is the latest addition to the Adalia team, having hailed from an extensive background in accounting, corporate finance, and financial modeling.
Marc kicked off his career working in the Finance team of an US-based IT BPO startup, handling transaction support, process management, and other financial support services and eventually heading the team as its manager. Thereafter, Marc worked as a Financial Analyst for a publicly-held company with a diversified portfolio in power generation, power distribution, and retail energy supply across the Philippines. In this role, Marc handled financial analysis, budgeting, and financial modeling of the company’s investments in both traditional and renewable energy as well as the company’s investment in the 2nd largest power distributor in the Philippines. In addition, the role required Marc to regularly report to the board of directors and executive committees on matters of finance, management, and strategy. In between, he also served as a part-time professor teaching financial accounting at the College level.
Marc is a Certified Public Accountant holding a Bachelor’s Degree in Accountancy with honors from the University of San Carlos, Philippines and is also currently finishing his Bachelor of Law degree from the same university. Marc is also holds a certification as a Financial Modeling and Valuation Analyst (FMVA) issued by the Corporate Finance Institute. The FMVA is a broadly recognized and world-leading online program which builds on corporate finance, investment banking, corporate development, treasury, financial planning and analysis (FP&A), and accounting.
Please send all general inquiries to info@adalia.com.au
Alternatively, you may fill out the contact form below.
Suite 82, Level 7
12 St Georges Terrace,
Perth WA 6000
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