Responsible Investment

Better buildings, better futures

Sustainability at Royal Oak is not a report appendix — it is underwritten. Greener buildings lease faster, hold tenants longer and value higher, so responsible investment and capital preservation point the same way.

Commitments

What we commit to

Three commitments, carried from our founding objectives into every vehicle.

Sustainable development

Minimising the environmental impact of every project and optimising green certification across investment assets — because efficiency and certification now flow directly into tenant demand and valuation.

Building communities

Backing projects that create jobs and infrastructure, bringing people and prosperity to growing communities across Australia.

Responsible stewardship

Acting honestly and fairly to the highest standards of ethics and quality — with the transparency of a manager whose own capital sits beside its investors’.

In Practice

Evidence, not aspiration

Green outcomes already embedded in Royal Oak vehicles and advisory work.

400kW

Solar built into Treendale

An ESG design standard written into the Treendale Home & Lifestyle Centre development brief and delivered in the build — including a 400kW rooftop solar system across the four buildings.

5.5★

NABERS energy rating achieved

Office Unit Trust 1 — 1 Cambridge Street achieved a 5.5-star NABERS energy rating following the repositioning. Independently certified; certificate available on request.

6★

NABERS water rating achieved

1 Cambridge Street also achieved a 6-star NABERS water rating. Independently certified; certificate available on request.

40%

Energy-efficiency uplift

Capital works at 1 Cambridge Street designed to deliver a 40% improvement in building energy efficiency at completion.

$12m

Green repositioning finance

Green investment loan arranged through an Australian debt fund and government agency for a West Perth office acquisition and green repositioning.

Basis of these statements. Royal Oak does not market any vehicle as an ESG, green or sustainable investment product, and no vehicle carries a sustainability label or third-party ESG rating. The measures described are asset-level design and construction decisions. The NABERS energy and water ratings at 1 Cambridge Street have been independently assessed and certified, and the certificates are available on request. The 40% energy-efficiency improvement is a design objective stated at the date of the relevant Information Memorandum and is not guaranteed. Sustainability and certification detail for any vehicle is available on request.

Community

Giving back is in the DNA

Royal Oak and its founder, Alex Gismondi, support a range of charitable causes — alongside the communities Royal Oak develops in and the projects it builds.

Ronald McDonald House Charities

Supported through regular Gold Sponsorship, helping families stay close to their children during hospital treatment.

Telethon

Supported through regular donations, funding children’s health research, treatment and services across Western Australia.

Other causes, considered case by case

Further causes are supported from time to time. Giving back sits at the core of the business, of the communities Royal Oak develops in, and of how the team wants to operate.

It extends to what gets built: a neighbourhood centre with a medical centre and pharmacy, a residential sub-division master-planned around public open space and a community playground, and a large-format centre that anchored a growing regional catchment.

The causes named above are examples of the support Royal Oak and its founder provide, rather than a fixed or exhaustive commitment. Charitable support is determined from time to time and may change.

Information on this website is general information only, is not an offer of a financial product to retail investors, and does not take into account your objectives, financial situation or needs.