Serene Capital offers a range of investment structures across Australia’s accommodation sector, from open-ended income vehicles to bespoke mandates for sophisticated investors.
Fund 1 – Consistent outperformance, through every market cycle.
Serene Capital developed its defensive hotel fund strategy in 2014 and has acquired 13 hotels across Australia. The fund has delivered 11.1% p.a. since inception, materially above the MSCI Wholesale Fund Index benchmark of 5.4% p.a. over the same period, including through COVID-19 restrictions and lockdowns.
Comparison to MSCI Index as at 31 Dec 2025
Since Inception p.a.
Fund 1 return since 2014 — through COVID-19 and multiple rate cycles
vs. MSCI Benchmark
Outperformance versus the MSCI Wholesale Fund Index over the same period
Hotels Acquired
Strategically acquired across Australian markets since fund inception
An open-ended core-plus hotel fund focused on defensive income and long-term capital growth. The fund holds a diversified portfolio of 13 hotels across Australia and is currently seeking a minority co-investor for up to $50M in equity.
STRUCTURE
Open-ended unit trust
RISK PROFILE
Core Plus
RETURN FOCUS
Income and capital growth
PORTFOLIO
13 hotels • 1,625 rooms
A new closed-end strategy targeting high-yielding leased serviced apartments across Australia’s CBD, suburban, and key regional markets. Designed to deliver strong income with lower volatility than traditional hotel assets.
STRUCTURE
Close-ended
RISK PROFILE
Core Plus
RETURN FOCUS
Income-led total return
PORTFOLIO
7 years
For investors seeking a structure tailored to their requirements — JV, club deal, or single-asset co-investment – Serene Capital is open to discussions that align with our sector expertise and your specific objectives.
STRUCTURES AVAILABLE
JV • Club deal • Co-invest
MINIMUM TICKET
$50M+
FOCUS
Australian hotels
