Schaffer Corporation commenced investing in property in 1994. The Group’s property investments now include a diverse portfolio of syndicate investment properties, property development projects, and wholly owned/operated properties.
SFC’s total investment portfolio comprises Group Investments and South Connect Jandakot and represents a growing proportion of the Group’s underlying assets and valuation.
The pre-tax, net equity value of the total investment portfolio increased to $240.9 million, $17.76 per share. This compares to the June 2025 value of $227.3 million or $16.73 per share. The growth relates primarily to the increasing value of South Connect Jandakot. Our equity investment valuations also increased, partially offset by lower valuations in our multi-family property investments in the US.
Approximately 75% of Total Investment assets ($180.4 million) are property, the largest portion being South Connect Jandakot ($103.1 million) with other property of $77.3 million. Most of the property assets are value-add, focusing on potential medium-to-long-term capital gains. A further 19% of SFC’s Total Investment assets ($39.8 million) are invested in cash deposits and highly liquid equities with a bias towards quality and value, through internally managed SFC Global equity funds and other externally managed equity funds.
We continue to grow Group Investments opportunistically with the objective of maximising shareholder value over the medium and long-term.
