The Rating Run-Down | Episode 5 | HOPE Housing Residential Property Trust

Thank you for viewing this episode of the Rating Run-Down, hosted by Angela Ashton. Evergreen Ratings specialises in the analysis of wholesale or alternative investment vehicles. Our guest for this interview is Phil White, CEO at HOPE Housing Fund Management Limited. (https://hopehousing.com.au/) Angela and Phil covered HOPE Housing's manager philosophy, balancing a social impact alignment with financial returns & liquidity, as well as how the recently announced Federal Budget could influence residential property investing. This is general advice to wholesale clients only and listeners should refer to the relevant product offer document and seek their own advice before making an investment decision. The investment manager can be visited here: (https://hopehousing.com.au/) Read our full assessment at no cost by visiting our website: (https://www.evergreenratings.com.au/) Manager Disclaimer: This podcast includes discussion of the HOPE Housing Residential Property Trust (the Fund), managed by HOPE Housing Fund Management Limited ACN 629 589 939 (HOPE or the Investment Manager), a corporate authorised representative (No. 001289514) of SILC Fiduciary Solutions Pty Ltd ACN 638 984 602 (AFSL 522145). The trustee of the Fund is Specialised Investment and Lending Corporation Ltd ACN 149 520 918 (AFSL 407100) (Trustee). The HOPE Housing Residential Property Trust’s Information Memorandum (IM) dated 26th March 2026 issued by the Trustee which offers investors an opportunity to subscribe for units in the Fund is available. If you would like to receive a copy of the IM, please email [email protected]. This podcast represents the opinions of the Investment Manager and is the product of internal research and does not in any way constitute an invitation or offer in relation to any financial product. The strategies and opinions expressed herein are based on current market conditions and are subject to change without notice. No reliance may be placed on this document for any purpose nor used for the purpose of making a decision about a financial product or transaction. This Fund is exclusively available for investment by wholesale clients as defined under the Corporations Act 2001. The information provided herein does not constitute an offer to retail clients or the general public. Prospective investors should consider the IM in full and obtain independent legal, financial and other professional advice before making any investment decision. Past performance is not a reliable indicator of future performance. Net returns are net of fees and expenses but before tax. Target returns are not guaranteed and total returns may be above or below the target range. All investments carry risks, including the potential loss of principal and the strategies discussed may not be suitable for all investors. Prospective investors should conduct independent analysis and seek professional advice prior to making any decision. Evergreen Ratings Disclaimer: Prepared by Evergreen Ratings Pty Ltd (ABN 91 643 905 257) trading as Evergreen Consultants (Evergreen Ratings) for information purposes only. Evergreen Ratings is an Authorised Representative 001283552 of Evergreen Fund Managers Pty Ltd (ABN 75 602 703 202, AFSL No 486275). For wholesale clients only. It is not to be construed as investment advice or a recommendation to acquire, hold or dispose of financial products or to use financial services. All information is subject to change without notice. See link on channel homepage for more information. Full details: (https://www.evergreenratings.com.au/d...) Please note, this is an updated version of the podcast previously released on 28th May 2026.