As the only ASX-listed residential real estate group, with national scale, recurring income growth, and a clear pathway to profitability, The Agency represents a compelling investment opportunity.
A Scalable, Differentiated Model
Unmatched Market Opportunity
The Australian residential real estate sector represents a $7 billion GCI market. As the only ASX-listed residential real estate group with scalable national reach, The Agency offers shareholders a unique opportunity to participate in a substantial, resilient market.
Direct Engagement Advantage
A corporate model, not a franchise. This provides the flexibility to adapt quickly, drive cultural alignment, and implement change without regulatory or contractual barriers.
Difficult to Replicate
Our direct engagement structure, combined with regulatory approvals across multiple states and a national brand presence, makes The Agency a rare and valuable platform. Competitors face significant legal and operational hurdles to replicate this model.
National Scale
A proven platform supporting 440+ agents and ~12,000 properties under management across NSW, VIC, WA, TAS, and QLD.
Financial Strength and Recurring Revenue
Profitable Growth
FY25 GCI of $125.3 million, with operational cash flow positive and funding reinvestment.
Recurring Income
Our property management portfolio, independently valued at $36.32 million, delivers ~15% YoY growth in recurring revenue and provides long-term earnings resilience.
Growing Off-Balance-Sheet Value
Our investment in scalable technology and proprietary data infrastructure enhances operational efficiency, strengthens profitability, and creates long-term value beyond the balance sheet.
Rent Roll Expansion
Our strategic partnership with Trilogy Funds ($2B FUM) has enabled over $40 million in rent roll acquisitions, driving recurring revenue and shareholder value.
Clear Growth Pathways
Proven Execution & Expansion Strategy
We have built a solid foundation, with a leadership team and infrastructure ready to scale and expand further.
Target of $200 million GCI
Achievable through agent recruitment, rent roll acquisition, and the addition of new growth channels.
Dividend Potential
With a scalable platform and increasing profitability, The Agency is well positioned to generate future dividend capacity.