Management Team

The majority of the management team has worked together for more than seven years on the Fund, creating strong relationships with tenants across the property portfolio.

Mark Lumby

Fund Manager and Head of Commercial Property
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Mark joined Australian Unity in 2011. He is responsible for the management and strategic direction of the Fund. He is  also responsible for Australian Unity’s other commercial property funds in the office, retail and industrial sectors as well as its diversified property funds.

With nearly 20 years’ of experience in the property and funds management industry, Mark has also held senior roles with Investa Property Group, Stockland and Trafalgar Corporate.

Mark holds a Bachelor of Business (Accounting) from the University of Technology, Sydney. He is also an Associate of the Institute of Chartered Accountants in Australia and is Co-Chairman of the Property Council of Australia’s Wholesale and Retail Fund Managers Forum.

Simon Beake

Portfolio Manager
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Simon joined Australian Unity Investments in 2011 and is responsible for the financial management of the Fund.

Simon has over 20 years of financial and transaction experience; the last eight in property. Prior to joining Australian Unity, Simon worked at Investa Property Group for four years as a Senior Fund Analyst and has held various roles in the UK at Biwater and Cascal Services developing and acquiring international PPP (public private partnership) projects.

Simon is a Member of the Chartered Institute of Management Accountants (UK) and holds a Bachelor of Arts (Accounting and Finance) from Lancaster University (UK) and a Masters of Applied Finance from Macquarie University, Sydney.

Giovanna Reale

Asset Manager
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Giovanna joined Australian Unity in 2006, and is responsible for the asset management of the Fund.

Giovanna has 20 years’ property experience, including in management and leasing gained with leading real estate agencies and owner managers including industrial, healthcare, commercial and retail property.

Giovanna has a Bachelor of Business in Property from RMIT.

In addition, the dedicated management team are able to draw on the broader resources of Australian Unity, including the following key people.

Mark Pratt

General Manager – Australian Unity Property
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Mark joined Australian Unity in 2004. As General Manager – Property, he is responsible for the commercial management and growth of Australian Unity’s property and mortgages investment management businesses.

Australian Unity actively manages more than $2.5 billion in commercial property assets; including the listed Australian Unity Office Fund, unlisted funds in healthcare and commercial property as well as commercial and development debt funding.

Prior to his current role, Mark was Australian Unity Wealth’s Chief Operating Officer and has also held senior roles at Plum Financial Services, AMP Financial Services and State Street Australia. Mark is the President of the Property Funds Association and is a member of the Victorian Division Council of the Property Council of Australia. He holds a Bachelor of Commerce – Accounting from the University of NSW.

Emma Rodgers

Company Secretary of AUIRE and Head of Legal and Business Governance, Australian Unity Investments
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Emma joined Australian Unity in 2006.

Emma is an accomplished financial services lawyer, having worked in the industry for over 20 years as a legal, compliance, governance and risk professional.

As well as heading the Legal and Business Governance team at Australian Unity Investments, Emma acts as company secretary for a number of Australian Unity’s joint venture partners. Prior to joining, Emma was Associate Director - Legal and Compliance with UBS Wealth Management Australia, and before this worked for Perpetual Trustees as National Counsel. Emma also worked for NAB as a senior solicitor with a focus on providing legal support to the private banking division.

Emma holds a Bachelor of Arts and Bachelor of Law from Monash University.

Important information

The Fund is issued by Australian Unity Investment Real Estate Limited (AUIRE), ABN 86 606 414 368, AFS Licence No. 477434.
The information on this website is general information only and is not based on the financial objectives, situations or needs of any particular investor.
Past performance is not a reliable indicator of future performance.