ASX:AU1 — Back to The Agency

Invest in The Agency Group

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.

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