Barwon Investment Partners’ Joss Engebretsen on Specialist Disability Accommodation
INTERVIEWSERIES
Joss Engebretsen, Portfolio Manager, Barwon Investment Partners
October 2026
Podcast
Subscribe
In this exclusive interview, Joss explains what Specialist Disability Accommodation (SDA) is and its role in portfolios as a government-funded, inflation linked essential housing play that can help diversify investor portfolios dominated by AI-driven equity and credit exposures. For those looking to build an exposure to the asset class, Joss discusses what investors should be asking their managers before committing capital to an emerging, specialist real estate sector, with no index to benchmark against.
Watch the full interview where we ask Joss:
What exactly is Specialist Disability Accommodation, and why does it behave more like social infrastructure than like residential property?
Investors tend to price “NDIS reform” as a single risk. How should professional investors separate scheme risk from the Specialist Disability Accommodation asset class?
Australia has a large national shortfall of Specialist Disability Accommodation, yet some regions are oversupplied. Why does local market matching decide returns in this sector?
What role can government-funded, inflation-linked essential housing play in a portfolio dominated by AI-driven equity and credit exposure?
What should an investor ask a manager before committing capital to a young, specialist real asset sector with no index to benchmark against?
Joss Engebretsen, Portfolio Manager, Barwon Investment Partners
Joss leads the Barwon Disability Accommodation Fund (BDAF) as Portfolio Manager, driving the strategic growth and performance of a diversified portfolio of Specialist Disability Accommodation properties. With a proven track record spanning over 15 years, Joss brings deep expertise in real estate design, development, acquisitions and asset management across diverse real estate sectors. His breadth of knowledge, passion for the sector and thought leadership ensures the delivery of essential housing solutions for individuals with extreme functional impairment or requiring very high levels of support.
Joss’s financial acumen is underpinned by a Master of Applied Finance from Macquarie University, complementing his Bachelor of Civil Engineering and Bachelor of Commerce (Economics) from the University of Sydney.
Global Investment Institute is Australia’s leading provider of conferences for capital allocators.
We connect institutional investors, family office and private wealth investment leaders with peers and global investment experts to share knowledge and thought leadership in a private, collegiate and discussion-focussed setting, conducted under Chatham House Rule. Attendance is by invitation-only.
We host private gatherings for investment leaders across three distinct segments:
Institutional
Family Offices
Private Wealth (institutional-scale)
Each segment has its own series of dedicated events for delegates to connect with peers and we have an unrivalled network of capital allocators who we invite to attend.
UPCOMING EVENTS
