2025 Year in Review | Orens Capital: Investing Alongside Our Partners in Australia’s Greenfield Land Market

As 2025 draws to a close, we would like to extend our sincere gratitude to our investors, partners, and long-standing supporters who have been part of the Orens Capital journey this year. Thank you for your trust, your engagement, and your continued support.

Our approach: “Invest first, raise later”

Orens Capital operates on a simple principle: we invest first, then raise. We deploy our own capital across the full project lifecycle, staying aligned with investors from start to finish. This philosophy reflects how we build conviction, through real participation, real execution, and real outcomes.

Our focus remains clear: Australia’s largest residential property segment—Greenfield Land. We believe greenfield success is driven not only by land selection, but by the ability to execute across planning, delivery, and risk management, consistently and repeatedly.

Executing through a shifting market

Australian greenfield markets are not uniform,particularly in today’s economic environment, where inflation and interest rates remain higher than usual. Each state also has distinct drivers, including population momentum, planning conditions, cost pressures, delivery timelines, and capital availability. Throughout the year, we have remained disciplined and cautious, applying deep development and execution experience to progress projects steadily and deliver meaningful milestones.

Below is a snapshot of our 2025 highlights.

2025 Highlights

February

Orens Capital Lunar New Year Luncheon: Embracing Prosperity in the Year of the Snake

We welcomed the Year of the Snake with an exclusive “Fu (福)” luncheon, bringing together more than 20 investors and capital partners to celebrate tradition, reflect on the year that was, and look ahead to a prosperous year to come.

March

Orens Capital Deep Dive Series: Tarneit Case Study

Our first Deep Dive session of the year focused on a large-scale community development case study in Tarneit, Victoria, featuring an industry expert from SIG Group. We shared a structured breakdown of the critical success factors behind greenfield projects, from planning and development through to delivery, helping investors sharpen their assessment of complex, community-led developments.

April

Orens Capital Deep Dive Series: Southeast Growth Corridor Site Visit

Led by Orens Capital Founder & CEO Jimmy Zhang, we conducted an exclusive site visit across Victoria’s southeast growth corridor, visiting two in-progress developments in person. This gave our investors first-hand visibility into the projects they’ve invested in, as well as a forward-looking view of land value uplift potential through direct site observation and project-level insights.

May

Orens Capital Deep Dive Master Series with Alan Oster

We hosted our flagship event of the year with Australia’s leading economist Alan Oster, and formally announced our latest investment strategy across the Melbourne and Sydney growth corridors. The event welcomed nearly 100 high-net-worth investors and industry leaders, bringing macroeconomic perspective into direct alignment with greenfield opportunities and delivery realities.

June

Continued Media Coverage and Site Activity

Orens Capital projects attracted continued attention across Australia’s professional property media, including coverage by Urban Living News and BTR News Australia, alongside ongoing on-site project activities.

July

A$15M Greenfield Fund Repaid: 15% p.a. Delivered

We completed repayment for our A$15 million greenfield investment fund, delivering 15% p.a. This milestone further validated our capabilities across asset selection, execution, and risk management, while strengthening the foundation for future projects.

August

A$21M Fully Subscribed: Deepened Exposure to Victoria’s Growth Corridors

We announced that our greenfield investment project reached A$21 million in full subscription. The fund, focused on Victoria’s growth corridors, was fully subscribed in August 2025, reflecting strong investor confidence in Orens Capital’s strategic direction and execution track record.

October

APAA Greenfield Urbanisation Forum (Melbourne)

Orens Capital was invited to the Asia-Pacific Property Advisers Association (APAA) Greenfield Urbanisation Forum in Melbourne, where Jimmy Zhang, our Founder and CEO, delivered the closing remarks, sharing real-world insights from active greenfield investment and development delivery.

November

Orens Capital Deep Dive Series: Greenfield Market Data & Trends

We released our Greenfield Market Data & Trends report in collaboration with RPM, featuring Michael Staedler (General Manager, Research & Data at RPM Group) and Jimmy Zhang as keynote speakers. The session explored macro conditions, population momentum, and supply-demand dynamics, supporting investors in understanding 2026 opportunities and challenges.

December 

A$6M Greenfield Fund Early Redemption: ~18% p.a. Delivered (Pre-tax, Net of Fees)

We announced an early redemption for our A$6 million greenfield Private Credit fund, delivering approximately 18% p.a. (pre-tax, net of fees). With early repayment by the project party, the fund was repaid ahead of the originally scheduled cycle, concluding the year with a strong execution outcome.

Thank you: outcomes are built with strong partners

In a market where greenfield development cycles are diverging and execution capability is continually tested, Orens Capital places strong importance on stable, long-term collaboration with partners who bring deep professional expertise.

We would like to extend our gratitude to Urbis, RPM GRP, SIG GROUP, and Eight Homes for their continued collaboration and the outcomes we’ve achieved together. A special thank you to Alan Oster for his insights and deep dives into the Australian economy and the property market.

We also thank our trusted professional partners, including The SILC Group, Hatchstone Capital, Hall & Wilcox, KHQ Lawyers, SW Accountants & Advisors, and Four & Co Group, for their highly professional services and dedicated support.

Office closure

Our office will be closed from 24 December 2025 and will reopen on 5 January 2026 as we take time to reflect, recharge, and prepare for the year ahead.

Wishing everyone a safe, peaceful festive season and a strong start to 2026.

— The Orens Capital Team

Disclaimer: This blog post in its entirety is prepared by Orens Capital Pty Ltd ACN 668 843 623 corporate authorised representative (number 001304386) of SILC Fiduciary Solutions Pty Ltd ACN 638 984 602 (AFS licence number 522145) (Investment Manager). The authority of the Investment Manager is limited to general advice and dealing by arranging services to wholesale clients relating to the Geelong Guardian Fund and Creamery Delta Fund (collectively, the Funds ) only. The images used are for illustrative purposes only. Past performance is not a reliable indicator of future performance. This document 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. The projections provided in this marketing material are based on the Investment Manager’s assumptions and analysis. These projections are forward-looking statements and are not guarantees of future performance. They are provided for informational purposes only. The actual results may differ significantly from the projections due to various risks and uncertainties, including but not limited to market conditions, economic factors, and changes in regulatory environments.