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US Masters Residential Property Fund (ASX:URF), the largest Australian-listed trust focused on US residential real estate, has been held by Wilson Asset Management as a discount opportunity. In January 2025, Wilson described URF as established in 2011 and the largest Australian-listed property trust focused on US residential real estate, discussing its portfolio realisation strategy. US Masters Residential Property Fund operates in the Real Estate sector within the Equity Real Estate Investment Trusts industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Wilson Asset Management. Headquartered in Sydney, US Masters Residential Property Fund owns a portfolio of residential properties in the New York metropolitan area, particularly in Brooklyn and Jersey City, and has been selling properties to pay down debt and return capital to unitholders as part of a strategy to narrow the large discount between its unit price and the underlying value of its real estate portfolio.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Wilson Asset Management have invested in US Masters Residential Property Fund (ASX:URF).
Wilson highlights URF's ongoing sale of US residential properties, which can reduce debt and return capital, narrowing the discount to net asset value.
The available commentary does not detail specific risks, though URF's value depends on New York area property prices, interest rates and currency movements.
US Masters Residential Property Fund (URF) is a listed investment entity established on April 15, 2011, and headquartered in Sydney, Australia. The fund focuses on investing in residential real estate assets located within the New York metropolitan area in the United States. Its primary objective is to generate returns through the management and development of residential properties in this region. The fund operates as a vehicle for investors seeking exposure to the U.S. property market, specifically targeting the New York metropolitan housing sector.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.