Why own when you can loan? An introduction to QRI

With interest rates at record lows, many investors are looking at new ways to generate income. Listed equities and real estate trusts are already popular, however, debt-based real estate investments are generating increased interest. This article explains why. The key difference between equity-based and debt-based investments is who owns the assets. For commercial real estate, […]

Read More

Retirement Living grows up: how Qualitas is modernising the sector

In a low-rate world, investors are seeking assets with cashflow and the opportunity to add value. This is one of the key drivers behind Qualitas’ entry into the Retirement Living sector. Here, we outline the investment thesis underpinning the Qualitas Seniors Housing Fund No. 1. Mark Fischer, Managing Director, Global Head of Real Estate, says […]

Read More

QRI announces $266 million Entitlement Offer

 Offer to raise up to $266 million of new units to make further loan investments, increase liquidity in QRI for existing unitholders and diversify the unitholder base Pro-rata 1 for 1 Accelerated Non-Renounceable Entitlement Offer (“ANREO Offer”) to existing unitholders and new investors (subject to a shortfall offer)   11 September 2019:  The Trust Company […]

Read More

Qualitas Real Estate Income Fund (ASX: QRI) announces dividend reinvestment plan

ASX ANNOUNCEMENT 25 July 2019 The Trust Company (RE Services) Limited (ABN 45 003 278 831) (Responsible Entity), part of Perpetual Limited, is the responsible entity for the Qualitas Real Estate Income Fund ARSN 627 917 971 (QRI). The Responsible Entity has established a Distribution Reinvestment Plan (DRP) for QRI. The DRP is a convenient […]

Read More

Construction complete on Silkwood by Silkari

Qualitas is pleased to announce the completion of Silkwood by Silkari, a landmark development located in Pagewood, 11km from the Sydney CBD. Qualitas partnered with the project’s developer, Visionary, providing approx. $45 million funding for the project, which comprises 219 apartments and 37 townhouses. The residences feature premium interiors, surrounded by landscaped gardens and communal […]

Read More

Q&A with Tim Johansen: an update on QRI 

The Qualitas Real Estate Income Fund (ASX: QRI) listed on the ASX on 27 November 2018. In this article, Tim Johansen, Managing Director, Capital & Debt, discusses the Fund’s performance since then, the market conditions,  and how demand for Commercial Real Estate Debt continues to grow. Q: It’s just over six months since you listed the […]

Read More

Qualitas Real Estate Income Fund (ASX: QRI) placement fully subscribed

20 June 2019: QRI Manager Pty Ltd (Manager), the manager of QRI, is pleased to announce that it has completed a placement of approximately $34.68m of funds to wholesale investors. The placement of 21,675,889 units will be issued at a price of $1.60 per unit (Placement) which represents a 3.61% discount to the last closing […]

Read More

Anatomy of a Deal: an insight into our lending process

When Qualitas closes a transaction, it’s the culmination of many steps by a skilled team. As a specialist real estate financier, each investment we make is different, requiring a range of skills to bring it to fruition. This rigorous process is the reason Qualitas has maintained a strong track record of performance over the last […]

Read More

QRI receives Approved rating from Zenith

Qualitas is pleased to announce that the Qualitas Real Estate Income Fund (ASX: QRI) received an Approved rating from Zenith Investment Partners (Zenith) on 23 May 2019. Andrew Schwartz, Qualitas’ Group Managing Director, said, “Zenith’s rating is a recognition of QRI’s focus on providing risk-adjusted returns through quality investment decisions and strong risk management from […]

Read More

Qualitas to acquire retirement living portfolio in Victoria

Qualitas has entered into an agreement to acquire three retirement living villages, located in Victoria, from Stockland. The portfolio of Burnside Retirement Village, Taylors Hill Retirement Village and Keilor Retirement Village, located in Melbourne’s north-west, is made up of 649 dwellings, housing over 900 residents. Qualitas has appointed Centennial Living to operate the villages, a […]

Read More

Will policy changes give Build-to-Rent a boost?

By Tim Johansen, Managing Director, Capital & Debt While we all digest the Federal Budget, which was mostly silent on housing policy, it’s timely to consider what the Opposition has in store for the sector. In particular, Qualitas welcomes the ALP proposal, announced last week, to lower the managed investment trust withholding tax rate attributable […]

Read More

What is the capital stack, and why does it matter for your investments?

When considering investments, returns are one factor but another is risk. What is the prospect of losing money if things don’t go to plan? This is one reason why investors look to include debt-based investments in their portfolios. The Qualitas Real Estate Income Fund (ASX: QRI) is one such investment. It invests predominantly in Commercial […]

Read More

Two fundamental rules of property development

In this video interview with Livewire, Tim Johansen, explains how Qualitas assesses potential investments.

Read More

Qualitas provides $250m senior debt facility to West End project

Qualitas will provide the $250m senior debt facility to fund construction of West End, in one of the largest construction finance facilities arranged for a privately-owned developer. Prominent local developer Trenerry Property Group has commenced construction at its $345 million mixed-use lifestyle precinct, West End in West Melbourne, which is set to become one of […]

Read More

Telling the debt story in an equities world

By Andrew Schwartz, Group Managing Director & Co-founder, Qualitas Seeking to list a commercial real estate (CRE) debt fund in Australia was never going to be easy. As well as the normal vicissitudes that any transaction faces, one of our biggest challenges would be market education. Not just about our merits as an investment manager, […]

Read More

House prices, returns and security: QRI investors’ common questions answered

Since launching the Qualitas Real Estate Income Fund (ASX: QRI), we have been asked a number of questions about the fund, the asset class and market conditions. Given there are few comparable products on the Australian Securities Exchange (ASX), this isn’t surprising. Commercial Real Estate (CRE) debt is an established listed asset class overseas; however, […]

Read More