With interest rates (and market uncertainty) set to rise, the Qualitas Real Estate Income Fund (ASX:QRI) offers investors something unique. Namely, a way to take advantage of the attractive targeted returns and unrivalled security of the commercial real estate (CRE) debt market.

QRI’s unique range of benefits

  • Regular monthly income through attractive risk-adjusted returns1
  • Portfolio diversification into growing CRE debt market
  • Specialised credit investing only in CRE loans
  • Experienced manager with co-investment of $10m
  • Property exposure without equity risk

HOW TO INVEST

For advisers

Invest via your usual platform

Macquarie | BT Panorama | BT Wrap | Asgard
Netwealth | AMP North | HUB24 | Mason Stevens

For investors

Speak to your financial adviser or broker

WHY QUALITAS IS THE CRE DEBT INVESTMENT EXPERT

Funds under management2

One of Australia’s leading alternative real estate investment managers

Track record of outperformance

Extensive global institutional and wholesale investor base

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Access fund rating reports here

To discover the unique opportunity that is the Qualitas Real Estate Income Fund, get in touch today

1. The payment of monthly cash income is a goal of the Trust only and neither the Manager or the Responsible Entity provide any representation or warranty (whether express or implied) in relation to the payment of any monthly cash income. Returns are not guaranteed. The premium achieved is commensurate to the investment risk undertaken.

2. Represents committed capital and Investment Committee approved investor mandates as at 31 October 2021 in which we provide investment management services to deploy into investments. $4.2bn includes lending platforms Arch Finance and Peer Estate, Separately Managed Accounts (SMA) and other direct commercial real estate (CRE) investments managed on behalf of investors. 

 

This website is issued by The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235 150 (Perpetual) as responsible entity of the Qualitas Real Estate Income Fund ARSN 627 917 971 (Trust).  This website is prepared by QRI Manager Pty Ltd ACN 625 857 070 (Manager) as the investment manager of the Trust.  QRI is a wholly owned member of the Qualitas Group and is an authorised representative of the Qualitas Securities Pty Ltd AFSL 342 242.

The information provided in this website is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Trust, you should consider the current Product Disclosure Statement (PDS) of the Trust and the Trust’s other periodic and continuous disclosure announcements lodged with the ASX which are available at www.asx.com.au.

The PDS and a target market determination for units in the Fund can be obtained by visiting the Fund website qualitas.com.au/qri. The Trust Company (RE Services) Limited as responsible entity of the Fund is the issuer of units in the Fund. A person should consider the PDS in deciding whether to acquire, or to continue to hold, units in the Fund.

Neither Perpetual nor the Manager guarantee repayment of capital or any particular rate of return from the Trust. Neither Perpetual nor the Manager gives any representation or warranty as to the reliability, completeness or accuracy of the information contained in this website.  All opinions and estimates included in this website constitute judgments of the Manager as at the date of this website and are subject to change without notice. Past performance is not a reliable indicator of future performance.

BondAdviser has acted on information provided to it and the content of the research report is not intended to provide financial product advice and must not be relied upon as such. The statements and/or recommendations in the research report are the opinions of BondAdviser only. Neither the accuracy of the data nor the methodology used to produce the report can be guaranteed or warranted. BondAdviser has taken all reasonable steps to ensure that any opinion or recommendation in the content or the research reports is based on reasonable grounds, noting that some of the information in the content or the reports is based on information from third parties. Details regarding BondAdviser methodology and regulatory compliance are available at http://bondadviser.com.au/documents-and-links. BondAdviser recommends investors read the full research report and disclaimers therein.

The Independent investment research (IIR) research report should be read in its entirety including the disclaimer and disclosure noted in the report. IIR recommends that you do not make any investment decision prior to consulting your wealth adviser about the contents of the IIR research report.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned 10 June 2021) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners. com.au/RegulatoryGuidelines.

The rating issued 10/2021 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2021 Lonsec. All rights reserved.