ON DEMAND CPD INCOME SERIES
Seeking regular income and diversification in challenging times
This content is designed for Financial Advisers
Watch our 1 hour presentation and complete the short quiz to earn 1 CPD hour, to receive your CPD Certificate.
We invite financial advisers to watch this presentation to earn CPD points and discover why Commercial Real Estate Debt (CRE) as an asset class is such a compelling opportunity.
The Qualitas Team
Learn more about the benefits of an underinvested asset class specifically designed to provide income through all market cycles.
- Diversify your client’s portfolio
- Generate regular and stable income1
- Access attractive risk-adjusted returns2
- Gain investment exposure to property without the equity risk of direct property investing
- Gain insights into how to protect client portfolios in uncertain times
STEP 1: WATCH THE PRESENTATION
STEP 2: COMPLETE SHORT QUIZ
MEET THE PRESENTERS
Director, Strategy, Qualitas Group
Yin-Peng has 13 years’ experience in real estate financing for corporate and institutional borrowers across all property sectors. Yin-Peng played a lead role in the establishment of the ASX-listed Qualitas Real Estate Income Fund, and is responsible for fund and product strategy and investor relations. Yin-Peng joined Qualitas in 2017 as a Director of Real Estate Finance, responsible for origination and execution of real estate finance transactions across the full spectrum of debt. Prior to this, Yin-Peng spent 9 years in the Real Estate Finance at Sumitomo Mitsui Banking Corporation and 3 years in Institutional Property at ANZ where she was responsible for origination and execution of real estate transactions, predominantly for AREITs.
Director, Real Estate, Qualitas Group
Nick has primary responsibility for two key debt fund strategies and is responsible for the origination of real estate finance transactions across the full debt spectrum including senior debt, mezzanine debt and preferred equity. Nick has 13 years’ experience within the Australian real estate financing market. Prior to joining Qualitas, Nick was Regional Manager at Bankwest responsible for the NSW Property & Corporate portfolios. Nick also spent 3 years as Head of East Coast Broker & Acquisition team at Bankwest. Prior to Bankwest, Nick spent 6 years at Balmain Commercial and 2 years at RBS in London.
Head of Legal & Compliance, Qualitas Group
Daniel leads the legal and compliance function across Qualitas and is responsible for fund establishment and fund legal strategy. Daniel also has general legal, enterprise risk and compliance responsibility for Qualitas and provides core transaction execution assistance to the group. Daniel has over 13 years of legal experience in the banking and finance, restructuring and funds management space. Prior to joining Qualitas, Daniel was a Senior Associate in the banking and finance group of Arnold Bloch Leibler, a leading Australian commercial law firm with offices in Melbourne and Sydney.
Director, Advised Distribution, Listed Funds, Qualitas Group
Reuban has over 12 years experience in financial services in the areas of platform, asset management and distribution in the intermediary & family office market. Reuban leads the advised distribution strategy for the Qualitas Real Estate Income Fund. Before Qualitas, Reuban was a Product & Sales manager for Macquarie Bank leading the advised distribution efforts for Macquarie Prime. He then moved to funds management sales, where he had distribution roles for Certitude Global Investment, Ironbark Asset management and Evans Dixon. Reuban was then an initial co-founder of, as well as the Head of Distribution for, a fintech start-up called Stropro.
GET IN TOUCH
To find out more about the Qualitas Real Estate Income Fund (ASX:QRI), talk to your broker, contact us or subscribe to our updates.
1 The payment of regular cash income is a goal and neither the Manager or the Responsible Entity provide any representation or warranty (whether express or implied) in relation to the payment of any regular cash income.
2 Returns are not guaranteed.
This communication has been authorised for release and issued by The Trust Company (RE Services) Limited (ACN 003 278 831) (AFSL 235150) as responsible entity of The Qualitas Real Estate Income Fund (ARSN 627 917 971) (Fund) and has been prepared by QRI Manager Pty Ltd (ACN 625 857 070) (AFS Representative 1266996 as authorised representative of Qualitas Securities Pty Ltd (ACN 136 451 128) (AFSL 34224).
This communication contains general information only and does not take into account your investment objectives, financial situation or needs. It does not constitute financial, tax or legal advice, nor is it an offer, invitation or recommendation to subscribe or purchase a unit in QRI or any other financial product. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser.
While every effort has been made to ensure the information in this communication is accurate; its accuracy, reliability or completeness is not guaranteed and none of The Trust Company (RE Services) Limited (ACN 003 278 831), QRI Manager Pty Ltd (ACN 625 857 070), Qualitas Securities Pty Ltd (ACN 136 451 128) or any of their related entities or their respective directors or officers are liable to you in respect of this communication. Past performance is not a reliable indicator of future performance.
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.