Qualitas

Commercial real estate private credit and private equity are specialist asset classes that require a specialist manager with a strong track record. For 16 years, Qualitas has been providing market leading capital solutions for our partners and delivering attractive risk-adjusted returns to our investors. Harness the opportunities available with Australia’s real estate investment manager of choice: https://lnkd.in/gb9abWCa

The Qualitas team recently visited two Lighthouse Foundation homes to help transform once overgrown areas into welcoming and safe outdoor spaces for the young people and children that live at these homes. The team enjoyed working together outside of the office environment to give back to the community. Thank you to Lighthouse for hosting us and for the amazing work you do all year round! We look forward to continuing to support you in providing children and young people who are homeless or at risk of homelessness, with the care and support they need to heal, thrive and achieve a lifelong sense of belonging. 

Andrew Schwartz joined Hans Lee on the latest episode of Livewire Markets’s The Rules of Investing Podcast which is out now and worth a listen! In this episode Andrew and Hans delve into Australia’s residential housing market and how property is not one thing, it varies across states, cities, sectors and types. While 2024 could be described as one of the less memorable periods of recent years, Andrew said: "I think it's getting very exciting in 2025. There are many reasons why I feel that but in particular, residential property is affected by supply and demand and interest rates. When you look at each of those individual factors, you do see a market where Australia is caught short on the supply side at the moment, and it's been very hard to get supply into the market. We have quite significant demand coming in and we have had a sustained period of relatively high interest rates.” 🎙𝗟𝗶𝘀𝘁𝗲𝗻 𝗻𝗼𝘄 𝘃𝗶𝗮 𝘆𝗼𝘂𝗿 𝗰𝗵𝗼𝘀𝗲𝗻 𝗽𝗼𝗱𝗰𝗮𝘀𝘁 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺 Spotify: https://lnkd.in/gkvyDQ7y Apple: https://lnkd.in/gFfkE_Y8 Podbean: https://lnkd.in/gTXFE-tW 𝗢𝗿 𝗮𝗰𝗰𝗲𝘀𝘀 𝘃𝗶𝗮 𝗟𝗶𝘃𝗲𝘄𝗶𝗿𝗲’𝘀 𝘄𝗲𝗯𝘀𝗶𝘁𝗲: https://lnkd.in/gjtk4r7Z

Speaking at the recent E&P Financial Group SMID Caps Conference in Melbourne, Andrew Schwartz, our Group Managing Director and Co-Founder, discussed the increasing popularity of private credit with many new providers entering the market. He spoke on the highly regulated nature of the private credit industry – a key point that is often misunderstood. He also discussed the need for borrowers to do their due diligence on their lender. It was great to be part of the event, which gathers some of Australia and New Zealand’s top fund managers as they share insights into their business and their industry including the current market conditions, challenges and key focus points for the year ahead. 

Looking forward to speaking about Qualitas at the PERE America Forum taking place this week in New York. #PEREAmericaForum #PERENetwork #PERE #RealEstate #PrivateEquity

Well done to the Property Council of Australia for bringing together such a great line up of speakers and attendees for another successful Capital Markets Forum! Jeremy Fyfe, our Head of Origination for NSW and ACT, enjoyed the lively panel discussion with Michelle Dance, Cathy Houston and Luke Briscoe on the rise of Australian private credit, the key drivers and some of the key challenges facing the industry. Private credit is today an extremely important part of our financial system, providing another source of capital that supports growth, drives competition and innovation, and adds overall liquidity and stability. Importantly, not all private credit lenders should be painted with the same brush. Borrowers must do their due diligence on their lender and investors must ensure they understand the risk-return profile that they are investing in.

We’re pleased to announce that the Qualitas Real Estate Income Fund (ASX:QRI) has received an upgraded rating from Lonsec to ‘Recommended’. The rating is recognition of the strength of our team, our unwavering focus on risk and our ability to deliver monthly income at attractive risk-adjusted returns to our investors^. Access the rating report on the QRI website: https://lnkd.in/gevnDc-r ______________ ^ 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. Past performance is not a reliable indicator of future performance. Disclaimer: This is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) is the Responsible Entity of the Fund. For further information on the Fund please refer to the Fund’s PDS and Target Market Determination which is available at www.qualitas.com.au/qri. The rating published on 11/2024 for the Qualitas Real Estate Income Fund is issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). Ratings are general advice only and have been prepared without taking account of investors’ 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 Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.

Last week as part of the ausbiz Small Caps, Big Ideas series, Angus Wright from Tribeca Investment Partners shared his investment thesis for Qualitas (ASX:QAL). Our Group Managing Director and Co-Founder Andrew Schwartz also shared his views on the opportunities for alternative real estate investment managers to provide through-the-cycle returns through debt and equity investing. Watch now: https://lnkd.in/gPTScURw

Recently, members of the Qualitas team attended the Morgans Financial Limited Conference 2024. It was an engaging event with interesting insights and ideas shared between advisers, fund managers and CEOs. Speaking at the conference, our Group Managing Director and Co-Founder, Andrew Schwartz discussed the role of private credit lenders in the financial system. He also discussed the importance for regulation of the sector to be well understood. If you’d like to learn more, read Andrew’s recent piece: https://lnkd.in/gpRgQuDS

Housing in Australia is becoming alarmingly unaffordable, with Sydney named the second least affordable city in the world for housing (according to Demographia). Pricing is being driven up by the 40% increase to construction costs over the last three years, a decline in productivity and a shortage of labour to execute on new projects. Last week Mark Power spoke at the Citi Australia and New Zealand Investment Conference, expressing that Australia requires urgent support from state and federal government to incentivise local councils to approve high density dwellings to increase the availability and the affordability of housing. Pleasingly, the Victorian government this week announced new stamp duty concessions. Read more here: https://lnkd.in/gN3n4E_V   #CitiInvest2024