Qualitas Real Estate Income Fund (ASX:QRI)

Andrew Schwartz
Market Cap (AUD): 525.33M
Sector: Financials
Last Trade (AUD): 1.4 +0 (+0%)
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1. About

The Qualitas Real Estate Income Fund (ASX:QRI), (Trust or QRI), seeks to provide monthly income and capital preservation1 by investing in a portfolio of investments that offers exposure to commercial real estate loans secured by first and second mortgages, predominantly located in Australia.

Target Return

The Trust’s Investment Objective is:

  • A Target Return of 8.0% per annum (net of fees and expenses)1
  • Monthly cash income, capital preservation and portfolio diversification.1


The Trust seeks to achieve this objective by investing in a portfolio of investments that provide Unitholders with exposure to Australian and New Zealand secured real estate loans.

The Manager implements active strategies designed to balance investor requirements to deliver the Target Return while actively managing risk via the Qualitas Group’s existing robust risk management approach.

1. This is a target return only. There is no guarantee the Trust will meet its Investment Objective. The payment of monthly cash income is a goal of the Trust only.

2. Business model

3. Strategy

4. Markets

5. Competition

6. History

7. Team

8. Financials

9. Risk