Qualitas: A new opportunity in fixed income
Independent Investment Research
Independent Investment Research has issued a report on Qualitas Real Estate Income Fund a newly established investment trust seeking to raise funds and list on the ASX.
The Trust is expected to provide investors with a regular income stream and returns that are not correlated to equity markets and is targeting an annual return of 8% with monthly distributions.
The Trust will invest in the Qualitas Wholesale Real Estate Income Fund (Sub-Trust), which will provide direct and indirect exposure to a portfolio of secured commercial real estate loans, predominantly in Australia with up to 20% of the portfolio able to be invested in New Zealand.
The Manager is a wholly owned subsidiary of the Qualitas Group, a real estate investment management firm with approximately $2 billion in assets under management.
Click below to obtain a copy of the IIR report.
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Peter has 35 years’ experience in the banking and finance industry, including 15 years as an equities analyst. Peter was a sector head in the equities research team at Morningstar with a focus on consumer and industrial companies.
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Peter has 35 years’ experience in the banking and finance industry, including 15 years as an equities analyst. Peter was a sector head in the equities research team at Morningstar with a focus on consumer and industrial companies.