Qualitas: A new opportunity in fixed income

Peter Rae

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.

Peter Rae
Peter Rae
Independent Investment Research

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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