The asset class ready to ride Australia's burgeoning population
The opportunity in Australia's commercial real estate market is underpinned by strong population growth.
Against that backdrop, the Qualitas Real Estate Income Fund (ASX: QRI) offers income investors a stable of commercial real estate loans, including land, construction, investment and residual stock loans.
Taken together, they sit on the risk-return spectrum between investment-grade corporate debt and high-yield corporate debt.
In this video I run through the key aspects of the fund, including its origins, the tailwinds it currently enjoys, its target return, and what it's invested in right now.
Time codes
0:00 – Introduction
0:26 – About Qualitas
1:17 – The size of the opportunity
2:53 – Why Australian private credit?
3:17 – The impact of population growth
3:41 – The risk and returns profile of commercial real estate lending
5:22 – The Qualitas Real Estate Income Fund (ASX: QRI)
6:13 – Key features of QRI
7:00 – Where QRI sits in an investment portfolio
7:40 – Inclusion in the ASX300 and ASX300 A-REIT indices
8:11 – QRI portfolio overview
8:40 – The supply and demand imbalance
10:14 – Where we are investing
10:45 – Why now may be the time to invest in QRI
Looking for regular income and diversification?
The Qualitas Real Estate Income Fund (ASX:QRI) aims to deliver investors a regular stream of income with the added benefit of diversification beyond shares and traditional property investments.
4 topics
1 stock mentioned
1 fund mentioned