Andrew Schwartz is the Co-Founder and Group Managing Director of Qualitas, one of Australia's largest alternative real estate investment managers. Alternative debt providers are a relatively new asset class on the ASX. As banks move away from lending to non residential real estate, the likes of Qualitas have stepped in... and done so very successfully. In Part A we discuss what the impact of rising interest rates on Qualitas and step through the last major rates cycle from 2007 to 2010... there are some parallels to today. Andrew also talks about how Qualitas manages risk and balances that with generating returns for clients. Qualitas has approximately $5bn of funds under management, last financial year deployed $1.9bn of capital and was listed on the ASX in December, 2021. Ethical Partners owns Qualitas shares.



3 min 0 secs Balancing risk and return

4.10 Starting Qualitas during the GFC

10.28 Dealing with problem loans and impairments

14.02 The impact of rising interest rates on Qualitas

16.04 Comparing the current rate cycle to the 2007 - 2010 period

22.50 Fertile ground

26.35 Current day opportunities

28.43 Deep value investing DNA

Andrew Schwartz is the Co-Founder and Group Managing Director of Qualitas, one of Australia's largest alternative real estate investment managers. Alternative debt providers are a relatively new asset class on the ASX. As banks move away from lending to non residential real estate, the likes of Qualitas have stepped in... and done so very successfully. In Part A we discuss what the impact of rising interest rates on Qualitas and step through the last major rates cycle from 2007 to 2010... there are some parallels to today. Andrew also talks about how Qualitas manages risk and balances that with generating returns for clients. Qualitas has approximately $5bn of funds under management, last financial year deployed $1.9bn of capital and was listed on the ASX in December, 2021. Ethical Partners owns Qualitas shares.
 
3 min 0 secs Balancing risk and return
4.10 Starting Qualitas during the GFC
10.28 Dealing with problem loans and impairments
14.02 The impact of rising interest rates on Qualitas
16.04 Comparing the current rate cycle to the 2007 - 2010 period
22.50 Fertile ground
26.35 Current day opportunities
28.43 Deep value investing DNA

The Good Investing Podcast connects you with successful investors and business leaders who invest in, or are experts in, a range of industries… but do it with a difference. These leaders of industry are the best at what they do in their chosen field but all have one thing in common - they are passionate about doing things the right way. They are not-for-profit pioneers; they are good governance experts; they are social entrepreneurs; they consider financial and social investments thoughtfully for the long term. They are people that inspire us all to make a bigger difference in the things that matter in the lives we lead.

The Good Investing Podcast connects you with successful investors and business leaders who invest in, or are experts in, a range of industries&hellip; but do it with a difference. These leaders of industry are the best at what they do in their chosen field but all have one thing in common - they are passionate about doing things the right way. They are not-for-profit pioneers; they are good governance experts; they are social entrepreneurs; they&nbsp;consider financial and social investments thoughtfully for the long term. They are people that inspire us all to make a bigger difference in the things that matter in the lives we lead.

Ethical Partners – Good investing Podcast

The Good Investing Podcast connects you with successful investors and business leaders who invest in, or are experts in, a range of industries… but do it with a difference. These leaders of industry are the best at what they do in their chosen field but all have one thing in common - they are passionate about doing things the right way. They are not-for-profit pioneers; they are good governance experts; they are social entrepreneurs; they consider financial and social investments thoughtfully for the long term. They are people that inspire us all to make a bigger difference in the things that matter in the lives we lead.

The Good Investing Podcast connects you with successful investors and business leaders who invest in, or are experts in, a range of industries&hellip; but do it with a difference. These leaders of industry are the best at what they do in their chosen field but all have one thing in common - they are passionate about doing things the right way. They are not-for-profit pioneers; they are good governance experts; they are social entrepreneurs; they consider financial and social investments thoughtfully for the long term. They are people that inspire us all to make a bigger difference in the things that matter in the lives we lead.

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