Relative Return: Exploring the growing appeal of real estate debt
In this episode of Relative Return, host Laura Dew is joined by Andrew Lockhart, managing partner at Metrics Credit Partners, to discuss the attraction of real estate debt and why it can be a compelling option for portfolio diversification.
Listen as they discuss:
- How it compares to traditional equities and fixed income.
- Metrics’ due diligence process.
- Potential returns from the asset class.
- Its role in diversified portfolios for private wealth or retail investors.
- How Metrics mitigates possible risks to protect investor capital.
Disclaimer: Metrics Credit Partners Pty Ltd ABN 27 159 646 996 AFSL 416 146 (Metrics) makes no representation or warranty with respect to the accuracy, completeness, or currency of the content. The content is for educational purposes only and is not intended to provide you with financial advice. It has been prepared without taking into account your objectives, financial situation or needs. Independent advice should be obtained from an Australian financial services licensee before making investment decisions. To the extent permitted by law, Metrics excludes all liability for any loss or damage arising in any way due to or in connection with the publication of this content, including by way of negligence. Past performance is not an indicator of future performance. All investments contain risk and may lose value.
The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235 150) is the Responsible Entity of the Metrics Master Income Trust (MXT) (ARSN 620 465 090), Metrics Income Opportunities Trust (MOT) (ARSN 631 320 628) and the Metrics Real Estate Multi-Strategy Fund (MRE) (a stapled structure consisting of the Metrics Real Estate Multi-Strategy Passive Trust (ARSN 679 413 293) and the Metrics Real Estate Multi-Strategy Active Trust (ARSN 679 413 695)). All content in respect of MXT, MOT and MRE is issued by The Trust Company (RE Services) Limited (ABN 45 003 278 831) (AFSL 235 150) as the responsible entity. Equity Trustees Limited (ACN 004 031 298, AFSL 240 975) (EQT) is the Responsible Entity of the Metrics Real Estate Income Fund (MREIF) (ARSN 671 699 228) (together “the Funds”). The Investment Manager for the Funds is Metrics Credit Partners Pty Ltd (Metrics) ABN 27 150 646 996, AFSL 416 146. Before making any investment decisions, please refer to the Funds’ PDS, TMD and any Additional Disclosures which is available at www.metrics.com.au and assess whether the Funds are appropriate given your objectives, financial situation or needs. Please note that the PDS and TMD for MREIF will be available soon. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser. Target return may not be achieved. The payment of monthly cash income is a goal of each Fund only and is not guaranteed.
We are a leading Australian non-bank corporate lender and alternative asset manager specialising in fixed income, p...
Recommended for you
In the latest episode of Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s Shane Oliver break down US and Australian rate cuts, soaring gold, and bitcoin’s volatility.
In the latest episode of the Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s chief economist Shane Oliver unpack the surprising twists in the Australian economy, diving into the latest GDP numbers, what’s really driving consumer spending, and what it all means for the Reserve Bank’s next moves.
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital Management, to discuss the evolving fixed income asset class, his sector preferences, and the RBA’s rate-cutting policy.
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to dissect the ongoing government economic reform roundtable and reflect on the wish lists of industry stakeholders – and whether there is hope for meaningful reform.
