Today we speak to Mark Fischer, cofounder and Global Head of Real Estate at Qualitas (ASX: QAL).

Qualitas sits at the intersection of two of the hottest asset classes at the moment: Aussie real estate and private credit.

As a lender for a lot of large real estate projects, Mark has his finger on the pulse of where both of these asset classes are going. As he told us, he could measure the hype around private credit just by the number of functions he was getting invited to speak at. Given the excitement around private credit in 2025, we're surprised he could fit us in his schedule.

In today's conversation we pick Mark's brains on:

The state of real estate lending in 2025
How the private credit boom is affecting his opportunity set
The contradiction inherit in housing, and why the Aussie housing market may get worse before it gets better

—------

This episode has been sponsored by Qualitas. Thank you to Qualitas for helping keep all of our content free.

If you want to learn more about Qualitas and the funds they offer, head to: https://www.qualitas.com.au/

—------

Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.

—------

Want more Equity Mates?

Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

—------

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

This is general information only and is not intended to provide you with financial advice and has been prepared without taking into account your objectives, financial situation or needs. The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) is the Responsible Entity and issuer of units in the Qualitas Real Estate Income Fund. Prior to making a decision about whether to acquire, hold or dispose of units in the Fund you should consider the Product Disclosure Statement (PDS) and target market determination (TMD) for the Fund to see if its right for you. The Fund’s PDS and TMD is available at www.qualitas.com.au/qri.

Hosted on Acast. See acast.com/privacy for more information.

Aussie real estate, Private credit & the contradiction in Australian housing - Mark Fischer | Qualitas

Equity Mates Investing Podcast

Aussie real estate, Private credit & the contradiction in Australian housing - Mark Fischer | Qualitas