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Proactive - Interviews for investors

Qualitas funds soar as banks step back

Qualitas Ltd Group Managing Director Andrew Schwartz talked with Proactive at the AIM's Small and Midcap conference about the company's differentiated position in Australia's real estate investment management landscape. Andrew Schwartz explained that Qualitas operates at scale, supported by large institutional capital. “Some of those investors literally commit amounts of 1.7 billion and above to Qualitas,” he said, noting the firm can fund projects with hundreds of millions—territory once dominated by traditional banks. Schwartz highlighted the company’s deep property expertise, developed over decades, as a key driver of performance. He said, “We are deep sector, deep dive property people,” which allows them to manage funds based not just on lending metrics but also on underlying property fundamentals. The conversation also addressed Qualitas’ notable growth in funds management revenue since its 2021 IPO. Schwartz attributed this to structural shifts in the Australian finance market, where banks still represent 77% of a AU$477 billion sector—but their share is shrinking. “We’ve really got the benefit of filling a void in the market that the bank market just can’t fill,” he said. Roughly 80% of Qualitas' activities are in the housing sector, financing large-scale residential projects rather than retail home loans. Schwartz said the persistent supply shortage, despite rising interest rates, underpins property values and creates strong demand for capital. #Qualitas #RealEstateInvestment #InstitutionalCapital #AustralianHousing #PropertyFinance #AndrewSchwartz #HousingShortage #ASX #FundsManagement #ProactiveInvestors

Proactive - Interviews for investors

Cuscal FY25 update: profit grows on stable volumes

Cuscal Limited Managing Director Craig Kennedy talked with Proactive at AIM's Small and MIdcap conference about the company’s role in Australia's financial infrastructure and its recent financial performance for the first half of FY25. Kennedy explained that Cuscal is one of only five organisations in Australia with the full suite of licensing, infrastructure, and capabilities required to offer end-to-end payment services—alongside the four major banks. The company serves a range of clients including other banks, corporates, and fintechs, as well as working with NAB’s UBank division. Kennedy emphasised Cuscal’s position as a “neutral, independent” access point to payment infrastructure. On financial performance, Kennedy said Cuscal expects to “modestly exceed the forecast in the prospectus” issued at the time of its IPO in November. He noted that the business enjoys stable, predictable revenue and has completed significant investment in areas like real-time payments and operational upgrades. As a result, the company is beginning to see operational leverage. Kennedy stated: “Mid to high single digit volume growth will translate to low double digit profit growth.” He said H1 FY25 results showed 7% volume growth and between 12% to 13% profit growth. Reflecting on sector innovation, Kennedy described Cuscal as an "airport" enabling new players—like fintechs—to create and deliver new customer experiences on top of a stable infrastructure. He also said investors view the company as a “safe harbour,” appreciating its unique market position and stable growth outlook. #Cuscal #ASXStocks #FintechAustralia #PaymentsInfrastructure #CraigKennedy #InvestorUpdates #RealTimePayments #ASXConference #FinancialServices #BankingInnovation

Proactive - Interviews for investors

Alpha HPA eyes global demand with stage 2 facility

Alpha HPA Ltd Managing Director Rob Williamson talked with Proactive at the AIM Small and Midcap conference about how the company is redefining aluminum purification through its novel solvent extraction technology. Alpha HPA is producing high-purity aluminum materials for advanced industries such as semiconductors, lithium-ion batteries, direct lithium extraction, and LED technologies. Williamson explained that while solvent extraction has been used in industries like copper and rare earths, Alpha HPA is the first to apply it to aluminum purification, allowing for significantly reduced energy input and improved sustainability. Williamson said, “We can produce our materials at a 70% lower carbon footprint compared to incumbent manufacturers.” This aligns with growing global demand for cleaner technologies and supports the energy transition. The company recently signed a letter of intent with a customer in the semiconductor market, targeting an alloy used in polishing silicon carbide wafers. The product is 50% more efficient than alternatives, and Williamson noted the Stage 2 facility, currently under construction, is expected to have 10,000 tonnes of annual capacity to meet rising demand. With a compelling cost structure and an average sales price of around USD 25 per kilo versus a material input cost of approximately USD 500 per tonne, Alpha HPA believes it is well-positioned for strong margins and market growth. #AlphaHPA #AluminumPurification #Semiconductors #GreenTechnology #EnergyTransition #HighPurityAluminum #CleanTech #BatteryMaterials #SustainableManufacturing #Stage2Facility

Proactive - Interviews for investors

Atrato Partners on Social Housing REIT (SOHO): strategy, debt and dividend outlook

Atrato Partners, the newly appointed Investment Manager of Social Housing REIT (SOHO) talked with Proactive's Stephen Gunnion about the current state of the specialised supported housing sector and how the company is tackling key challenges within its portfolio. Fund manager Adrian D'Enrico was joined by Michael Carey and Natalie Markham, offering a comprehensive update on SOHO’s operational and financial performance. D'Enrico addressed common misconceptions about the sector, clarifying that it is not temporary or homeless accommodation, but instead provides long-term homes for adults with care needs. “A misconception as well is that specialised supported housing is a passive investment based on the long lease,” he explained, underlining the importance of resident occupancy and the operational real estate nature of the assets. Carey detailed the steps taken to resolve issues with Parasol and My Space Housing Solutions, including lease transfers to stronger providers, which are expected to improve rent collection. “We’ve collected 72% of the contracted amount so far with Westmoreland, and we’re confident we’ll meet our target,” he said. Markham reviewed the FY24 results, noting that while net tangible assets declined to £0.99 per share, rent collection stood at 93% and the company maintains strong debt metrics with an average maturity of 8.6 years and a 2.74% all-in cost. For more updates like this, head to Proactive's YouTube channel. Don’t forget to like this video, subscribe to the channel, and enable notifications so you never miss future content. #SocialHousing #REIT #AtratoPartners #SOHO #SpecialisedSupportedHousing #IncomeSecurity #RealEstateInvestment #DividendStocks #UKHousing #InvestorUpdate #PropertyPortfolio #ESGInvesting

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