Three ASX listed income strategies from Metrics Credit Partners

Andrew Lockhart, Founder of Metrics Credit Partners, joins us to walk through three ASX-listed income opportunities within the Metrics stable. We’ll trace the firm's history from the very beginning and unpack their core investment approach through the lens of these three specific funds. Time stamps: 0:00 Introduction 0:26 Who is Andrew Lockhart? 2:30 Why start a business in the private credit space 9:39 What do you look for in an analyst when you’re hiring 11:52 Is there more competition today for origination? 14:35 A walk through of ASX listed funds, MRE, MOT and MXT 28:49 What does inflation mean for the return profile of private credit and real estate funds 30:00 What are the present risks to returns in these funds 35:10 What if your portfolio is already full of property exposure? 39:21 How can I see the pipeline of developments in the Metrics funds 42:33 Where does Andrew lunch among the Metrics hospitality venues Links to the listed funds mentioned in this episode: Metrics Real Estate Multi-Strategy Fund (ASX: MRE) https://metrics.com.au/listed-funds/metrics-real-estate-multi-strategy-fund/ Metrics Income Opportunities Trust (ASX: MOT) https://metrics.com.au/listed-funds/metrics-income-opportunities-trust/ Metrics Master Income Trust (ASX: MXT) https://metrics.com.au/listed-funds/metrics-master-income-trust/ Metrics disclaimer This is general information only, is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. It is issued by The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235 150) as the Responsible Entity of the Metrics Master Income Trust, Metrics Income Opportunities Trust and Metrics Real Estate Multi-Strategy Fund (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)) (collectively, the Trusts). Metrics Credit Partners Pty Ltd (ABN 27 150 646 996, AFSL 416 146), is the investment manager of the Trusts. For further information on the Trusts, please refer to the current Product Disclosure Statements and Target Market Determinations, which are available at www.metrics.com.au, as well as other periodic and continuous disclosure announcements lodged with the ASX, available at www.asx.com.au. All investments contain risk and may lose value. The Trusts’ objective to pay monthly cash income is not guaranteed. Past performance is not indicative of future performance. Show partner resources Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds:  https://bit.ly/beta-25 Rask resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest We love feedback! https://raskau.typeform.com/to/ZbfHy6IP Follow us on social media: Instagram: https://www.instagram.com/rask.invest TikTok: https://www.tiktok.com/@rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg