Metrics Real Estate Multi-strategy fund (ASX: MRE): Combining Real Estate Debt and Equity for Total Return

Metrics Credit Partners CEO and Managing Partner Andrew Lockhart recently spoke with Sharecafe about the Metrics Real Estate Multi‑Strategy Fund (ASX: MRE), highlighting how its blend of real estate debt and equity aims to deliver monthly income alongside long‑term total return.

Designed as a pure‑play real estate strategy, MRE invests across the capital structure, with roughly half of its capital allocated to senior secured real estate debt and half to real estate equity. This mix provides exposure to both defensive income streams and value‑add development opportunities across Australia and New Zealand.

“MRE was designed to participate across the full capital structure — from senior secured real estate debt through to real estate equity — to deliver attractive income and total return.”

—Andrew Lockhart, CEO and Managing Partner, Metrics Credit Partners

The fund targets a total return of 10–12% per annum net of fees, supported by monthly cash income from its diversified debt portfolio.

Lockhart also emphasises Metrics’ disciplined risk management, diversification and active project oversight, positioning MRE as a listed option for investors seeking both income and growth from private real estate markets.

Disclaimer:

This communication is issued by The Trust Company (RE Services) Limited ABN 45‌‌ 003‌‌‌ 278‌‌‌ 831‌‌‌ AFSL‌‌ 235‌‌‌ 150‌‌‌ (Perpetual) as Responsible Entity of 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) (the Fund). Metrics Credit Partners Pty Ltd ABN 27‌‌‌ 150‌‌‌ 646‌‌‌ 996‌‌‌ AFSL‌‌ 416146‌‌‌ (Metrics) is the Manager of the Fund.

The information provided in this communication is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision, you should consider the current Product Disclosure Statement (PDS) and Target Market Determination (TMD) of the Fund, available at metrics.com.au/mre. Please also consider the Fund’s other periodic and continuous disclosure announcements lodged with the ASX, available at www.asx.com.au, to assess whether the Fund is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser. This information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value.

Neither Perpetual or Metrics guarantees repayment of capital or any particular rate of return from the Fund. Neither Perpetual or Metrics gives any representation or warranty as to the reliability, completeness or accuracy of the information contained in this communication. All opinions and estimates included in this communication constitute judgments of Metrics as at the date of this communication and are subject to change without notice. Past performance is not a reliable indicator of future performance.