Qualitas Real Estateome Fund (ASX:QRI) 10-Year ROIIC % : 1,241.48% (As of Jun. 2025)

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ASX:QRI Qualitas Real Estate Income Fund ASX:QRI
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What is Qualitas Real Estateome Fund 10-Year ROIIC %?

Qualitas Real Estateome Fund ASX:QRI 30 10-Year ROIIC % is 1,241.48 as of Jun. 2025. GuruFocus rates ASX:QRI with a GF Score™ of 30/100. The stock has 5 warning signs investors should review. Among 548 Asset Management companies, Qualitas Real Estateome Fund ranks better than 99.45% on this metric.

10-Year Return on Invested Incremental Capital (10-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 10-year. Qualitas Real Estateome Fund does not have enough data to calculate 10-Year ROIIC %.


Qualitas Real Estateome Fund  (ASX:QRI) 10-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Qualitas Real Estateome Fund 10-Year ROIIC % Related Terms


Qualitas Real Estateome Fund 10-Year ROIIC % Historical Data

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The historical data trend for Qualitas Real Estateome Fund's 10-Year ROIIC % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Qualitas Real Estateome Fund 10-Year ROIIC % Chart

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ASX:QRI vs BLK, BX, KKR: 10-Year ROIIC % Comparison

For the Asset Management subindustry, Qualitas Real Estateome Fund's 10-Year ROIIC %, along with its competitors' market caps and 10-Year ROIIC % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Qualitas Real Estateome Fund 10-Year ROIIC % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Qualitas Real Estateome Fund's 10-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Qualitas Real Estateome Fund's 10-Year ROIIC % falls into.


ASX:QRI
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Qualitas Real Estate Income Fund ASX:QRI
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Qualitas Real Estateome Fund 10-Year ROIIC % Calculation

Qualitas Real Estateome Fund's 10-Year ROIIC % for the quarter that ended in Jun. 2025 is calculated as:

10-Year ROIIC %=10-Year Incremental Net Operating Profit After Taxes (NOPAT)**/10-Year Incremental Invested Capital**
=( -13.769 (Jun. 2025) - (Jun. 2015) )/( 965.814 (Jun. 2025) - (Jun. 2015) )
=/
=N/A%***

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

** Annual data of NOPAT and Invested Capital was used to calculate 10-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.

Frequently Asked Questions Learn more about 10-Year ROIIC % →
What does a 10-Year ROIIC % of 1,241.48 mean?
Qualitas Real Estateome Fund (ASX:QRI) has a 10-Year ROIIC % of 1,241.48 as of Jun. 2025. 10-Year ROIIC % measures the change in earnings as a percentage of change in investment over 10-year. View historical data on Qualitas Real Estateome Fund and its competitors. According to the industry distribution chart, Qualitas Real Estateome Fund ranks #3 out of 548 companies in the Asset Management industry, placing it in the top 0.5%.
Is Qualitas Real Estateome Fund's 10-Year ROIIC % too high?
Qualitas Real Estateome Fund's current 10-Year ROIIC % is 1,241.48. The Asset Management industry median 10-Year ROIIC % is 1.05. Qualitas Real Estateome Fund's value of 1,241.48 is 118136.2% above this industry median. Based on the distribution chart, Qualitas Real Estateome Fund ranks #3 out of 548 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Qualitas Real Estateome Fund has a GF Score™ of 30/100, reflecting its overall financial health beyond just this single metric.
How does Qualitas Real Estateome Fund's 10-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Qualitas Real Estateome Fund ranks #3 out of 548 companies for 10-Year ROIIC %. This places Qualitas Real Estateome Fund in the top 1% of its industry — outperforming the majority of peers. The industry median 10-Year ROIIC % is 1.05. Qualitas Real Estateome Fund's value of 1,241.48 is 118136.2% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 10-Year ROIIC % for an Asset Management company?
The median 10-Year ROIIC % among Asset Management companies is 1.05, based on 548 companies in the industry. Companies in the top quartile (top 25%) have a 10-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 10-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Qualitas Real Estateome Fund's current 10-Year ROIIC % of 1,241.48 is 118136.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 10-Year ROIIC % mean?
A high 10-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 10-Year ROIIC % measures the change in earnings as a percentage of change in investment over 10-year. View historical data on Qualitas Real Estateome Fund and its competitors. For the Asset Management industry, the median 10-Year ROIIC % is 1.05 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Qualitas Real Estateome Fund's current 10-Year ROIIC % is 1,241.48. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Qualitas Real Estateome Fund stock overvalued right now?
Qualitas Real Estateome Fund (ASX:QRI) has a current 10-Year ROIIC % of 1,241.48. The current 10-Year ROIIC % is 1,241.48 and 118136.2% above the Asset Management industry median of 1.05. Qualitas Real Estateome Fund's overall GF Score™ is 30/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 10-Year ROIIC % calculated?
10-Year ROIIC % is calculated from a company's financial statements. For Qualitas Real Estateome Fund (ASX:QRI), the current 10-Year ROIIC % is 1,241.48 as of Jun. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Qualitas Real Estateome Fund Business Description

Address 123 Pitt Street, Level 18, Angel Place, Sydney, NSW, AUS, 2000
Qualitas Real Estate Income Fund is a real estate investment management firm that seeks to invest the Trust's capital in a portfolio of investments that provide unitholders with exposure to real estate loans secured by first and second mortgages, predominantly located in Australia.
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