Welcome to our Adviser Resource Centre. A place for information, insights and resources regarding commercial property investment for your clients. Explore funds open for investment, download brochures and earn CPD hours.
We’re here to let the power of property power you and your clients.
Active partnerships and positive outcomes are at the heart of what we do. As one of the largest manager of third-party capital invested in Australian commercial property, our market leading funds aim to deliver regular income, and strong risk adjusted total returns over the long term.
Steven Bennett, Direct CEO at Charter Hall, manages more than $10 billion of Australian real estate on behalf of self managed super funds, high net worth and direct investors. Hear from Steven on some key Property Basics from why commercial property can be a cornerstone in a balanced and diverse investment portfolio, to the benefits of both unlisted and listed property funds.
Is a direct property investment right for your clients? Steven Bennett walks you through a few key considerations when contemplating the addition of commercial property investments to your clients’ investment portfolios.
What on earth is WALE? Or NLA? If commercial property is new to you, it may sound unfamiliar. Steven Bennett takes you through the A-Z of commercial property.
|Open for investment|
|5.2% Current Distrubution Yield*|
|$3.50bn Portfolio Valuation^|
|10.2 years (WALE)^|
Watch our combined video highlighting quality property assets across Industrial & Logistics, Office, Retail and Social Infrastructure.
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Matthew Pelizzari, a partner at Oreon Partners
Hear how Matthew worked with Charter Hall to provide his clients with diversified and robust investment solutions to enhance their portfolios.
Yang Du, an adviser at McGrath Insurance Services
Yang's rigour and customer-centric approach has served him well. Hear how commercial property helped to give his clients the portfolio diversification they needed.
Ian Dawes, an adviser at Eclipse Financial Advisers
Hear how Ian worked with Charter Hall for one of his key clients, a retired couple in their 70s looking for a consistent income stream and low capital volatility.
- Marco Triani, Key Account Manager at Charter Hall
*The distribution yield is calculated at a point in time and will fluctuate when the distribution amount or unit price changes. DOF’s yield is based on the forecast distribution rate of 9.25 cpu (annualised) for the quarter commencing 1 January 2023, and a unit price of $1.74 as at 31 March 2023. PFA’s yield based on the forecast distribution rate of 7.50 cpu (annualised) for the quarter commencing 1 January 2023, and a unit price of $1.15 as at 31 March 2023. LWF’s based on the forecast distribution rate of 6.25 cpu (annualised) for the quarter commencing 1 January 2023, and a unit price of $1.11 as at 30 May 2023. DIF4’s yield based on the forecast distribution rate of 6.75 cpu (annualised) for the quarter commencing 1 January 2023, and a unit price of $1.32 as at 31 March 2023. Distributions for future quarters for all funds may vary.To obtain current unit pricing visit www.charterhall.com.au/
^PFA’s metrics include the as-if-complete valuation of an asset under construction forecast for completion in 2023. LWF’s metrics look-through to underlying assets in LWF’s investment in Charter Hall Exchange Wholesale Trust (CHEWT). One asset in divestment due diligence excluded from statistics. DIF4’s metrics include development assets at their completion value, completion of committed acquisitions and look-through to underlying assets in Charter Hall CDC trust (CDC). DOF’s metrics account for its look-through investment into CPOF. WPS2’s metrics based on the look-through interest of its underlying investments.
1.The Zenith Investment Partners Pty Ltd (ACN 103 132 672) (“Zenith”) Australian Financial Services Licence No. 226872 rating Charter Hall Direct Office Fund (APIR MAQ0842AU) (assigned 15 December 2022), Charter Hall Direct PFA Fund (APIR MAQ5880AU) (assigned 15 December 2022), Charter Hall Direct Industrial Fund No.4 (APIR MAQ0854AU) (assigned 15 December 2022), Charter Hall Direct Long WALE Fund (APIR MAQ5703AU) (assigned 15 December 2022), Charter Hall Wholesale Property Series No.2 (APIR MAQ5760AU) (assigned 5 May 2023) and Charter Hall Maxim Property Securities Fund (APIR COL0001AU) (assigned 31 May 2023) referred to in this document is limited to “general advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS, offer document and the target market determination (available at www.charterhall.com.au/ddo) before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessment’s and at Fund Regulatory Guidelines.
2. The Lonsec ratings issued Charter Hall Direct Office Fund (assigned December 2022), Charter Hall Direct PFA Fund (assigned June 2022), Charter Hall Direct Industrial Fund No.4 (assigned November 2022), Charter Hall Direct Long WALE Fund (assigned December 2022) and the Charter Hall Maxim Property Securities Fund (assigned 31 May 2023) are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (“Lonsec”). Ratings are general advice only (as defined in the Corporations Act 2001 (Cth)), and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement, target market determination (available at www.charterhall.com.au/ddo) and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.
**The Zenith Fund Awards were issued 14 October 2022 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document and any target market determination before before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.
The responsible entity of and issuer of units in the Charter Hall Direct Office Fund (ARSN 116 064 343), Charter Hall Direct Industrial Fund No.4 (ARSN 615 152 817), Charter Hall Direct PFA Fund (ARSN 097 860 690) and Charter Hall Direct Long WALE Fund
(ARSN 622 080 979), all (“Fund or Funds”) is Charter Hall Direct Property Management Limited (“CHDPML”) (ABN 56 073 623 784 AFSL 226849). CHDPML as responsible entity for the Funds has issued a Product Disclosure Statement
for each Fund (“PDS”) dated 14 December 2022, 29 September 2022, 29 August 2022 and 1 September 2020 respectively, and any supplementary PDS, which set out the offer to apply for units in the relevant Fund, and has made a target market determination
(TMD) for each Fund.
This website is not intended to be and does not constitute a PDS or disclosure document as those terms are defined in the Corporations Act 2001 (Cth). It does not constitute an offer for the issue sale or purchase of any securities or any recommendation in relation to investing in any asset. This website has been prepared without taking account of any particular investor's objectives financial situation or needs. While every care has been taken in the preparation of this website, CHDPML does not make any representation or warranty as to the accuracy or completeness of any statement in it, including without limitation any forecasts or opinions, and persons viewing this website should conduct their own inquiries and investigations. Forecasts, opinions and estimates provided in this website are based on assumptions, contingencies and market conditions which are subject to change without notice, and may involve significant elements of subjective judgement and assumptions as to future events which may or may not be correct, and should not be relied upon as an indication of future performance. Past performance is not a reliable indicator of future performance. Distribution forecasts are subject to risks outlined in the PDS and distributions may vary in the future. The information in this website is subject to change, and CHDPML is not responsible for providing updated information to any person. To the maximum extent permitted by law CHDPML disclaims all liability for any loss or damage which may arise out of the provision to or by any person of the information contained in this website. All figures stated herein are as at 30 June 2022 and in Australian dollars unless otherwise stated.
If you are a financial adviser, you should be aware that this website is only provided to you to give you information about the Fund to assist you to discharge your obligations under law in providing personal advice to your clients. The information in this website does not constitute, and should not be taken as constituting, personal advice by CHDPML and must not be used by you in any Statement of Advice or other advice to be provided by you to your clients in a manner that conveys this impression. If you provide a recommendation to your client about an interest in the Fund, you will need to consider this website, the TMD and the information in the Product Disclosure Statement, and any supplementary PDS, for the Fund, along with your obligations under law. This website is intended for financial advisers only to assist you to discharge your obligations under law, and may not be copied, reproduced, distributed or disseminated to any other person without the express prior approval of CHDPML.
The website should only be read by wholesale clients (within the meaning of that term under the Corporations Act 2001 (Cth)) (“Wholesale Client”). No retail clients (within the meaning of the Corporations Act) will be able to act upon the information contained within.
This website has been prepared by Charter Hall Direct Property Management Limited (“CHDPML”) (ABN 56 073 623 784, AFSL 226849) as the responsible entity and the issuer of units in the Charter Hall Wholesale Property Series No.2 (“WPS2”). CHDPML has issued an Information Memorandum (“IM”) for WPS1 on 11 April 2022. Investors should consider the IM and any supplementary IM carefully in determining whether to acquire units in WPS2. The IM and any supplementary IM sets out the offer to apply for units, and will be available at http://www.charterhall.com.au/wholesaleseries or by calling 1300 652 790. Applications for units in WPS2 may only be made by completing the application form contained in the IM and will only be available to Wholesale Clients (within the meaning of the Corporations Act 2001 (Cth)). This brochure any other documentation including the IM is not, and is not required to be, a disclosure document, product disclosure statement or prospectus (within the meaning of the Corporations Act 2001 (Cth)). It may not contain the same level of disclosure as those documents and has not been, and is not required to be, lodged with the Australian Securities and Investments Commission (“ASIC”).
To the maximum extent permitted by law, CHDPML disclaims all liability for any loss or damage which may arise out of the provision to, or by, or use by, any person of the information set out above. This is not an offer to acquire any units or make any investment in WPS2. This information does not constitute an offer for the issue, sale or purchase of any securities, or any recommendation in relation to investing. It does not take into account any particular investors’ objectives, financial situations or needs. If you are considering an investment you should read the relevant IM and any supplementary IM in its entirety and seek appropriate professional advice. Total returns are subject to risks outlined in the IM and supplementary IM. Past performance is not an indicator of future performance. Any forecast or other forward-looking statements contained in this brochure may involve significant elements of subjective judgment and assumptions as to future events which may or may not be correct. Refer to the relevant IM for more detailed information in relation to the financial information and the assumptions and risks underlying the forecast returns. If units in WPS2 are acquired, CHDPML and its associates may receive fees and other benefits, which are fully set out in the IM. This website may not be copied, reproduced, distributed or disseminated to any other person without the express prior approval of CHDPML.
Investors should consider the product disclosure statement (“PDS”) issued by, One Managed Investment Funds Limited (ABN 47 117 400 987) (AFSL 297042) (“OMIFL”) as responsible entity of the Charter Hall Maxim Property Securities Fund ARSN 116 193 563 (“Maxim”). The information contained in this website was not prepared by OMIFL but was prepared by other parties. While OMIFL has no reason to believe that the information is inaccurate, the truth or accuracy of the information contained therein cannot be warranted or guaranteed. Anyone reading this website must obtain and rely upon their own independent advice and inquiries. Investors should carefully consider each of the Product Disclosure Statement dated 29 September 2022 (together with the Additional Information Booklet dated 29 September 2022) (“PDS”) and Target Market Determination (“TMD”) issued by OMIFL before making any decision about whether to acquire, or continue to hold, an interest in Maxim. Applications for units in Maxim can only be made pursuant to the application form relevant to Maxim. A copy of the PDS dated 29 September 2022, TMD dated 3 May 2023, continuous disclosure notices and relevant application form may be obtained from https://www.oneinvestment.com.au/charterhallmaxim/ or https://www.charterhall.com.au/investments/funds/charter-hall-maxim-property-securities-fund. You should also consult a licensed financial adviser before making an investment decision in relation to Maxim. A copy of the PDS may be obtained from http://oneinvestment.com.au or http://charterhall.com.au/. Charter Hall Property Securities Management Limited (ABN 25 104 512 978) (AFSL 238349) (“Charter Hall Maxim”) is the investment manager of Maxim. Neither OMIFL nor Charter Hall Maxim guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this website. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this website, Charter Hall Maxim makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This websitehas been prepared for the purpose of providing general information only, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information in this website, and seek professional advice, having regard to their objectives, financial situation and needs. Information in this website is current as at 31 March 2023. © Charter Hall Group