Private Investors

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We provide opportunities for investors to access institutional grade property assets.

Many long term investors see the value of creating a diverse portfolio.

Our funds give you access to add commercial property to your investment mix.

Featuring quality properties on long term leases, and delivering stable returns with the potential for capital growth, they’re the types of investment favoured by large institutions like super funds.

Golden rules for investing in direct property funds

Hear from Steven Bennett, Head of Direct at Charter Hall, on what to look out for when adding commercial property to your investment portfolio.

Investment Options

Direct Property

Investment in unlisted direct property funds can form an important part of a diversified portfolio.

Unlisted direct property funds can provide an attractive income return and the potential for capital growth. They derive income from real properties with long leases and locked in annual rent increases. They are unlisted, meaning they are not listed on the ASX. It is important to note that different investments carry different levels of risk. For example, while an investment in direct property may offer higher income and less volatility than some other asset classes, it may carry additional risks. 

Charter Hall Direct has funds that invest in high quality, long leased commercial property that are open now for investment.

Please refer to the relevant PDS for a summary of the key investment risks. Past performance is not an indicator of future performance.

 

Open - 6.50% P.A*
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Charter Hall Direct PFA Fund (PFA)
Charter Hall Direct PFA Fund is an unlisted property fund with an income generating, established and growing Australian office property portfolio anchored by government or well regarded corporate tenants.
Open for investment
Current Income Yield
6.50 %
Current Income Yield
Portfolio Valuation
$2.45bn
Portfolio Valuation
Open - 5.60% P.A*
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Charter Hall Direct Long WALE Fund (LWF)
Charter Hall Direct Long WALE Fund is an unlisted property fund with an established and growing portfolio of predominantly long WALE properties diversified across resilient property sectors and essential services.
Open for investment
Current Income Yield
5.60 %
Current Income Yield
Portfolio Valuation
$552m
Portfolio Valuation
Open - 5.10% P.A*
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Charter Hall Direct Industrial Fund No.4 (DIF4)
Charter Hall Direct Industrial Fund No.4 is an unlisted property fund with an established and growing portfolio of quality Australian industrial properties.
Open for investment
Current Income Yield
5.10 %
Current Income Yield
Portfolio Valuation
$3.5bn
Portfolio Valuation
WALE
10.3 years
WALE
Open - 5.30% P.A*
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Charter Hall Direct Office Fund (DOF)
Charter Hall Direct Office Fund is an unlisted property fund with a diversified and growing quality Australian office property portfolio with a focus on CBD and established property markets.
Open for investment
Current Income Yield
5.30 %
Current Income Yield
Portfolio Valuation
$3.23bn
Portfolio Valuation
Open
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Charter Hall Wholesale Property Series No.2 (WPS2)
Charter Hall Wholesale Property Series No.2 is an unlisted property investment for wholesale clients and sophisticated investors only. WPS1 provides investors with access to a diversified portfolio of Australian commercial properties.
Fixed term fund
Open for investment
Charter Hall Wholesale Property Series No.1 (WPS1)
Charter Hall Wholesale Property Series No.1 (WPS1) is closed to new investment.
Fixed term fund
Closed for investment
Charter Hall Direct Automotive Trust (DAT)
Charter Hall Direct Automotive Trust (DAT) is closed to new investment.
Fixed term fund
Closed for investment
Charter Hall Direct Automotive Trust No.2 (DAT2)
Charter Hall Direct Automotive Trust No.2 (DAT2) is closed to new investment.
Fixed term fund
Closed for investment
Charter Hall Direct Industrial Fund No.2 (DIF2)
Charter Hall Direct Industrial Fund No.2 (DIF2) is closed to new investment.
Fixed term fund
Closed for investment
Charter Hall Direct Industrial Fund No.3 (DIF3)
The Charter Hall Direct Industrial Fund No.3 (DIF3) is closed to new investment.
Fixed term fund
Closed for investment
Charter Hall Direct BW Trust (BW)
Charter Hall Direct BW Trust (BW) is closed to new investment.
Fixed term fund
Closed for investment
Charter Hall Direct CDC Trust (CDC)
Charter Hall Direct CDC Trust (CDC) is closed to new investment.
Fixed term fund
Closed for investment
Charter Hall Direct Green Square Fund
The Charter Hall Direct Green Square Fund was launched in November 2017, to fund the development of the hotel on a fund-through basis. The hotel opened in 2019 and the Fund will own the hotel long-term.
Fixed term fund
Closed for investment
Charter Hall Direct Plumpton Fund
Charter Hall Direct Plumpton Fund is a Residential Real Estate Development Fund.
Fixed term fund
Closed for investment
Charter Hall Direct SOP Opportunity Fund
The Charter Hall Direct SOP (Sydney Olympic Park) Opportunity Fund is a single asset, closed end unlisted real estate fund.
Fixed term fund
Closed for investment
Charter Hall Direct Sydney Airport Fund
The Fund is a single asset, closed end, unlisted hotel fund.
Fixed term fund
Closed for investment
Charter Hall Direct Sydney Olympic Park Fund
The Charter Hall Direct Sydney Olympic Park Fund (Fund) was a single asset, closed end unlisted real estate fund which was wound up on 13 December 2019.
Fixed term fund
Closed for investment
Charter Hall Direct Truganina Fund
The Charter Hall Direct Truganina Fund is a closed Residential Real Estate Development Fund.
Fixed term fund
Closed for investment
Charter Hall Direct Wollert Fund
The Charter Hall Direct Wollert Fund is a Closed Residential Real Estate Development Fund.
Fixed term fund
Closed for investment

Listed Property Funds (A-REITs)

Listed Property Funds, also known as Australian real estate investment trusts (A-REITs), provide investors with exposure to commercial property. A-REITs are traded on the Australian Securities Exchange (ASX), which provides the benefit of daily liquidity.

You can invest in Charter Hall Group itself, or in one of the three funds we manage and gain exposure to the properties they hold.  

Open
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Charter Hall Group (ASX: CHC)
Charter Hall Group (ASX: CHC) is an integrated property group that manages listed and unlisted property funds on behalf of wholesale, institutional and retail investors.
Properties
1681
Properties
Funds Under Management
$88bn
Funds Under Management
Occupancy
98%
Occupancy
WALE
8.2 years
WALE
Open
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Charter Hall Retail REIT (ASX: CQR)
Charter Hall Retail REIT invests in high quality Australian supermarket anchored convenience and convenience-plus shopping centres.
Portfolio Valuation
$4.4bn
Portfolio Valuation
Occupancy
98.6%
Occupancy
Open
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Charter Hall Long WALE REIT (ASX: CLW)
Charter Hall Long WALE REIT is an Australian Real Estate Investment Trust (REIT) investing in high quality real estate assets that are predominantly leased to corporate and government tenants on long term leases.
Portfolio Valuation
$7.2bn
Portfolio Valuation
Occupancy
99.9%
Occupancy
WALE
11.8 years
WALE
Open
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Charter Hall Social Infrastructure REIT (ASX:CQE)
Charter Hall Social Infrastructure REIT (ASX:CQE) is the largest Australian ASX listed real estate investment trust (A-REIT) that invests in social infrastructure properties.
Gross Assets
$2.2bn
Gross Assets
WALE
13.6 years
WALE

Paradice Investment Management

Our 50% interest investment in Paradice Investment Management (PIM) builds upon and significantly expands our existing listed real estate equities business.

PIM is a large scale, high-quality listed equities manager with a 20-year track record, with both domestic and global equities capabilities.

PIM’s overriding focus is to grow clients’ wealth over the medium to long term by focusing on capital protection and adding value through active management.

If you’re interested in investing in PIM you can visit their Investor Centre.

Access Investor Centre 

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Interested in getting started? Understand how to invest with us

Commercial property offers mid-to-long-term investments with regular income. You can gain access to quality properties by opting into an Unlisted Direct Property Fund or a Listed Property Fund, and by doing your research into yields, occupancy, and lease terms, you may have a clearer idea of which properties will make for good investments.

If you’re interested in the benefits of an Unlisted Direct Property Fund or a Listed Property Fund, talk to your financial adviser about Charter Hall or contact us directly. 

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Investor Team

Alice Pemberton
Investor Communications Executive
Sarah Blankfield
Investor Relations Manager

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Important Information

This material has been for information purposes only. This website is not an offer to sell or a solicitation or an offer to subscribe or purchase or a recommendation of any securities referred to herein and the information has not taken into account any potential investors' personal objectives, financial situation or needs. Before investing, you should consider your own objectives, financial situation and needs or you should obtain financial, legal and/or taxation advice. For more information see the relevant funds product disclosure statement and target market determination.