Wholesale Funds

We connect investors with unparalleled opportunities

 

As the largest diversified real estate fund manager in Australia, we leverage our cross-sector scale and fully integrated property offerings to connect investors with access to unparalleled opportunities, generating superior returns. As both custodians of capital and co-investors, we create value and deliver solutions designed for long-term success, throughout market cycles.

$ 83.4 bn

Funds under management

1,578

Properties spanning four sectors

$ 13.3 bn

Development pipeline

As at 30 June 2024

What sets us apart

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Investment opportunities

Our unmatched scale and market penetration unlock opportunities for domestic and global investors across all core real estate sectors.

With ready access to large-scale capital, domestically and offshore, we execute transactions of a size that sets us apart in the market.

Since 1995, we have been managing third party unlisted capital, consistently outperforming global stock market indices, the MSCI Index.

 

 

Learn how to invest with Charter Hall

Driving mutual success

As a co-investor and manager, our focus is on both long-term success across market cycles, and mutual success through an integrated offering that ensures our balance sheets compliment our funds.

Our innovative and nimble approach allows us to co-create tailored solutions that align with the strategic goals of our capital partners.

We deeply understand our customers’ businesses and partner to create long term value. If you identify an opportunity or have a specific need, please let us know as we can collaborate to design a tailored product that meets your investment needs and achieves your strategic goals.

Charter Hall_The Value of People and Place

Strategic asset development

We develop high-quality assets through develop-to-core and asset repositioning.

By focusing on these strategies, we ensure our developments exceed market standards and maximise returns for our investors.

Our in-house development and capital works team manage every stage of the process, from initial planning to final execution.

Prioritising excellence at every step allows us to create spaces that are not only profitably but also enhance the communities in which they are located.

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Stable investment strategy

Unwavering financial discipline underpins our success. We focus on acquiring high-quality assets leased to resilient tenants on long-term leases. These top-tier properties are enduring in value and provide a solid foundation for the stability of our portfolios.

Strategic investment and reducing near-term lease expiry risk has helped us navigate economic challenges, strengthening our balance sheet and preparing our portfolios for future growth.

 

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Our commitment to sustainable growth

Our principles of environmental stewardship, social responsibility, and strong governance guide us in curating portfolios that attract and retain tenants, drive value for our capital partners, and support sustainable growth.

Our integration of sustainability, including $6 billion in sustainable finance facilities, is a core driver of value creation. We proudly maintain Australia’s largest footprint of independently green-rated assets, enhancing operational performance for our investors.

Learn more about our sustainability initiatives here

 

 

Why Australia?

A growth inflection point

In the second edition of our ‘Why Australia’ report, it is clear Australia remains the “Lucky Country”. Economic leadership, enduring superior risk-adjusted returns and diverse mega drivers of growth, contribute to this resilient real estate outperformance.

This edition of Why Australia also examines ‘Why Now?’ There are some clear signals that Australia’s high-quality real estate asset values are stabilising.  Given the gains across the equity and bond markets over 2024, allocations to the real estate sector are anticipated to improve with the reweighting from the denominator effect. These idiosyncratic factors indicate a movement toward a ‘Growth Inflection Point’.

Download

Why Australia Report 2024

Unlisted Wholesale Property Funds

Available to wholesale and institutional investors only, our unlisted wholesale property funds offer a defensive investment as a long-term core holding, providing potential for stable returns. 

All funds
Open
Closed
open
CPOF
Charter Hall Prime Office Fund (CPOF)

Charter Hall Prime Office Fund (CPOF) is a wholesale pooled fund that provides investors with exposure to high-quality office buildings located in Australia’s major capital cities.

Key stats

Portfolio Valuation

$8.02bn

Portfolio Valuation

Occupancy

92.8%

Occupancy

Properties

33

Properties

WALE

6.6 years

WALE

Portfolio Valuation

$8.02bn

Portfolio Valuation

Occupancy

92.8%

Occupancy

Properties

33

Properties

WALE

6.6 years

WALE

open
CPIF
Charter Hall Prime Industrial Fund (CPIF)

Charter Hall Prime Industrial Fund (CPIF) is the Group's largest industrial fund with $12bn of logistics and warehouse assets strategically located in major Australian capital cities.

Key stats

Portfolio Valuation

$12.34bn

Portfolio Valuation

Occupancy

99.3%

Occupancy

Properties

118

Properties

WALE

8.0 years

WALE

Portfolio Valuation

$12.34bn

Portfolio Valuation

Occupancy

99.3%

Occupancy

Properties

118

Properties

WALE

8.0 years

WALE

Contact

Institutional Team

Sean McMahon

Sean McMahon

Chief Investment Officer

Luke Beadle

Luke Beadle

Head of Investor Relations - Asia

Mackenzie Moores-Sipos

Mackenzie Moores-Sipos

Senior Wholesale Investor Relations Executive

Important Information
This information has been prepared by Charter Hall Investment Management Limited ABN 94 168 439 763; AFSL 458715 ("CHIML") 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. CHIML does not receive fees in respect of the general financial product advice it may provide, however they will receive fees for operating the schemes of which it is the responsible entity ("Schemes") which, in accordance with the Schemes' Constitutions, are calculated by reference to the value of the assets of the Schemes. Entities within the Charter Hall Group may also receive fees for managing the assets of, and providing resources to the Schemes. For more detail on fees, see our latest annual report. To contact us, call 1300 365 585 (local call cost).