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1H FY26 CQE Results summary (for accessibility and reference)
Charter Hall Social Infrastructure REIT (ASX: CQE) is the largest ASX‑listed real estate investment trust (A‑REIT) investing in social infrastructure properties across Australia. These include assets essential to community services such as early learning, education, health, life sciences and government facilities. The REIT is managed by Charter Hall Social Infrastructure Limited, a member of Charter Hall Group.
1H FY26 Financial Highlights
(Six months ending 31 December 2025)
- Statutory profit: $47.0 million (up 51.6%).
- Operating earnings: $31.4 million (up 10.2%).
- Operating earnings per unit: 8.5 cpu (up 11.8%).
- Distributions paid: 8.4 cpu (up 12.0%).
- NTA: $3.90 per unit (up 1.0% since 30 June 2025).
- Debt refinancing: Debt facilities increased to $900 million, including new $450 million Asian Term Loan facilities, extending weighted average debt maturity to 4.4 years.
Portfolio & Operating Highlights
Portfolio Performance
- Portfolio value: $2.3 billion
- Occupancy: 99.6%
- WALE: 11.4 years
- Weighted average rent review: 4.2%
Market rent reviews:
- 58 completed, delivering 6.1% growth
Acquisitions
- $180.7 million of long‑WALE social infrastructure acquisitions at an average 6.8% yield
- 50% interest in Western Sydney University Parramatta Campus
- Price: $152.0 million
- Yield: 6.5%
- Lease term: 16.1 years, with annual increases of 3.75%
Additional Acquisition
- Geosciences Australia facility, Canberra
- Increased interest by 8.3% for $28.7 million
- Yield: 8.4%
- Fully leased to a Federal Government agency
Divestments & Capital Management
Early Learning Divestments
- 20 early learning centres contracted
- Total: $88.9 million
- Yield: 4.3%
- Premium to book value: 4.6%
Valuations
- Net valuation uplift of $12.2 million (1.1%)
- Passing yield: 5.5%
Capital Position
- Gearing: 34.1% (balance sheet)
- Debt maturity extended to 4.4 years
- 83% of debt hedged in 2H FY26
CQE expects continued growth opportunities driven by strong demographic trends and high demand for social infrastructure.
The REIT has upgraded:
FY26 operating earnings guidance: at least 17.2 cpu
FY26 distribution guidance: 17.0 cpu (↑ 1.2% from previous)
CQE’s strategy remains centred on active portfolio curation, recycling capital from lower‑yielding early learning assets into higher‑yielding long‑WALE assets. Demand for high‑quality social infrastructure continues to increase across education, life sciences, health and government services, supporting future growth.
Contact
Contact via email
Erin Kent
Head of Diversified and Direct Finance
Nick Kelly
Head of Listed Investor Relations
Virly Cascales Maestre
Senior Investor Relations and Corporate Access Executive
Disclaimer
Charter Hall Social Infrastructure Limited ACN 111 338 937; AFSL 281544 (“CHSIL”) has issued this information in its capacity as the responsible entity of Charter Hall Social Infrastructure REIT ARSN 102 955 939 (“CQE"). This information has been prepared for general information purposes only and is not an offer or invitation for subscription or purchase of, or recommendation of, securities. It does not take 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 details on fees, see CQE’s latest annual report. The information has been prepared by CQE in good faith. No representation or warranty, express or implied, is made as to the accuracy, adequacy, reliability or completeness of any statements, estimates, opinions or other information contained in this presentation, any of which may change without notice. This includes, without limitation, any historical financial information and any estimates and projections and other financial information derived from them (including any forward-looking statement). Nothing contained in this information is, or may be relied upon, as a promise or representation, whether as to the past or the future. To the maximum extent permitted by law, CQE (including its respective unitholders, shareholders, directors, officers, employees, affiliates and advisers) disclaim and exclude all liability for any loss or damage suffered or incurred by any person as a result of their reliance on the information contained in this presentation or any errors in or omissions from this presentation. This presentation contains information as to past performance of CQE. Such information is given for illustrative purposes only, and is not – and should not be relied upon as – an indication of future performance of CQE. The historical information is, or is based upon, information contained in previous announcements made by CQE to the market. These announcements are available at www.asx.com.au. This information contains certain “forward looking statements”. Forward looking words such as “expect”, “should”, “could”, “may”, “will”, “believe”, “forecast”, “estimate” and other similar expressions are intended to identify forward-looking statements. Such statements are subject to various known and unknown risks, uncertainties and other factors that are in some cases beyond CQE’s control. These risks, uncertainties and factors may cause actual results, performance or achievements to differ materially from those expressed or implied by the forward-looking statements and from past results, performance or achievements. CQE cannot give any assurance or guarantee that the assumptions upon which management based its forward-looking statements will prove to be correct or exhaustive beyond the date of its making, or that CQE’s business and operations will not be affected by other factors not currently foreseeable by management or beyond its control. Such forward-looking statements only speak as at the date of this announcement and CQE assumes no obligation to update such information. All information contained herein is current as at 31 December 2025 unless otherwise stated. All references to dollars ($) are to Australian dollars, unless otherwise stated.
Contact
Ben Ellis
Retail CEO
+61 2 8651 9350
Joanne Donovan
Head of Retail Finance
Nick Kelly
Head of Listed Investor Relations
Virly Cascales Maestre
Senior Investor Relations and Corporate Access Executive
Disclaimer
This material has been prepared by Charter Hall Retail Management Limited (ABN 46 069 709 468; AFSL 246996) (CHRML) for information purposes only. Indications of, and guidance on, future earnings and financial position and performance are “forward-looking statements”. Due care and attention has been used in the preparation of any forward-looking statements. Such forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond the control of the Group, that may cause actual results to differ materially from those expressed or implied in such statements. There can be no assurance that actual outcomes will not differ materially from these statements. Except as required by law, the Group does not undertake any obligation to publicly update or review any forward – looking statements, whether as a result of new information or future events. 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. CHRML does not receive fees in respect of the general financial product advice they may provide, however they will receive fees for operating Charter Hall Retail REIT (Scheme) which, in accordance with the Scheme's Constitution, are calculated by reference to the value of the assets of the Scheme. Entities within the Charter Hall Group may also receive fees for managing the assets of, and providing resources to the Scheme. For more detail on fees, see our latest annual report. To contact us, call 1300 365 585 (local call cost).
Contact
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Avi Anger
Diversified CEO
Erin Kent
Head of Diversified and Direct Finance
Darryl Chua
Deputy Fund Manager
Nick Kelly
Head of Listed Investor Relations
Virly Cascales Maestre
Senior Investor Relations and Corporate Access Executive
Disclaimer
As at 30 December 2025. This material has been prepared by Charter Hall WALE Limited (ABN 20 610 772 202; AFSL 486721) 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. This document is not an offer or invitation for subscription or purchase of securities or other financial products. Indications of, and guidance on, future earnings and financial position and performance are “forward-looking statements”. Due care and attention has been used in the preparation of any forward-looking statements. Such forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond the control of the Group, that may cause actual results to differ materially from those expressed or implied in such statements. There can be no assurance that actual outcomes will not differ materially from these statements. Except as required by law, the Group does not undertake any obligation to publicly update or review any forward – looking statements, whether as a result of new information or future events. This information has been made available to the recipient for information purposes only. Charter Hall WALE Limited does not receive fees in respect of the general financial product advice they may provide, however entities within the Charter Hall Group will receive fees for operating the stapled trusts comprising the Charter Hall Long WALE REIT (Stapled Trusts) which, in accordance with the constitutions, are calculated by reference to the value of the assets of the Stapled Trusts. Entities within the Charter Hall Group may also receive fees for managing the assets of, and providing resources to the Stapled Trusts. For more detail on fees, see our latest annual report. To contact us, call 1300 365 585 (local call cost).
Contact
Nick Kelly
Head of Listed Investor Relations
Virly Cascales Maestre
Senior Investor Relations and Corporate Access Executive
Disclaimer
This material has been prepared by Charter Hall Group (Charter Hall Limited) (ABN 57 113 531 150) and Charter Hall Funds Management Limited (ABN 31 082 991 786; AFSL 262861) as the responsible entity for Charter Hall Property Trust (ARSN 113 339 147) (together, the Charter Hall Group or the Group). It is a summary and does not purport to be complete. It is not intended to be relied upon as advice to investors or potential investors and does not take into account the investment objectives, financial situation or needs of any particular investor. A reader should, before making any decisions in relation to their investment or potential investment in the Charter Hall Group, seek their own professional advice. This document is not an offer or invitation for subscription or purchase of securities or other financial products. Indications of, and guidance on, future earnings and financial position and performance are “forward-looking statements”. Due care and attention has been used in the preparation of any forward-looking statements. Such forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond the control of the Group, that may cause actual results to differ materially from those expressed or implied in such statements. There can be no assurance that actual outcomes will not differ materially from these statements. Except as required by law, the Group does not undertake any obligation to publicly update or review any forward – looking statements, whether as a result of new information or future events. This information has been made available to the recipient for information purposes only. It is not intended to be, and does not constitute a product disclosure statement, prospectus, short form prospectus or profile statement as those terms are defined in the Corporations Act. 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 document has been prepared without taking account of any particular investor’s objectives, financial situation or needs.
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