Investment guide

How to invest in Charter Hall and our managed funds

On behalf of our institutional, wholesale and retail investors, we own and manage a huge range of quality commercial properties in our core real estate sectors – office, retail, industrial and social infrastructure.

The table below provides a simple summary of the investment criteria for those funds currently open for investment.

Fund
type
Fund
name
Investment amount Sector   Investment period  Contacts

    Office   Retail   Industrial   Early Learning <5
yrs
  >5
yrs

 Listed Charter Hall
Group (ASX:CHC)
Open  x   x   x     Perpetual but liquid 1300 365 585
(local call cost)
reits@charterhall.com.au
  Charter Hall
Retail REIT
(ASX:CQR)
Open      x         Perpetual but liquid 1300 365 585
(local call cost)
reits@charterhall.com.au
  Charter Hall
Long WALE REIT 
(ASX:CLW)
Open   x   x   x      Perpetual but liquid 1300 365 585
(local call cost)
reits@charterhall.com.au
  Charter Hall
Education Trust 
(ASX:CQE)
Open     
      x Perpetual but liquid 1300 032 756
(local call cost)
charterhall@boardroomlimited.com.au
Direct  Charter Hall
Direct Office 
Fund (DOF) 
>$20k x      
    x  
1300 652 790
(local call cost)
directproperty@charterhall.com.au
Charter Hall Direct Industrial Fund No.4 >$20k    
  x       x   1300 652 790 
(local call cost) 
directproperty@charterhall.com.au
  Charter Hall Direct PFA Fund >$20k x               x   1300 652 790 
(local call cost) 
directproperty@charterhall.com.au
  Charter Hall Direct Diversified Consumer Staples Fund >$20k x   x   x       x   1300 652 790 
(local call cost) 
directproperty@charterhall.com.au
  Charter Hall Maxim Property Securities Fund >$5k x 
  x 
  x 
  x    Perpetual but liquid
  +61 3 9903 6157 
Lula.Liossi@charterhall.com.au
Wholesale  Charter Hall Prime Office Fund (CPOF)
>$10m                    x +61 2 8651 9471
Kivanch.Mehmet@charterhall.com.au
  Charter Hall Prime Industrial Fund (CPIF)
>$10m                     x +61 2 8651 9471
Kivanch.Mehmet@charterhall.com.au

Contact

General Investor Enquiries, Charter Hall

Please quote the name of the investment you’re interested in so that your enquiry can be directed to the most relevant contact person