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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 regular income 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.

 

All funds
Open
Closed
open
DIF4
Charter Hall Direct Industrial Fund No.4 (DIF4)

Charter Hall Direct Industrial Fund No.4 is an unlisted property fund.

Key stats

Portfolio Valuation

$3.29bn

Portfolio Valuation

WALE

9.9 years

WALE

Portfolio Valuation

$3.29bn

Portfolio Valuation

WALE

9.9 years

WALE

open
LWF
Charter Hall Direct Long WALE Fund (LWF)

Charter Hall Direct Long WALE Fund is an unlisted property fund.

Key stats

Portfolio Valuation

$349m

Portfolio Valuation

WALE

6.9 years

WALE

Portfolio Valuation

$349m

Portfolio Valuation

WALE

6.9 years

WALE

open
DOF
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.

Key stats

Portfolio Valuation

$2.7bn

Portfolio Valuation

WALE

5.9 years

WALE

Portfolio Valuation

$2.7bn

Portfolio Valuation

WALE

5.9 years

WALE

open
PFA
Charter Hall Direct PFA Fund (PFA)

Charter Hall Direct PFA Fund is an unlisted property fund with an Australian office property portfolio anchored by government or well regarded corporate tenants.

Key stats

Portfolio Valuation

$1.95bn

Portfolio Valuation

WALE

5.5 years

WALE

Portfolio Valuation

$1.95bn

Portfolio Valuation

WALE

5.5 years

WALE

open
Maxim
Charter Hall Maxim Property Securities Fund

Charter Hall Maxim Property Securities Fund gives investors exposure to a mix of quality listed A-REITs that own assets across the retail, residential, commercial, industrial and real estate related social infrastructure sectors.

Key stats

open
WPS2
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.

Key stats

open
DVAP3
Charter Hall Deep Value AREIT Partnership No.3 (DVAP3)

Charter Hall Deep Value AREIT Partnership No.3 is an actively managed fund with a focus on securities that are trading at deep discounts to the mediumterm intrinsic value of the underlying investment.

Key stats

closed
WPS1
Charter Hall Wholesale Property Series No.1 (WPS1)

Charter Hall Wholesale Property Series No.1 (WPS1) is closed to new investment.

Key stats

closed
DIF3
Charter Hall Direct Industrial Fund No.3 (DIF3)

The Charter Hall Direct Industrial Fund No.3 (DIF3) is closed to new investment.

Key stats

closed
BW
Charter Hall Direct BW Trust (BW)

Charter Hall Direct BW Trust (BW) is closed to new investment.

Key stats

closed
Plumpton
Charter Hall Direct Plumpton Fund

Charter Hall Direct Plumpton Fund is a Residential Real Estate Development Fund.

Key stats

closed
Truganina
Charter Hall Direct Truganina Fund

The Charter Hall Direct Truganina Fund is a closed Residential Real Estate Development Fund.

Key stats

closed
Sydney Airport Hotel
Charter Hall Direct Sydney Airport Fund

The Fund is a single asset, closed end, unlisted hotel fund.

Key stats

closed
Direct Green Square
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.

Key stats

closed
Wollert
Charter Hall Direct Wollert Fund

The Charter Hall Direct Wollert Fund is a Closed Residential Real Estate Development Fund.

Key stats

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.  

All funds
Open
Closed
open
CHC
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.

Key stats

Occupancy

97.6%

Occupancy

Funds Under Management

$82.6bn

Funds Under Management

Properties

1641

Properties

WALE

7.9 years

WALE

Occupancy

97.6%

Occupancy

Funds Under Management

$82.6bn

Funds Under Management

Properties

1641

Properties

WALE

7.9 years

WALE

open
CQR
Charter Hall Retail REIT (ASX: CQR)

Charter Hall Retail REIT invests in high quality Australian supermarket anchored convenience and convenience-plus shopping centres.

Key stats

Portfolio Valuation

$4.3bn

Portfolio Valuation

Occupancy

98.7%

Occupancy

Properties

644

Properties

WALE

7.1 years

WALE

Portfolio Valuation

$4.3bn

Portfolio Valuation

Occupancy

98.7%

Occupancy

Properties

644

Properties

WALE

7.1 years

WALE

open
CLW
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.

Key stats

Portfolio Valuation

$6.5bn

Portfolio Valuation

WALE

10.8 years

WALE

Occupancy

99.9%

Occupancy

Properties

546

Properties

Portfolio Valuation

$6.5bn

Portfolio Valuation

WALE

10.8 years

WALE

Occupancy

99.9%

Occupancy

Properties

546

Properties

open
CQE
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.

Key stats

Occupancy

100%

Occupancy

Properties

360

Properties

WALE

12.8 years

WALE

Gross Assets

$2.2bn

Gross Assets

Occupancy

100%

Occupancy

Properties

360

Properties

WALE

12.8 years

WALE

Gross Assets

$2.2bn

Gross Assets

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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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.