Unlisted direct property investing is an investment in commercial property – that includes office, industrial, retail or social infrastructure property - via a direct or unlisted property fund.
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. They can also act as an important cornerstone in a balanced portfolio, offering diversification benefits, access to regular income and returns that have a low correlation to listed investments.
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.
Hear from Steven Bennett, Direct CEO at Charter Hall, on what to look out for when adding commercial property to your investment portfolio.
Commercial property offers mid-to-long-term investments with regular income where you can gain exposure to quality properties.
If you’re interested in the benefits of a direct property fund, talk to your financial adviser or contact us directly.
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The responsible entity of and issuer of units in the Charter Hall Direct Office Fund (ARSN 116 064 343), Charter Hall Direct Industrial Fund No.4 (ARSN 615 152 817), Charter Hall Direct PFA Fund (ARSN 097 860 690) and Charter Hall Direct Long WALE Fund (ARSN 622 080 979), all (Fund or Funds) is Charter Hall Direct Property Management Limited (CHDPML) (ABN 56 073 623 784; AFSL 226849). CHDPML as responsible entity for the Funds has issued a Product Disclosure Statement (PDS) dated 1 March 2019, 1 February 2019, 25 January 2019 and 1 September 2020 respectively, which set out the offer to apply for units in the relevant Fund, and has made a target market determination (TMD) for each Fund. This website is not intended to be and does not constitute a PDS or disclosure document as those terms are defined in the Corporations Act 2001 (Cth). 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 website has been prepared without taking account of any particular investor's objectives financial situation or needs. While every care has been taken in the preparation of this website, CHDPML does not make any representation or warranty as to the accuracy or completeness of any statement in it, including without limitation any forecasts or opinions, and persons viewing this document should conduct their own inquiries and investigations. Forecasts, opinions and estimates provided on this website are based on assumptions, contingencies and market conditions which are subject to change without notice, and may involve significant elements of subjective judgement and assumptions as to future events which may or may not be correct, and should not be relied upon as an indication of future performance. Past performance is not a reliable indicator of future performance. Distribution forecasts are subject to risks outlined in the PDS and distributions may vary in the future. The information on this website is subject to change, and CHDPML is not responsible for providing updated information to any person. To the maximum extent permitted by law CHDPML disclaims all liability for any loss or damage which may arise out of the provision to or are by any person of the information contained in this document. To contact us or obtain a copy of the relevant PDS and TMD, call 1300 652 790 (local call cost).