Unlisted Direct Property Funds

Our funds provide an opportunity to include commercial property in your investment mix.

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 regular 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.

Unlisted Direct Property Funds

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

Current Income Yield

5.10 %

Current Income Yield

Portfolio Valuation

$3.29bn

Portfolio Valuation

WALE

9.9 years

WALE

Current Income Yield

5.10 %

Current Income Yield

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

Current Income Yield

6.10 %

Current Income Yield

Portfolio Valuation

$349m

Portfolio Valuation

WALE

6.9 years

WALE

Current Income Yield

6.10 %

Current Income Yield

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

Current Income Yield

6.00 %

Current Income Yield

Portfolio Valuation

$2.7bn

Portfolio Valuation

WALE

5.9 years

WALE

Current Income Yield

6.00 %

Current Income Yield

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

Current Income Yield

7.00 %

Current Income Yield

Portfolio Valuation

$1.95bn

Portfolio Valuation

WALE

5.5 years

WALE

Current Income Yield

7.00 %

Current Income Yield

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

Getting started with Unlisted Direct Property investment

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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 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. 

Speak with our team
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Learn about commercial property investment

 

Whether you’re new to investing or know a thing or two, there’s a lot to discover.

One of things you’ll have heard is the importance of a diverse portfolio. Having a wide range of investments can help manage the ups and downs of individual sectors.

Learn more

Golden rules for investing in direct property funds

Hear from Steven Bennett, Direct CEO at Charter Hall, on what to look out for when adding commercial property to your investment portfolio.

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Direct Investor Team

Important Information
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).