Why Australia

Charter Hall has prepared a white paper labelled “Why Australia”, that highlights Australia’s relative global Real Estate outperformance and resilience over many decades.

In times of uncertainty, it’s critical to keep things in perspective and this paper benchmarks Australia against global peers on a quantitative and qualitative basis over the last few decades looking through the past economic cycles. And on many measures, Australia leads globally or is in the top two or three, with superior risk adjusted double digit growth across the core real estate sectors and over multiple time series with low volatility.

Australia has a leading globally advanced economy that has held us in good stead evidenced by 29 years of prosperity without recession, the longest in modern history. And whilst we cannot rely on past performance, Australia’s strong economic foundations provides the pillars for continued long term resilient prosperity.

Australia remains a truly “Lucky Country” partly due to having one of the world’s richest natural resource reserves but also as we evolve into a leading services economy and forge our pathway as a Renewable Energy Superpower and ‘food bowl’ for the APAC region. Today, Australia is considered to be the wealthiest country on the planet per capita and recognised as a Global Safe Haven with: strong governance structures, high levels of transparency, low levels of debt and market leading ESG principles.

The resilient investor demand is reflected in the latest ANREV 2023 Investment Intentions Survey.

Australia was the favoured market, with Sydney and Melbourne the APAC region’s preferred cities. Australia remains under allocated to Real Estate relative to both target and global peers, with 95% respondents in the ANREV 2023 Investor Intentions Survey either increasing their allocations to RE or remaining stable. Looking at the prospect for deploying capital in 2023, despite uncertainty in the market, the majority of institutional investors plan on deploying capital this year. Overall, 88% of investors responding to the survey expect to deploy capital in 2023.

Charter Hall’s FUM platform now exceeds $85 billion and we have the largest diversified Real Estate platform in Australia. Together with our many valued customers we have been genuine beneficiaries of Australia’s prosperity and we look forward to growing our partnership and mutual success in 2023 and beyond.

Please take the time to read the “Why Australia" paper attached and don’t hesitate to reach out to Sean or myself.

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