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Charter Hall

Charter Hall Group (ASX:CHC) is one of Australia’s leading fully integrated property groups, with over $26.4 billion of high quality, long leased property across the office, retail, industrial and social infrastructure sectors. The ASX100 Group has over 25 years’ experience managing and investing in high quality property on behalf of institutional, wholesale and retail clients. For more information, see www.charterhall.com.au.

In November 2018, Charter Hall acquired Folkestone, a real estate funds manager and developer. Folkestone pursues a diverse range of Australian real estate opportunities across investment types, capital structures and sectors. The Company has two real estate businesses:
1. funds management; and
2. on-balance sheet ‘direct’ investments.

Folkestone Funds Management offers listed and unlisted real estate funds to private clients and select institutional investors across core, value-add and opportunistic real estate investments. Folkestone has more than $800 million in funds under management including the Folkestone Maxim A-REIT Securities Fund (available on a number of retail platforms) and the ASX-listed Folkestone Education Trust (ASX:FET), which is the largest owner of early learning centre properties in Australia. Our unlisted Income Funds provide investors with regular income and the opportunity for capital growth from investing in unlisted real estate funds that own Australian real estate assets, including office, retail and real estate related social infrastructure. Our unlisted Development Funds invest in Australian real estate assets selected for their potential for capital growth from development-led investment strategies.

Latest sponsor articles

A-REITs outperform but will it continue?

Listed Australian Real Estate Investment Trusts (A-REITS) had an excellent FY19, but performance was dominated by a few sectors, and the question is whether they can deliver again in FY20.

David Harrison on the hot spots in property

With a vast array of property choices across retail, industrial, office and commercial, where does the head of one of Australia's largest property managers see the best opportunities, and where are the warnings?

Logistics property is a thriving investment

Property is not a homogeneous asset class, and changes in consumer spending habits are creating both opportunities and problems in different property sectors.

Australia tops Asia-Pacific for property investment

Melbourne and Sydney rank well among Asian commercial property markets, with relatively high yields, constrained supply and changing use of industrial property driving demand.

A-REITS are looking at M&A activity again

As interest rates remain low and foreign buyers come looking for assets, listed property has performed well, but asset allocators can move in and out of the sector based on other factors.

Shifting asset allocations by Sovereign Wealth Funds

Sovereign Wealth Funds control hundreds of billions of dollars of investments, and how they change their asset allocations can affect prices across listed and unlisted markets.

Property and why PropTech is the future

New technologies are transforming the property industry. While many have recognised this trend, they haven’t yet developed a business strategy based on this transformation.

The hot spots in commercial real estate

Non-residential real estate performed strongly in 2017, but much of this return came from cap rate (yield) compression. Going forward, investors will need to focus more on income growth and sector allocation.

Summer Series Guest Editor, Greg Paramor AO

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Sponsor White Papers

Portfolio diversification via real estate

Pension Fund Indicators delivers an objective and educational source of investment data with practical explanations, covering the range of investment opportunities available to superannuation funds.

  • 30 May 2018

Seniors living as a mainstream investment option

Older Australians are increasingly moving along the spectrum of seniors housing, from independent living at home, to accessing low level support services in a retirement living community or manufactured housing estates (MHEs), to ongoing nursing care in a residential aged care facility.

  • 10 August 2017

Population projections and planning for infrastructure

Pension Fund Indicators delivers an objective and educational source of investment data with practical explanations, covering the range of investment opportunities available to superannuation funds.

  • 26 April 2017

What did we learn from the A-REIT reporting season?

A-REITs have performed strongly in recent years. With a total return of 26.0% for the year to August 2016, A-REITs outperformed equities and bonds which returned 9.7% and 6.2% respectively.

  • 29 September 2016

Real estate outlook 2016

Since the lows of the GFC, all three real estate sectors – residential, non-residential and listed A-REITs – have delivered positive returns. After six years of an up cycle, it is not surprising that investors are increasingly questioning “is this as good as it gets?” There are signs emerging across all three real estate sectors suggesting investors should exercise caution in the year ahead.

Smart cities

Cities are the engine room of the economy. They provide the setting to facilitate economic activity, innovation and a cohesive, prosperous society. However, at no other point in history have our cities been under pressure like they are at present.

Private equity real estate – adapting to the cycle and the future

This is not a traditional White Paper but ‘hot off the press’ is a copy of today’s presentation to the PIR Conference 2015. It contains many useful diagrams with commentary on unlisted real estate.

Real estate outlook: This time it’s different – is it really?

Listed property group Folkestone’s latest thinking on the outlook for residential and non-residential real estate and the A-REIT sector. Folkestone warns not to ignore property cycles despite the current level of optimism, as every period of exuberance ends in tears for some participants.

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All’s fair in love and super: why couples should equalise super

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