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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

Strong capital flows support non-residential real estate

In this 'lower for longer' rate environment, investors are recalibrating expectations of the required return from high-quality real estate, and foreigners are targetting Australia.

Sale and leasebacks benefit both companies and investors

Property funds are finding new assets in companies making better capital management decisions by selling their properties and leasing them back. It also gives investors strong long-term returns.

Long lease property funds: follow the income

Investors should not assume all property leases are the same, and long WALE funds have the advantages of tenant quality and term, plus look for the highly-desirable 'triple net leases'.

The big lessons from the A-REIT reporting season

The listed property market, or A-REITs, is far from homogeneous, with low rates and industry trends producing winners and losers. There's more to investing here than chasing property yields.

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.

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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How $200 billion is magically created

Australia is in a relatively good position to borrow $200 billion, with the RBA using printed money to buy bonds in the market. The long-term consequences are better than the alternative.

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Note to Australia: be more French in the COVID-19 war

Andrew Baker is well-known as a superannuation consultant. Now working in the UK, he was caught in France with his family and is in lockdown. He worries Australian policy was too slow.

Welcome to Firstlinks Edition 351

The $130 billion wage stimulus is astounding in its generosity and scope. It's equivalent to the annual budgets for defence, education and health combined. A cafe owner told me a casual dishwasher who was paid $60 for two hours work a week now wants the $1,500 fortnightly payment. Shane Oliver exclusively explains where $200 billion will come from, and some longer-term consequences.    

  • 1 April 2020

The three key issues in the COVID-19 outlook

Hamish Douglass outlines the three main issues in the outbreak of coronavirus, with consequences which may change businesses and consumers forever. Will we face V-shape, U-shape or depression?

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