Why do we own Charter Hall Group?

Charter Hall Group is one of Australia’s leading property investment groups, specialising in owning, developing, and managing commercial property. As an Australian real estate investment trust (A-REIT) — a listed structure that owns income-producing property — Charter Hall provides investors with access to a diversified portfolio of office buildings, industrial warehouses, retail centres, and social infrastructure, such as childcare and government-related facilities. The group is a major commercial landlord, owning and managing a large number of properties across Australia, including well-known office buildings in prime locations.

After a challenging period for property markets, conditions are now improving. A key driver has been lower interest rates, which are particularly beneficial for property trusts that use borrowing to invest in assets. As interest costs fall, profitability improves, supporting stronger earnings across the sector, while A-REIT yields become increasingly attractive. Lower interest rates also tend to lift commercial property values, helping stabilise and improve valuations. At the same time, Charter Hall is benefiting from limited new property supply and more stable demand, which supports rental growth across its portfolio, particularly in well-located commercial and industrial assets.

Charter Hall’s scale, high-quality property portfolio, and experienced management team provide a strong foundation for long-term investors. Demand for its investment platform remains solid, supported by strong performance across its managed funds and increased transaction activity as confidence returns to property markets. With improving conditions, operational efficiencies, and exposure to high-quality commercial property, Charter Hall is well-positioned to benefit from a recovery in the property cycle and continue delivering long-term value for investors.

ASX-listed Charter Hall Group is a direct holding in Evidentia Quality Core, which is held in the Partners Medium Term, Long Term, and Multi-Asset Income Portfolios.

Source: Charter Hall Group