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Charter Hall Group

PRI reporting framework 2019

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Peering questions

OO LE 01. Breakdown of listed equity investments by passive and active strategies (Not Applicable)


OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Not Applicable)


OO FI 01. Breakdown of fixed income investments by passive and active strategies (Not Applicable)


OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Not Applicable)


OO FI 03. Fixed income breakdown by market and credit quality (Not Applicable)


OO SAM 01. Breakdown of externally managed investments by passive and active strategies (Not Applicable)


OO PE 01. Breakdown of private equity investments by strategy (Not Applicable)


OO PE 02. Typical level of ownership in private equity investments (Not Applicable)


OO PR 01. Breakdown of property investments

PR 01.1. Indicate the level of ownership you typically hold in your property investments.

PR 01.2. Provide a breakdown of your organisations allocation to Real Estate Investment Trusts (REITs) or similar

PR 01.3. Additional information. [Optional]

Charter Hall Group (ASX:CHC) is one of Australia’s leading fully integrated property groups, with a total property portfolio of $23.2 billion as at 30 June 2018 (the PRI reporting year), which post balance date has grown to $26.4 billion.of high quality, long leased property across the office, retail, industrial and social infrastructure sectors.

Our diversified property investment portfolio extends across retail, office and industrial assets. On behalf of our institutional, wholesale and retail investors, we own and manage a leading portfolio of 332 commercial properties around Australia, including office buildings, retail properties via supermarket anchored retail centres, hardware, hospitality assets and automotive dealerships, and a rapidly growing stable of industrial assets.  The  ASX100 Group has offices in Sydney, Melbourne, Brisbane, Adelaide and Perth and has over 28 years’ experience managing and investing in high quality property on behalf of institutional, wholesale and retail clients.

Charter Hall’s success is driven by our focus on our tenant and investor customers. We look to partner with our tenants, growing with them and helping meet their property needs. We invest alongside our capital partners, creating value and generating superior investment returns together.

Our $5.3 billion development pipeline creates new assets for our investors, improving future returns, while creating opportunities for our tenant partners to expand and adapt their businesses.

Sustainability and innovation are key elements of our approach. By ensuring our actions are innovative, commercially sound and make a difference to our people, customers and the environment, Charter Hall makes a positive impact for its investors, the community and the Group.


OO PR 02. Breakdown of property assets by management

PR 02.1. Provide a breakdown of your organisation’s property assets based on who manages the assets.

Property assets managed by

Breakdown of your property assets (by number)
Managed directly by your organisation
Managed via third-party property managers appointed by you
Managed by other investors or their property managers
Managed by tenant(s) with operational control
Total 100%

PR 02.2. Additional information. [Optional]

As a Group, Charter Hall Group listed on the Australian Securities Exchanges in 2005 under the ASX Code: CHC.  Charter Hall Group is a stapled security comprising a share in Charter Hall Limited (CHL), the operating business, and a unit in Charter Hall Property Trust (CHPT), which predominantly co–invests in the funds and partnerships managed by the Group.

Our diversified property investment portfolio extends across retail, office and industrial assets. On behalf of our institutional, wholesale and retail investors, we own and manage a leading portfolio of 332 commercial properties around Australia, including office buildings, retail properties via supermarket anchored retail centres, hardware, hospitality assets and automotive dealerships, and a rapidly growing stable of industrial assets.

Charter Hall Group’s AUM is comprised of a large proportion of assets in retail shopping centres, commercial offices and logistics and industrial buildings that are directly managed.

Four commercial office buildings are joint-venture assets with external partners. Of these assets, Charter Hall have operational control over 3 of them and they are managed in accordance with Charter Hall’s principles, policies and procedures in accordance with the Charter Hall Group Sustainability Policy and Group Sustainability Strategy. In addition, one office building, located in Tasmania is managed by external property managers.

Charter Hall Group’s industrial and diversified assets are predominantly managed by tenants with operational control. The percentage allocated (10-50% by number of total assets) in this circumstance reflects the greater number of industrial and diversified assets than offices and shopping centres in the Charter Hall portfolio. In cases of assets with common areas and multiple tenants, these areas are managed directly by Charter Hall Group. 

 


OO PR 03. Largest property types

PR 03.1. Indicate up to three of your largest property types by AUM.

Types

Main property types (by AUM)

Largest property type
Second largest property type
Third largest property type

PR 03.2. Additional information.

Charter Hall Group is a stapled security comprising a share in Charter Hall Limited (CHL), the operating business, and a unit in Charter Hall Property Trust (CHPT), which predominantly co-invests in the funds and partnerships managed by the Group. In FY18, our diversified property investment portfolio extends across office assets (48% of the portfolio), industrial assets (26% of the portfolio), retail shopping centres (16% of the portfolio) and Long WALE Retail (10% of the portfolio). 

On behalf of our investors, we own and manage a leading portfolio of 332 commercial properties (at 30 June 2018, as per PRI Reporting year at FY18) around Australia from our head office at No 1 Martin Place, Sydney, as well as our regional offices in Melbourne, Brisbane, Adelaide and Perth, and a number of regional hubs throughout Australia.

 


OO INF 01. Breakdown of infrastructure investments (Not Applicable)


OO INF 02. Breakdown of infrastructure assets by management (Not Applicable)


OO INF 03. Largest infrastructure sectors (Not Applicable)


OO HF 01. Breakdown of hedge funds investments by strategies (Not Applicable)


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