Charter Hall
Charter Hall Group is Australia's largest diversified property funds manager, operating 1,600+ properties across Industrial & Logistics, Office, Retail, and Social Infrastructure through four listed REITs and multiple unlisted funds. It serves retail, SMSF, financial-adviser, and institutional/wholesale investors.
- Company typePublic
- Founded1995
- HeadquartersSydney, Australia
- Headcount501–1,000
- GTM typeB2B and B2C
- OfferingServices
What Charter Hall does
Charter Hall Group is Australia's largest diversified property funds manager, operating across four core sectors—Industrial & Logistics, Office, Retail, and Social Infrastructure—with a portfolio of more than 1,600 properties nationwide. Founded in 1995 and headquartered in Sydney, the company is listed on the ASX as a stapled security (CHC) and runs four listed REITs (Charter Hall Group ASX:CHC, Retail REIT ASX:CQR, Long WALE REIT ASX:CLW, Social Infrastructure REIT ASX:CQE), a suite of unlisted direct property funds (LWF, DOF, DIF4, PFA, DCRF), two wholesale institutional funds (CPOF, CPIF), and the Charter Hall Maxim listed-securities fund. Operations span Sydney, Melbourne, Brisbane, Perth, and Adelaide, supported by 501–1,000 employees.
The company earns revenue through three primary streams: recurring funds-management fees on listed and unlisted vehicles, transaction and acquisition fees on active deal flow, and performance-based income tied to property revaluations and operating earnings. Charter Hall distributes products through a layered channel architecture—an investor portal for retail/SMSF/HNW investors ($20K–$100K minimums), a financial-adviser network, the ASX for listed REITs ($500 minimum), and direct institutional sales for wholesale funds ($15M minimums). Recent operational modernization includes a partnership with proptech vendor Facilio to deploy the Connected CMMS platform across 100+ office assets, adding AI-enabled inspections, automated SLA tracking, and unified procurement workflows.
H1 FY26 operating earnings reached $238.8 million with FY26 EPS guidance of $1.00 per security (23% growth over FY25), supported by record FY25 gross equity inflows of $3.4 billion and an active acquisition cadence spanning Sonic Healthcare ($445M, 20-year triple-net), a 49.9% stake in the Coles Truganina automated distribution centre ($376M), Bunnings retail assets ($151M), and the Western Sydney University Parramatta campus ($152M). The company is led by Managing Director and Group CEO David Harrison, with a divisional CEO structure covering Office (Carmel Hourigan), Industrial & Logistics (Richard Stacker), Retail (Ben Ellis), and Direct (Steven Bennett).
Charter Hall firmographics
Firmographics- Name
- Charter Hall
- Legal name
- Charter Hall Group
- Website
- https://charterhall.com.au
- Company type
- Public
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Charter Hall Group is Australia's largest diversified property funds manager, operating 1,600+ properties across Industrial & Logistics, Office, Retail, and Social Infrastructure through four listed REITs and multiple unlisted funds. It serves retail, SMSF, financial-adviser, and institutional/wholesale investors.
- Ownership category
- akta.pro rank
Charter Hall industry classification
Industry- Product category
- Real Estate Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Nonresidential Property Managers (531312), Real Estate Property Managers (53131), Trusts, Estates, and Agency Accounts (52592), Offices of Real Estate Agents and Brokers (53121)
- SIC
- Real Estate Investment Trusts (6798), Real Estate Agents & Managers (For Others) (6531), Real Estate Dealers (For Their Own Account) (6532), Investment Advice (6282), Investors, Nec (6799)
- akta.pro primary industry
- Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)
- akta.pro secondary industries
- Core Real Estate (Stabilized/Core-Plus) (FSAAAKAA), REITs & Listed Real Estate Securities (FSAAAKAD), Real Estate Funds — Core (Stabilized, Income) (FSANAEAF), Capital Markets Advisory (Equity Placement, JV & Recapitalization) (BPAJABAL), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)
Keywords
Where Charter Hall is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices6 records
Markets served
Charter Hall business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Funds Management Fees: Charter Hall earns recurring management fees from managing its portfolio of unlisted and listed property funds. The company operates as a fully integrated property investment and funds management group accessing equity from institutional and retail investors.
- Transaction and Acquisition Fees: Revenue generated from active transactions, acquisitions, and property portfolio management including positive revaluations. FY25 saw record gross equity inflows of $3.4 billion.
- Performance-based Revenue: Charter Hall Group raised FY26 earnings guidance to $1.00 per security, reflecting 23% growth over FY25, indicating alignment of manager and investor interests with operating earnings of $238.8 million in H1 FY26.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Monthly | Charter Hall Direct Long WALE Fund (LWF) - minimum $20K investment |
| Unit Pricing | Quarterly | Charter Hall Direct Office Fund (DOF) - minimum $20K investment |
| Unit Pricing | Monthly | Charter Hall Direct Industrial Fund No.4 (DIF4) - minimum $20K investment |
| Unit Pricing | Monthly | Charter Hall Direct PFA Fund - minimum $20K investment |
| Unit Pricing | Monthly | Charter Hall Direct Convenience Retail Fund (DCRF) - minimum $100K (Wholesale only) |
| Unit Pricing | Semi-annual | Listed Property Funds (A-REITs) - minimum $500 |
| Unit Pricing | Multi-year contract | Wholesale Property Funds - minimum $15M |
| Unit Pricing | Quarterly | Charter Hall Maxim Property Securities Fund - minimum $5K |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels7 records
Charter Hall product offering
Product offeringCore offering
Charter Hall is Australia's leading diversified property funds management group operating across four sectors: Industrial & Logistics, Office, Retail, and Social Infrastructure. The company manages a suite of listed A-REITs (Charter Hall Group, Retail REIT, Long WALE REIT, Social Infrastructure REIT) and unlisted direct and wholesale property funds, collectively overseeing 1,600+ properties. Its offering spans institutional wholesale funds for pension funds and sovereign wealth, retail direct property funds for SMSFs and high net worth investors, and listed securities for daily liquidity.
Product overview
Charter Hall is Australia's leading fully integrated property investment and funds management group offering a diversified suite of investment products. The product portfolio consists of three main categories: (1) Unlisted Direct Property Funds including Charter Hall Direct Long WALE Fund (LWF), Direct Office Fund (DOF), Direct Industrial Fund No.4 (DIF4), Direct PFA Fund, and Direct Convenience Retail Fund (DCRF) for retail and wholesale investors; (2) Listed Property Funds (A-REITs) including Charter Hall Group (ASX:CHC), Charter Hall Retail REIT (ASX:CQR), Charter Hall Long WALE REIT (ASX:CLW), and Charter Hall Social Infrastructure REIT (ASX:CQE); and (3) Unlisted Wholesale Property Funds including Charter Hall Prime Office Fund (CPOF) and Charter Hall Prime Industrial Fund (CPIF). Additionally, the Charter Hall Maxim Property Securities Fund provides actively managed exposure to ASX-listed real estate securities. These funds collectively manage over 1,600 properties across four core sectors: Industrial & Logistics, Office, Retail, and Social Infrastructure.
Differentiator
Problem solved
Functional benefit
Brands
- Charter Hall Direct Long WALE Fund (LWF): Unlisted property fund with established portfolio of predominantly long WALE properties diversified across geographies and sectors.
- Charter Hall Direct Office Fund (DOF)
- Charter Hall Direct Industrial Fund No.4 (DIF4)
- Charter Hall Direct PFA Fund (PFA)
- Charter Hall Maxim Property Securities Fund
- Charter Hall Prime Office Fund (CPOF)
- Charter Hall Prime Industrial Fund (CPIF)
Products and services
- Charter Hall Direct Long WALE Fund (LWF) Unlisted direct property fund with established portfolio of predominantly long WALE properties diversified across geographies and sectors (industrial & logistics, social infrastructure, retail, office). Offers regular tax-advantaged income paid monthly with minimum $20,000 investment and 5-year investment period.
- Charter Hall Direct Office Fund (DOF) One of Australia's largest unlisted office property funds available to retail investors, SMSFs, and high net worth individuals. Diversified portfolio across key CBD and east coast office markets with quarterly income distributions, minimum $20,000 investment, and 5-year investment period.
- Charter Hall Direct Industrial Fund No.4 (DIF4) Unlisted industrial and logistics property fund with established portfolio of quality Australian assets positioned near major transport infrastructure. Portfolio value $3.3 billion with 98% occupancy, minimum $20,000 investment, monthly distributions, and 5-year investment period.
- Charter Hall Direct PFA Fund (PFA) Unlisted office property fund targeting long-leased assets backed by government and corporate tenants, with approximately 70% Australian Government tenants. Monthly distributions, portfolio value $1.4 billion, minimum $20,000 investment.
- Charter Hall Direct Convenience Retail Fund (DCRF) Unlisted convenience retail fund for wholesale clients providing access to a defensive portfolio of high-quality non-discretionary convenience-based shopping centre and net lease retail properties. Minimum $100,000 investment and 4-year investment period.
- Charter Hall Maxim Property Securities Fund Actively managed fund investing in ASX-listed real estate securities, providing diversified and liquid exposure to listed property. Targets outperformance of the S&P/ASX 300 A-REIT Accumulation Index by 1.5% per annum after fees over rolling three-year periods, with minimum $5,000 investment and quarterly distributions.
- Charter Hall Group (ASX:CHC) Charter Hall Group is the parent listed A-REIT (ASX:CHC) structured as a stapled security combining units in Charter Hall Property Trust with shares in Charter Hall Limited. Provides diversified exposure to commercial property across office, industrial, retail, and social infrastructure sectors with a perpetual but liquid investment structure.
- Charter Hall Retail REIT (ASX:CQR) Listed A-REIT focused on retail property with a strategic portfolio split between shopping centres and net lease retail assets (51%/49% allocation). Targets ongoing portfolio transformation via acquisitions of high-quality net lease retail and selective shopping centre divestments.
- Charter Hall Long WALE REIT (ASX:CLW) Listed A-REIT focused on long weighted average lease expiry properties across office, industrial, and retail. Maintains 99.9% occupancy rate, 9.2-year WALE, and 29.8% balance sheet gearing, providing long-term defensive income.
- Charter Hall Social Infrastructure REIT (ASX:CQE) Listed A-REIT focused on social infrastructure assets including early learning centres, healthcare facilities, and education properties. Reported 11.8% H1 FY26 earnings growth with a strategy to diversify beyond early learning into healthcare and tertiary education assets.
- Charter Hall Prime Office Fund (CPOF) Unlisted wholesale property fund available only to wholesale and institutional investors, offering defensive investment as a long-term core holding in prime Australian office assets. Minimum investment $15 million.
- Charter Hall Prime Industrial Fund (CPIF) Unlisted wholesale property fund for wholesale and institutional investors focused on industrial property, suitable for pension funds and large superannuation providers. Minimum $15 million investment.
Quantifiable outcome
- FY26 guidance of $1.00 per security representing 23% growth over FY25
- +4 more outcomes
Companies that use Charter Hall
Customer profileNamed customers8 records
Segments4 records
Ideal customer profiles4 records
Charter Hall technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Charter Hall partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Facilio Inc.coreFacilio Inc., a global proptech solution provider, was selected by Charter Hall Office following a competitive tender process to digitize and unify operations across more than 100 office assets in Australia. The partnership implements Facilio's Connected CMMS platform to provide real-time operational visibility, automate SLA tracking, and streamline procurement and compliance workflows. The initiative focuses on vendor performance management, procurement management, and audit and compliance readiness, enabling mobile-enabled inspections and AI-enabled workflows. This deployment positions Facilio for recurring SaaS-style revenue and deeper penetration into the ANZ real estate and proptech market.
Scale indicators9 records
Recent moves6 records
Expansion highlights5 records
Charter Hall competitors and assessment
Company assessmentDirect peers
- Dexus: Dexus is one of Australia's largest listed property groups with a diversified office and industrial portfolio and an integrated funds management business (Dexus Asset Management), making it the closest direct competitor to Charter Hall across both listed REITs and unlisted/institutional fund management.
- GPT Group: GPT Group is an Australian diversified property trust with direct office, retail, logistics, and funds management arms (GPT Wholesale Office Fund, GPT QuadReal Logistics Partnership), directly comparable to Charter Hall's four-sector listed REIT and wholesale fund structure.
- Goodman Group: Goodman Group is the largest listed industrial and logistics property specialist globally with significant Australian exposure and an integrated funds management platform, directly comparable to Charter Hall's Industrial & Logistics division and DIF4 unlisted industrial fund.
- Mirvac Group: Mirvac is an Australian diversified property group with office, retail, industrial, and residential assets alongside a built-to-rent and funds management platform, overlapping Charter Hall's office, retail, and industrial sectors and its institutional capital partnerships.
- Stockland: Stockland is a diversified Australian property company with logistics, office, retail, and land lease communities, comparable to Charter Hall's multi-sector approach and exposure to logistics/social infrastructure-style assets.
- Scentre Group: Scentre Group owns and operates Westfield-branded shopping centres in Australia and New Zealand, directly comparable to Charter Hall Retail REIT (CQR) and the convenience retail transformation strategy.
- Vicinity Centres: Vicinity Centres is an Australian retail REIT with a portfolio of dominant shopping centres, directly comparable to Charter Hall Retail REIT's shopping centre component and competing for the same retail tenant and capital pool.
- Centuria Capital Group: Centuria is an Australian investment manager with listed REITs (CIP, COF) and unlisted property funds across office, industrial, and healthcare, directly comparable to Charter Hall's multi-vehicle unlisted and listed funds management model.
- Cromwell Property Group: Cromwell Property Group is an Australian diversified property investor and fund manager with direct office and industrial assets across Australia and Europe, comparable to Charter Hall's office-led unlisted and listed vehicles.
Broad incumbents
- Lendlease: Lendlease is a global real estate and investment management group with an Australian development and funds management platform (Lendlease Real Estate Investments), competing with Charter Hall for institutional capital and operating in overlapping office, retail, and industrial sectors.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Charter Hall social profiles
Digital presenceCharter Hall financial estimates
Financial estimateRevenue estimate
Valuation estimate
Charter Hall leadership team
Management profileNumber of profiles
Profiles24 records
Charter Hall subsidiaries and ownership
Company hierarchySubsidiaries6 records
Charter Hall funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Charter Hall M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Charter Hall
What does Charter Hall do?
Charter Hall is Australia's leading diversified property funds management group operating across four sectors: Industrial & Logistics, Office, Retail, and Social Infrastructure. The company manages a suite of listed A-REITs (Charter Hall Group, Retail REIT, Long WALE REIT, Social Infrastructure REIT) and unlisted direct and wholesale property funds, collectively overseeing 1,600+ properties. Its offering spans institutional wholesale funds for pension funds and sovereign wealth, retail direct property funds for SMSFs and high net worth investors, and listed securities for daily liquidity.
Is Charter Hall a public or private company?
Charter Hall is a public company. It is classified as public and is currently operating.
When was Charter Hall founded?
Charter Hall was founded in 1995. It employs 501 to 1,000 people.
Where is Charter Hall based?
Charter Hall is headquartered in Sydney, Australia, in the Oceania region.
How does Charter Hall make money?
Three revenue lines are on record. Funds Management Fees are the primary driver. The others are transaction and Acquisition Fees and performance-based Revenue.
Who are Charter Hall's main competitors?
Direct peers on record are Dexus, GPT Group, Goodman Group, Mirvac Group, Stockland, Scentre Group, Vicinity Centres, Centuria Capital Group and Cromwell Property Group. Lendlease is listed as a broad incumbent.
Does Charter Hall have an API?
No public API is recorded for Charter Hall.
What industry is Charter Hall in?
Charter Hall's product category is Real Estate Investment Management. Its primary akta.pro industry code is BPAJAMAJ, Real Estate Portfolio & Fund Management (Institutional/REIT/PE), with a secondary code of FSAAAKAA, Core Real Estate (Stabilized/Core-Plus). Its NAICS code is 523940 and its SIC code is 6798.