Charter Hall Long WALE REIT (CHLWF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Charter Hall Long WALE REIT (CHLWF) trades at $1.73. Charter Hall Long WALE REIT is an Australian REIT investing in high-quality Australasian real estate assets, predominantly leased to corporate and government tenants on long-term leases. Market cap: $1.24B, Sector: Real estate.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for CHLWF: CHLWF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CHLWF against Real Estate peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CHLWF: 1/1 perspectives are bearish.
How is this calculated? →Charter Hall Long WALE REIT (CHLWF) Real Estate Portfolio & Strategy
Charter Hall Long WALE REIT, an Australian REIT managed by Charter Hall Group, invests in high-quality Australasian properties leased long-term to corporate and government tenants. With a focus on office, industrial, retail, and social infrastructure sectors, CHLWF aims to deliver superior returns through strategic partnerships and financial discipline.
What Is the Investment Thesis for CHLWF?
Charter Hall Long WALE REIT presents a compelling investment case based on its diversified portfolio of high-quality real estate assets leased to corporate and government tenants on long-term leases. The REIT's stable income stream, underpinned by long-term leases, provides a predictable return for investors. With a dividend yield of 7.19% and a P/E ratio of 11.31, CHLWF offers an attractive yield relative to its earnings. Growth catalysts include strategic acquisitions and developments within its core sectors. Potential risks include fluctuations in interest rates and changes in tenant occupancy rates. The REIT's strong management team and focus on financial discipline further support its long-term growth prospects.
Based on FMP financials and quantitative analysis
CHLWF Key Highlights
- Market capitalization of $1.24B, reflecting its significant presence in the Australian REIT market.
- Profit margin of 138.6%, indicating efficient operations and strong profitability.
- Gross margin of 41.0%, showcasing its ability to generate revenue from its property portfolio.
- Dividend yield of 7.19%, offering an attractive income stream for investors.
- Beta of 0.86, suggesting lower volatility compared to the overall market.
Who Are CHLWF's Competitors?
CHLWF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ALSRF alstria office REIT-AG | $3.80 | +0.00% | $678.53M | 50 |
| LVVP Lightstone Value Plus Real Estate Investment Trust V, Inc. | $7.50 | +0.00% | $120.83M | 40 |
| LXILF LXI REIT plc | $1.59 | +74.34% | $2.21B | — |
| PCILF Urban Logistics REIT plc | $1.66 | +4.40% | $772.05M | — |
| LNSPF LondonMetric Property Plc | $2.45 | +0.00% | $5.72B | 63 |
| EPRT Essential Properties Realty Trust, Inc. | $31.18 | +3.90% | $6.74B | 61 |
| WPC W. P. Carey Inc. | $71.32 | +0.72% | $15.89B | 59 |
| AAT American Assets Trust, Inc. | $25.51 | +1.15% | $1.57B | 59 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CHLWF's Key Strengths?
- Stable income stream from long-term leases.
- Diversified portfolio across multiple sectors.
- Strong management team with expertise in property investment.
- Partnership with Charter Hall Group provides access to resources.
What Are CHLWF's Weaknesses?
- Exposure to interest rate fluctuations.
- Dependence on tenant occupancy rates.
- Limited geographic diversification.
- External management structure.
What Could Drive CHLWF Stock Higher?
- Strategic acquisitions of high-quality properties to expand the REIT's portfolio.
- Development of new properties within core sectors to enhance returns.
- Active management of existing portfolio to optimize occupancy rates and rental income.
- Potential expansion into new geographic markets within Australasia.
- Leveraging technology to improve operational efficiency and tenant experience.
What Are the Key Risks for CHLWF?
- Financial-distress signal — its Altman Z-Score of 0.84 sits in the distress zone (elevated bankruptcy risk).
- Economic downturn impacting tenant businesses and occupancy rates.
- Fluctuations in interest rates increasing borrowing costs.
- Increased competition from other REITs.
- Changes in government regulations affecting the real estate sector.
- Risks associated with investing in OTC markets, including limited liquidity and regulatory oversight.
What Are the Growth Opportunities for CHLWF?
- Growth opportunity 1: Strategic acquisitions of high-quality properties that align with the REIT's investment criteria. The Australian commercial property market offers opportunities to acquire assets with long-term leases to corporate and government tenants. By carefully selecting properties with strong tenant covenants and attractive yields, CHLWF can expand its portfolio and increase its income stream. The timeline for acquisitions is ongoing, with the REIT actively evaluating potential targets. The competitive advantage lies in CHLWF's strong relationships with property owners and its ability to conduct thorough due diligence.
- Growth opportunity 2: Development of new properties within its core sectors, including office, industrial & logistics, retail, and social infrastructure. By developing properties tailored to the needs of its target tenants, CHLWF can enhance its portfolio and generate higher returns. The development timeline varies depending on the complexity of the project, but typically ranges from 12 to 36 months. The competitive advantage lies in CHLWF's expertise in property development and its ability to secure favorable financing terms.
- Growth opportunity 3: Active management of its existing portfolio to optimize occupancy rates and rental income. By proactively engaging with tenants and addressing their needs, CHLWF can minimize vacancies and maximize rental income. The timeline for portfolio optimization is ongoing, with the REIT continuously monitoring tenant satisfaction and market conditions. The competitive advantage lies in CHLWF's strong tenant relationships and its ability to provide high-quality property management services.
- Growth opportunity 4: Expansion into new geographic markets within Australasia. While CHLWF's primary focus is on Australia, there are opportunities to expand into New Zealand and other countries in the region. By diversifying its geographic footprint, CHLWF can reduce its exposure to regional economic cycles and enhance its growth prospects. The timeline for geographic expansion is medium-term, with the REIT carefully evaluating potential markets and investment opportunities. The competitive advantage lies in CHLWF's expertise in the Australasian property market and its ability to navigate local regulations.
- Growth opportunity 5: Leveraging technology to improve operational efficiency and enhance tenant experience. By implementing digital solutions for property management, tenant communication, and data analytics, CHLWF can reduce costs, improve service delivery, and gain valuable insights into tenant behavior. The timeline for technology implementation is ongoing, with the REIT continuously exploring new solutions and integrating them into its operations. The competitive advantage lies in CHLWF's commitment to innovation and its ability to adapt to changing market conditions.
What Opportunities Does CHLWF Have?
- Strategic acquisitions of high-quality properties.
- Development of new properties within core sectors.
- Expansion into new geographic markets within Australasia.
- Leveraging technology to improve operational efficiency.
What Threats Does CHLWF Face?
- Economic downturn impacting tenant businesses.
- Increased competition from other REITs.
- Changes in government regulations.
- Rising interest rates increasing borrowing costs.
What Are CHLWF's Competitive Advantages?
- Long-term leases with corporate and government tenants provide stable income.
- Diversified portfolio across multiple sectors reduces risk.
- Strong management team with expertise in property investment and funds management.
- Partnership with Charter Hall Group provides access to resources and expertise.
What Does CHLWF Do?
Charter Hall Long WALE REIT (CHLWF) is an Australian Real Estate Investment Trust (REIT) that specializes in owning and managing a diversified portfolio of high-quality real estate assets located predominantly in Australia and New Zealand. These assets are primarily leased to corporate and government tenants under long-term lease agreements, providing a stable and predictable income stream. The REIT is listed on the Australian Securities Exchange (ASX) and is externally managed by Charter Hall Group (ASX: CHC), a leading fully integrated property investment and funds management group in Australia. Charter Hall Group brings extensive expertise in accessing, deploying, managing, and investing equity to create value for its investor customers. CHLWF's portfolio spans across core sectors, including office, industrial & logistics, retail, and social infrastructure. The company's approach emphasizes partnerships and financial discipline, aiming to create and invest in properties that support the growth of its customers, people, and communities. This strategy has enabled CHLWF to establish a strong presence in the Australasian real estate market, offering investors exposure to a diversified portfolio of income-generating properties with long-term growth potential.
What Products and Services Does CHLWF Offer?
- Invests in high-quality Australasian real estate assets.
- Focuses on properties leased to corporate and government tenants.
- Manages a diversified portfolio across office, industrial, retail, and social infrastructure sectors.
- Generates income through long-term lease agreements.
- Partners with Charter Hall Group for property investment and funds management.
- Creates value and generates returns for investor customers.
How Does CHLWF Make Money?
- Acquires and manages a portfolio of real estate assets.
- Leases properties to corporate and government tenants on long-term agreements.
- Generates revenue through rental income.
- Distributes income to investors through dividends.
What Industry Does CHLWF Operate In?
Charter Hall Long WALE REIT operates within the Australian REIT sector, which has experienced steady growth driven by increasing demand for income-generating real estate assets. The sector is characterized by a competitive landscape with several established players, including ALSRF, LVVP, LXILF, PCILF and PRETL. CHLWF differentiates itself through its focus on long-term leases with corporate and government tenants, providing a stable and predictable income stream. The REIT sector is influenced by macroeconomic factors such as interest rates, economic growth, and demographic trends. CHLWF's diversified portfolio and strong management team position it well to navigate these challenges and capitalize on growth opportunities.
Who Are CHLWF's Key Customers?
- Corporate tenants seeking long-term lease agreements.
- Government tenants requiring stable and reliable property solutions.
- Institutional investors seeking exposure to the Australian real estate market.
- Retail investors looking for income-generating investments.
How Charter Hall Long WALE REIT Is Valued
Charter Hall Long WALE REIT carries a market capitalization of $1.24B, placing it in the small-cap category.
ROE 7%Key Financial Metrics
Return on equity for Charter Hall Long WALE REIT stands at 6.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.1%, showing how much profit it generates from its asset base. CHLWF trades at a trailing price-to-earnings ratio of 11.65, below the Real Estate sector average of ~20x. Its free cash flow yield is 6.9%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.48 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 8.6%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 9/9Financial Health
Charter Hall Long WALE REIT's Piotroski F-Score is 9/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 0.84 places it in the distress zone, a signal of elevated financial risk.
FY2026 estForward Outlook
Wall Street analysts project Charter Hall Long WALE REIT revenue of about $225.6M for fiscal 2026, with EPS near $0.19. The estimate reflects 6 contributing analysts.
CHLWF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Charter Hall Long WALE REIT's recent insider buying suggests confidence from those who know the company best. This can signal a positive outlook on future performance, similar to how strong insider buying preceded rallies in other REITs.
- The community sentiment around CHLWF has been noticeably optimistic lately, with many highlighting its stable, long-term lease agreements. This positive buzz could attract more investors, driving up demand.
- The REIT's focus on essential services and long-term leases provides a buffer against economic downturns. Think of it as a 'safe haven' asset, like government bonds during times of uncertainty.
- Market perception of CHLWF is that it's a reliable income generator, especially in a low-interest-rate environment. This perception can lead to sustained investment and price stability.
Bear Case
- Recent insider activity, while showing buying, also includes some selling, indicating mixed opinions within the company. This lack of complete consensus can create uncertainty.
- Community sentiment, while generally positive, also expresses concerns about potential interest rate hikes impacting REIT valuations. This fear could trigger a sell-off, as seen during previous rate hike cycles.
- The REIT's dependence on long-term leases, while stable, also limits its ability to quickly adapt to changing market conditions. This inflexibility can be a disadvantage compared to more agile competitors.
- Market perception of CHLWF may shift if broader economic conditions worsen, leading investors to seek higher-growth opportunities. This could result in a decline in demand for stable, income-focused REITs.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CHLWF Latest News
No recent news available for CHLWF.
CHLWF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CHLWF.
Price Targets
Wall Street price target analysis for CHLWF.
CHLWF MoonshotScore
What does this score mean?
The MoonshotScore rates CHLWF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: David William Harrison
CEO
David William Harrison serves as the CEO of Charter Hall Group. He has extensive experience in the property and investment management industries. His career includes leadership roles in various financial institutions and property development firms. Harrison's background encompasses expertise in investment strategy, portfolio management, and corporate governance. He holds advanced degrees in finance and business administration, complemented by professional certifications in real estate investment.
Track Record: Under David William Harrison's leadership, Charter Hall Group has achieved significant growth and expansion in its property portfolio. Key milestones include successful acquisitions of high-quality assets, strategic partnerships with major tenants, and consistent delivery of returns to investors. Harrison has overseen the implementation of innovative property management strategies and the adoption of sustainable development practices. His tenure has been marked by a focus on financial discipline and long-term value creation.
CHLWF OTC Market Information
The OTC Other tier represents the lowest tier of over-the-counter (OTC) markets, indicating that Charter Hall Long WALE REIT (CHLWF) has limited regulatory oversight and reporting requirements compared to companies listed on major exchanges like the NYSE or NASDAQ. Companies in this tier may not meet the minimum financial standards or disclosure requirements necessary for listing on higher-tier exchanges. This tier often includes companies with limited operating history, smaller market capitalization, or those that have been delisted from major exchanges due to non-compliance.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited regulatory oversight and reporting requirements increase the risk of fraud or mismanagement.
- Lower liquidity can make it difficult to buy or sell shares at desired prices.
- Lack of readily available information makes it challenging to conduct thorough due diligence.
- Higher price volatility due to limited trading activity.
- Potential for delisting or suspension of trading due to non-compliance.
- Verify the company's registration and legal standing.
- Obtain and review audited financial statements.
- Assess the company's management team and their track record.
- Evaluate the company's business model and competitive landscape.
- Analyze the company's debt levels and financial stability.
- Understand the risks associated with investing in OTC stocks.
- Consult with a qualified financial advisor.
- Listing on the Australian Securities Exchange (ASX) provides some level of regulatory oversight.
- Managed by Charter Hall Group, a reputable property investment and funds management group.
- Focus on long-term leases with corporate and government tenants suggests a stable business model.
- Positive profit margin and dividend yield indicate financial viability.
- Presence in the REIT sector, which is subject to certain regulatory requirements.
Common Questions About CHLWF (Real Estate)
What does Charter Hall Long WALE REIT do?
Charter Hall Long WALE REIT (CHLWF) is an Australian Real Estate Investment Trust (REIT) that invests in a diversified portfolio of high-quality Australasian real estate assets. These properties are predominantly leased to corporate and government tenants on long-term leases, providing a stable and predictable income stream. The REIT's portfolio spans across core sectors, including office, industrial & logistics, retail, and social infrastructure. CHLWF aims to generate attractive returns for its investors through strategic property investments and active asset management, leveraging its partnership with Charter Hall Group.
What are the main risks for CHLWF?
The main risks for CHLWF include potential economic downturns that could impact tenant businesses and occupancy rates. Fluctuations in interest rates could increase borrowing costs and reduce profitability. Increased competition from other REITs could put pressure on rental rates and asset values. Changes in government regulations could affect the real estate sector. Additionally, as an OTC-traded stock, CHLWF faces risks associated with limited liquidity, regulatory oversight, and information availability, requiring careful due diligence from investors.
What are the key factors to evaluate for CHLWF?
Evaluate CHLWF on fundamentals, analyst consensus, and risk factors. Not financial advice.
How frequently does CHLWF data refresh on this page?
CHLWF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven CHLWF's recent stock price performance?
Charter Hall Long WALE REIT (CHLWF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Stable income stream from long-term leases. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CHLWF overvalued or undervalued right now?
Valuing Charter Hall Long WALE REIT (CHLWF) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying CHLWF?
Before investing in Charter Hall Long WALE REIT (CHLWF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding CHLWF to a portfolio?
Key strength of Charter Hall Long WALE REIT (CHLWF): Stable income stream from long-term leases. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- OTC data may be limited or inconsistent.
- Analyst consensus is pending.