Loading…
Australian REIT owning a diversified portfolio of long-leased office, industrial, retail and agricultural/social infrastructure property.
Australian REIT owning a diversified portfolio of long-leased office, industrial, retail and agricultural/social infrastructure property.
Earns rent under leases with a long average time to expiry, many with annual increases fixed in the lease or linked to inflation. Charter Hall, which manages it for fees, picks and runs the properties. Tenants include governments and large listed companies.
In one line: A long-lease diversified net-lease REIT like a smaller Realty Income.
Moat: narrow (installed base, switching costs). Long weighted-average lease terms with quality tenants provide income stability but limited growth.
Headquarters: Sydney, Australia · Founded: 2016
Size Charter Hall Long WALE REIT (CLW.AX) is an Australia Real Estate company (Real Estate Investment Trusts) with a market value of $1.78B, the 127th largest of 316 Australia companies the cockpit tracks. Shares closed at A$3.56 on 6 Nov 2026.
Performance Over six months the shares gained 3.8%, against -11.9% for the median peer and +4.1% for the Australia market (cap-weighted) — 5th highest of 20 in its peer set.
Growth Revenue grew 39.7% over the last twelve months (peer median +4.2%); the operating margin is 56.2% (peer median 44.8%).
Valuation It trades at 14.0× forward earnings against a peer median of 18.7× (6th cheapest of 19).
Next results Next results expected around 10 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$256M | A$195M | A$184M | A$203M | A$223M |
| Revenue growth | — | +6% | -10% | -9% | — |
| Gross profit | A$188M | A$126M | A$127M | A$136M | A$157M |
| EBITDA | A$144M | A$82.2M | A$80.8M | A$108M | A$153M |
| Net income | A$276M | A$276M | A$121M | -A$511M | -A$189M |
| Free cash flow | A$529M | A$529M | A$175M | A$187M | A$180M |
| Capital expenditure | A$0 | A$0 | A$0 | A$0 | A$0 |
| Total debt | n/a | A$1.51B | A$1.53B | A$1.70B | A$1.94B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Charter Hall Long WALE REIT CLW.AX | $1.78B | +4% | +40% | 56% | 14.0× | n/a |
| BWP Trust BWP.AX | $2.01B | -2% | +2% | 87% | 19.2× | n/a |
| Charter Hall Retail REIT CQR.AX | $1.59B | +6% | +31% | 73% | 14.3× | n/a |
| Centuria Industrial REIT CIP.AX | $1.28B | +1% | +6% | 59% | 15.6× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | CLW.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.2% | +1.7% | 7th highest of 21 |
| 6-month return | +3.8% | -11.9% | 5th highest of 20 |
| Distance from 52-week high | -18.0% | -21.8% | 8th highest of 21 |
| Revenue growth (TTM) | +39.7% | +4.2% | 2nd highest of 20 |
| Operating margin | 56.2% | 44.8% | 6th highest of 19 |
| Forward P/E | 14.0× | 18.7× | 6th cheapest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Charter Hall Long WALE REIT CLW.AX | Australia | $1.78B | +4% | +40% | 56% | 14.0× | n/a | n/a |
| Sekisui House Reit 3309.T | Japan | $1.78B | -23% | +5% | 20% | 13.9× | n/a | n/a |
| Champion Real Estate Investment Trust 2778.HK | Hong Kong | $1.80B | -8% | -8% | 61% | 19.7× | n/a | n/a |
| H&R Real Estate Investment Trust HR-UN.TO | Canada | $1.80B | -10% | -6% | 60% | 17.0× | n/a | n/a |
| Mitsui Fudosan Accommodations Fund 3226.T | Japan | $1.75B | -16% | +18% | 47% | 21.6× | n/a | n/a |
| Daiwa Office Investment 8976.T | Japan | $1.74B | -12% | +24% | 44% | 19.2× | n/a | n/a |
| Eurocommercial Properties ECMPA.AS | Netherlands | $1.72B | -7% | +1% | 75% | 10.3× | n/a | n/a |
| Blackstone Mortgage Trust BXMT | United States | $1.85B | -42% | -2% | 36% | 9.2× | n/a | n/a |
| HomeCo Daily Needs REIT HDN.AX | Australia | $1.71B | -2% | +4% | 75% | 13.3× | n/a | n/a |
| Douglas Emmett DEI | United States | $1.70B | -18% | +2% | 19% | n/a | n/a | n/a |
| Diversified Healthcare Trust DHC | United States | $1.70B | -17% | -4% | -1% | n/a | n/a | n/a |
| ARMOUR Residential REIT ARR | United States | $1.87B | -29% | -140% | n/a | 4.5× | n/a | n/a |
| Region RGN.AX | Australia | $1.89B | +6% | +30% | 45% | 14.4× | n/a | n/a |
| Great Portland Estates GPE.L | United Kingdom | $1.90B | +17% | +24% | 21% | 34.7× | n/a | n/a |
| Safestore SAFE.L | United Kingdom | $1.67B | -13% | +7% | 55% | 14.1× | n/a | n/a |
| Activia Properties 3279.T | Japan | $1.90B | -10% | +24% | 47% | 18.1× | n/a | n/a |
| Getty Realty GTY | United States | $1.92B | -14% | +11% | 59% | 20.1× | n/a | n/a |
| RLJ Lodging Trust RLJ | United States | $1.92B | +40% | +1% | 10% | 700.2× | n/a | n/a |
| Blackstone Digital Infrastructure Trust BXDC | United States | $1.61B | n/a | n/a | n/a | 34.9× | n/a | n/a |
| Xenia Hotels & Resorts XHR | United States | $1.97B | +26% | +4% | 8% | 36.9× | n/a | n/a |
| Mitsui Fudosan Logistics Park 3471.T | Japan | $2.00B | -13% | +156% | 28% | 23.1× | n/a | n/a |