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Australian REIT owning convenience retail properties, predominantly supermarket-anchored neighbourhood centres and fuel/convenience sites.
Australian REIT owning convenience retail properties, predominantly supermarket-anchored neighbourhood centres and fuel/convenience sites.
Collects rent under long leases to supermarket and convenience operators, with annual increases built into many leases, and passes most income to unitholders. Supermarket-anchored centres carry the portfolio. It is managed externally by Charter Hall, the property group.
In one line: A grocery/convenience-anchored retail REIT.
Moat: narrow (installed base). Defensive, non-discretionary tenant mix supports stable occupancy but limited pricing power.
Headquarters: Sydney, Australia · Founded: 1997
Size Charter Hall Retail REIT (CQR.AX) is an Australia Real Estate company (Real Estate Investment Trusts) with a market value of $1.59B, the 138th largest of 316 Australia companies the cockpit tracks. Shares closed at A$3.94 on 6 Nov 2026.
Performance Over six months the shares gained 6.2%, against -7.3% for the median peer and +4.1% for the Australia market (cap-weighted) — 2nd highest of 20 in its peer set.
Growth Revenue grew 31.3% over the last twelve months (peer median +3.0%); the operating margin is 72.5% (peer median 51.2%).
Valuation It trades at 14.3× forward earnings against a peer median of 14.5× (8th cheapest of 17).
Next results Next results expected around 18 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$256M | A$208M | A$189M | A$216M | A$214M |
| Revenue growth | — | +10% | -12% | +1% | — |
| Gross profit | A$183M | A$136M | A$108M | A$130M | A$129M |
| EBITDA | A$185M | A$138M | A$83.6M | A$117M | A$109M |
| Net income | A$389M | A$389M | A$218M | A$17.2M | A$37.8M |
| Free cash flow | A$216M | A$216M | A$148M | A$141M | A$91.2M |
| Capital expenditure | A$35.9M | A$35.9M | A$50.2M | A$50.8M | A$71.0M |
| Total debt | n/a | A$1.57B | A$1.45B | A$1.04B | A$1.20B |
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 Retail REIT CQR.AX | $1.59B | +6% | +31% | 73% | 14.3× | n/a |
| Region RGN.AX | $1.89B | +6% | +30% | 45% | 14.4× | n/a |
| BWP Trust BWP.AX | $2.01B | -2% | +2% | 87% | 19.2× | n/a |
| HomeCo Daily Needs REIT HDN.AX | $1.71B | -2% | +4% | 75% | 13.3× | 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 | CQR.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +13.5% | +1.2% | 3rd highest of 21 |
| 6-month return | +6.2% | -7.3% | 2nd highest of 20 |
| Distance from 52-week high | -7.1% | -19.2% | 2nd highest of 21 |
| Revenue growth (TTM) | +31.3% | +3.0% | 2nd highest of 20 |
| Operating margin | 72.5% | 51.2% | 6th highest of 20 |
| Forward P/E | 14.3× | 14.5× | 8th cheapest of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Charter Hall Retail REIT CQR.AX | Australia | $1.59B | +6% | +31% | 73% | 14.3× | n/a | n/a |
| Global Net Lease GNL | United States | $1.58B | -26% | -30% | 35% | n/a | 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 |
| Supermarket Income REIT SUPR.L | United Kingdom | $1.54B | +4% | -7% | 81% | 13.3× | n/a | n/a |
| Japan Logistics Fund 8967.T | Japan | $1.52B | -8% | +3% | 53% | 21.0× | n/a | n/a |
| Innovative Industrial Properties IIPR | United States | $1.51B | -4% | -4% | 47% | 13.4× | n/a | n/a |
| Killam Apartment REIT KMP-UN.TO | Canada | $1.51B | -3% | +5% | 63% | 11.0× | n/a | n/a |
| Safestore SAFE.L | United Kingdom | $1.67B | -13% | +7% | 55% | 14.1× | n/a | n/a |
| OUE Real Estate Investment Trust TS0U.SI | Singapore | $1.50B | -5% | +7% | 73% | 16.2× | n/a | n/a |
| MORI TRUST REIT.Inc 8961.T | Japan | $1.48B | -13% | -14% | 64% | 18.0× | n/a | n/a |
| Ingenia Communities INA.AX | Australia | $1.48B | +36% | +8% | 29% | 14.4× | n/a | n/a |
| Diversified Healthcare Trust DHC | United States | $1.70B | -17% | -4% | -1% | n/a | n/a | n/a |
| Douglas Emmett DEI | United States | $1.70B | -18% | +2% | 19% | n/a | n/a | n/a |
| HomeCo Daily Needs REIT HDN.AX | Australia | $1.71B | -2% | +4% | 75% | 13.3× | n/a | n/a |
| Eurocommercial Properties ECMPA.AS | Netherlands | $1.72B | -7% | +1% | 75% | 10.3× | n/a | n/a |
| CBL & Associates Properties CBL | United States | $1.46B | 0% | +9% | 28% | 14.6× | n/a | n/a |
| Empire State Realty OP LP Series ES ESBA | United States | $1.46B | -6% | +2% | 16% | n/a | n/a | n/a |
| Ellington Financial EFC | United States | $1.45B | -17% | +30% | 81% | 5.9× | n/a | n/a |
| Centurion Accommodation REIT 8C8U.SI | Singapore | $1.45B | -3% | -69% | 51% | 20.9× | n/a | n/a |
| LaSalle LOGIPORT REIT 3466.T | Japan | $1.45B | -10% | +71% | 28% | 17.3× | n/a | n/a |
| Daiwa Office Investment 8976.T | Japan | $1.74B | -12% | +24% | 44% | 19.2× | n/a | n/a |