09/12/2025 09:26

Charter Hall Group (CHC) $24.31

CHC has been a stellar performer over the last few years  and yesterday’s dividend update did little to dent the markets current love for the stock - its noticeably outperformed the sector even as bond yields have risen. They announced an increased half-year distribution of 24.83 cents, 85% franked, putting the stock on an estimated yield of 2.1% over the next 12-months. The company already upgraded guidance by ~5.5% in November, which saw the stock pop over +15%. This is a company whose share price reflects how well they are executing.

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09/05/2025 09:20

Charter Hall Group (CHC) $18.07

CHC has been a standout performer in the real estate sector through 2025, gaining 26% so far. We like how this fund giant, best known as the owner of office towers and commercial property, has quietly assembled a portfolio of apartments for development as it explores opportunities to address the national housing shortage.

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21/02/2025 09:31

Charter Hall Group (CHC) $17.21

CHC produced an 1H profit turnaround despite a revenue drop, propelling its shares to a 52-week high. The company also upgraded its fiscal 2025 post-tax earnings guidance by 2.5%.

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22/08/2024 09:33

Charter Hall Group (CHC) $14.01

Property fund manager CHC surged +15.79% on Wednesday after delivering strong guidance for FY25 for earnings and distributions. The advance sent the stock to fresh 18-month highs, making it the second-best ASX200 stock on a big day of earnings numbers. CHC delivered 2024 earnings slightly above estimates while flagging a healthy 6 per cent rise in distributions in the coming year. The solid result, combined with strong forward guidance, saw the stock re-rated from the opening bell:

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01/08/2024 09:41

Charter Hall Group (CHC) $12.68

We have been bullish towards the Real Estate Sector over recent months, and yesterday’s moves following the CPI have amplified this. As an investor and real estate developer,  CHC is well-positioned to benefit from falling interest rates over the coming 1-2 years. The stock rallied +6.9% on Wednesday, making it the best-performing name on the ASX200 at the same time, taking the stock into positive territory for 2024.

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26/03/2024 09:13

Charter Hall Group (CHC) $13.69

As an investor and real estate developer, CHC is well-positioned to benefit from the potential lower interest rate environment looming on the horizon. We can still see the stock testing $15 through 2024 or ~10% higher, but we would call it more of a hold than a “buy-in to dips” stock

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16/02/2024 09:01

Charter Hall Group (CHC) $12.36

CHC advanced +5% yesterday, making it the second-best performer to GMG. As an investor & developer of real estate, it's perfectly positioned to benefit from a lower interest rate environment. We can see the stock testing ~$15 through 2024 or over 20% higher as investors search for value in different areas of the market, helped by 1H24 results, which have been largely better across the sector.

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23/02/2023 09:14

Charter Hall Group (CHC) $13.36

CHC rallied +14.9% in January, very similar to GMG, again assuming we are correct another good move should be close at hand, the stock is currently heavy and under $13 the risk/reward becomes compelling. We don’t see CHC turning higher until rate sentiment pivots but that could happen shortly – one to watch carefully.

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02/02/2023 09:05

Charter Hall Group (CHC) $14.03

CHC is the second-best-performing property stock in 2023 having already rallied +14.9% however it’s been a very tough 12 months for this specialist property investor which should come as no great surprise when we consider the impact on the sector from the surge by interest rates.

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23/12/2021 09:35

Are Charter Hall saying Investment managers are cheap?

Charter Hall Group (CHC) fell 7.5% yesterday after announcing it was buying 50% of David Paradice’s Paradice Investment Management business valuing the company above $400m. The investment house was set up over 20-years ago and has evolved into one of Australia’s most respected boutique equity managers with $18bn of assets under management.

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