CHC invests across the real estate spectrum from office to retail and social infrastructure operating a number of unlisted funds such as CLW, CQR and CQE. As a group it has ~$45bn under management across 1300 properties clearly offering the investor significant diversification. A part franked yield of 2.7% is attractive although the stock has clearly run strongly, similar to GMG as the cream floats to the top.
scroll
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Performance update for March, stocks that drove returns & our current positioning
Close
Fri 19th April – ASC200 -117pts, Pilbara (PLS), Whitehaven (WHC) & Woodside (WDS)
Close
Market Matters Research Lead Shawn Hickman with David Koch
Close
Friday 19th April – DOW up 22pts, SPI down -55pts
Close
MM likes CHC for at least 10% upside
Add To Hit List
Related Q&A
Which REITS have the most capital upside?
Thoughts on CHC and REITS
Thoughts on Charter Hall Group (CHC) here please
Thoughts on property stocks DXS, CHC and GMG please
Does MM like REITS CLW & CHC?
MM’s thoughts on CCP, CHC & GMG?
MM’s thoughts on CCP, CCX & CHC v GMG
Relevant suggested news and content from the site
Video
WATCH
Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
Podcast
LISTEN
Fri 19th April – ASC200 -117pts, Pilbara (PLS), Whitehaven (WHC) & Woodside (WDS)
Daily Podcast Direct from the Desk
Video
WATCH
Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
Podcast
LISTEN
Friday 19th April – DOW up 22pts, SPI down -55pts
Daily Podcast Direct from the Desk
Members only
UNLOCK MARKET MATTERS NOW
Take a free trial.
No payment details required.