What is Direct Property investing?
Direct Property investing is an investment in commercial property – that includes office, industrial and retail property - via a direct or unlisted property fund. Investing in direct property can complement other asset classes in an investment portfolio.
Direct property has the following advantages:
It can provide an attractive income return relative to cash and fixed interest. This can contribute to the income generated by the total portfolio that is used to make pension payments. It is important to note that different investments carry different levels of risk. For example, while an investment in direct property may offer a significant yield premium over other asset classes, it may carry additional risks. Please refer to the relevant PDS for a summary of the key investment risks. Past performance is not an indicator of future performance.
The tax deferred component of the distribution you receive from direct property can provide tax benefits if the direct property investment is held prior to and sold in the pension stage.
It can provide the potential for capital growth over the long term.
Introducing Charter Hall Direct
Our mission is to be the preferred choice for quality unlisted property products in the Australian market for intermediaries and investors.
Charter Hall Direct is part of the Charter Hall Group, which has over $34 billion in funds under management. We’re Australia’s leading direct property fund manager, owning and managing assets across the office, retail and industrial property sectors.
We’ve been managing unlisted property funds and syndicates for investors, including SMSFs and high net worth individuals, since 1995, and our products have consistently been highly rated by independent research groups.
Our team building your wealth
We have a very experienced and motivated team of over 550 professionals managing the funds day-to-day, with the aim of delivering sustainable returns which outperform the fund benchmarks.
Driving your investments
Here’s how we deliver for you:
Deliver products across the core commercial real estate sectors
Strong, tax-advantaged income returns
Regular income streams from real properties with long leases to tenants with built-in annual rental increases
Lower volatility than the share market, which may as part of a diversified portfolio reduce your overall risk potential
A defined exit strategy so we move on where appropriate
- Active investment management by dedicated, knowledgeable team
Our direct investor team
Head of Direct Property and Fund Manager18 years industry experience / 9 years at Charter Hall Group
Steven has worked in the Direct Property business for more than nine years and has day-to-day responsibility for overseeing asset management and tenancy matters, managing the financial structure of the funds including debt financing, hedging and stakeholder communications. Prior to joining Charter Hall Group, he worked for Macquarie Group Limited for seven years at their Sydney and London offices. Steven holds a Bachelor of Business from the University of Technology, Sydney and is a member of The Institute of Chartered Accountants in Australia and New Zealand.
Senior Strategic Investor Relations Manager14 years industry experience / 10 years at Charter Hall Group
Amelia is responsible for financial adviser and direct investor communications, marketing and implementation of strategic customer projects. Amelia has a Bachelor of Economics and a Bachelor of Laws from the University of Sydney. Prior to joining Charter Hall, Amelia worked at Macquarie Group where she was responsible for marketing and communications for the direct property business.
Investor Communications Executive2 years industry experience / 1 year at Charter Hall Group
Craig is a key member of the Group’s unlisted property funds investor relations and communications team. He is an experienced customer support executive with a history of working in the financial services industry including the Bank of Queensland. Craig has a Bachelor's Degree in Business from University of Technology Sydney.
Investor Communications Executive2 years industry experience / <1 year at Charter Hall Group
Taylor recently joined the unlisted property funds investor relations and communications team with a mandate of providing excellent service to our investors. Taylor brings a strong understanding of financial markets and investment products, with research and analytical expertise. Prior to joining Charter Hall, Taylor worked as an analyst at a leading global proxy advisory firm. Taylor holds a Bachelors Degree in Economics from New York University.
Get in touch
For enquiries regarding the Charter Direct Funds, including performance, strategic direction, property portfolio holding and new investment opportunities contact us: