Stock Spotlight: Charter Hall Long WALE REIT (ASX:CLW)

This week's Stock Spotlight is ASX-listed Charter Hall Long WALE REIT.


About Charter Hall Long WALE REIT.


Charter Hall Long WALE REIT is an Australian Real Estate Investment Trust (REIT) listed on the ASX and investing in high quality Australasian real estate assets that are predominantly leased to corporate and government tenants on long term leases. Charter Hall Long WALE REIT is managed by Charter Hall Group (ASX: CHC). Charter Hall is one of Australia's leading fully integrated property investment and funds management groups. We use our expertise to access, deploy, manage and invest equity to create value and generate superior returns for our investor customers. We've curated a diverse portfolio of high-quality properties across our core sectors: Office, Industrial & Logistics, Retail and Social Infrastructure. With partnerships and financial discipline at the heart of our approach, we create and invest in places that support our customers, people and communities grow.


Source: Yahoo Finance



Key Stats

Source: Yahoo Finance, ASX. Data as of 14/10/24.


Price Performance

Growth Potential

  • Trading at a discount to NTA and largely in line with our valuation.
  • Strong history of delivering continuing shareholder return and dividends.
  • Potential divestments to pay down debt to strengthen the balance sheet position.
  • Strong property portfolio metrics.
  • Selective asset acquisitions.
  • Expiry risk is relatively low in the near-term.
  • Attractive yield in the current low-interest rate environment.

Key Risks


  • Regulatory risks.
  • Deteriorating property fundamentals, including negative rent revisions.
  • Deterioration in economic fundamentals leading to rent deferrals etc.
  • Sentiment towards REITs as bond proxy stocks impacted by expected cash rate hikes.
  • Deterioration in funding costs.

Subscribe to our newsletter

Disclaimer: This article does not constitute financial advice nor a recommendation to invest in the securities listed. The information presented is intended to be of a factual nature only. Past performance is not a reliable indicator of future performance. As always, do your own research and consider seeking financial, legal and taxation advice before investing.

Is a Share Advisor

right for you?

December 17, 2025
About Energy One Ltd Energy One Limited engages in the provision of software products, outsourced operations, and advisory services to wholesale energy, environmental, and carbon trading markets in the Australasia, and Europe. It offers egssPort Gas, a SaaS solution for gas shippers that handles natural gas and LNG operations; EnergyOffer, a bidding, offering, dispatch, and logistics solution; enFlow, a tool for automating and managing business processes, and for integrating systems; and enPrice, a scalable commodity retail pricing solution. The company also provides enTrader, an ETRM solution for energy markets; enVoy, a communications tool that provides an automated system for sending and receiving energy industry data; EOT that offers front, middle, and backoffice solutions; and eZ-Ops, an energy trading platform that focuses on automating physical gas, power logistics, and short-term portfolio. In addition, it offers NemSight, a Windows-based platform that displays information, including live prices, demand, constraints, generation, bidstacks and temperatures for the Australian electricity, gas and renewables markets; pypIT, a gas pipeline contracts management and scheduling platform; and SimEnergy, an energy trading and risk management (ETRM) solution that offers deal capture, settlements, and risk capability for traders, large customers, retailers, and generators. Further, the company provides power plant management system that manages daily market communication, intraday and day-ahead trading, and nominations for a power plant; energy advisory services; demand and weather linked risk management solutions; generation services; outsourced operations services; plat outage insurance; and managed services. Energy One Limited was incorporated in 1996 and is based in North Sydney, Australia. Key Stats
December 17, 2025
How festive-season consumer behaviour influences market confidence, sector performance and year-end investment positioning.
December 16, 2025
2025 is emerging as a key transition year. We explore the financial shifts shaping markets in 2026 and what they may mean for investors and portfolios.
December 12, 2025
A clear look at how rare earths drive EVs, wind power and AI hardware, and what supply constraints mean for long-term investment themes.
December 11, 2025
About Medtronic Plc Medtronic plc develops, manufactures, and sells device-based medical therapies to healthcare systems, physicians, clinicians, and patients in the United States, Ireland, and internationally. The Cardiovascular Portfolio segment offers implantable cardiac pacemakers, cardioverter defibrillators, and cardiac resynchronization therapy devices; cardiac ablation products; insertable cardiac monitor systems; TYRX products; and remote monitoring and patient-centered software. It also provides aortic valves, surgical valve replacement and repair products, endovascular stent grafts and accessories, and transcatheter pulmonary valves, and percutaneous coronary intervention products, percutaneous angioplasty balloons, and other products. The Neuroscience Portfolio segment offers medical devices and implants, biologic solutions, spinal cord stimulation and brain modulation systems, implantable drug infusion systems, and interventional products, as well as nerve ablation system under the Accurian name. The segment offers its products for spinal surgeons, neurosurgeons, neurologists, pain management specialists, anesthesiologists, orthopedic surgeons, urologists, urogynecologists, and interventional radiologists, as well as ear, nose, and throat specialists, and energy surgical instruments. The Medical Surgical Portfolio segment offers surgical stapling devices, vessel sealing instruments, wound closure and electrosurgery products, AI-powered surgical video and analytics platform, robotic-assisted surgery products, hernia mechanical devices, mesh implants, gynecology products, gastrointestinal and hepatologic diagnostics and therapies, and therapies to treat diseases and conditions, and patient monitoring and airway management products. The Diabetes Operating Unit segment provides insulin pumps and consumables, continuous glucose monitoring systems and sensors, and InPen, a smart insulin pen. Medtronic plc was founded in 1949 and is headquartered in Galway, Ireland. Key Stats
December 11, 2025
The Fed’s latest rate cut marks a key shift in policy. Explore its impact on global markets, inflation risks, and how investors should position heading into 2026.
December 11, 2025
About Waste Management Inc Waste Management, Inc., through its subsidiaries, provides environmental solutions to residential, commercial, industrial, and municipal customers in the United States, Canada, Western Europe, and internationally. It offers collection services, including picking up and transporting waste and recyclable materials from where it was generated to a transfer station, recovery facility, or disposal site; owns and operates transfer stations; and owns, develops, and operates landfill gas-to-energy facilities that produce renewable electricity and renewable natural gas. It also operates materials processing and commodities recycling services, including cardboard, paper, glass, metals, plastics, construction and demolition materials, and other recycling commodities are recovered for resale or redirected for other purposes; recycling brokerage services, such as managing the marketing of recyclable materials for third parties; and other strategic business solutions. In addition, the company collects recyclable food and yard waste, as well as markets and sells mulch, compost, soil amendments, and renewable energy; offers remediation and construction, and industrial waste services; and manages and markets fly ash. Further, it provides Regulated Waste and Compliance Services (RWCS), which offers compliance programs, as well as collection, processing, and disposal of regulated and specialized waste, including medical, pharmaceutical, and hazardous waste; and Secure Information Destruction (SID) services that includes the collection of personal and confidential information for secure destruction and recycling of sorted office paper. The company was formerly known as USA Waste Services, Inc. and changed its name to Waste Management, Inc. in 1998. Waste Management, Inc. was founded in 1968 and is based in Houston, Texas. Key Stats
December 9, 2025
How U.S.–China competition in semiconductors shapes AI, manufacturing, and global markets, and what investors need to know.
December 5, 2025
Insights on the Fed’s next move, market implications and what investors should expect heading into 2026.
December 2, 2025
As December unfolds, explore the Santa Claus Rally and uncover its drivers, risks, and potential impact on investors this year.