Stock Spotlight: Charter Hall Social Infrastructure REIT (ASX:CQE)
About Charter Hall Social Infrastructure REIT
Charter Hall Retail REIT is the leading owner of property for convenience retailers. Charter Hall Retail 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 to grow.
Key Stats
Key Stats
Source: Yahoo Finance. Data as of 26/08/25.
Price Performance
Growth Potential
- CQE provides resilient income and capital growth, through exposure to a diversified social infrastructure portfolio.
- CQE trades at a discount to the current latest NTA.
- Solid dividend yield.
- Quality assets with strong property fundamentals (100% occupancy and WALE of 11.6 years / only 3.5% of lease income is expiring within the next 5 years). Further, 67% of lease income is subject to annual fixed escalators of ~3%, with the balance being inflation linked and market rent reviews. 28% of the income will see market reviews in the next 3 years.
- 74% of leases are triple-net leases (i.e. the tenant is responsible for all property outgoings and capital expenditure).
- CQE is a play on (1) population growth (estimated to be 30m by 2033); (2) increasing awareness of early childhood education; (3) increasing the number of families with both parents working and hence demand for childcare services. CQE has increased its portfolio weighting towards social infrastructure assets.
- Solid balance sheet position with current gearing of 30.5% (target range 30-40%).
- Strong tailwinds for childcare assets and social infrastructure assets, including government support for the sector through the childcare subsidies system.
- Additional capital management – CQE is currently conducting an on-market buyback of $25m, of which $7m is completed, is for 12 months and remains open until Feb-26.
Key Risks
- Regulatory risks.
- Deteriorating property fundamentals.
- Concentrated tenancy risk, especially around Goodstart Early Learning.
- Sentiment towards REITs as bond proxy stocks impacted by expected cash rate hikes.
- Broader reintroduction of stringent lockdowns across Australia due to Covid-19.
- Adverse recommendations which may impact childcare operators when the final recommendations are handed down from the current ACCC inquiry into childcare services supply.
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.
About Ferrari NV Ferrari N.V., through its subsidiaries, engages in design, engineering, production, and sale of luxury performance sports cars worldwide. The company offers sports, track, one-off, and road cars, as well as supercars. It also provides spare parts and engines, as well as after sales, repair, maintenance, and restoration services for cars; and licenses its Ferrari brand to various producers and retailers of luxury and lifestyle goods. In addition, the company operates Ferrari museums in Modena and Maranello; Il Cavallino restaurant in Maranello; and theme parks in Abu Dhabi and Spain. Further, it provides direct or indirect finance and leasing services; range of financial and ancillary services; special financing arrangements; and operates franchised and owned Ferrari stores. The company was founded in 1947 and is headquartered in Maranello, Italy. Key Stats
With gold near record levels, discover what’s driving the rally and how it’s shaping global markets and investor behaviour.
About Amcor Plc Amcor plc, together with its subsidiaries, engages in the production and sale of packaging products in Europe, North America, Latin America, and the Asia Pacific. The company operates in two segments, Global Flexible Packaging Solutions and Global Rigid Packaging Solutions. The Global Flexible Packaging Solutions segment develops and supplies flexible packaging products, including polymer resin, aluminum, and fiber based flexible packaging products to the food and beverage, medical and pharmaceutical, fresh produce, snack food, personal care, and other industries. The Global Rigid Packaging Solutions segment manufactures rigid packaging containers, closures, dispensing and pharma devices, and related products for the food and beverage applications. The company sells its products through its direct sales force. The company was incorporated in 1926 and is headquartered in Zurich, Switzerland. Key Stats
Heightened US–China trade tensions trigger a USD 2 trillion market sell-off. Explore the market fallout and the implications for investors.
Explore ways to gaining real estate exposure via REITs, shares and ETFs without buying property.
A closer look at the AI boom: investor psychology, market behaviour, and lessons from past bubbles.
About Constellation Energy Corp Constellation Energy Corporation produces and sells energy products and services in the United States. It operates through five segments: Mid-Atlantic, Midwest, New York, ERCOT, and Other Power Regions. The company offers electricity, natural gas, energy-related products, and sustainable solutions. It has approximately 31,676 megawatts of generating capacity consisting of nuclear, wind, solar, natural gas, and hydroelectric assets. The company serves distribution utilities, municipalities, cooperatives, and commercial, industrial, public sector, and residential customers. The company was incorporated in 2021 and is headquartered in Baltimore, Maryland. Key Stats
About Cameco Corp Cameco Corporation provides uranium for the generation of electricity. It operates through three segments: Uranium, Fuel Services, and Westinghouse. The Uranium segment engages in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment is involved in the refining, conversion, and fabrication of uranium concentrate, as well as purchase and sale of conversion services. The Westinghouse segment operates as a nuclear reactor technology original equipment manufacturer and a provider of products and services to commercial utilities and government agencies. It also provides outage and maintenance, engineering support, instrumentation and control equipment, and plant modification services, as well as components and parts to nuclear reactors. The company sells its uranium and fuel products and services to nuclear utilities in the Americas, Europe, and Asia. Cameco Corporation was incorporated in 1987 and is based in Saskatoon, Canada. Key Stats
About Innovative Industrial Properties Inc. Innovative Industrial Properties, Inc. is a real estate investment trust (REIT) focused on the acquisition, ownership and management of specialized industrial properties leased to experienced, state-licensed operators for their regulated cannabis facilities. Key Stats
The Federal Reserve delivers a 25-basis-point cut, aiming to balance slowing growth with stubborn inflation. What does it mean for equities across Australia and the US?
