ASX:CHC

CHARTER HALL GROUP

Equities

Last week, I was reminded by a gold bug investor on Twitter that, as far as asset investment returns are concerned over the past two decades (1999-2019), gold came in a solid second, well ahead of the average equity or property market, but real estate investment trusts (REITs) have been... Show More

Pat Barrett

It was a solid reporting season for AREITs, with improvement in most key metrics and positive outlooks. The good news was the continuing strong demand for quality real estate, that saw asset values / NTA's rise, plus the strength of the Sydney and Melbourne office markets. A challenging retail outlook... Show More

Nicholas Sproats

Heather Ridout (Australian Super Chairperson) has been banging the table on gender diversity at the board level of Australian companies, and right she should. Only 22% of Australia’s top 200 listed companies have women on their board – not a majority, not the Chair, just at least one – and... Show More

Pat Barrett

It's clear that the broader market appreciated the stability of real estate earnings during reporting season, with the AREIT sector delivering a +4.1% return over February vs +2.3% for the ASX 200. This week we "mopped up" our affairs with a series of management meetings. It was a good reporting... Show More

Pat Barrett

...sure, there's no +13% returns on results day like NIB Holdings, but there's also none of the wild swings we've seen with Worley Parsons, or the -36% MTD falls for software group CSG. The REIT results display reliable income growth due to the contractual nature of the rental income. REITs... Show More

Pat Barrett

AREITs continued the good news story with some solid financial results and only a couple of disappointments, led by Cromwell (CMW). In late news Bunnings Property Trust (BWP) received news from their tenant Bunnings that they will exit up to seven existing sites. Essentially, Bunnings will replace some of its... Show More