CLW 1.68% $3.52 charter hall long wale reit

Ann: CLW 2023 Half Year Results Presentation, page-73

  1. 810 Posts.
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    100%.

    and just look at the metrics...

    99.9% occupancy
    5% WARR
    11.8 years WALE
    30% discount to NTA
    7% divedend

    Whats not to like?

    Sure property is on the nose right now and commercial property even more so, but we'll probably have 1 or even 2 full property cycles in the next 12 years and all at a 5% WARR compounding year on year.

    This one is a buy & hold for me until its back up to a ~10% discount to NTA or around $5 mark
 
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