Ann: Charter Hall Long WALE REIT - FY23 Results, page-78

l imagine another factor would be - whether the rent they charge tenants be increased to account for inflation?

occasionally for comparison - it's interesting to see commercial land & property for sale (off market).

off market it looks like the return is 8% (??) however your stuffed if one of the tenants (or the tenant) goes.

sometimes the return is a lot higher (remote) property, sometimes the rent would be very flexible sometimes more fixed? I am ignorant in this area and am trying to learn.

I think it's helpful to compare listed REITS with off market commercial property and think of REITS the same way?

hold the same time you would commercial property and think of them in a similar vein with less risk and less return. if you want to mirror the index you should have REIT exposure.

(holder of WPR and yesterday added HDN) am looking at CH REITs but might wait as you say. should interest rates hike again these things will tumble, still the current return will fill the fridge & pay the bills if you are holding for return not capital growth (eg CSL RMD TNE)