CLW - Charter Hall Long WALE REIT

[divs4ever]

CLW is in my ASF 2025, stock tipping,
So now.. in Jan 2025, I present a monthly chart, duration 10 years.
RBA interest rate in 2025 is probably going...down.

View attachment 191709

lower rates ( in Australia ) ?

i am not so sure about that ( at least in 2025 )

our dollar isn't much over 60 cents ( US )

surely the RBA/Canberra don't want a sub 60 cent dollar ( and we aren't doing so well against some other tragic currencies either )

ALSO i think i read somewhere Albo is thinking about a Federal Election this year , that might make the RBA reticent

 

[finicky]

• Charter Hall Long WALE Cut to Underweight at JPMorgan; PT A$3.70

- VIa Market Matters today

 

[divs4ever]

• Charter Hall Long WALE Cut to Underweight at JPMorgan; PT A$3.70

- VIa Market Matters today

i need it lower than that before i consider adding more , sub $3.40 should start to get me interested

( i hold )

 

[Logique2]

In my entry, Tipping Comp 2025, as at: Fri 30 Jan ..not c.o.b. yet.

(Long) Weighted Average Lease Expiry.

SP is very interest rate reactive. Latest in the media is saying: 75% of chance of Reserve i rate cut in Feb 2025.

3.90 ; +2.7% YTD

 

[JohnDe]

In my entry, Tipping Comp 2025, as at: Fri 30 Jan ..not c.o.b. yet.

(Long) Weighted Average Lease Expiry.

SP is very interest rate reactive. Latest in the media is saying: 75% of chance of Reserve i rate cut in Feb 2025.

3.90 ; +2.7% YTD

FYI -

 

[divs4ever]

currently my fourth largest holding , i will be watching to CAREFULLY add more .. but currently i am tilting towards REITs that focus on healthcare tenants .

please note i hold most REITs as a bond substitute ( fairly regular income payments )

a capital gain ( in years to come ) would be nice , but income until then will be better for me

 

[Logique2]

FYI -

View attachment 192615

Thanks for this J.De

 

[Logique2]

Just copied from the supplied info from J.De,:
I'll take 21% p.a. to June 2027 any day of the week.

(I have to post this month Feb for the tipping anyway.)

 

[eskys]

Charter Hall Long Wale (CLW): 1H profit jumps 119%; revenue down with a distribution of 12.5 c/security....as per nabtrade after last week's reporting season.

As per Stock Analysis on the 7th Feb 2025, the following (for last year) :

ASX:CLW Dividend Information​

ASX:CLW has an annual dividend of 0.25 AUD per share, with a yield of 6.49%. The dividend is paid every three months and the last ex-dividend date was Dec 30, 2024.

Dividend Yield
6.49%

Annual Dividend
0.25 AUD

Ex-Dividend Date
Dec 30, 2024

Payout Frequency
Quarterly

Payout Ratio
n/a

Dividend Growth
-5.56%

 

[Logique2]

In 2025 tips.
Undertwater for the year. as are many stocks, as the All Ords slumps.
3.69, near term downtrend, waiting out the uncertainty, fed political and interest rates.
3.70 may provide support. Collect the distributions in the meantime.

 

[Logique2]

Monthly visit. 4.16 today.
Trend bullish, volume and money flow supportive.
Fair Value p.s. was recently increased by one broker.
Reserve Bank on interest rates, has an easing bias, which is supportive of the sector.

 

[Logique2]

AREITS responding to interest rates.

Plenty of sector contemporaries the same. SPs up

 

[JohnDe]

AREITS responding to interest rates.

Plenty of sector contemporaries the same. SPs up

My financial advisor recommended CLW for my SMSF about 7 months ago, after a few weeks research I agreed and added them. SP is slowly going up but the more important thing is the regular dividend payments. Hopefully the chart below is correct, though that depends on their tenants.

 

[Logique2]

Also (from the recent Results):

Occupancy: 99.9%

Forecast Distribs PS 2026: 25.5 cents

 

[rolly1]

Declining divs over the last 3 years not a concern?

 

[JohnDe]

Declining divs over the last 3 years not a concern?

Not much out there in Australia that is booming and value for money at the moment. CLW looks OK, and I had/have too much cash sitting in the account earning interest that will keep going down as the RBA lower interest rates.

I own both.

 

[rolly1]

A couple you may want to take a look at: TCF, MOT, KKC, QRI, PCX, GCI

 

[divs4ever]

i started buying ( have bought several parcels since ) in December 2017 as i started switching away from corporate debt

now we could go into a debate about 'timing the market ' , but this is really a story of reasonably reliable income ( and safety of investment cash )

the trade-off here over cash in the bank ( or term deposit ) is the ease of grabbing the cash to re-deploy

had i been forced to sell in 2023 and 2024 ( when i was buying ) i would have been looking at a 50 cent ( plus ) capital loss per share

( CLW is currently my 3rd largest holding )

 

[divs4ever]

A couple you may want to take a look at: TCF, MOT, KKC, QRI, PCX, GCI

i hold QRI as well

but with QRI you really need to dig deep to understand what you are buying into , they have a complex range of assets including senior debt assets ( but monthly payouts are nice )

 

[Value Collector]

Declining divs over the last 3 years not a concern?

not at all, guidance is for divs to increase this year, and the divs only dropped a little bit because interest rates increased. They pay out 100% of their earnings, so as the interest rates on the debt they hold went up, it cut into their rental earnings so they had less to pay out. But rents increase every year, and now that interest rates have levelled off and are on the way down it will cause divs to rise again.