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Charter Hall Social Infrastructure REIT CQE

Rating as of

Morningstar’s Analysis

Valuation
Currency in AUD
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1-Star Price

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5-Star Price

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Economic Moat

PREMIUM

Capital Allocation

PREMIUM

Childcare Centre Operators Offer More Value Than Childcare REITs

Analyst Note

| Gareth James, CFA |

The childcare sector came close to collapse in March 2020, when coronavirus emerged in Australia and lockdowns caused childcare centre occupancy rates to plummet. Childcare centre operators, which live and die by their occupancy rates, were particularly vulnerable and G8 Education’s share price plummeted. However, the prospect of bankrupt tenants across their portfolios also threatened the childcare-exposed real estate investment trusts, or REITs, including Arena REIT and Charter Hall Social Infrastructure Trust, or CQE.

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Company Profile

Business Description

Charter Hall Social Infrastructure REIT is the largest listed childcare REIT in Australia and New Zealand. It owns more than 400 properties in Australia and New Zealand. Leases are generally triple-net, where the tenant pays for outgoings including maintenance and most capital expenditure, with an initial term of 15 years plus two five-year options. The company is managed by ASX-listed Charter Hall Group.

Contact
No.1 Martin Place, Level 20
Sydney, NSW, 2000, Australia
T +61 286519000
Sector Real Estate
Industry REIT - Specialty
Most Recent Earnings
Fiscal Year End Jun 30, 2021
Stock Type
Employees

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