Charter Hall Group has delivered a strong set of full year results for FY26, with operating earnings per security climbing 26.8% to 103.2 cents per share, demonstrating robust growth across the group’s investment platform. This substantial earnings growth reflects the company’s successful execution in what remains a challenging environment for Australian real estate, underpinned by record gross equity inflows and significant transaction activity that position the group well for continued expansion.
The $6.7 billion in gross equity inflows represents a record for the Property Funds Management business, signaling strong investor appetite for Charter Hall’s investment products. These flows were driven by $2.5 billion in institutional wholesale pooled funds, $3.8 billion in partnerships and mandates, and $352 million in direct funds, indicating diversified capital sources across different investor segments. Combined with $17.1 billion in gross property transactions, this activity demonstrates the group’s capacity to source and deploy capital at scale while navigating a competitive marketplace.
The distribution per security increased 6 percent to 50.7 cents, reflecting both earnings growth and the group’s commitment to returning capital to shareholders. This growth came despite the challenging environment for property investment in Australia, which has seen significant headwinds from higher interest rates and economic uncertainty. The group’s funds under management expanded to $94.3 billion, including $76 billion in property funds, providing a substantial foundation for ongoing revenue generation.
Charter Hall’s property investment portfolio reached $3.2 billion as the group continues to co-invest alongside its managed funds, aligning management interests with those of its investors. Property investment EBITDA grew 17 percent during the year, driven by accretive investments, contributions from prior year commitments and active portfolio curation. The deployment of $450 million into the property investment portfolio during FY26 reflects management confidence in the underlying asset quality and return prospects, while the $500 million of portfolio assets under active review suggests ongoing optimization of the investment mix.
Looking ahead, investors should monitor how Charter Hall manages the potential impact of interest rate changes on both its investment returns and its ability to continue attracting capital to its funds. The company’s focus on institutional and wholesale capital sources, combined with growing momentum in direct funds for self-managed super funds and advised investors, suggests it is well positioned to capture market share as investor preferences evolve. Management’s emphasis on matching real estate opportunities with tenant demand and offering inflation-resilient, income-focused products should support continued momentum in funds management growth. This announcement has been classified as price sensitive and flagged as material by the ASX.
View the full ASX announcement (PDF)
About Charter Hall Group (ASX: CHC)
Charter Hall Group is Australia’s leading fully integrated diversified property investment and funds management company operating as a Real Estate Investment Trust (REIT). The company accesses, deploys, and manages high-quality properties across four core sectors: Office, Industrial & Logistics, Retail, and Social Infrastructure. It provides property investment and funds management services to retail and institutional investors with a portfolio valued at over $70 billion.
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