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Charter Hall Group (ASX:CHC), one of Australia's largest property fund managers, has delivered strong earnings growth that some fund managers believe the market undervalues. In August 2026, Pendal Group noted FY26 operating earnings per share grew almost 27%, though FY27 guidance of around 10.5% growth came in slightly below expectations. Pengana highlighted Charter Hall's third earnings guidance upgrade of the year and favours its strong cash flow and balance sheet, while Ten Cap increased its position on supportive capital flows and improving investment demand. Charter Hall operates in the Real Estate sector within the Equity Real Estate Investment Trusts industry, and Thesis Tracker has captured 36 comments from 18 fund managers, including Pendal Group, Pengana, Tamim and Ten Cap. Founded in 1991 and headquartered in Sydney, Charter Hall manages office, industrial, retail and social infrastructure property funds for institutional, wholesale and retail investors.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Endeavor Asset Management, Spheria Asset Management, Oracle Advisory Group, Airlie Funds Management, SG Hiscock & Company, Pendal Group, Blackwattle Investment Partners, First Sentier Investors, Wilson Asset Management, Atlas Funds Management, Ten Cap, Contact Asset Management, Pengana Capital Group, Paradice Investment Management, Sage Capital, Phoenix Growth Fund, Quest Asset Partners, Tamim Funds Management and WaveStone Capital have invested in Charter Hall Group (ASX:CHC).
Managers highlight repeated earnings guidance upgrades, renewed commercial property transaction activity, supportive capital flows and the potential for lower interest rates to lift asset valuations, according to Pengana, Tamim and Ten Cap.
Pendal notes FY27 guidance came in slightly below expectations, disappointing investors positioned for upside, and Pengana observed that earnings linked to asset values make Charter Hall sensitive to market sell-offs, falling 16% in March 2026.
Charter Hall Group is an Australian property investment and funds management company, founded in 1991 and headquartered in Sydney. The business operates through three core segments: Property Investments, featuring a portfolio of property funds; Development Investments, focusing on real estate development projects; and Funds Management, providing professional investment and real estate management services. Charter Hall manages diverse assets across the office, retail, and industrial property sectors, offering institutional and wholesale investors structured exposure to Australian real estate markets.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.