Property Portfolio Management

Running head: PROPERTY PORTFOLIO MANAGEMENT
Property Portfolio Management
Name of the Student:
Name of the University:
Author’s Note:

PROPERTY PORTFOLIO MANAGEMENT1
Table of Contents
Section A: A-REIT..........................................................................................................................3
Overview of the Specific Vehicle................................................................................................3
Details and the Current Value of Property..................................................................................3
Diversity of Property Portfolio....................................................................................................3
Risk Management Strategy..........................................................................................................4
Recent Performance and Future Outlook of the Specified Vehicles...........................................7
Section B: DPS/UPF........................................................................................................................8
Overview of the Specific Vehicle................................................................................................8
Details and the Current Value of Property..................................................................................8
Diversity of Property Portfolio....................................................................................................9
Risk Management Strategy........................................................................................................10
Recent Performance and Future Outlook of the Specified Vehicles.........................................10
References......................................................................................................................................12
Appendix........................................................................................................................................14
1) Charter Hall Retail Property Portfolio Performance of NSW.........................................14
2) Charter Hall Retail Property Portfolio Performance of QLD, WA, NT.........................15
3) Portfolio Performance of SA,VIC...................................................................................16

PROPERTY PORTFOLIO MANAGEMENT2
Section A: A-REIT
Overview of the Specific Vehicle
The Australian REIT that has been selected for the purpose of analysis is the Charter Hall
Retail Fund that would be selected for the purpose of analysis. The Fund invests in Commercial
Australian Supermarket that are primarily located in various metro and non-metro areas. The
fund is highly diversified with the various kinds of investment that is done by the company in
various types of commercial properties including supermarket anchored and convenience-plus
shopping centres ("Charter Hall Retail REIT", 2019).
Details and the Current Value of Property
The fund has 58 properties in the portfolio of investment, with a overall portfolio
valuation of $2.9 billion and a high occupancy rate of about 98.1% and a wale of 6.5 years
(Annual Report, 2018). The snapshot of the Charter Hall Retail Fund is that it is well managed
by the Charter Hall Retail Group that is listed in the Australian Stock Exchange with its ticker
symbol as (ASX: CHC).
Diversity of Property Portfolio
The diversity of Property Portfolio is primarily into the high quality Australian
supermarket anchored convenience and convenience-plus shopping centers. However, in terms

PROPERTY PORTFOLIO MANAGEMENT3
of geographical distributions the operations of the REIT is widespread across the Australian
Region where majority of Supermarkets are rented to high anchored companies and institution
who pay monthly rents and the same is paid out to the REIT holders of the company (Investor
Centre, 2019). The diversification done by the company well in comparison to the geographical
borders can be well reflected in the given figure below where NSW/ACT is the key region where
majority of the retail projects are operated. However, in order to enjoy the benefits of
diversification the funds also enter into various joint venture real estate investment projects for
the purpose of generating the rental income and wealth (Charter Hall Retail REIT 2017 Annual
Report, 2017).