Australia's Charter Hall Long WALE REIT gains as Morningstar lauds company's portfolio
Shares of Charter Hall Long WALE REIT rise as much as 2.75 to A$3.820 in early trade, their largest intraday pct gain since early August 2025
Morningstar said CLW's half‑year result reflected a "sleep‑well‑at‑night" portfolio that warrants greater appreciation
CLW's HY operating earnings up 1% YoY, in line with Morningstar expectations, and management reaffirmed FY DPS forecast of 25.5 AU cents
The investment research firm says investors undervalue the REIT's income resilience, underpinned by a diversified tenant base, asset mix and geography, with long leases, low vacancy and fixed or inflation‑linked rent reviews further bolstering earnings security
Co adds that the REIT remained active in the half, acquiring higher‑yielding assets and selling lower‑yielding ones, with management expected to stay disciplined by funding future purchases largely through recycled capital
Stock down 7% YTD, including the day's moves
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