Charter Hall Long Wale Reit · ASX:CLW
Charter Hall Long Wale Reit — Shareholder Meeting (October 2026)
24 slides from Charter Hall Long Wale Reit's shareholder meeting presentation, Oct 15, 2026
Slide 1: Charter Hall Long WALE REIT 2026 Annual General Meeting
Charter Hall Long WALE REIT 2026 Annual General Meeting rsonal use only ASX:CLW Charter Hall Long WALE REIT 2026 Annual General Meeting
Slide 2: Agenda
Click icon to add picture Agenda rsonal use only 1. Independent Chair’s Address: Glenn Fraser 2. Diversified CEO and CLW Fund Manager’s Address: Avi Anger 3. Questions Charter Hall managed asset NAIDOC Week at 130 Lonsdale Street, Melbourne VIC Acknowledgement of Country Charter Hall acknowledges th
Slide 3: Independent Chair's Address: Glenn Fraser
Independent Chair’s Address: rsonal use only Glenn Fraser 1 Charter Hall Long WALE REIT 2026 Annual General Meeting Sonic Healthcare Brisbane, QLD 3
Slide 4: Board of Directors and Management Team
Independent Chair’s Address Board of Directors rsonal use only Glenn Fraser Independent Chair Belinda Robson Ray Fazzolari Ceinwen Kirk-Lennox Michael Gorman David Harrison Carmel Hourigan Independent Non-Executive Independent Non-Executive Independent Non-Executive Independent Non-Executive Managin
Slide 5: CLW: Australia's largest diversified Net Lease REIT
Independent Chair’s Address CLW: Australia’s largest diversified Net Lease REIT rsonal use only $6.1 billion portfolio valuation1 Diversified, long WALE portfolio Office 16% Hospitality 26% Data centres & social 9.2 years infrastructure Coles Distribution Centre portfolio WALE 17% Energy & Perth, WA
Slide 6: FY26 Sustainability achievements
Independent Chair’s Address Environment Social Governance FY26 Sustainability achievements By integrating sustainability rsonal use only across our platform and leveraging our scale, we Net Zero1 Community partnerships ESG leadership attract and retain capital while Maintained Net Zero Scope 1 and S
Slide 7: Diversified CEO and CLW Fund Manager's Address: Avi Anger
Diversified CEO and CLW Fund Manager’s rsonal use only Address: Avi Anger 2 Charter Hall Long WALE REIT 2026 Annual General Meeting Coles CoreWest Distribution Centre, Truganina (under construction) Melbourne, VIC 7
Slide 8: CLW: Australia's largest diversified Net Lease REIT
CLW Fund Manager’s Address CLW Diversified Long WALE CLW: Australia’s largest diversified Net Lease REIT Net Lease Strategy Enhanced by: rsonal use only To provide investors with stable and secure income and targeting both income and capital growth Strategic Active Asset Prudent Capital through an e
Slide 9: FY26 full year highlights
CLW Fund Manager’s Address FY26 full year highlights1 Financial Portfolio Capital performance performance management Operating EPS and DPS of $248 million of earnings accretive net Secured debt platform transition rsonal use only 25.5 cents per security acquisitions comprehensive refinance of balanc
Slide 10: Implementation of a new $2 billion secured debt platform
CLW Fund Manager’s Address Implementation of a new $2 billion secured debt platform Complete refinance of CLW’s balance sheet debt – extended maturity, reduction in debt cost and increased covenant headroom rsonal use only Debt maturity extended Reduction in cost of debt Enhanced covenant flexibilit
Slide 11: Benefits of CLW's long WALE, Net Lease strategy
CLW Fund Manager’s Address Benefits of CLW’s long WALE, Net Lease strategy rsonal use only 30 years Predictable growing income – Predictable, long-term rental cashflow – 9.2 year WALE and 30 year WALE+ portfolio WALE+2 – 3.1% average annual rent increases + 100% – Inflation protection with 54%1 of l
Slide 12: Strategy has delivered significant value for CLW investors since IPO
CLW Fund Manager’s Address Strategy has delivered significant value for CLW investors since IPO Leveraging Charter Hall Group’s market leading diversified platform and sale and leaseback transaction expertise Net Lease investment CLW investment Current equity value + rsonal use only Equity invested
Slide 13: CLW provides an attractive distribution yield
CLW Fund Manager’s Address CLW provides an attractive distribution yield 7.9% rsonal use only 5.3% 5.0% 4.1% 3.8% 3.2% CLW FY27 DPS Guidance (Share Avg. 12-month Aus term deposit rate 2 Aus 10-year Gov Bond Yield 2 Aus 4 largest banks FY26 avg. DPS Weighted avg. AREIT DPS Yield 4 ASX200 Dividend Yie
Slide 14: Investment activity highlights
CLW Fund Manager’s Address Investment activity highlights Increased exposure to long WALE, critical social infrastructure properties in strategic locations Social infrastructure rsonal use only Telco Exchanges portfolio, National Sonic Healthcare, Brisbane QLD Kent Street Exchange, Sydney CBD Lonsda
Slide 15: Active asset management and development capability to increase portfolio WALE
CLW Fund Manager’s Address Active asset management and development capability to increase portfolio WALE Industrial & logistics rsonal use only Coles Distribution Centre, Perth Airport WA − During 2H FY26, practical completion was reached for the cold storage expansion works at Coles’ Perth Airport
Slide 16: $6.1 billion diversified portfolio of high-quality real estate
CLW Fund Manager’s Address $6.1 billion diversified portfolio of high-quality real estate Diversified across geography, real estate sector and tenant industries Key metrics June 2025 June 2026 rsonal use only Number of properties 510 505 Property valuation ($m) 5,455 6,1131 Weighted Average Capitali
Slide 17: Focus on key defensive tenant industries
CLW Fund Manager’s Address Focus on key defensive tenant industries1 Defensive and resilient to economic shocks rsonal use only Government (21%) Hospitality convenience retail (20%) Grocery & distribution (13%) Data centres & telecommunications (13%) Geosciences Australia, Canberra Breakfast Creek H
Slide 18: Outlook and guidance
CLW Fund Manager’s Address Outlook and guidance FY27 guidance1 Operating earnings Distributions per per security security rsonal use only 25.5cps Australia’s largest diversified Predictable, long-term Enhance portfolio through Net Lease REIT rental cashflow curation & capital recycling 25.5cps Repre
Slide 19: Questions
Questions rsonal use only 3 Charter Hall Long WALE REIT 2026 Annual General Meeting Coles CoreWest Distribution Centre, Truganina (under construction) Melbourne, VIC 19
Slide 20: Items of Business
Items of Business rsonal use only 4 Charter Hall Long WALE REIT 2026 Annual General Meeting Woolworths Distribution Centre Melbourne, VIC 20
Slide 21: Items of Business: Election of Independent Director
Items of Business Resolution 1 Election of Independent Director – Belinda Robson rsonal use only To consider, and if thought fit, pass the following advisory, non-binding resolution of the Securityholders: “That Ms Belinda Robson be elected as a director of Charter Hall WALE Limited.” Charter Hall R
Slide 22: Items of Business: Resolution Proxies
Items of Business Resolution 1 – Proxies Election of Independent Director – Belinda Robson rsonal use only FOR: 98.12% OPEN: .47% AGAINST: 1.41% Charter Hall Long WALE REIT 2026 Annual General Meeting 22
Slide 23: Meeting Closed
Meeting Closed rsonal use only 5 Charter Hall Long WALE REIT 2026 Annual General Meeting Coles Distribution Centre Perth, WA 23
Slide 24: Further information
Further information rsonal use only Investor Relations Tel 1300 365 585 (within Australia) +61 2 8651 9000 (outside Australia) Email reits@charterhall.com.au Presentation authorised by the Board charterhall.com.au/clw IMPORTANT NOTICE & DISCLAIMER This presentation ("Presentation") has been prepared
Charter Hall Long WALE REIT — Shareholder Meeting (October 2026) on 6ix