Charter Hall Long Wale Reit · ASX:CLW
Charter Hall Long Wale Reit — Shareholder Meeting (October 2025)
18 slides from Charter Hall Long Wale Reit's shareholder meeting presentation, Oct 16, 2025
Slide 1: Charter Hall Long WALE REIT 2025 Annual General Meeting
Charter Hall Long WALE REIT For personal use only 2025 Annual General Meeting ASX:CLW
Slide 2: Agenda
Agenda For personal use only Agenda 1. Independent Chair’s Address: Glenn Fraser 2. Fund Manager’s Address: Avi Anger 3. Questions Acknowledgement of Country Charter Hall acknowledges the Traditional Custodians of the lands on which we work and gather. We pay our respects to Elders Cover: Coles Dist
Slide 3: Independent Chair's Address: Glenn Fraser
Independent Chair’s Address: For personal use only Glenn Fraser 1 Coles Distribution Centre Perth, WA Coles expansion facility currently under construction (bottom right)
Slide 4: Board of Directors and Management Team
Independent Chair’s Address Board of Directors For personal use only Glenn Fraser Independent Chair Ray Fazzolari Ceinwen Kirk-Lennox David Harrison Carmel Hourigan Independent Non-Executive Independent Non-Executive Managing Director & Group CEO Office CEO and Wholesale Capital Director Director Ma
Slide 5: Best in class diversified real estate portfolio secured by long term leases
Independent Chair’s Address Best in class diversified real estate portfolio secured by long term leases to blue-chip tenants For personal use only $5.5 bn 9.3 years 99.9% portfolio valuation WALE occupancy1 3.0% 54% LFL2 property income NNN leases1,3 growth 99% Arnott’s Huntingwood Sydney, NSW lease
Slide 6: Sustainability initiatives
Independent Chair’s Address Environment Social Governance Sustainability initiatives Achievements in FY25 For personal use only Net Zero by 2025 Natural disaster relief and recovery ESG leadership Maintained Net Zero Scope 1 and Scope 2 Charter Hall Group invested over $1 million with CLW scored 78
Slide 7: Fund Manager's Address: Avi Anger
Fund Manager’s Address: For personal use only Avi Anger 2 Crows Nest Hotel Sydney, NSW
Slide 8: FY25 full year highlights
Fund Manager’s Address FY25 full year highlights1 Financial Portfolio Capital For personal use only performance performance management FY25 Operating EPS of Stabilisation of valuations $715 million of new interest rate 25.0 cents per security Full year like-for-like valuation movement was flat hedgi
Slide 9: Real estate valuation cycle since June 2020
Fund Manager’s Address Real estate valuation cycle since June 2020 CLW like-for-like1 portfolio sector cap rates since June 2020 For personal use only 7.0% On a like-for-like basis1 across CLW’s diversified real 1 estate portfolio, sector cap rates have on average 6.5% expanded over the past two and
Slide 10: Portfolio curation through selective and targeted divestments
Fund Manager’s Address Portfolio curation through selective and targeted divestments Sale price Property Tenant Settlement date (A$m) For personal use only Agri-logistics Completion of FY24 divestment program Inghams portfolio (27 assets) Inghams 225.3 August 2024 Settled $299 million of sales contr
Slide 11: Portfolio enhancing and earnings accretive acquisitions completed
Fund Manager’s Address Portfolio enhancing and earnings accretive acquisitions completed Increased exposure to critical, Commonwealth Government leased, social infrastructure properties Social infrastructure For personal use only $134.7 million Department of Defence (DoD), Canberra ACT Australian Bo
Slide 12: Portfolio enhancing and earnings accretive acquisitions completed (continued)
Fund Manager’s Address Portfolio enhancing and earnings accretive acquisitions completed (continued) Hospitality Office For personal use only $11.5 million $94.6 million Narrabeen Sands Accommodation, NSW BWS Crows Nest, NSW Westpac, Kogarah NSW − Strategic acquisition of the accommodation that adjo
Slide 13: $5.5 billion diversified portfolio of high quality real estate
Fund Manager’s Address $5.5 billion diversified portfolio of high quality real estate Diversified across geography, real estate sector and tenant industries Key metrics June 2024 June 2025 For personal use only Number of properties 540 510 Property valuation (A$m) 5,768 5,455 Weighted Average Capita
Slide 14: Focus on key defensive tenant industries
Fund Manager’s Address Focus on key defensive tenant industries1 Defensive and resilient to economic shocks For personal use only Convenience retail – hospitality (23%) Government (18%) Data centres & telecommunications (14%) Convenience retail – service stations (12%) Breakfast Creek Hotel, Brisban
Slide 15: Outlook and guidance
Fund Manager’s Address Outlook and guidance - CLW’s strategy is to provide investors with stable and secure income and target both income and capital growth through an For personal use only exposure to a diversified portfolio leased to corporate and government tenants - Portfolio occupancy is 99.9%
Slide 16: Questions
Questions For personal use only 3 Geoscience Australia Canberra, ACT
Slide 17: Meeting Closed
Meeting Closed For personal use only bp Caringbah Sydney, NSW
Slide 18: Further information
Further information For personal 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 pr
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