CLW - Charter Hall Long WALE REIT

[divs4ever]

CLW is in my ASF 2025, stock tipping,
So now.. in Jan 2025, I present a monthly chart, duration 10 years.
RBA interest rate in 2025 is probably going...down.

View attachment 191709

lower rates ( in Australia ) ?

i am not so sure about that ( at least in 2025 )

our dollar isn't much over 60 cents ( US )

surely the RBA/Canberra don't want a sub 60 cent dollar ( and we aren't doing so well against some other tragic currencies either )

ALSO i think i read somewhere Albo is thinking about a Federal Election this year , that might make the RBA reticent

 

[finicky]

• Charter Hall Long WALE Cut to Underweight at JPMorgan; PT A$3.70

- VIa Market Matters today

 

[divs4ever]

• Charter Hall Long WALE Cut to Underweight at JPMorgan; PT A$3.70

- VIa Market Matters today

i need it lower than that before i consider adding more , sub $3.40 should start to get me interested

( i hold )

 

[Logique2]

In my entry, Tipping Comp 2025, as at: Fri 30 Jan ..not c.o.b. yet.

(Long) Weighted Average Lease Expiry.

SP is very interest rate reactive. Latest in the media is saying: 75% of chance of Reserve i rate cut in Feb 2025.

3.90 ; +2.7% YTD

 

[JohnDe]

In my entry, Tipping Comp 2025, as at: Fri 30 Jan ..not c.o.b. yet.

(Long) Weighted Average Lease Expiry.

SP is very interest rate reactive. Latest in the media is saying: 75% of chance of Reserve i rate cut in Feb 2025.

3.90 ; +2.7% YTD

FYI -

 

[divs4ever]

currently my fourth largest holding , i will be watching to CAREFULLY add more .. but currently i am tilting towards REITs that focus on healthcare tenants .

please note i hold most REITs as a bond substitute ( fairly regular income payments )

a capital gain ( in years to come ) would be nice , but income until then will be better for me