Charter Hall Social Infrastructure REIT (ASX:CQE) shares have risen 25.7% year-to-date, but the company is still trading at a 16% discount to its updated net tangible assets, said Jarden in a Tuesday note.

The company on Monday said that it swung to a profit of AU$0.191 per share in the fiscal year 2025 from a loss of AU$0.053 per share a year earlier. Analysts polled by Visible Alpha expected earnings of AU$0.1483.

According to the note, with property sector valuations now at their lowest and Charter Hall providing scale, more asset acquisition opportunities are expected to arise over the next 6 to 12 months.'

Jarden has maintained its neutral rating and has raised its price target from AU$3.35 to AU$3.25.