A Look At Charter Hall Long WALE REIT’s Valuation As Earnings And Credit Rating Support Income Stability

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Moody’s reaffirmation of its BAA1 investment grade credit rating and A$1.1b of new interest rate hedging for FY26 also highlight how the REIT is managing higher finance costs and gearing pressures. See our latest analysis for Charter Hall Long WALE REIT. Despite the solid operating update, the 30 day share price return of 6.25% and 90 day share price return of 9.42% show recent pressure, while the 1 year total shareholder return of 2.22% and 5 year total shareholder return of 13.49% point to a steadier longer term picture. If income focused real estate is on your radar, it can also be worth widening the lens and checking out our screener of 2 top founder-led companies as potential next ideas. With operating earnings and income growth on one side, and recent share price weakness on the other, is Charter Hall Long WALE REIT offering value at current levels, or has the market already priced in its future growth? Most Popular Narrative: 10.7% Undervalued Charter Hall Long WALE REIT's last close of A$3.75 sits below the most followed fair value estimate of A$4.20, which is built around long leases and essential-service tenants.  A high proportion of Charter Hall Long WALE REIT's leases are to government, blue-chip corporates, and essential services, supporting stable rental revenue and very low vacancy risk. This strong tenant profile, together with long-duration leases (WALE 9.3 years), is expected to underpin resilient and predictable cashflow and help protect occupancies and rental income during periods of economic uncertainty.  Read the complete narrative. Want to see what is behind that A$4.20 fair value tag? The narrative leans on steadier earnings, higher margins, and a future profit multiple that may need to reset lower. Curious how those moving parts fit together in the model? Result: Fair Value of A$4.20 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, higher gearing and reliance on long, fixed or CPI linked leases could limit flexibility if debt costs stay elevated or tenant demand weakens. Find out about the key risks to this Charter Hall Long WALE REIT narrative. Another angle on valuation Our DCF model suggests A$3.75 is 35.3% below its estimate of future cash flow value of A$5.80, which points to an undervalued picture that is stronger than the A$4.20 narrative fair value. When cash flows and narratives disagree like this, which set of assumptions do you trust more? Look into how the SWS DCF model arrives at its fair value. CLW Discounted Cash Flow as at Feb 2026 Build Your Own Charter Hall Long WALE REIT Narrative If parts of this story do not quite line up with your own view, you can always test the assumptions yourself and build a version that fits your outlook, then Do it your way. A great starting point for your Charter Hall Long WALE REIT research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision. Looking for more investment ideas? If you are serious about building a stronger portfolio, do not stop at one REIT. Use the screener to spot other ideas before everyone else does.  Target reliable income potential with our list of 9 dividend fortresses, which focuses on higher yields with an eye on resilience. Hunt for potential mispricing by scanning 12 high quality undervalued stocks, which pairs quality fundamentals with prices that may not reflect their underlying strength. Protect your downside by reviewing 5 resilient stocks with low risk scores, which scores well on balance sheet strength and overall risk metrics.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}