CLW Implementation of new $2.0 billion secured debt platform

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Stock Charter Hall Long Wale REIT (CLW.ASX)
Release Time 10 Jun 2026, 8:22 a.m.
Price Sensitive Yes
 CLW Announces New $2.0 Billion Secured Debt Platform
Key Points
  • Completed refinance of balance sheet, replacing unsecured debt with secured debt
  • New platform extends debt maturity by 1.6 years to 4.3 years
  • Improved financial flexibility with reduced credit margins by 20 basis points
  • Reiterated FY26 EPS and DPS guidance of 25.5 cents per security
  • Full year financial results to be reported on August 13, 2026
Full Summary

Charter Hall Long WALE REIT (ASX:CLW) has completed a comprehensive refinance of its balance sheet, establishing a new $2.0 billion secured debt platform. This refinance replaces the existing unsecured debt with a secured debt platform, diversified across ten lending counterparties. The new platform fully refinances all existing balance sheet debt and extends the weighted average debt maturity by 1.6 years to 4.3 years. The refinance also delivers greater financial flexibility, with greater covenant headroom and a reduction in credit margins by approximately 20 basis points. CLW continues to target a balance sheet gearing range of between 25% to 35%. The company reiterated its FY26 EPS and DPS guidance of 25.5 cents per security.

Guidance

FY26 EPS and DPS guidance of 25.5 cents per security

Outlook

CLW is undervalued by the market given the quality of its portfolio, long WALE with leases to blue chip tenants and strong annual rental growth.