open

WPS3

Fund overview

WPS3 is the third fund in a specialist series investing in unlisted property funds and partnerships managed by entities within Charter Hall Group, many of which are usually only available to institutional investors.

Building on the strong track record of WPS1 and WPS2, which have consistently outperformed since inception**, WPS3 is well-positioned to capitalise on opportunistic returns amid falling interest rates, strong population growth, and constrained supply.

WPS3 is a fixed-term unlisted property fund offering Wholesale Clients:

Institutional-grade access to high-quality Australian commercial property.
Diversified portfolio with tactical abilitiy to allocate across sectors and markets throughout cycles.
Development pipeline that supports future growth and asset creation.
Immediate capital deployment with potential to capitalise on opportunistic returns.

Download the Information Memorandum

** Benchmark is MSCI Australia Core Wholesale Monthly Property Fund Index.

Open for investment

12%+ p.a.

Target return over investment term*

Important Information

Ratings

This report is intended for wholesale clients, AFSL holders or their authorised representatives. By requesting this report you are confirming that you are a wholesale client, you either hold an AFSL or are an authorised representative.

¹

Request the report

Why now?

Interest rates

Favourable economic landscape with interest rates declining.

Population growth

A forecast increase of 2 million people over five years^ will contribute to demand across all property sectors.

Supply constraints

Supply/demand imbalance emerging across all core property sectors.

Proven outperformance

Charter Hall has a long history of delivering outsized returns, including after a correction cycle.

^ Source: ABS, Oxford Economics, JLL, Charter Hall Research at 4Q24.

Important information

Offer opening date	3 September 2025
First Allotment Date	17 October 2025 Subsequent allotment dates will be notified on this website. Allotments will occur throughout the Initial Period and will generally be monthly on or around the 17th of each month, except in June and December, when they will be on or around the 1st of the month.
Conclusion of Initial Period	In or around December 2027
Conclusion of Investment Period	In or around December 2029
Conclusion of Realisation Period	In or around December 2032
Minimum Application Amount	$100,000 The Responsible Entity may waive the minimum Application Amount requirements in its discretion.
Eligibility	The Fund is open to investment by Wholesale Clients only, being a person or entity that is not a 'retail client' under section 761G of the Corporations Act. This commonly includes a person or entity: that has obtained a qualified accountant’s certificate stating they have net assets of at least $2.5 million, or a gross income for each of the last two financial years of at least $250,000; or a professional investor; or investors who invest at least $500,000 in a single offer.

All dates are subject to change and are at the discretion of the Responsible Entity. In addition, the Responsible Entity may close the Fund to new equity from time to time.

Download the Information Memorandum

Looking to invest? Here’s how

Read

Read the Information Memorandum in full.

Consider

Consider the offer, paying particular attention to the risks set out in the Information Memorandum.

Consult

Consult your financial adviser, stockbroker and other professional adviser.

Access

Access our online applications or complete the paper copy accompanying the Information Memorandum.

Apply Online Now

Contact us (Advisers)

Scott McLennan

Head of Distribution

Melissa Ridley

National Strategic Account Manager

Marco Triani

State Distribution Manager (NSW/Qld)

Craig Harding

Senior Business Development Manager (Vic/Tas/SA/WA)

Sandhya Reddy

Account Manager

Contact us (Direct Investors)

Oliver Gordon

Investor Communications Executive

Sarah Bohill

Investor Communications Executive

Charter Hall

Enquiries

Important Information

This website should only be read by wholesale clients (within the meaning of that term under the Corporations Act 2001 (Cth) (“Corporations Act”)) (“Wholesale Client”). No retail clients (within the meaning of the Corporations Act) will be able to act upon the information contained within this website.

This website has been prepared by Charter Hall Direct Property Management Limited (“CHDPML”) (ABN 56 073 623 784, AFSL 226849) as the responsible entity and the issuer of units in the Charter Hall Wholesale Property Series No.3 (“WPS3”). CHDPML has issued an Information Memorandum (“IM”) for WPS3 dated 3 September 2025. Investors should consider the IM and any supplementary IM carefully in determining whether to apply to acquire units in WPS3. The IM and any supplementary IM sets out the offer to apply for units, and will be available at www.charterhall.com.au/wholesaleseries or by calling 1300 652 790. Applications for units in WPS3 may only be made by completing the application form contained in the IM and will only be available to Wholesale Clients. This website and any other documentation including the IM and any supplementary IM is not, and is not required to be, a disclosure document, product disclosure statement or prospectus (within the meaning of the Corporations Act). It may not contain the same level of disclosure as those documents and has not been, and is not required to be, lodged with the Australian Securities and Investments Commission (“ASIC”).

To the maximum extent permitted by law, CHDPML disclaims all liability for any loss or damage which may arise out of the provision to, or by, or use by, any person of the information set out above. This is not an offer to acquire any units or make any investment in WPS3. This information does not constitute an offer for the issue, sale or purchase of any securities, or any recommendation in relation to investing. This website is general in nature and does not take into account any particular investors’ objectives, financial situations or needs. If you are considering an investment in the Fund you should read the IM and any supplementary IM in its entirety and seek appropriate professional advice. Total returns are subject to risks outlined in the IM and supplementary IM. Past performance is not an indicator of future performance. Any forecast or other forward-looking statements contained in this website may involve significant elements of subjective judgment and assumptions as to future events which may or may not be correct. Refer to the IM and any supplementary IM for more detailed information in relation to the financial information and the assumptions and risks underlying the forecast returns.

Whilst all care has been taken in preparation of this website, CHDPML does not give any representation or warranty as to the reliability, completeness or accuracy of the information contained in this website. CHDPML does not accept liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using this information.

If units in WPS3 are acquired, CHDPML and its associates may receive fees and other benefits, which are fully set out in the IM.

This website may not be copied, reproduced, distributed or disseminated to any other person without the express prior approval of CHDPML.

Ratings are only one factor to be taken into account when deciding whether to invest in a financial product. Consider your personal circumstances, read the Information Memorandum and seek independent financial advice before investing.

1. This report is intended for wholesale clients, AFSL holders or their authorised representatives, by accessing this report you are confirming that you are a wholesale client or you either hold an AFSL or are an authorised representative.

The Zenith Investment Partners Pty Ltd (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating of Charter Hall Wholesale Property Series No.3 (APIR MAQ8142AU) (assigned 11 September 2025) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of and consider the Infomration Memorandum or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at https://www.zenithpartners.com.au/our-solutions/investment-research/regulatory-guidelines/.

Charter Hall Wholesale Property Series No.3 (WPS3)

Access to an institutional-grade portfolio

12%+ p.a. target return over investment term*

Fund overview