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Healthcare Property Trust - Wholesale Units

Further information on AUFM's response to NorthWest's unsolicited proposals can be read here

The Healthcare Property Trust (the Trust) is now open for investment

For a limited time, unitholders in the Trust can invest in Wholesale Units as part of a pro-rata entitlement offer (the Offer).

Eligible unitholders will be entitled to subscribe for $1 of Wholesale Units for every $18.9193 of Units held at 5.00pm (AEST) on 4 June 2021 (Record Date) plus $2,500.

The Offer will remain open from today until 5pm (AEST) on 12 July 2021.

For further information, please read our announcement.

About the Trust

Now over 20 years old, the Trust has grown to become one of Australia’s largest unlisted healthcare property funds, with assets worth $2.4 billion.1

The portfolio is dominated by high-grade hospital and medical centre assets with long leases to market-leading healthcare operators.

Throughout its history, the Trust has provided investors with consistent tax advantaged income returns and capital growth.

Investment Objective

To deliver sustainable, quarterly income distribution payments, plus the opportunity for long-term capital growth.

Investment Strategy

To grow the property portfolio through acquisition of new properties and the enhancement of existing properties.

View our Trust performance

Performance
As at 30 Apr 2021
1 mth % 4.38
3 mth % 12.90
6 mth % 18.62
1 yr % pa 25.09
2 yrs % pa 16.09
3 yrs % pa 13.92
5 yrs % pa 14.89

Facts about the Trust

Portfolio snapshot1

Gross asset value

$2,477.76m

No. of properties

66

No. of tenants

173

Weighted average lease expiry

15.7 years3

Portfolio occupancy

98.0%

Trust gearing

27.31%4

Financial overview – Wholesale Units5

Distribution return

5.58%

Capital growth

16.02%

Total return

21.60%

Video : Celebrating 20 years

The Trust purchased its first four hospitals in 1999, and over the past 20 years has grown to become one of Australia’s most successful specialist healthcare real-estate investment vehicle, with 51 healthcare-related properties in its portfolio, valued at $1.7 billion.1


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