HealthCo Healthcare & Wellness REIT is a real estate investment trust listed on the ASX with a mandate to invest in Hospitals; Aged Care; Childcare; Government, Life Sciences & Research; and Primary Care & Wellness property assets, as well as other healthcare and wellness property adjacencies. The REIT’s objective is to provide Unitholders with exposure to a diversified portfolio underpinned by attractive megatrends, targeting stable and growing distributions, long-term capital growth and positive overall environmental and social impact.
Diversified portfolio underpinned by attractive megatrends, targeting stable and growing distributions, long-term capital growth and positive environmental and social impact.
Key Portfolio Metrics
Portfolio value
$1.6bn
WACR
5.27%
WALE
12.2 years
Occupancy
99%
Fixed WARR
3.9%
Future Development Pipeline
~$540m+
Total portfolio
- 31
assets - Portfolio value: $1.6bn
- 10
properties - Victoria
$566m
- 7
properties - New South Wales
$544m
- 11
properties - Queensland
$393m
- 3
properties - Western Australia
$108m
Announcements & Reports
The Team
Board
Joseph Carrozzi AM
Chair
David Di Pilla
Director
Stephanie Lai
Non-Executive Director, Chair of Audit and Risk Committee
Natalie Meyenn
Non-Executive Director
The Hon. Kelly O'Dwyer
Non-Executive Director
Dr Chris Roberts AO
Non-Executive Director
Advisory Panel
Danny Sims
Management Team
Christian Soberg
HCW Fund Manager
Andrew Boustred
Development Director
Clare Chapman
Head of Property Finance
Jennie Bian
Senior Legal Counsel and Assistant Company Secretary
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Investor Information
Name:
HealthCo Healthcare and Wellness REIT
Business Established:
2021
Listings:
The Australian Stock Exchange (ASX)
Exchange Centre, 20 Bridge Street, Sydney NSW 2020
The units are listed under ASX code: HCW
Registered Office:
Level 7, 1 Macquarie Place, Sydney NSW 2000
Telephone: 1300 466 326
Board of Directors:
Joseph Carrozzi AM - Chair
David Di Pilla - Director
Stephanie Lai - Non-Executive Director, Chair of Audit and Risk Committee
Natalie Meyenn - Non-Executive Director
The Hon Kelly O’Dwyer - Non-Executive Director
Dr Chris Roberts AO - Non-Executive Director
Share Registry:
Australia
Link Market Services
Level 12, 680 George Street
Sydney NSW 2000
Telephone: 8280 7100 (within Australia)
+61 2 8280 7100 (outside Australia)
Company Secretary:
Andrew Selim - General Counsel and Company Secretary
Website:
Auditor:
KPMG Australia Pty Limited
Level 38, Tower 3, International Towers Sydney
300 Barangaroo Avenue
Sydney NSW 2000
Media Enquiries:
John Frey
P: 0411 361 361
E: john@brightoncomms.com.au
Annual Tax Statements
HCW Funds Management Limited as trustee for HealthCo Healthcare and Wellness REIT has elected to apply the Attribution Managed Investment Trust (AMIT) regime under Division 276 of the Income Tax Assessment Act 1997 to HCW.
Attribution Managed Investment Trust Member Annual Statements (Annual Tax statements) are issued to investors at the end of each financial year in September. HCW has produced a taxation guide to assist Australian resident individuals who hold their HCW units on capital account to complete their Australian income tax return. The guide is general in nature and should not be relied on, and does not constitute taxation advice. If you require any further information about your tax affairs or the completion of an Australian income tax return, you should consult a professional tax adviser.
Copies of the Annual Tax Statement and Tax Guide can be downloaded from the Link Investor Centre website.
HealthCo Heathcare and Wellness REIT (ASX: HCW) has established a Distribution Reinvestment Plan (DRP) which allows you to have either all or part of your distributions reinvested in additional units in HCW without incurring brokerage, rather than having your distributions paid to you. You can elect to participate in the DRP at any time. In order to participate in the DRP for the next quarterly distribution, you will need to ensure your DRP participation notice is received, or your online election is made, by no later than 5pm (AEST) on the Last Election Date for the distribution. The Last Election Date will be notified to the ASX and posted on HCW's website when the next distribution is announced.
HCW recommends you seek financial advice and read the full terms and conditions set out in the DRP Rules provided below before deciding whether to participate.
To elect to participate in the DRP, please visit the Link Market Services Investor Centre at www.linkmarketservices.com.au
When you visit the Link Investor Centre, you will need your Security Reference Number (SRN) or Holder Identification Number (HIN) to verify your identity. Your SRN/HIN is available on your holding/transaction and distribution statements.
Choose ‘Payments & Tax’ at the top of the screen and follow the prompts for Reinvestment Plans. Please note that you will need to create a Portfolio to allow you to elect to participate in the DRP through the Link Market Services Investor Centre, this can be done by following the onscreen prompts.
For all other questions, please contact the Registry:
Link Market Services
Locked Bag A14
Sydney South NSW 1235
P: +61 1300 554 474 (toll free within Australia)
F: +61 2 9287 0303
E: registrars@linkmarketservices.com.au
W: www.linkmarketservices.com.au
Company | Analyst |
---|---|
Jefferies | Sholto Maconochie |
Morgan Stanley | Simon Chan |
Macquarie | David Pobucky |
Morgans | Fiona Buchanan |
Bell Potter | Andy MacFarlane |
HealthCo Healthcare & Wellness REIT (ASX: HCW) is followed by the analysts listed above. This is not a complete list of every analyst that follows the company’s securities. Only those analysts that have provided their consent to have their details disclosed on this page are listed above. Any opinions, forecasts and estimates regarding HCW's performance made by these analysts are theirs alone and are made independently of HCW. They do not represent opinions, forecasts, estimates or predictions of HCW or its management. HCW does not by its reference to the analyst details above imply its endorsement of or agreement with any information, conclusion or recommendations made by an analyst. HCW does not provide any assurance that information stated in any analyst report is correct.
- Corporate Governance Statement
- HMC Capital Work Health & Safety Policy
- Whistleblower Policy
- Unitholder Communication Policy
- Related Party Transactions Protocol
- Privacy Policy
- Policy on Non-Audit Services Provided by the Independent External Auditors
- Investment Committee Charter
- HMC Capital Securities Trading Policy
- HMC Capital Diversity Policy
HMC Capital takes all complaints seriously. Every complaint will be:
- acknowledged quickly;
- investigated objectively and impartially and will be considered on their merits considering the individual circumstances and needs of the complainant;
Following investigation, we will:
- notify the complainant of our findings and any actions we have taken or plan to take regarding the complaint;
- amend our business practices or policies, where appropriate; and
- record the complaint for audit and continuous improvement opportunities.
We aim to resolve your complaint in a timely and efficient manner. Where required in accordance with our internal procedures, we will provide a written response to you within 30 days of your complaint being received. If we resolve your complaint within 5 business days of receipt, we will generally not provide you with a written response unless you ask for one. If your complaint is particularly complex, or there are relevant circumstances outside our control, we will provide you with a delay notification within 30 days of your complaint being received. This delay notice will set out our reasons for the delay in providing a written response and your right to escalate the complaint to Australian Financial Complaints Authority (AFCA).
If you wish to make a complaint, please email complaints@hmccapital.com.au. Please let us know if you require assistance to make a complaint, including by another means, in another language or if you required a printed version of this document.
If your complaint relates to an investment product or service and has not been resolved within 30 days, or you are not satisfied with the process followed, you may seek assistance from AFCA.
AFCA is a free and independent dispute resolution service that considers complaints about financial service providers and their affiliates operating in Australia. AFCA can investigate disputes that fall within their Terms of Reference and make decisions that are binding on the financial services provider. Contact details for AFCA are:
GPO Box 3
Melbourne VIC 3001 (Australia)