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Woolworths sells $603m hotel portfolio

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Woolworths' is selling liquor retail property assets in a $603 million deal, one of the largest hotel portfolio sales in Australia.

Charter Hall Group and superannuation fund HOSTPLUS will buy the portfolio, which comprises 54 hospitality assets which mostly have Dan Murphy’s and/or BWS outlets, and then lease them back to ALH Group, which is 75 per cent owned by Woolworths and operates 329 venues and 545 retail liquor outlets across Australia.

The deal -- which has a yield of 6.8 per cent -- gives an initial 20-year lease to ALH.

Woolworths chief executive Grant O'Brien said the retailer will have divested over $2.8 billion of property assets since mid 2010 after completion of the ALH deal as it leverages its portfolio to maximise shareholder value.
"Woolworths’ and ALH’s preference is to enter into long term leases over its premises rather than holding property assets," he said, adding that ALH Group will continue to retain ongoing operational control of the hotels and co‐located retail liquor stores through long‐term leasehold arrangements.  Woolworths has been investigating divestment of part of its property portfolio for several months.
Shares in Charter Hall, which upgraded its operating earnings growth guidance outlook for fiscal 2015 toward the top end of the five per cent to seven per cent range given late last month, rose on the news. At the 10.15am (AEST) official market open, Charter Hall shares were 1.38 per cent higher at $4.41, against a benchmark index decline of 0.05 per cent. In earlier trade, Charter Hall shares hit as high as $4.47.

Shares in Woolworths, which said it may pay down debt with the sale proceeds, were largely unmoved, lifting 0.08 per cent to $36.33.

The new partnership, known as the Long WALE Investment Partnership, will commit equity of $302m ($151m each from Charter Hall and HOSTPLUS) to the acquisition. The outstanding $340m will come from a non recourse debt facility from a syndicate of two Australian banks.

Charter Hall said its share of the acquisition will be funded from available cash and undrawn debt capacity and is expected to be earnings accretive to the group's current financial year operating earnings.

Charter Hall said the contribution to its property-investment earnings from Woolworths’ subsidiaries had increased to 22 per cent.

The portfolio covers venues across Australia, including the Croxton Park Hotel and Manhattan Hotel in Victoria, the Villa Noosa Hotel and Parkwood Tavern in Queensland, the Hyde Park Hotel in Western Australia and the Norwood Hotel in South Australia. 

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Charter Hall Group partners with HOSTPLUS to acquire property, ALH to lease assets back.

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