Conservatively priced exposure to industrial property
BUY
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Latest reported results for listed property securities
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Well placed for growth in FY25
Trading at attractive levels
Well positioned for growth
1H24 Results: Office fund with 11.2% yield.
1H24 Results Update
1H24 Results: Leasing success, more to do
1H24 Results: Under-rented industrial portfolio with 5.0% yield.
Update to forecasts
Trading Metrics of the listed A-REITs on a sector by sector basis
Initiation of Coverage: Growth Focused Property Fund Manager
An Attractive Yield
Update to Forecasts
FY23 Results: Updating forecasts
FY23 Results: Winning The Race Between Rent and Finance Costs
ACCUMULATE
June 2023 Valuation Update
HOLD
Initiation of Coverage: High quality fund manager with growth opportunities - Initiation of Coverage
1H23 Results - Tailwinds vs Headwinds
June 2022 results for GDF, COF, BWP, CIP
1H22 Results - Opening the borders
1H22 Results - Well positioned in the industrial sector
1H22 Results - Managing well
June 2021 results for CHC, GDI, SCG, GOZ, AOF, HMC, CMW, WPR
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June 2021 results for GPT, DXS, CQR, AQR, SCP, ABP, AVN, ADI, VCX, HDN, SGP
FY21 Results - Transformational Growth
FY21 Results - Growing the Fringe
June 2021 results for COF, BWP, CIP, CLW, ARF, CNI, GMG, MGR, CQE, GDF
Acquisition of 50 Cavill Ave, Surfers Paradise
Value-add office fund with 9.6% yield
1H21 Results - Reigniting the engine
Accumulate
1H21 Results: A Valentine in waiting
Dec 2020 results for GDI, ENN, ERF, ECF, AOF, SCG, HMC, CMW, AVN, GOZ, SGP, WPR
Dec 2020 results for CQR, GPT, AQR, CHC, ADI, VCX, ABP, APD, GDF, GMG
1H21 Results: Upgrade to BUY
Buy
Dec 2020 results for CLW, DXS, SCP, CNI, CQE, ARF, MGR
1H21 Results: Catching the industrial sector tailwinds
Dec 2020 results for CIP, BWP, COF
FY20 Results: Solidifying the base
FY20 Results: Locking in the yield
Week 4: AOF, AVN, GDI, SGP, SCG, HMC, CMW, PWG
Week 3: ABP, AQR, ADI, DXS, VCX, GDF, GOZ, WPR, MGR, CHC, APD, ENN, ERF, ECF
FY20 results with COF trading on a yield of 8.6%
Results for GPT, CQE, SCP, CNI, GMG, CQR, ARF
Results for BWP, COF, CIP, CLW
Starwood withdraws takeover offer
Hold
1H20 results: steadying the ship
Results for AQR, SCG, ADI, VCX, SGP, CHC, GDF, APD, VVR, CQR
Results for GPT, CLW, CQE, CNI, GMG, ARF
Results for SCP, BWP, AOF, CMA, CIP, DXS, MGR
Starwood announces intention to bid $2.95 per unit for AOF
CMA acquires $380.5M of office assets & reaffirms FY20 guidance
FY19 in line with guidance, growth expected once Botanicca is leased.
FY19 results update with GDI awaiting the shortlist on WA Police tender.
Results for SCP, BWP, CIP, CMA, CQE, MGR
Results for GPT, CLW, ARF, CNI, DXS, VCX, CQR
Calendar of Listed A-REITs reporting during August
Acquisition of 2 industrial assets & stapling proposal with manager
AOF has received an increased offer of $3.04 per unit from CHAB Office Trust
AOF has received a takeover offer of $2.95 per security from Abacus & Charter Hall
Results for AQR, GDI, ADI, ARF, SCG, SGP, CQR, VVR, GOZ, APD, CHC, GDF, CMW
1H19 results inline, boosted by additional $8M cash settlement
1H19 Results
Results for GPT, CLW, CQE, CNI, GMG, VCX
Initiation of Coverage
February 2019 Week 1
1H19 results update
1H19 Results: Getting ready for Valentines
Core Plus property manager with strong track record
December 2018 reporting period
Acquisition of Hines portfolio
Takeover offer from Starwood
Capital Raising Update
Update following FY18 results
August 2018 Week 4
August 2018 Week 3
August 2018 Weeks 1 & 2
June 2018 reporting period
32 Phillip Street Parramatta NSW
March 2018
February 2018: Weeks 3 & 4
1H18 Results
February 2018: Week 2
February 2018: Week 1
1H18 Results: Upgrade to Accumulate
Acquisition of 588 Swan Street Richmond VIC
Active property fund with growth potential
Defensive office fund with medium term opportunities
2025 Annual Australian Property Funds Industry Forum
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