Latest Capital Recycling News

DigiCo Infrastructure REIT is using US asset sales to lower leverage and concentrate capital on its Australian data centre pipeline, led by the fully funded 88MW SYD1 project. The strategy comes alongside a $100.8 million statutory loss, higher distributions and FY27 guidance for 15.0 cents per security.

EVT delivered growth across hotels, cinemas and Thredbo in FY2026 while outlining an approximately $500 million non-core property divestment programme. The group is also reviewing its structure as it redirects capital towards asset-light hotel expansion and considers potential special dividends.

Ingenia Communities Group has turned down a $4.75 per security indicative offer from Warburg Pincus, affirming its commitment to a growth strategy anchored by the Peet acquisition and long-term sector tailwinds.

Ingenia Communities Group has secured unconditional contracts to sell six New South Wales communities, releasing $124 million in capital that will be deployed into higher-growth projects and debt reduction.

Dexus has delivered a 37.0 cents per security distribution for FY26, matching guidance despite economic headwinds, while initiating a strategic review of infrastructure funds acquired in 2023 and forecasting lower earnings in FY27.

WAM Alternative Assets nearly doubled its pre-tax profit in FY2026, driven by a 9.1% portfolio gain and a decisive shareholder vote backing its strategy. The company declared a 6.0 cents per share dividend, partially franked at 60%, reflecting portfolio maturation and diversification.

HMC Capital reported a statutory loss of $111.6 million for FY26 amid significant fair value losses, yet delivered operating earnings close to guidance and maintained its dividend. The group’s strategic partnerships and capital recycling position it for a 16% rise in underlying earnings in FY27.

Ingenia Communities Group (ASX: INA) reported an 18% rise in FY26 EBIT to $193.4 million, beating guidance, while underlying EPS grew 16% to 35.8 cents. The group also extended its land lease development pipeline to 8,800 sites, underpinning future growth.

EVT Limited posted strong FY26 growth across hotels and entertainment, unveiling a $800 million capital recycling program and a strategic group structure review to fuel future expansion.

GemLife Communities Group (ASX: GLF) reported a 238% surge in statutory net profit for 1H26, driven by record home settlements and a 10% rise in average sale prices, prompting an upgrade to full-year earnings guidance.

Charter Hall Social Infrastructure REIT (ASX:CQE) posted a robust FY26 result with a 13.1% rise in operating earnings per unit, driven by strategic acquisitions and disciplined capital recycling. The portfolio now boasts a $2.3 billion valuation, near-full occupancy, and extended lease terms, underpinning income resilience amid ongoing sector demand.

WAM Strategic Value delivered a 9.5% portfolio gain for FY2026, outpacing the ASX All Ordinaries by 3.8%, and declared a fully franked full-year dividend of 6.5 cents per share, up 8.3%. The company maintained a strong cash position and continued to capitalise on discounted asset opportunities.