Latest Portfolio Valuation News

BWP Group has successfully closed its $228 million fully underwritten entitlement offer, with retail investors contributing $19 million and institutional investors covering the balance.

Infratil posted an 11% rise in operational EBITDAF to NZ$989 million in FY26, fuelled by a record 555MW CDC data centre contract and a 170% EBITDAF jump at Longroad Energy. The company refined its portfolio with over NZ$600 million in divestments and secured a BBB+ credit rating, underpinning a strong FY27 outlook.

Kiwi Property Group reported FY26 results showing 4.3% rental income growth, a stronger balance sheet with gearing down to 37.4%, and a dividend increase, while progressing key asset sales and development projects.

BWP Group has launched the retail tranche of its fully underwritten $228 million entitlement offer at $3.77 per security, aiming to fund a $163 million development pipeline and reduce gearing.

Promisia Healthcare’s portfolio value jumps 17.1% to $107.2 million, driven by improved occupancy and operational efficiencies across all sites.

Ariadne Australia’s latest nine-month update reveals strong growth in its Orams subsidiary but a $5.2 million estimated total loss driven by currency headwinds and market declines in key investments.

Cromwell Property Group reported a 1.5% rise in operating profit and a 13.6% increase in assets under management, driven by strategic industrial acquisitions and robust portfolio performance.

Acorn Capital Investment Fund Limited has reported a remarkable half-year performance for the period ending 31 December 2025, with revenue and profit soaring over 300%. The fund also declared a fully franked interim dividend of 3.5 cents per share, signalling confidence in its investment strategy.

Abacus Group has reported a strong turnaround with a $47.6 million net profit for the half-year to December 2025, maintaining steady funds from operations and declaring a consistent interim distribution. The group is also exploring internalising management of its key joint venture, Abacus Storage King.

Diversified United Investment Limited reported a modest profit increase for the half year ending December 2025, alongside a stable dividend and a proposed merger with Australian United Investment Company Limited.

Hearts and Minds Investments Limited reported a dramatic 97% drop in half-year comprehensive income to $3 million, with a largely flat investment portfolio and a significant write-down of Corporate Travel Management shares. Despite this, the company declared a fully franked interim dividend of 9.5 cents per share.

Vicinity Centres reported a strong first half of FY26, boosting profits and advancing key retail and mixed-use developments, while maintaining a conservative balance sheet.