Latest Portfolio Valuation News

Charter Hall Long WALE REIT has reported steady earnings growth and a significant portfolio valuation uplift in its half-year results, reaffirming its FY26 guidance despite trading at a notable discount to net tangible assets.

Arena REIT has reported a robust HY2026 financial performance, with net operating profit rising 9% and statutory net profit surging 202%. The REIT’s active portfolio management and development pipeline underpin its confidence in sustained growth.

Centuria Industrial REIT (ASX – CIP) reported a robust HY26 with strong income growth, portfolio valuation gains, and an upgraded full-year earnings forecast, underpinned by active leasing and strategic capital management.

Bailador Technology Investments reports a strong HY26 with a 9.5% post-tax NTA per share increase to $1.76 and declares a fully franked interim dividend of 3.9 cents. The technology-focused portfolio saw revenue surge 42% to $673 million, underpinned by robust cash realisations including a $25 million partial sale of SiteMinder.

US Masters Residential Property Group aims to divest its entire portfolio by the end of 2026, signalling an end to its operations. The group will prepare 2025 financials on a non-going concern basis, reflecting this strategic wind-down.

Dexus Convenience Retail REIT has reported solid half-year results for 2026, underpinned by resilient income growth and a $19.8 million uplift in portfolio valuation. The fund maintains a conservative capital structure while advancing key development projects.

Dexus Convenience Retail REIT (DXC) reports solid HY26 results with strong income growth and high occupancy, while advancing strategic development projects to enhance its metro and highway retail footprint.

Centuria Office REIT (ASX, COF) reports a robust HY26 performance marked by significant leasing activity, a notable valuation uplift, and reaffirmed full-year guidance, underscoring a new cycle of recovery in the Australian office market.

Centuria Office REIT has delivered a strong half-year performance with increased portfolio valuation and reaffirmed full-year guidance, while strategically divesting a key asset at a premium.

Elanor Commercial Property Fund has reaffirmed its FY26 distribution guidance of 6.5 cents per security, buoyed by strong leasing activity and a modest uplift in portfolio valuations. However, potential management changes could cloud future payouts.

Arena REIT reports a $61 million uplift in portfolio valuation for H1 FY2026, driven by strong investor interest in early learning centres and a tightening yield environment. The company reaffirms its FY2026 distribution guidance, signaling confidence in its growth trajectory.

Bailador Technology Investments has increased the valuations of its portfolio companies Updoc and PropHero, driving a notable uplift in net tangible assets per share and signaling strong early performance in FY26.