Latest Portfolio Valuation News

Dexus Convenience Retail REIT reports a $20.2 million uplift in portfolio valuation for H2 2025, driven by cap rate compression and steady rental growth. The update signals strong investor demand for stable retail assets.

HomeCo Daily Needs REIT has reported a $219 million preliminary valuation gain alongside a strategic refinancing of $810 million in debt, reaffirming its FY26 distribution guidance amid strong portfolio fundamentals.

Pacific Current Group has confirmed key leadership appointments with Michael Clarke named Managing Director and CEO, and Ron Patel taking on the role of Acting CFO, signaling continuity and financial stewardship.

Vicinity Centres delivered a robust FY25 with statutory net profit surpassing $1 billion, driven by strategic premium asset acquisitions and successful retail developments. The company reaffirms its positive earnings guidance for FY26 amid sustained retail sales growth and high occupancy.

Goodman Group reports robust progress in Q1 FY26 with a $12.4 billion development pipeline dominated by data centres, reaffirming a 9% operating EPS growth forecast. The group is advancing logistics automation and expanding data centre capacity across key global markets.

National Storage REIT delivered robust FY25 results, surpassing earnings guidance and expanding its development pipeline, while advancing sustainability and technology initiatives.

Region Group delivered solid financial results for FY25 with modest growth in funds from operations and assets under management, while announcing a planned CEO retirement and maintaining positive guidance for FY26.

Bailador Technology Investments reported a robust FY25 with a 33% gross IRR from its private portfolio, $41 million deployed in new and follow-on investments, and a strong final dividend of 3.6 cents per share.

Lion Selection Group Limited reported a robust $39.2 million net profit for the year ended July 2025, driven by strong mark-to-market gains and strategic investments in Australian mining companies. The company’s portfolio value nearly doubled, reflecting timely market moves and a focus on precious and base metals.

US Masters Residential Property Fund reported robust first-half sales and significant debt reduction, while navigating a modest portfolio valuation dip primarily in New York.

Excelsior Capital reported a sharp fall in net profit after tax for FY25 despite a 74% rise in investment income, reflecting the absence of last year’s one-off asset sale gain. The company declared a higher fully franked final dividend, signalling confidence in its portfolio.

Hydrix Limited narrowed its FY2025 loss to $2.92 million, driven by significant cost reductions and steady revenue from expanding international medtech clients. Despite ongoing challenges in sales cycles and funding, the company remains focused on innovation and strategic investments.