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Arena REIT (ARF) investor relations material
Arena REIT H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary12 Aug, 2025
Executive summary
Statutory net profit rose 42% to $81.5 million year-over-year, with net operating profit up 17% to $73 million and total assets reaching $1.9 billion, a 15% increase.
Operating earnings per security increased 5.1% to 18.55¢, and distribution per security grew 5% to 18.025¢ compared to FY2024.
Portfolio supports essential community services, with 100% occupancy, sector-leading lease terms, and WALE of 18.4 years.
Leadership transition planned, with Justin Bailey to become CEO, supported by an expanded management team.
Sustainability initiatives led to a 47% reduction in financed emissions intensity and solar installations on 92% of properties.
Financial highlights
Statutory profit of $81.5M and underlying net operating profit of $73M, up 17% year-over-year.
Property income increased 15% to $92.1 million, and total operating income rose 15% to $93.3 million.
Net asset value per security increased 1.5% to $3.46, and gearing remained low at 22.8%.
Distribution per security for FY25 was 18.025¢, up 5% from FY24.
Investment property value grew 12% due to $224M in acquisitions and development CapEx.
Outlook and guidance
FY26 distribution guidance set at 19.25¢ per security, a 5.5% increase, assuming no material changes in market or operating conditions.
Guidance assumes average BBSW rate of 3.3%, hedge cover at 80% (2.8% rate), and CPI at 2.5%.
Positive outlook underpinned by contracted rent increases, market rent reviews, and development completions.
Strong social and macroeconomic drivers are expected to support early learning and healthcare sectors.
Development pipeline replenished with 29 projects scheduled for completion in FY2026 and FY2027.
What's driving the increased development pipeline?
How will safety reforms impact the portfolio?
What changes to strategy post leadership transition?
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Next Arena REIT earnings date
Q1 202611 Nov, 2025
Next Arena REIT earnings date
Q1 202611 Nov, 2025
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Frequently asked questions
Arena REIT is an internally managed Australian real estate investment trust (REIT). The company focuses on developing, owning, and managing social infrastructure properties, particularly in the childcare and healthcare sectors. These sectors are supported by favorable demographic and economic trends as well as bipartisan government support. The company is headquartered in Australia, and its shares are listed on the ASX.
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