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Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
RAM Essential Services Property Fund
RAM Essential Services Property Fund (REP) investor relations material
RAM Essential Services Property Fund H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary26 Feb, 2026
Executive summary
Portfolio occupancy remains high at 97–98.09%, with a WALE of 7–7.05 years and healthcare WALE nearing 10 years, underpinned by essential services tenants.
Transition to 80% healthcare assets is progressing, with a term sheet agreed for the sale of five retail assets to accelerate reweighting, retaining 10% ownership.
Distribution per security guidance reaffirmed at 5.0c for FY26, yielding over 9% and approximately 90% tax deferred.
Statutory net profit for HY26 was $4.9 million, a turnaround from a $22.9 million loss in the prior period.
Defensive characteristics supported by high tenant diversification, long-term leases, and strong leasing outcomes with positive spreads.
Financial highlights
Normalised FFO for HY26 was $9.1 million, down from $10.9 million, with FFO per security at 1.70c and normalised FFO per security at 1.82c.
Net profit for HY26 was $4.9 million, reversing a $22.9 million loss in HY25.
Revenue for HY26 was $28.4 million, stable year-over-year.
NTA per security at $0.79, slightly down from $0.81.
Distribution per security was 2.50 cps for the half, with a payout ratio of 137.5% of normalised FFO.
Outlook and guidance
FY26 DPS guidance of 5.00c per security reaffirmed, with a forecast yield above 9%.
Full-year projections remain on target, with payout ratio expected to normalize to 100% by June.
Final stages of transition to 80% healthcare weighting, with significant pipeline of accretive acquisitions.
Buyback under consideration post-portfolio transaction.
The fund is positioned for resilience through capital recycling and a transition to healthcare assets, targeting gearing of 30%-40% post-divestments.
Plan to align distributions with FFO?
Divestment plans to meet gearing target?
Strategy to extend debt maturity?
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Next RAM Essential Services Property Fund earnings date
H2 202625 Aug, 2026
RAM Essential Services Property Fund
Next RAM Essential Services Property Fund earnings date
H2 202625 Aug, 2026
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