Highlights

ARF posted a 13.03% YoY increase in H1FY25 revenue and an 87.11% YoY rise in Statutory net profit.

ARF total assets reached AUD 1.8 billion at the end of H1FY25.

ARF targets net zero emissions by 2050, with a 60–70% reduction goal by 2030.

Arena REIT (ASX:ARF) is an Australian property group that develops, owns, and manages social infrastructure assets, which are leased to diversified tenants in the childcare and healthcare sectors.

In the first half of the financial year 2025 (H1FY25), Arena REIT's property revenue increased by 13.03% YoY to AUD 44.15 million, up from AUD 39.06 million in H1FY24. Meanwhile, statutory net profit rose sharply by 87.11% YoY to AUD 36.3 million and net cash inflow from operating activities grew by 12.7% YoY to AUD 34.6 million. At the end of H1FY25, ARF total assets stood at AUD 1.8 billion.The company raised AUD 120 million through a placement and AUD 24 million security plan in H1FY25, and completed 11 property acquisitions and six ELC development projects. The portfolio achieved a 3.2% like-for-like rent increase, a WALE of 18 years, and 99.3% occupancy.

ARF expects a net revaluation uplift of AUD 18 million across its property portfolio as of 30 June 2025, increasing NAV per security by AUD 0.04. The portfolio's weighted average passing yield rose by 5 basis points to 5.47%, with yield expansion in both ELC and healthcare assets.

Company Outlook

ARF reaffirmed its FY25 distribution guidance of 18.25 cents per security, a 4.9% increase over FY24.
The company focuses on capital management, with stable gearing and effective hedging strategies maintained throughout the cycle.

ARF enhanced its capacity to invest in growth opportunities through successful Institutional Placement and Security Purchase Plan. The company targets net zero Financed Emissions by 2050, with a 60–70% reduction goal by 2030 under its Emission Reduction Plan.

Share performance of ARF

ARF shares closed 0.54% higher at AUD 3.700 per share on 22 July 2025. In the last one year, ARF’s share price has declined 6.57%. It is down 3.65% in the past one month and 5.85% over six months. However, the share price has increased by 3.06% in the past three months and 1.65% over the last week.

The 52-week high for ARF is AUD 4.340, recorded on 20 September 2024, while the 52-week low is AUD 3.325, recorded on 7 April 2025.

Support and Resistance Summary

Note 1: Past performance is neither an Indicator nor a guarantee of future performance.

Note 2: The reference date for all price data, and currency, is 22 July 2025. The reference data in this report has been partly sourced from EODHD/Others.

Technical Indicators Defined:

Support: A level at which the stock prices tend to find support if they are falling, and a downtrend may take a pause backed by demand or buying interest. Support 1 refers to the nearby support level for the stock and if the price breaches the level, then Support 2 may act as the crucial support level for the stock.

Resistance: A level at which the stock prices tend to find resistance when they are rising, and an uptrend may take a pause due to profit booking or selling interest. Resistance 1 refers to the nearby resistance level for the stock and if the price surpasses the level, then Resistance 2 may act as the crucial resistance level for the stock.