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Real Estate

Dexus Convenience Retail REIT (ASX:DXC) Edges Higher—Can Its Income Profile Stay Defensive?

an Australian real estateInvestmenttrust that owns service-station and convenience-retail properties. Dexus states that the portfolio was valued at AUD 779mn at 30 June 2026, with 99.2% occupancy and a weighted averageLeaseexpiry of 7.6 years.

Aditi Sarkar | 03 September 2026

PEXA Group (ASX:PXA) Advances—Can International Execution Rebuild Investor Confidence?

a property technology company whose platform supports digital property settlements in Australia. It also operates data and insights services and has pursued international expansion, giving the group a mix of established domestic infrastructure and newer growth initiatives.

Aditi Sarkar | 03 September 2026

GemLife Communities Group (ASX:GLF) Ticks Higher—Can Settlement Growth Support Guidance?

a developer and operator of land-lease communities for Australians aged over 50. Its model combines developmentEarningsfrom home settlements with recurring site-rental income, while the pipeline of communities provides opportunities for future construction and sales.

Aditi Sarkar | 03 September 2026

Cromwell Property Group (ASX:CMW) Gains Ground—Can Portfolio Repositioning Lift Returns?

an Australian real estate investor andFund Managerwith exposure to office properties and third-partyAssetsunder management. Following portfolio changes, itsInvestmentcase centres on domestic assets, leasing execution, capital allocation and the performance of its funds-management platform.

Aditi Sarkar | 03 September 2026

Ingenia Communities Group (ASX:INA) Edges Up—Will the Peet Deal Change the Investment Case?

an owner, operator and developer of lifestyle, holiday and rental communities. Its activities span land-lease communities, tourism accommodation and residential operations, generating rental income as well as development profits from new-home settlements.

Aditi Sarkar | 03 September 2026

Winton Land (ASX:WTN) Rises—Can Project Delivery Offset Property-Cycle Pressure?

a New Zealand residential land developer that plans and delivers masterplanned communities.Revenuedepends on the timing and mix of completed lots and homes, while its land bank, consenting pipeline and construction program shape future activity.

Aditi Sarkar | 03 September 2026

Peet (ASX:PPC) Moves Higher—What Could Reshape the Property Developer’s Outlook?

a residential property developer and funds manager with communities across Australia.Earningsare influenced by lot settlements, development margins, project timing, capital partnerships andDemandfor new housing in the markets where it operates.

Aditi Sarkar | 03 September 2026

LDR Capital Property Fund (ASX:LED) Advances—Can Leasing Progress Narrow the Valuation Gap?

an Australian commercial property fund holding officeAssetsin Perth, Canberra, Sydney, Brisbane and the Gold Coast. The portfolio includes WorkZone West, Garema Court, 19 Harris Street, 200 Adelaide Street and 50 Cavill Avenue, creating exposure to several office markets and tenant groups.

Aditi Sarkar | 03 September 2026

WOTSO (ASX:WOT) Ticks Up—Can Network Expansion Improve Operating Leverage?

a flexible-workspace operator offering coworking, serviced offices, meeting rooms and relatedBusinessservices. Its model combines property operations with recurring member revenue, while utilisation, siteMaturityand occupancy influence theEconomicsof each location.

Aditi Sarkar | 03 September 2026

US Masters Residential Property Fund (ASX:URF) Edges Higher—Is the Portfolio Strategy Nearing a Turning Point?

an Australian-listed fund with exposure to residential property in the United States. Its investor centre provides regular net asset value estimates, quarterly updates, financial reports and distribution notices, giving unitholders a view of asset values, cash movements and the progress of its current portfolio …

Aditi Sarkar | 03 September 2026
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