Real Estate

A high distributionYieldand childcare-sector considerations have framed the question of whether the next rate move could reshape theInvestmentcase.

A strong FY26 result with profit growth and an exceeded guidance range has framed the question of whetherYieldand asset values can drive a re-rating.

A portfolio pivot toward healthcare and lower gearing, against shifting rate expectations, has put RAM on the radar of property investors.

With rates a key driver of property values, and a tenant issue emerging, the question is whether the next rate move could reshape Arena's investment case.

With rates a key swingFactorfor property, the question is whether the next move could reshape the investment case for Centuria.

• Total funds under management reached $94.3 billion; property funds under management rose 13.8% to $76.0 billion.

• Property valuations across the portfolio rose about 1% over the year, the first sign of stabilisation after prior writedowns.