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Real Estate

Cavco Delivers Second Straight Quarter of Record Revenue With Backlog Rising to US$348 Million

Net income increased 5.8% to US$55.4 million andDiluted Earnings per Sharerose 9.5% to US$7.17 from US$6.55. The result includes a one-time US$7 million benefit from a return of insurance premium tied to directors and officers coverage bought in 2019, which added US$0.70 to diluted …

Aditi Sarkar | 02 November 2026

Medalist Diversified Seeks Fresh Stockholder Vote on Tax Loss Protection Charter Amendment

At its 16 June 2026 annual meeting, stockholders voted on a charter amendment aimed at preserving the tax benefits of those losses. The proposal drew more than 95% of the votes cast, but Medalist later determined that it had not received the vote required …

Aditi Sarkar | 02 November 2026

How Is BWP Group (ASX:BWP) Balancing Rental Growth and Portfolio Reinvestment?

Funds from operations increased 4.5% to AUD 140.9 million, while FFO per security reached 19.29 Australian cents, up 2.1%. Like-for-like rental growth was 3.0%, and the announced average leasing spread for large-format retail space reached 23.6%. Portfolio weighted averageLeaseexpiry stood at 7.3 years following …

Aditi Sarkar | 02 November 2026

Can Region Group (ASX:RGN) Sustain Essential-Retail Income Growth?

Occupancy increased to 98.1% from 97.5%, according to the company’s results presentation. Average specialty leasing spreads improved from 3.7% to 4.0%, and comparable net operating income growth reached 3.3%, compared with 3.2% previously. Region Group’s network serves about 100 communities and includes more than …

Aditi Sarkar | 02 November 2026

What Does Charter Hall Long WALE REIT (ASX:CLW) Reveal About Rental Income Stability?

The portfolio was valued at approximately AUD 6.1 billion and comprised 505 properties. The company reported 99.9% occupancy and a 9.2-year weighted-average lease expiry. Roughly 99% of rental income was associated with government and leading corporate tenants on the stabilised measure used in the …

Aditi Sarkar | 02 November 2026

How Is Ingenia Communities Group (ASX:INA) Translating Development Activity Into Earnings?

The company completed 573 new-home settlements during FY26, approximately 10% above the preceding year. It reported a land-lease pipeline of 8,800 lots, with an estimated end value exceeding AUD 1.5 billion. Nearly 7,000 homes were described as contributing annuity-style rent, while grossMarginon home sales …

Aditi Sarkar | 02 November 2026

Can Lendlease Group (ASX:LLC) Improve Earnings While Reshaping Its Balance Sheet?

Investments, Development and Construction together delivered segment EBITDA of AUD 542 million and earnings per security of 33.7 Australian cents, the top end of guidance. Construction reported AUD 167 million in segment EBITDA, with aMarginof 4.3%, and secured AUD 6.4 billion in new work.Revenuein …

Aditi Sarkar | 02 November 2026

What Is Behind GemLife Communities Group (ASX:GLF) Settlement and Revenue Growth?

GemLife reported 208 home settlements for the half-year, versus 119 in the comparative period and 16 above its prospectus forecast. Average home sale price reached AUD 876,000, up approximately 10% year on year, excluding GST. Home-buildMarginwas 49.9%. Building and selling homes generates development cash …

Aditi Sarkar | 02 November 2026

How Is DigiCo Infrastructure REIT (ASX:DGT) Funding Its Data-Centre Expansion?

The company announced letters of intent covering the remaining 52 MW at SYD1, subject to binding documentation. It planned delivery of this expansion across FY27 and FY28, while evaluating approximately 15 MW of expansion at its Adelaide facility. Letters of intent are not equivalent …

Aditi Sarkar | 02 November 2026

How Did PEXA Group (ASX:PXA) Improve Earnings While Expanding Its Digital Settlement Platform?

The AustralianBusinessreported AUD 345.6 million in revenue, an 8% increase. Transaction volumes rose 6.4% to 4.7 million, while average revenue per transaction increased 2.2% to AUD 80.60. Australian EBITDA reached AUD 192.8 million, up 12%, with a margin of 55.8%. Efficiency programs helped offsetInflationandInvestmentin …

Aditi Sarkar | 02 November 2026
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