Arena REIT
Logotype for Arena REIT

Arena REIT (ARF) investor relations material

Arena REIT H1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Arena REIT
H1 2026 earnings summary10 Feb, 2026

Executive summary

  • Statutory net profit reached AUD 110 million, up 202% year-over-year, driven by revaluation gains, rental income growth, acquisitions, and developments.

  • Net operating profit rose 9% to AUD 39 million, supported by strong performance in early learning and healthcare assets.

  • Operating EPS increased 5.4% to AUD 0.097; NAV per security rose 5.2% to AUD 3.64.

  • Distribution per security guidance for FY26 reaffirmed at 19.25 cents, a 5.5% increase.

  • Develop-to-own pipeline replenished, securing investment program for the next two years.

Financial highlights

  • Property income grew 12% to AUD 49.7 million; total assets increased 7% to AUD 1.98 billion since June 2025.

  • Investment properties valued at AUD 1.89 billion, up 6% from June 2025.

  • Portfolio value uplift of 3.3% driven by tightening yields and increased rents.

  • Distribution per security for HY26 was 9.625 cents, up 5.5% year-over-year.

  • Borrowings increased to AUD 475 million, with gearing at 23.2%.

Outlook and guidance

  • FY26 distribution guidance is 19.25 cents per security, assuming no material changes in market or operating conditions.

  • Positive outlook supported by long-term social and economic trends, government policy, and population growth.

  • Focus remains on disciplined growth, portfolio management, and embedded income growth through inflation-linked leases.

Quantify debt capacity for new investments
What drove the significant revaluation gains?
What is the plan to diversify beyond ELCs?
Assess tenant rent affordability given rising OpEx
Flexibility to defer development projects
What healthcare sub-sectors are being considered?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Arena REIT earnings date

Logotype for Arena REIT
H2 202611 Aug, 2026
Arena REIT
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Arena REIT earnings date

Logotype for Arena REIT
H2 202611 Aug, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Arena REIT is an internally managed Australian real estate investment trust (REIT). The company focuses on developing, owning, and managing social infrastructure properties, particularly in the childcare and healthcare sectors. These sectors are supported by favorable demographic and economic trends as well as bipartisan government support. The company is headquartered in Australia, and its shares are listed on the ASX.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage