Real Estate

Real Estate

AUD

www.goodman.com

asx-gmg

GMG

Buy

AU$68.88B

68876346690

Goodman Group operates as a provider of essential infrastructure. It owns, develops and manages high quality, sustainable logistics properties and data centres in major global cities, that are critical to the digital economy. The firm properties portfolio includes logistics and distribution centres, warehouses, light industrial, multi-storey industrial, business parks and data centres. The company was founded by Gregory Leith Goodman in 1989 and is headquartered in Sydney, Australia.

Real Estate

AUD

www.scentregroup.com

asx-scg

SCG

Outperform

AU$19.22B

19219970690

Scentre Group engages in the business of owning, managing, leasing, and developing Westfield destinations in Australia and New Zealand. It operates under the Property Investment, and Property Management and Construction segments. The Property Investment segment includes net property income from shopping centers. The Property Management and Construction segment focuses on external fee income from third parties primarily property management and development fees, and associated business expenses. The company was founded in July 1959 and is headquartered in Sydney, Australia.

Real Estate

AUD

www.stockland.com.au

asx-sgp

SGP

Hold/Neutral

AU$13.61B

13606968900

Stockland engages in the business of real estate. It operates through the following segments: Commercial Property, Communities, and Other. The Commercial Property segment invests in, develops and manages retail town centres, workplace and logistics properties. The Communities segment manages a range of Master planned Communities, Land Lease Communities, and Apartments. The Other segment includes strategic investments and other items which are not able to be classified within any of the other defined segments. The company was founded by Ervin Graf in 1952 and is headquartered in Sydney, Australia.

Real Estate

AUD

www.vicinity.com.au

asx-vcx

VCX

Outperform

AU$11.64B

11635338500

Vicinity Centres operates as a real estate investment trust, which engages in the development, operation, and management of shopping centers. It operates through the following business segments: Property Investment and Strategic Partnerships. The Property Investment segment comprises of net property income derived from investment in retail property. The Strategic Partnerships segement offers property management, development, leasing, and management of wholesale property funds. The company was founded on February 18, 1985 and is headquartered in Chadstone, Australia.

Real Estate

AUD

www.gpt.com.au

asx-gpt

GPT

Buy

AU$9.50B

9501263940

GPT Group operates as a real estate investment property trust. It invests in retail, commercial, hotel, industrial, and office park properties. It operates through the following segments: Retail, Office, Logistics, and Corporate. The Retail segment includes regional and sub-regional shopping centers as well as equity investment in GPT Wholesale Shopping Centre Fund. The Office segment comprises of prime central business district office properties including some associated retail space as well as GPT's equity investment in GPT Wholesale Office Fund. The Logistics segment manages logistics and business park assets and on equity investment in GPT Metro Office Fund. The Corporate segment involves in cash and other assets and borrowings and associated hedges plus resulting net finance costs, management operating costs and income tax expenses. The company was founded by Dick Dusseldorp in 1971 and is headquartered in Sydney, Australia.

Real Estate

AUD

www.mirvac.com

asx-mgr

MGR

Outperform

AU$9.47B

9470065220

Mirvac Group engages in real estate investment, development, third party capital management, and property asset management. It operates through the following segments: Investment, Funds, and Development. The Investment segment engages in directly owned assets, co-investment stakes in funds, and investments in joint ventures and associates alongside capital partners. The Funds segment includes both funds management and asset management operations. The Development segment deals with commercial and mixed-used and residential projects. The company was founded by Henry Pollack and Robert Hamilton in 1972 and is headquartered in Sydney, Australia.

Real Estate

AUD

www.charterhall.com.au

asx-chc

CHC

Outperform

AU$9.13B

9128845452

Charter Hall Group engages in managing and investing in office, retail, and industrial properties. It operates through the following segments: Property Investments, Development investments, and Funds Management. The Property Investments segment comprises an investment portfolio of property funds. The Development investments segment comprises investments in developments. The Funds Management segment offers investment management services and real estate management services. The company was founded by Cedric Fuchs and David John Southon in 1991 and is headquartered in Sydney, Australia.

Real Estate

AUD

www.dexus.com

asx-dxs

DXS

Outperform

AU$7.56B

7561224338

Dexus engages in real estate investments, leasing, and tenant services. It operates through the following segments: Office, Industrial, Co-Investment, Property Management, Funds Management, Development and Trading, and All Other. The Office segment offers domestic space with any associated retail space, car parks, and developments. The Industrial segment consists of domestic industrial properties, industrial estates, and developments. The Co-Investment segment focuses on income distribution earned from investments in pooled real assets and funds. The Property Management segment provides management services for third party clients and owned assets. The Funds Management segment offers management of third-party client assets. The Development and Trading segment includes the revenue earned and costs incurred on developments and inventory. The All Other segment involves the corporate expenses associated with maintaining and operating, and the treasury function managed through a centralized treasury department. The company was founded in 2004 and is headquartered in Sydney, Australia.

Real Estate

AUD

www.nationalstorageinvest.com.au

asx-nsr

NSR

Buy

AU$3.40B

3395109367

National Storage REIT engages in providing self-storage and tailoring self-storage solutions to residential and commercial customers. It offers spans self-storage, business storage, records management, climate-controlled wine storage, vehicle storage, vehicle and trailer hire, packaging, insurance and other value-added services. The company was founded in December 2013 and is headquartered in Brisbane, Australia.

Real Estate

AUD

www.charterhall.com.au

asx-clw

CLW

Outperform

AU$3.04B

3039531594

Charter Hall Long WALE REIT engages in the operation of real estate investment trust companies. It operates through the following segments: Property Investments, Development Investments, and Funds Management. The Property Investments segment consists of property funds. The Development Investments segment includes investments in developments. The Funds Managements segment refers to the investment management services and property management services. The company was founded in 1991 and is headquartered in Sydney, Australia.

Real Estate

AUD

www.scaproperty.com.au

asx-rgn

RGN

Outperform

AU$2.79B

2788152650

Region Group engages in the business of investing in and managing shopping centres. It focuses on the non-discretionary retail sector primarily convenience retailers and grocery outlets; and is anchored by long-term leases to quality tenants. The company was founded on June 4, 2012 and is headquartered in Sydney, Australia.

Real Estate

AUD

www.domain.com.au

asx-dhg

DHG

Outperform

AU$2.75B

2754025060

Domain Holdings Australia Ltd. engages in the provision of real estate media and classified advertising services. It operates through the following segments: Core Digital, Print, and Corporate. The Core Digital segment focuses on real estate media and services business providing residential, commercial, and rural property marketing solutions. The Print segment includes real estate newspaper and magazine publishing. The Corporate segment is involved in corporate entity results. The company was founded in 1999 and is headquartered in Sydney, Australia.

Real Estate

AUD

asx-hdn

HDN

Buy

AU$2.73B

2732941326

HomeCo Daily Needs REIT aims to invest in predominately metro-located, convenience-based assets, across the target sub-sectors of neighborhood retail, large format retail, and health and services. Its objective is to provide unit holders with exposure to a portfolio of stabilized assets targeting consistent and growing distributions. The company was founded in November 2020 and is headquartered in Sydney, Australia.

Real Estate

AUD

www.bwptrust.com.au

asx-bwp

BWP

Underperform

AU$2.64B

2639991587

BWP Trust is a real estate investment trust, which invests and manages commercial properties. The company was founded on June 18, 1998 and is headquartered in Perth, Australia.

Real Estate

AUD

www.ingeniacommunities.com.au

asx-ina

INA

Buy

AU$2.28B

2282466172

Ingenia Communities Group engages in managing and developing a portfolio of retirement and lifestyle communities. It operates through the following segments: Lifestyle Development; Lifestyle Rental; Ingenia Gardens; Holidays and Mixed Use; Fuel, Food, and Beverage Services; and Corporate and Other. The Lifestyle Development segment refers to the development and sale of lifestyle homes. The Lifestyle Rental segment relates to long-term accommodation within lifestyle and rental communities. The Ingenia Gardens is involved in rental villages. The Holidays and Mixed Use segment includes tourism and rental accommodation within holiday parks. The Fuel, Food, and Beverage Services segment focuses on its investment in service stations and food and beverage operations adjoined to Ingenia Holiday communities. The Corporate and Other segment covers its remaining assets and operating activities. The company was founded on November 22, 2003 and is headquartered in The Rocks, Australia.

Real Estate

AUD

asx-pxa

PXA

Outperform

AU$2.22B

2219987297

PEXA Group Ltd. engages in the development and provision of electronic conveyancing system. The company was founded on October 4, 2018 and is headquartered in Docklands, Australia.

Real Estate

AUD

asx-ask

ASK

Buy

AU$2.06B

2056571313

Abacus Storage King REIT is a real estate investment trust. The company is headquartered in Sydney, Australia.

Real Estate

AUD

www.centuria.com.au

asx-cip

CIP

Outperform

AU$2.02B

2019079360

Centuria Industrial REIT operates as a property investment and fund management, which engages in acquiring and managing industrial properties within Australia. The company was founded in March 2002 and is headquartered in Sydney, Australia.

Real Estate

AUD

www.home-co.com.au

asx-hmc

HMC

Outperform

AU$1.96B

1955798431

HMC Capital Ltd. engages in the business of funds management through ownership and management of real asset focused funds. It operates through the following segments: Investments, Fund Management, and Corporate. The company was founded in 2008 and is headquartered in Double Bay, Australia.

Real Estate

AUD

www.growthpoint.com.au

asx-goz

GOZ

Buy

AU$1.93B

1930711832

Growthpoint Properties Australia operates as a real estate investment company with a mandate to invest in Australian real property in the industrial, office and retail sectors. The company's objective is to provide investors with a tradable security producing consistently growing income returns and long-term capital appreciation. Growthpoint Properties Australia was founded on February 22, 2007 and is headquartered in Melbourne, Australia.

Real Estate

AUD

www.vivaenergyreit.com.au

asx-wpr

WPR

Outperform

AU$1.76B

1756724296

Waypoint REIT Ltd. is a real investment trust fund, which engages in property leasing and investment. It has 425 services stations located through Australian States and Territories. The company was founded on June 14, 2016 and is headquartered in Docklands, Australia.