Centuria Industrial Reit · ASX:CIP
Centuria Industrial Reit — Investor Day (June 2026)
17 slides from Centuria Industrial Reit's investor day presentation, Jun 16, 2026
Slide 1: Centuria Industrial REIT (CIP) Investor Day Presentation
Centuria Industrial REIT (CIP) Investor Day Presentation SYDNEY (Tuesday, 16 June 2026) – Centuria Industrial REIT (ASX: CIP), provides the attached presentation that will be used as part of today’s Investor Day. – Ends – For more information or to arrange an interview, please contact: Grant Nichols
Slide 2: Centuria Industrial REIT Investor Day
16 JUNE 2026 | ASX:CIP Centuria Industrial REIT Investor Day CLAYTON DC, CLAYTON VIC
Slide 3: Group overview and Centuria data centre vertically integrated capability
LISTED: DATA CENTRE, PIPE STREET, WELLCAMP QLD Group overview and Centuria data centre vertically integrated capability John McBain, Centuria Capital Joint CEO Simon Holt, Centuria Capital CFO
Slide 4: Centuria: Founder-led, Australasian fund manager overseeing $21Bn+ AUM
Centuria: Founder-led, Australasian fund manager overseeing $21Bn+ AUM1 25+ year track record deploying capital into scalable investments CENTURIA DIVISIONS OPERATIONS PLATFORM CAPITAL1 • Real estate equity ✓ Funds management • 150+ unlisted funds & loan SPVs (Listed / unlisted funds) ✓ Transactions
Slide 5: Centuria has established vertically integrated data centre capability
Centuria has established vertically integrated data centre capability DC owner DC developer DC operator AI Factory operator ARTIST IMPRESSION TELSTRA DATA CENTRE, CLAYTON VIC DC EXPANSION, CLAYTON VIC WELLCAMP DC, TOOWOOMBA QLD AI FACTORY 1 First acquisition in 2020. Dedicated data centre developmen
Slide 6: Data centre market overview
Data centre market overview Kate Mitchell, Fund Manager – Data centres
Slide 7: What's real and what's not? Duplication and constraints on prospective supply
What’s real and what’s not? Duplication and constraints on prospective supply Australia’s installed 44GW capacity is currently GW of connection requests received in the 2025 ISAR1 only 1.5GW. Despite strong 30GW demand, this is only Removed by NSP and AEMO screening for credibility1 expected to grow
Slide 8: Australia's competitive advantages are structural and strategic
Australia’s competitive advantages are structural APAC data centre powered shell build cost estimates ($USM / MW)1 and strategic Advantages Tokyo 14.5 • Sovereign data and regulatory positioning Singapore 13.5 • Lower cost build vs North Asia1 • Strong renewable energy pipeline Hong Kong 12.0 • Prox
Slide 9: Each digital wave has added to – rather than replaced – underlying demand
Each digital wave has added to – rather than replaced – underlying demand Industry evolution is not as much about excess data centre capacity; as it is the risk that AI value creation occurs offshore, leaving Australia positioned as a consumer of AI, not a producer of it. Dot.com the internet Cloud
Slide 10: Centuria DC: CIP's perspective
LISTED: THOMASTOWN VIC Centuria DC: CIP’s perspective Grant Nichols, Head of Listed Funds & CIP Fund Manager
Slide 11: Centuria Industrial REIT data centre strategy
Centuria Industrial REIT (ASX: CIP) data centre strategy Targeting real estate returns from data centres Two different asset strategies Targeting real estate returns No operating risk • Existing operational data centres provide long • The CIP data centre strategy is targeted at • CIP cannot operate
Slide 12: Clayton
Clayton ARTIST’S IMPRESSION Current Future optionality • CIP owned asset since 2020. • Telstra has agreed to partially surrender one hectare of under-utilised land, providing an opportunity for a second data centre. • Telstra have a triple net lease over an existing data centre until 2050. • The exi
Slide 13: Thomastown
Thomastown ARTIST’S IMPRESSION Current Future optionality • Existing CIP landholding of 10.6 hectares. • Future optionality • Two existing industrial facilities on site, with lease expiries of 2027 and 2031. • Power applications have been lodged to VicGrid and Ausnet. • Significant power allocations
Slide 14: Toowoomba
Toowoomba Current Future optionality • Acquired by CIP in 2026. • Power studies underway to increase power capacity. • Centuria DC have a 15-year triple net lease over the facility. • Proximity to renewable and gas energy, creates opportunity for significant • Existing operation is a 2.5MW colocatio
Slide 15: Other sites
Other sites Yarraville Malaga Current Current • Located within 10 kilometres of Melbourne city, leased to 2028. • Malaga - 100% leased to Fujitsu until October 2030 (with a 5-year option). Future optionality • Located in the Western Melbourne availability zone, with numerous Future optionality Hyper
Slide 16: Disclaimer
Disclaimer This presentation has been prepared by Centuria Property Funds No.2 Limited (ABN 38 133 363 185, AFSL 340304) (CPF2L) as responsible entity of Centuria Industrial REIT (ARSN 099 680 252) (‘CIP’ or the ‘Trust’). This presentation contains selected summary information and does not purport t
Slide 17: Centuria office locations
AUSTRALIA Sydney (head office) Melbourne (02) 8923 8923 (03) 9616 6500 Level 41, Chifley Tower Level 47 2 Chifley Square 101 Collins Street Sydney NSW 2000 Melbourne Vic 3000 Brisbane Perth (07) 3905 7000 (08) 9321 7133 Suite 2802, Riverside Centre Level 27 Level 28, 123 Eagle Street 140 St Georges