Centuria Industrial REIT (CIP) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning. Thank you for joining Centuria Industrial REIT's 2026 four-year results presentation. My name is Grant Nicholls, CIP's fund manager. Also presenting today is Kate Mitchell, Centuria Capital Group Data Centre fund manager, and Michael Ching, CIP's deputy fund manager. Starting on slide three, I would like to commence today's presentation with an acknowledgement of country. We are joining you from the lands of the Gagel people of the Eora Nation. Centuria manages property throughout Australia and New Zealand and pays its respects to the traditional owners in each country, to their unique culture, and to their elders past and present. In today's presentation, Kate, Michael, and I will provide an overview of CIP's 2026 financial performance, an update on our data center progress and opportunities within this subsector, analysis of the CIP's operational performance, an update on our development projects and pipeline, a summary of market conditions, and conclude with an outlook and guidance statement. Moving to slide four. Centuria Industrial REIT is managed by Centuria Capital Group. Centuria has over $22 billion of assets under management, and CIP is the largest fund managed by Centuria. CIP unit holder is Sanford Brom. Centuria's deep real estate expertise, including a fully integrated property, facilities, and development management platform, synergies across the group's broader industrial real estate portfolio and strong alignment as Centuria is CIP's largest unit holder and the manager's interests are strongly aligned with yours as unit holders. Onto slide six. CIP's longstanding vision and strategy remains unchanged. We aspire to be Australia's leading domestic pure play industrial REIT with a primary focus on delivering income and capital growth to in...