Centuria Office REIT (COF) Q2 2026 Earnings Call

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:01.173 Good morning. 00:00:01.173 -- 00:00:07.020 Thanks for joining Centuria Industrial REIT's half-year 2026 results presentation. 00:00:07.020 -- 00:00:11.186 My name is Jesse Curtis, Head of Funds Management for Centuria Capital Group. 00:00:11.186 -- 00:00:16.573 Also presenting today is Grant Nichols, CIP Fund Manager and Head of Listed Funds, 00:00:16.573 -- 00:00:21.380 and Michael Chim, CIP Assistant Fund Manager. 00:00:21.380 -- 00:00:27.525 Also in the room today is Tim Mitchell, Centuria's Group Head of Investor Relations. 00:00:27.748 -- 00:00:32.522 Starting on slide three, I would like to commence today's presentation with an acknowledgement 00:00:32.522 -- 00:00:38.308 of country. We are joining you from the lands of the Gadigal people of the Eora Nation. 00:00:38.308 -- 00:00:43.834 Centurion manages property throughout Australia and New Zealand and pays its respects 00:00:43.834 -- 00:00:49.020 to the traditional owners in each country, to their unique culture and to their elders 00:00:49.020 -- 00:00:51.740 past and present. 00:00:52.043 -- 00:00:54.926 Turning to the domestic industrial sector, 00:00:54.926 -- 00:00:59.380 the Australian market continues to demonstrate strong structural momentum. 00:00:59.380 -- 00:01:04.887 supported by resilient population growth, sustained public infrastructure investment, 00:01:04.887 -- 00:01:07.451 and resurging tenant activity. 00:01:07.451 -- 00:01:12.558 Couple this with constrained long-term national supply, this is underpinning the 00:01:12.558 -- 00:01:16.904 need for high-quality industrial space. 00:01:16.904 -- 00:01:21.971 CRP is well positioned to leverage these favourable conditions through our focus on well-connected 00:01:21.971 -- 00:01:26.654 and strategic assets ...