Centuria Office REIT (COF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning. Thanks for joining Centuria Industrial REIT's half-year 2026 results presentation. My name is Jesse Curtis, Head of Funds Management for Centuria Capital Group. Also presenting today is Grant Nichols, CIP Fund Manager and Head of Listed Funds, and Michael Chim, CIP Assistant Fund Manager. Also in the room today is Tim Mitchell, Centuria's Group Head of Investor Relations. 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 Gadigal people of the Eora Nation. Centurion 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. Turning to the domestic industrial sector, the Australian market continues to demonstrate strong structural momentum. supported by resilient population growth, sustained public infrastructure investment, and resurging tenant activity. Couple this with constrained long-term national supply, this is underpinning the need for high-quality industrial space. CRP is well positioned to leverage these favourable conditions through our focus on well-connected and strategic assets in urban infill markets. In today's presentation, Grant and Michael will provide an overview of CIP's half-year 2026 financial performance, analysis of the operational performance of the REIT, an update on our development projects and pipeline, an update on our data center projects and opportunities in this space, a summary of market conditions, and conclude with an outlook and guidance statement. Moving now to slide four, Centuria Industrial REIT is managed by Centuria Capital Group. Centuria has over 21 billion of assets under management, and CRP is ...