Centuria Office REIT (COF) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning. Thank you for joining Centuria Office REIT's full year 2026 results presentation. My name is Grant Nicholls, Head of Listed Funds for Centuria Capital. Presenting with me today is Belinda Cheung, Centuria Office REIT Fund Manager, and Cameron Mullen, COF 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 Gadigal people of the Eora Nation. Venturia 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. The past year has demonstrated improved momentum across Australia's office markets with increased leasing activity, positive rental growth and signs of asset value stabilisation. This is occurring amid constrained future supply and the ongoing repurposing of office spaces for alternate use particularly in metropolitan markets. As a result, there is a positive outlook for stronger occupancy and rental growth in the markets COF is exposed to. COF's FY26 performance reflects this positive momentum and in today's presentation, Belinda and Cameron will cover an overview of COF's performance, COF's financial results, operational performance and conclude with a market overview and guidance. Moving to slide four, Centuria Office REIT is managed by Centuria Capital Group, which has over $22 billion of assets under management. DOF unit holders continue to benefit from Centuria's deep real estate expertise, including a fully integrated property, facilities, and asset management platform, synergies across the group's broader office real estate portfolio, and strong alignments as Centuria is COF's largest unit holder and the mana...