Fund Manager Summary
The fund managers believe that the outlook for Arena REIT No 1 presents a strong opportunity for investors. In their opinion, this high-quality property trust is characterized by low gearing and a long WALE (weighted average lease expiry), making it a stable investment. Additionally, they note the minimal tariff exposure and the fact that the share price has recently fallen to net tangible asset levels, which is quite unusual. This combination of factors positions Arena REIT as an attractive option for those seeking reliable returns in the property sector.
Source: Trading View
Commentary From The Managers
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Prime Value Asset Management
29 May 2025
$3.76
Summary
- Arena REIT is characterized as a very high-quality property trust.
- The investment was made due to low gearing, indicating financial stability.
- Arena REIT has a long WALE (weighted average lease expiry), which provides reliable income.
- The trust experiences little tariff exposure, reducing risk associated with regulatory changes.
- Prime Value Asset Management noted that the stock fell to net tangible assets levels, which is considered unusual.
- The fund manager initiated a position in Arena REIT believing in its strong fundamentals.
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Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
Commentary From The Managers
Prime Value Asset Management
29 May 2025
$3.76
- Arena REIT is characterized as a very high-quality property trust.
- The investment was made due to low gearing, indicating financial stability.
- Arena REIT has a long WALE (weighted average lease expiry), which provides reliable income.
- The trust experiences little tariff exposure, reducing risk associated with regulatory changes.
- Prime Value Asset Management noted that the stock fell to net tangible assets levels, which is considered unusual.
- The fund manager initiated a position in Arena REIT believing in its strong fundamentals.
Summary
Oracle Advisory Group
30 Sept 2024
$4.16
- Oracle Advisory Group has updated its investment thesis on Arena REIT.
- Arena REIT is described as best in class in childcare property ownership.
- This REIT has shown consistent growth despite recent economic downturns.
- It is one of the few REITs on the ASX to have maintained growth.
- Arena REIT benefits from a strong balance sheet and government-backed revenues.
- There is an increasing demand for childcare, positioning Arena for future success.
- Oracle Advisory Group believes Arena is set to outperform over the next decade.
Summary
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
ANALYST INSIGHT
Equity Research Analyst
"It seems that Arena REIT could be a hidden gem in a turbulent market, boasting strong fundamentals like low gearing and a long WALE. With its recent dip to net tangible asset levels, it appears to be an intriguing opportunity for discerning investors."
Last Updated: 29 May 2025
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Frequently Asked Questions
Who is investing in Arena REIT No 1 (ASX:ARF)?
Fund managers including Prime Value Asset Management and Oracle Advisory Group have invested in Arena REIT No 1 (ASX:ARF).
Why do fund managers invest in Arena REIT No 1?
Fund managers invest in Arena REIT No 1 due to its high-quality property trust status, characterized by low gearing, a long weighted average lease expiry (WALE), minimal tariff exposure, and a share price that has dropped to net tangible asset levels, indicating strong underlying value.
What happened to Arena REIT No 1 (ASX:ARF)?
There have been no recent updates from fund managers regarding Arena REIT No 1 although fund managers including Prime Value Asset Management and Oracle Advisory Group have previously commented.