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Centuria Office REIT (ASX:COF), an office property trust, is being accumulated by Phoenix Growth Fund at a discount. In January 2026, Phoenix said it continued adding to Centuria Office REIT after a 7.5% fall during the month. In December 2025, Phoenix said it had been buying the REIT while it traded well below net tangible asset value, believing office property is nearing the bottom of its cycle. Centuria Office REIT operates in the Real Estate sector within the Equity Real Estate Investment Trusts industry, and Thesis Tracker has captured 2 comments from 1 fund manager, Phoenix Growth Fund. Founded in 2005 and headquartered in Sydney, Centuria Office REIT owns a portfolio of metropolitan and suburban office properties across Australian capital cities, leased to government and corporate tenants, and is managed by Centuria Capital, aiming to provide income and capital growth.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Phoenix Growth Fund have invested in Centuria Office REIT (ASX:COF).
Phoenix highlights a large discount to net tangible assets and its view that office property is near the bottom of the cycle.
Phoenix notes a 7.5% fall in January, and the REIT remains exposed to weak office demand and higher interest rates.
Centuria Office REIT invests in office and industrial assets across metropolitan markets in Australia. Founded in 2005 and headquartered in Sydney, Australia, the company focuses on property investment for investors reviewing company and fund manager commentary.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.