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Cedar Woods Properties (ASX:CWP), a residential developer, has impressed some fund managers despite housing policy uncertainty. In September 2026, Yarra Capital Management said Cedar Woods impressed across multiple states, price points and products, with good pre-sales coverage into FY27 and a growing order book. Endeavor noted it added three development sites in Victoria and Queensland before exiting, and Centennial sees Cedar Woods as well positioned once interest rates stabilise. SG Hiscock reported Cedar Woods detracted as the federal budget proposed removing negative gearing on established properties. Cedar Woods operates in the Financials sector within the Real Estate Management and Development industry, and Thesis Tracker has captured 16 comments from 9 fund managers, including Yarra, Endeavor, Centennial and SG Hiscock. Founded in 1987 and headquartered in West Perth, Cedar Woods develops residential communities, apartments and townhouses and commercial projects in Western Australia, Victoria, Queensland and South Australia.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Ellerston Capital, Wilson Asset Management, Renaissance Asset Management, Pengana Capital Group, Oracle Advisory Group, Centennial Asset Management, SG Hiscock & Company, Endeavor Asset Management and Yarra Capital Management have invested in Cedar Woods Properties Ltd (ASX:CWP).
Yarra and Centennial highlight strong pre-sales, a diverse geographic and product mix and new development sites, positioning Cedar Woods to benefit when interest rates ease.
SG Hiscock notes federal budget changes to negative gearing on established properties weighed on the stock, and Endeavor exited the position.
Cedar Woods Properties Ltd is an Australian property investment and development company headquartered in West Perth. Founded in 1987, the firm focuses on urban land and built-form development across residential, industrial, and commercial sectors. Key projects include St. A, Jackson Green, Williams Landing, Bushmead, Harrisdale Green, Ellendale, and Glenside. By managing diverse developments, the company executes its strategy of creating value through structured real estate projects.
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.