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Region Group (ASX:RGN), a convenience retail REIT, is valued for its defensive income. In June 2026, Tamim Funds Management reported Region Group contributed positively to performance, continuing to demonstrate the resilience of convenience-based retail assets, with stable occupancy and predictable rental income. Region Group operates in the Real Estate sector within the Equity Real Estate Investment Trusts industry, and Thesis Tracker has captured 2 comments from 2 fund managers, including Tamim Funds Management. Established in 2012 and headquartered in Sydney, Region Group, formerly SCA Property Group, owns and manages a portfolio of more than 90 neighbourhood and sub-regional shopping centres across Australia, anchored predominantly by Woolworths, Coles and other supermarkets, generating defensive, non-discretionary rental income, and also manages unlisted property funds for third-party investors, with a focus on convenience-based retail that has historically held up well through economic cycles.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Milford Asset Management and Tamim Funds Management have invested in Region Re Ltd (ASX:RGN).
Tamim highlights stable occupancy and predictable rental income from Region Group's supermarket-anchored convenience retail centres, offering defensive income.
The available commentary does not set out specific risks, though Region Group's valuation is sensitive to interest rates and property market conditions.
Region Group is an Australian real estate investment trust, headquartered in Sydney, established on June 4, 2012. The company specializes in investing in and managing a portfolio of shopping centres. Its investment strategy focuses on the non-discretionary retail sector, primarily through convenience retailers and grocery-anchored outlets. Region Group maintains a portfolio underpinned by long-term lease agreements with quality tenants, ensuring stable operational performance within the retail property market.
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.