Arena REIT Needs Resolution of Regulatory Risk to Make Jump -- Market Talk

Dow Jones
02/12

0024 GMT - Arena REIT's bull at Macquarie says a re-rating of its stock needs the resolution of regulatory risk. Arena REIT's share price has fallen some 17% from its September high, moving it close to two-year lows. Macquarie says Arena REIT continues to deliver strong underlying rent growth. "However, investors are wary of the risk to Early Learning Centre operator profit due to potential increased costs associated with heightened government regulation," it says. If Arena REIT trades back to a long-run average price-to-funds from operations multiple of 19.5X then that represents 12% upside for investors. Arena REIT is down 3.4% at A$3.40. Macquarie has a A$3.99/share price target on the stock. (david.winning@wsj.com; @dwinningWSJ)

 

(END) Dow Jones Newswires

February 11, 2026 19:24 ET (00:24 GMT)

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