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

Dow Jones

Feb 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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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) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 11, 2026 19:24 ET (00:24 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Arena REIT Needs Resolution of Regulatory Risk to Make Jump -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nArena REIT Needs Resolution of Regulatory Risk to Make Jump -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-12 08:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0024 GMT - Arena REIT's bull at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> 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) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 11, 2026 19:24 ET (00:24 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK6142","symbol_name":"多户式住宅房地产信托","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2610753998","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610753998","pubTimestamp":1770855840,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK6142":"多户式住宅房地产信托","REIT":"ALPS Active REIT ETF","8C8U.SI":"Cent Accom REIT","CFA.SI":"NikkoAM-STC Asia REIT","BK7010":"特种房地产投资信托","ARF.AU":"ARENA REIT","BK7165":"特殊用途房地产信托"},"translate_title":"Arena REIT需要解决监管风险才能实现飞跃——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"8C8U.SI":1.5,"REIT":1.5,"ARF.AU":0.9,"CFA.SI":1.5},"content_text":"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) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 11, 2026 19:24 ET (00:24 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}