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Size Arena REIT (ARF.AX) is an Australia Real Estate company (Real Estate Investment Trusts) with a market value of $801M, the 206th largest of 316 Australia companies the cockpit tracks. Shares closed at A$2.83 on 6 Nov 2026.
Performance Over six months the shares fell 12.9%, against -8.5% for the median peer and +4.1% for the Australia market (cap-weighted) — 6th lowest of 21 in its peer set.
Growth Revenue grew 6.5% over the last twelve months (peer median +5.0%); the operating margin is 98.2% (peer median 49.7%).
Valuation It trades at 0.88× book value against a peer median of 0.91× (10th cheapest of 21).
Price implies The share price implies a return on equity of about 9.4%; Arena REIT delivers 9.6%, so the price asks less than the business earns today.
Next results Next results expected around 11 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$117M | A$117M | A$110M | A$98.2M | A$93.2M |
| Revenue growth | — | +7% | +12% | +5% | — |
| Gross profit | A$116M | A$116M | A$109M | A$97.6M | A$92.6M |
| EBITDA | n/a | A$116M | n/a | n/a | n/a |
| Net income | A$122M | A$122M | A$82.3M | A$56.9M | A$72.6M |
| Free cash flow | -A$78.5M | -A$78.5M | -A$151M | A$1.96M | -A$11.5M |
| Capital expenditure | A$157M | A$157M | A$225M | A$60.6M | A$71.3M |
| Total debt | n/a | A$510M | A$437M | A$377M | A$341M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ARF.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +18.4% | -1.1% | highest of 21 |
| 6-month return | -12.9% | -8.5% | 6th lowest of 21 |
| Return on equity | 9.6% | 4.8% | 2nd highest of 20 |
| Price / book | 0.88× | 0.91× | 10th cheapest of 21 |
| Trailing P/E | 9.4× | 17.1× | 2nd cheapest of 15 |
| ROE the price implies | 9.4% | 5.9% | 7th most demanding of 21 |
| ROE delivered | 9.6% | 4.8% | 2nd highest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Arena REIT ARF.AX | Australia | $801M | -13% | +7% | 10% | 0.88× | 9.4% | 9.6% |
| Aspen APZ.AX | Australia | $802M | +6% | +31% | 13% | 1.90× | 15.2% | 12.6% |
| LOTTE REIT 330590.KS | South Korea | $792M | -16% | +13% | 4% | 0.95× | 5.4% | 3.8% |
| Ichigo Office REIT Investment 8975.T | Japan | $816M | -6% | -18% | 7% | 1.26× | 5.0% | 7.4% |
| CTO Realty Growth CTO | United States | $783M | 0% | +16% | 7% | 1.15× | 8.9% | 7.2% |
| Helios Re Socimi SCHLR.MC | Spain | $779M | 0% | n/a | 9% | 1.43× | 9.5% | n/a |
| Hoshino Resorts REIT 3287.T | Japan | $831M | -11% | +44% | 5% | 0.90× | 4.8% | 5.2% |
| UI Boustead REIT UIBU.SI | Singapore | $831M | -5% | n/a | n/a | 0.87× | 3.3% | n/a |
| Far East Hospitality Trust Q5T.SI | Singapore | $831M | -10% | +6% | 2% | 0.59× | 4.0% | 2.3% |
| Slate Grocery REIT SGR-UN.TO | Canada | $763M | +8% | +2% | 6% | 1.12× | 9.7% | 6.4% |
| Indus Infra Trust INDUSINVIT.NS | India | $842M | +3% | +41% | 9% | 1.19× | 10.5% | 9.4% |
| Summit Hotel Properties INN | United States | $845M | +27% | +2% | 0% | 0.91× | 10.4% | -0.2% |
| NIPPON REIT Investment 3296.T | Japan | $852M | -18% | +42% | 9% | 0.96× | 4.3% | 8.7% |
| Vital Infrastructure Property Trust VITL-UN.TO | Canada | $853M | -15% | -28% | -5% | 0.78× | 8.4% | -5.2% |
| Safehold SAFE | United States | $750M | -30% | +13% | 5% | 0.31× | 6.4% | 4.8% |
| CapitaLand China Trust AU8U.SI | Singapore | $860M | -7% | -10% | -1% | 0.55× | 5.3% | -0.7% |
| Postal Realty Trust PSTL | United States | $863M | -5% | +22% | 5% | 1.82× | 13.7% | 4.7% |
| JBG SMITH Properties JBGS | United States | $729M | -20% | -1% | -13% | 0.68× | 8.0% | -12.9% |
| Starhill Global Real Estate Investment Trust P40U.SI | Singapore | $884M | -13% | 0% | 3% | 0.68× | 4.0% | 2.7% |
| CDL Hospitality Trusts J85.SI | Singapore | $725M | -10% | +4% | -1% | 0.46× | 3.9% | -1.2% |
| Stoneweg Europe Stapled Trust SEB.SI | Singapore | $889M | -12% | -2% | 5% | 0.68× | 4.5% | 5.1% |