Arena REIT

ARF: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Arena REIT Remains a Reliable Source of Income but Is Overvalued

Gareth James

Aug 12, 2022

Business Strategy and Outlook

Arena REIT offers relatively low risk exposure to long-term demand growth for Australian childcare services, underpinned by growing government subsidies. Arena is the second-largest childcare centre-focused REIT in Australia with a portfolio of more than 200 long-day care centres and 11 healthcare centres, which comprise around 15% of the portfolio by value. Arena’s childcare and healthcare centres benefit from government subsidies which we expect to grow due to the essential nature of their services.

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Arena REIT

Arena REIT Remains a Reliable Source of Income but Is Overvalued

Business Strategy and Outlook

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