Arena REIT
ARF: XASX (AUS)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|V< | LOCK|^L | LOCK|?J@vfn |
Arena REIT: Decrease Fair Value Estimate by 8% to AUD 3.50 on Concerns Over Edge Early Learning
Following G8 Education, another childcare operator is withering. Edge Early Learning, which is Arena REIT's third-largest tenant and leases 31 Arena-owned properties in Queensland and South Australia, hasn't paid rent since Aug. 3, 2026. Arena's securities tumbled 22%.
