Arena REIT

ARF: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Goodstart to Take Over 31 Edge Early Learning Businesses

Yingqi Tan

Oct 8, 2026

Business Strategy and Outlook

Arena REIT aims to deliver a reliable income stream with earnings growth prospects over the medium to long term. The predictability of its earnings is underpinned by high occupancy, long leases, and landlord-favorable lease structure. It specializes in social infrastructure assets, with a vast majority of the portfolio rented to childcare centers, and a smaller portion to healthcare facilities. Weighed down by Edge Early Learning's recent default on rent, we expect occupancy to drop to 95% in fiscal 2027, from 100% as of June 30, 2026.

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Arena REIT

Goodstart to Take Over 31 Edge Early Learning Businesses

Business Strategy and Outlook

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