• Positive Dec-25 asset revaluations, delivering a +$219m gross increase (+$143m net) on the Jun-25 portfolio value
• $87m of net asset disposals provide funding flexibility to pursue accretive acquisitions and unlock additional development opportunities
• FY26 FFO/unit guidance of 9.0 cents and FY26 DPU guidance of 8.6 cents reaffirmed

HomeCo Daily Needs REIT (HDN) has released its results for the half year ended 31 December 2025, highlighting the strength of its real estate portfolio leased to leading national tenants across metropolitan growth corridors. The result showcases HDN's operational excellence, with occupancy and cash collections above 99%, consistently positive leasing spreads, and comparable NOI growth of 4%. The period saw positive Dec-25 asset revaluations, delivering a +$219m gross increase (+$143m net) on the Jun-25 portfolio value, representing a 4.5% uplift. HDN also completed $87m of net asset disposals, providing funding flexibility to pursue accretive acquisitions and unlock additional development opportunities. The disposals were completed at a 1.6% premium to book value. HDN's development pipeline remains a source of growth, with $100m of active projects targeting ~7%+ ROIC and a $650m+ development pipeline identified targeting similar returns. With a well-capitalised balance sheet and a prudent development pipeline, HDN is well-placed to continue delivering sustainable income growth for its investors. The company has reaffirmed its FY26 guidance of 9.0 cents FFO per unit and 8.6 cents per unit in distributions.

FY26 FFO/unit guidance of 9.0 cents and FY26 DPU guidance of 8.6 cents reaffirmed.