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In this edition of Insight, we examine the market conditions shaping opportunities across office and industrial property, provide examples of value creation across the portfolio and demonstrate our progress on sustainability and responsible investment. We also explore a number of initiatives that have supported the growth of our investment management platform and sit down with Head of Industrial, Transactions & Development, Mark Brammy to discuss the trends shaping the industrial sector and what investors should look for when assessing long-term opportunities.

The first half of FY26 has been a period of steady progress for Cromwell. Our focus has remained on disciplined execution, maintaining a strong financial position, and advancing the priorities that support long-term value for investors. Operating profit increased to $55.9 million, supported by a $72 million uplift across the Investment Portfolio and continued high occupancy at 97.2%. Group NTA rose to $0.58 per security, and gearing remains low at 30.2%, providing flexibility as new opportunities emerge.

In this edition, Cromwell’s Research & Investment Strategy Manager, Colin Mackay, continues his analysis of the office recovery. Jordan Lipson, Phoenix Portfolio Manager, spotlights Alkane Resources in our Stock in Focus, and we share key insights from the latest quarterly results. Plus, discover how our Facilities Management team is driving excellence, and get the latest on the Cromwell Property Trust 12 vote. You can stay up to date with the latest Cromwell and market updates by signing up to receive Insight via email each month.