Latest Investment Trusts News

LDR Assets Pty Ltd has initiated an off-market takeover bid for all stapled securities in the Elanor Commercial Property Fund (ECF), offering $0.70 cash per security, representing a premium over recent trading prices and net tangible asset backing. The offer opens on 11 September 2025 and is set to close on 13 October 2025.

DigiCo Infrastructure REIT has appointed Michael Juniper as a senior executive and director, aiming to leverage his extensive experience to accelerate growth and sustainability in its data centre portfolio.

Alternative Investment Trust (AIQ) has successfully completed a 1 for 1 non-renounceable rights issue, issuing over 23 million new units and significantly increasing its cash reserves.

Elanor Commercial Property Fund’s Independent Board Committee has unanimously recommended rejecting Lederer Group’s unsolicited $0.70 per security takeover offer, citing significant undervaluation and strategic risks. The committee advises securityholders to take no action until a detailed target’s statement is released.

The Alternative Investment Trust (AIQ) has extended its on-market buy-back of up to 10% of issued units, signaling continued capital management efforts amid steady market conditions.

Vicinity Centres has updated its dividend distribution details for the six months ending June 2025, including the Dividend Reinvestment Plan price and the NZD equivalent payout for New Zealand investors.

Centuria Industrial REIT has successfully settled a A$325 million exchangeable notes offering due 2030, simultaneously repurchasing nearly A$300 million of its higher-cost notes maturing in 2028. This refinancing move aims to extend debt maturity and reduce interest expenses.

Elanor Commercial Property Fund has lodged an application with the Takeovers Panel, alleging significant disclosure deficiencies in Lederer’s off-market takeover bid and seeking a replacement bidder’s statement.

Elanor Funds Management has lodged an application with the Takeovers Panel contesting disclosure deficiencies in Lederer’s takeover bid for Elanor Commercial Property Fund. The dispute centers on transparency around ownership, management, and strategic intentions.

EPX Limited reported a robust 17% increase in revenue for FY2025, driven by a surge in recurring revenue and strategic expansion into industrial sectors following the Coda Cloud acquisition.

Waypoint REIT reported steady distributable earnings of $55.6 million for the first half of 2025, supported by robust property valuations and disciplined capital management. Despite flat earnings, statutory net profit surged nearly 47%, reflecting significant valuation gains.

Betashares Capital Ltd has released estimated monthly distribution figures for 17 of its ETFs for the August 2025 period, setting key dates for investors ahead of final payouts.