Centuria Industrial REIT

CIP: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	A$4.20	Jjwc	Wbmpxlwz

Centuria Industrial: Strong Rental Outlook and Solid Yield Attractive

Adrian Atkins

Aug 9, 2024

We make minor changes to our forecasts for no-moat-rated Centuria Industrial REIT, mainly delaying development expenditure and reducing distribution payout ratio. We maintain our AUD 3.50 per share fair value estimate and consider the stock modestly undervalued at current prices, offering a forecast 5.2% distribution yield.

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