Centuria Industrial REIT : CIP HY22 Property Compendium

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HY22 Property Compendium

Centuria Industrial REIT | ASX:CIP

Contents

New South Wales

6 Macdonald Road, Ingleburn

10 Williamson Road, Ingleburn

12 Williamson Road, Ingleburn only144 Hartley Road, Smeaton Grange

82 Rodeo Drive, Gregory Hills

56-88 Lisbon St, Fairfield

37-51 Scrivener Street, Warwick Farm

457 Waterloo Road, Chullora

92-98 Cosgrove Road, Enfield

67-69 Mandoon Road, Girraween

74-79 Newton Road, Wetherill Park use160 Newton Road, Wetherill Park

164 Newton Road, Wetherill Park

8 Hexham Place, Wetherill Park

30 Clay Place, Eastern Creek

52-74 Quarry Road, Erskine Park

8 Penelope Crescent, Arndell Park

personal29 Penelope Crescent, Arndell Park 29 Glendenning Road, Glendenning

75 Owen Street, Glendenning

8 Lexington Drive, Bella Vista

2 Woolworths Way, Warnervale

Victoria

Tel tra Data Centre Complex, Clayton

590 Heatherton Road, Clayton South

207-219 Browns Road, Noble Park

500 Princes Highway, Noble Park

102-128 Bridge Road, Keysborough

324-332Frankston-Dandenong Road, Dandenong South

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14-17 Dansu Court, Hallam	39
12-13 Dansu Court, Hallam	40
31-35 Hallam South Road, Hallam	41
95-105 South Gippsland Hwy, Dandenong South	42
51-65 Wharf Road, Port Melbourne	43
43-49 Wharf Road, Port Melbourne	44
870 Lorimer Street, Port Melbourne	45
45 Fulton Drive, Derrimut	46
140 Fulton Drive, Derrimut	47
346 Boundary Road, Derrimut	48
85 Fulton Drive, Derrimut	49
30 Fulton Drive, Derrimut	50
513 Mt Derrimut Road, Derrimut	51
179 Studley Court, Derrimut	52
159-169 Studley Court, Derrimut	53
69 Studley Court, Derrimut	54
1 International Drive, Westmeadows	55
51-73 Lambeck Drive, Tullamarine	56
9 Fellowes Court, Tullamarine	57
110 Northcorp Boulevard, Broadmeadows	58
24-32 Stanley Drive, Somerton	59
49 Temple Drive, Thomastown	60
2 Keon Parade, Keon Park	61
40 Scanlon Drive, Epping	62
75-95 & 105 Corio Quay Road, North Geelong	63
Queensland
22 Hawkins Crescent, Bundamba	65
1 Ashburn Road, Bundamba	66
42 Hoepner Road, Bundamba	67
33-37 & 43-45 Mica Street, Carole Park	68
616 Boundary Road, Richlands	69

680 Boundary Road, Richlands	70
24 West Link Place, Richlands	71
31 Gravel Pit Road, Darra	72
149 Kerry Street, Archerfield	73
55 Musgrave Road, Cooper Plains	74
5/243 Bradman Street, Acacia Ridge	75
60-80 Southlink Street, Parkinson	76
1 Lahrs Road, Ormeau	77
35 Cambridge Street, Coorparoo	78
69 Rivergate Place, Murarrie	79
46 Gosport Street, Hemmant	80
46 Robinson Road East, Virginia	81
51 Depot Street, Banyo	82
21 Jay Street, Townsville	83
Australia Capital Territory
54 Sawmill Circuit, Hume	85
Western Australia
310 Spearwood Avenue, Bibra Lake	87
Lot 14 Sudlow Road, Bibra Lake	88
23 Selkis Road, Bibra Lake	89
16-18 Baile Road, Canning Vale	90
92 Robinson Avenue, Belmont	91
103 Stirling Cres & 155 Lakes Road, Hazelmere	92
48-54 Kewdale Road, Welshpool	93
South Australia
23-41 Galway Avenue, Marleston	95
32-54 Kaurna Avenue, Edinburgh	96
9-13 Caribou Drive, Direk	97

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C E N T U R I A I N D U S T R I A L R E I T

Australia's largest domestic pure-play Industrial REIT.

8 LEXINGTON DRIVE, BELLA VISTA, NSW

Overview

TENANT COMPOSITION (BY INCOME)

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ASX-LISTED - 23%	NATIONAL - 38%	LISTED MULTINATIONAL - 5%
MULTINATIONAL - 22%	OTHER - 12%	GOVERNMENT - 0%
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GEOGRAPHIC DIVERSIFICATION

INDUSTRIAL SUB-SECTOR DIVERSIFICATION

NSW - 31%	VIC - 37%	QLD - 22%	MANUFACTURING - 25%	DISTRIBUTION CENTRE - 36%
WA - 6%	SA - 2%	ACT - 1%	TRANSPORT LOGISTICS - 16%	COLD STORAGE - 7%	DATA CENTRE - 14%

WEIGHTED AVERAGE LEASE EXPIRY (BY INCOME)
80												68.2%
70
60
50
40
30
20							10.9%		12.4%
10					5.6%
0.8%		2.0%
0
	VACANT	FY22		FY23		FY24	FY25		FY26+
personalPERCENTAGE(%)

Note: Statistics excludes assets exchanged but not settled as at 31 December 2021.

KEY PORTFOLIO METRICS

METRIC	HY22	FY21
Number of customers	155	119
Number of assets	80	62
Book value ($m)	3,879	2,945
WACR (%)	4.19	4.54
GLA (sqm)	1,286,828	1,083,814
Average asset size (sqm)	16,085	17,480
Occupancy by income (%)	99.2%	96.9%
WALE by income	8.9 years	9.6 years
Urban infill exposure	82%	80%
Number of customers	155	119

TOP 10 TENANTS (BY GROSS INCOME)

RANK	TENANT	% TOTAL INCOME
1	Telstra	10%
2	Arnott's	8%
3	Woolworths	4%
4	AWH	4%
5	Visy	4%
6	Scotts Refrigerated Logistics	3%
7	Green's General Foods	2%
8	Fantastic Furniture	2%
9	Bidfood Australia	2%
10	API	2%

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Centuria Industrial REIT - Property Compendium HY22 | 4

Overview

	ASSET	STATE	VALUE ($M)	VALUE/SQM	CAP RATE	GLA (SQM) WALE (YEARS)1	OCCUPANCY1	CLASSIFICATION
	56-88 Lisbon Street, Fairfield	NSW	200.2	3,324	3.88%	60,224	3.9	100.0%	Distribution Centre
	2 Woolworths Way, Warnervale	NSW	120.0	2,214	4.75%	54,196	9.6	100.0%	Distribution Centre
	67-69 Mandoon Road, Girraween	NSW	86.0	3,427	4.50%	25,097	5.9	100.0%	Cold Storage
	12 Williamson Road, Ingleburn	NSW	74.5	2,903	3.50%	25,666	14.8	100.0%	Manufacturing
	92-98 Cosgrove Road, Enfield	NSW	73.3	3,656	3.88%	20,051	2.4	100.0%	Transport Logistics
	29 Glendenning Road, Glendenning	NSW	71.7	3,173	3.75%	22,581	6.9	100.0%	Manufacturing
	82 Rodeo Road, Gregory Hills	NSW	70.0	3,114	3.88%	22,481	4.0	100.0%	Transport Logistics
	10 Williamson Road, Ingleburn	NSW	67.0	2,458	4.25%	27,260	1.6	100.0%	Manufacturing
	37-51 Scrivener Street, Warwick Farm	NSW	66.0	2,309	4.00%	28,584	10.5	100.0%	Manufacturing
	457 Waterloo Road, Chullora	NSW	47.5	2,959	4.00%	16,051	5.3	100.0%	Transport Logistics
	160 Newton Road, Wetherill Park	NSW	40.4	3,053	3.88%	13,233	6.8	100.0%	Distribution Centre
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	74-94 Newton Road, Wetherill Park	NSW	39.0	2,299	4.75%	16,962	3.6	100.0%	Distribution Centre
	164 Newton Road, Wetherill Park	NSW	37.8	3,181	3.88%	11,883	3.0	100.0%	Distribution Centre
use	NSW	33.5	2,708	4.00%	12,370	2.8	100.0%	Transport Logistics
	6 Macdonald Road, Ingleburn
	8 Lexington Drive, Bella Vista	NSW	31.5	3,604	4.50%	8,740	10.3	100.0%	Distribution Centre
	52-74 Quarry Road, Erskine Park	NSW	31.0	3,827	3.75%	8,100	3.9	100.0%	Distribution Centre
	8 Penelope Crescent, Arndell Park	NSW	30.5	2,671	4.00%	11,420	5.7	100.0%	Distribution Centre
	29 Penelope Crescent, Arndell Park	NSW	30.3	3,212	4.00%	9,419	1.9	100.0%	Distribution Centre
	30 Clay Place, Eastern Creek	NSW	25.2	4,186	4.00%	6,020	3.9	100.0%	Distribution Centre
	144 Hartley Road, Smeaton Grange	NSW	23.8	2,727	4.00%	8,710	8.3	100.0%	Distribution Centre
	75 Owen Street, Glendenning	NSW	17.0	3,640	3.75%	4,670	4.3	100.0%	Distribution Centre
personal	VIC	560.0	20,792	3.13%	26,934	28.7	100.0%	Data Centre
	Te stra Data Centre, Clayton
	207-219 Browns Road, Noble Park	VIC	65.0	1,508	4.38%	43,111	6.1	100.0%	Distribution Centre
	45 Fulton Drive, Derrimut	VIC	62.0	5,715	4.13%	10,848	4.7	100.0%	Cold Storage
	324-332Frankston-Dandenong Road, Dandenong South	VIC	57.0	1,989	4.13%	28,651	5.5	100.0%	Distribution Centre
	1 I ternational Drive, Westmeadows	VIC	54.5	2,119	5.25%	25,717	2.4	90.1%	Transport Logistics
	102-128 Bridge Road, Keysborough	VIC	52.8	2,137	4.50%	24,689	2.3	100.0%	Transport Logistics
	24-32 Stanley Drive, Somerton	VIC	43.0	1,766	4.50%	24,350	1.8	100.0%	Manufacturing
	110 Northcorp Boulevard, Broadmeadows	VIC	42.0	2,732	3.88%	15,375	10.9	100.0%	Manufacturing
	69 Studley Court, Derrimut	VIC	39.5	2,750	4.25%	14,365	3.0	100.0%	Transport Logistics
	2 Keon Parade, Keon Park	VIC	37.0	1,922	4.25%	19,251	9.6	100.0%	Manufacturing
	500 Princes Highway, Noble Park	VIC	36.5	2,635	4.75%	13,853	4.4	100.0%	Transport Logistics
	75-95 & 105 Corio Quay Road, North Geelong	VIC	36.0	1,690	5.00%	21,302	9.6	100.0%	Distribution Centre
	14-17 Dansu Court, Hallam	VIC	35.0	2,050	4.00%	17,070	7.8	100.0%	Transport Logistics
	590 Heatherton Road, Clayton South	VIC	27.5	2,873	4.00%	9,575	10.0	100.0%	Distribution Centre
	1By gross income
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