The listed property sector delivered a total return of -2.2% for the 12 months to 30 June 2026, underperforming against the broader S&P/ASX 200 index which delivered a total return of 6.1%.
Core Property has ranked 35 property stocks for their total return for the 12 months to 30 June 2026.
The weak performance of the property sector was largely due to a -16.6% return in the March 2026 quarter when the sector was impacted by the US war in Iran, which commenced on 28 February 2026.
- Strong returns were delivered from fund managers Cromwell (+36.8%), Charter Hall Group (+21.8%), Centuria Capital Group (+20.7%), whilst negative returns were delivered from Goodman (-8.2%) and HMC Capital (-39.4%).
- The Retail property stocks continued to perform strongly, including Scentre Group (+13.4%), BWP Trust (+13.2%), Region Group (+12.3%), Vicinity Centres (+9.4%), HomeCo Daily Needs REIT (+8.8%) and Charter Hall Retail REIT (+8.7%). A negative performance was delivered by RAM Essential Services Property Fund (-21.7%).
- The Industrial stocks delivered mixed results: Centuria Industrial REIT (+2.8%) and Dexus Industria REIT (-4.6%).
- The Office stocks were largely weaker. GDI Property delivered a positive return (+0.8%), however weak returns were delivered by Centuria Office REIT (-11.9%) and LDR Capital Property Fund (previously Elanor Commercial Property Fund) with a -14.5% return.
- The weakest return was from Elanor Investors Group (ASX: ENN) which has been suspended from the ASX on 23 August 2024 and reinstated on 11 June 2026. The stock has been renamed Kyron Capital (ASX: KYN) and delivered a -91.5% movement in the period to 30 June 2026.
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