New Zealand Specialized REITs Stock News

NZSE:AIR
NZSE:AIRAirlines

How Recent Widespread Delays and Crisis Reflections At Air New Zealand (NZSE:AIR) Has Changed Its Investment Story

Air New Zealand recently faced widespread flight delays across key hubs including Auckland, Wellington, Christchurch and Perth, disrupting both regional and long‑haul services without outright cancellations. Alongside these operational challenges, former CEO Rob Fyfe has reflected publicly on the enduring leadership lessons from the airline’s 2008 test‑flight tragedy, underscoring a longstanding emphasis on transparency and crisis management. We’ll now explore how these widespread...
NZSE:ATM
NZSE:ATMFood

Did New ANZ Leadership And China-Focused CMO Hire Just Shift a2 Milk's (NZSE:ATM) Investment Narrative?

The a2 Milk Company has announced upcoming executive leadership shifts, including the resignation of ANZ Managing Director and Chief Strategy Officer Eleanor Khor, the expanded role of Chief Legal and Sustainability Officer Jaron McVicar as Managing Director – ANZ and Sustainability, and the elevation of Group Head of Legal Kate Tidbury to Chief Legal Officer and Company Secretary, all effective from the end of March 2026. Separately, a2 Milk has appointed experienced China-focused marketer...
NZSE:POT
NZSE:POTInfrastructure

Port of Tauranga (NZSE:POT) Valuation Check After Stella Passage Gains Fast Track Priority Status

Port of Tauranga (NZSE:POT) has re-applied under the Fast-track Approvals Act 2024 for its Stella Passage harbour development, now classified as a priority project after recent legislative amendments corrected earlier drafting issues. See our latest analysis for Port of Tauranga. The Stella Passage priority status comes as Port of Tauranga’s 1 month share price return of 3.89% and 3 month share price return of 4.30% point to gradually improving momentum, while the 1 year total shareholder...
NZSE:AIA
NZSE:AIAInfrastructure

Should Auckland Airport’s (NZSE:AIA) New Board Appointment and Traffic Data Disclosure Require Action From Investors?

Auckland International Airport has appointed former Dallas Fort Worth International Airport chief executive Sean Donohue to its board, effective January 30, 2026, while also reporting detailed passenger and aircraft movement statistics for Auckland and Queenstown airports to December 2025. Donohue’s track record in major infrastructure delivery, digital upgrades and carbon net zero initiatives introduces fresh aviation expertise to Auckland Airport’s governance just as its traffic volumes...
NZSE:SUM
NZSE:SUMHealthcare

Should Strong 2025 Retirement Village Sales Uplift Require Action From Summerset Group Holdings (NZSE:SUM) Investors?

Summerset Group Holdings reported that for the fourth quarter and full year to 31 December 2025, total unit sales rose to 448 in the quarter and 1,560 for the year, with both new sales and resales increasing compared with the prior year. This uplift in both new sales and resales highlights solid demand for Summerset’s retirement living offering and points to effective execution of its sales strategy across the portfolio. We’ll now examine how this strong uplift in full-year retirement...
NZSE:PCT
NZSE:PCTOffice REITs

Auckland Mixed-Use Pipeline Expansion Might Change The Case For Investing In Precinct Properties (NZSE:PCT)

Precinct Properties has progressed its Auckland development pipeline, launching the NZ$160 million Mt Eden DOVA residential project and resubmitting its fast-track application for the NZ$1 billion Downtown twin-tower mixed-use redevelopment after addressing a hotel-related omission in the original paperwork. Together, these moves highlight Precinct’s commitment to large-scale, mixed-use urban projects that blend residential, office, retail, and public spaces in key city-centre...
NZSE:CEN
NZSE:CENElectric Utilities

Will Rising Power Sales and New Renewables Projects Change Contact Energy's (NZSE:CEN) Narrative?

Contact Energy reported that its retail mass-market electricity and gas sales, as well as wholesale contracted electricity sales, increased year on year in December 2025, while hydro storage levels remained above historical averages into January 2026. At the same time, the company highlighted continued progress on its Glenbrook-Ohurua battery, Kowhai Park Solar, and Te Mihi Stage 2 geothermal projects, underscoring an expanding pipeline of renewable generation assets. We will now examine how...
NZSE:MCY
NZSE:MCYElectric Utilities

Assessing Mercury NZ (NZSE:MCY) Valuation After Geothermal Expansion Progress And Strong Hydro Generation

Mercury NZ (NZSE:MCY) has drawn fresh attention after its latest quarterly update, where investors focused on commissioning progress at the Ngā Tamariki OEC5 geothermal expansion and strong hydro inflows supporting generation and storage. See our latest analysis for Mercury NZ. At a share price of NZ$6.35, Mercury NZ has had a softer start to the year, with a year to date share price return of 2.31% and a 1 year total shareholder return of 10.13%. This suggests that near term momentum has...
NZSE:RYM
NZSE:RYMHealthcare

How Softer Quarterly ORA Sales And Reaffirmed Guidance At Ryman (NZSE:RYM) Has Changed Its Investment Story

Ryman Healthcare Limited reported that sales of occupation right agreements for its retirement village units slipped to 375 in the third quarter ended 31 December 2025, compared with 394 a year earlier. Despite this softer quarterly performance, the company reaffirmed its full-year guidance of 1,300 to 1,400 occupation right agreement sales, signaling management confidence in demand even as it adjusts for resident relocations from recently closed care centres. We’ll now examine how Ryman’s...
NZSE:GNE
NZSE:GNEElectric Utilities

The Bull Case For Genesis Energy (NZSE:GNE) Could Change Following Upgraded FY26 Guidance And Renewables Progress

Genesis Energy recently reported a strong second quarter for FY26, with high hydro output, record-low thermal generation, and an upgraded Normalised EBITDAF guidance range of $490 million to $520 million, supported by progress across its wind, solar, and battery storage projects. This combination of improved margin quality and advancing renewables and storage developments highlights how Genesis Energy is reshaping its generation mix while executing its Gen35 strategy. Next, we’ll examine how...