Capital Signal

Centuria Industrial Reit (ASX: CIP)

Sector: Real Estate

Market cap: A$1.8B (as of 2 Nov 2026)

Holds a portfolio of industrial properties within Australia.

Data as of 2 Nov 2026.

Recent capital raises

DateTypeAmountPriceDiscountSource
23 Sept 2021Placement$300M$3.805.2% discountFiling ↗
17 Nov 2020Placement$125M$3.062.9% discountFiling ↗
23 Aug 2020Rights issue$341M——Filing ↗
5 Aug 2020Rights issue$340M$3.15—Filing ↗
19 May 2020SPP$8.3M$2.62—Filing ↗

Substantial holders — latest moves

DateHolderMoveHoldingSource
20 Oct 2026Mitsubishi UFJ Financial Group, Inc.Exit—Filing ↗
19 Oct 2026First Sentier Investors RQI Pty LtdExit—Filing ↗
22 Sept 2026Mitsubishi UFJ Financial Group, Inc.Entry?% → 5.09%Filing ↗
29 Sept 2025Centuria Capital Limited ACN 095 454 336 and Centuria Funds Management Limited ACN 607 153 588 as responsible entity of Centuria Capital Fund ARSN 613 856 358, a listed stapled entity (CNI) and each of the persons listed in Annexure A (Centuria Capital Group)Entry?% → 16.12%Filing ↗
6 Aug 2025Centuria Capital Limited ACN 095 454 336 and Centuria Funds Management Limited ACN 607 153 588 as responsible entity of Centuria Capital Fund ARSN 613 856 358, a listed stapled entity (CNI) and each of the persons listed in Annexure A (Centuria Capital Group)Entry?% → 16.12%Filing ↗

Director trades — on-market

DateDirectorTradeSource
22 Sept 2023Roger DobsonBought 21,000 ordinary securities (16,000 purchased by Jacqueline Jayne Dobson; 5,000 purchased by Vandob Investments Pty Ltd)Filing ↗
12 Aug 2022Roger DobsonBought 20,000 ordinary securitiesFiling ↗
11 Oct 2021Natalie CollinsBought 5,464 ordinary securitiesFiling ↗
13 May 2020Roger DobsonBought 18,000 ordinary securities (10,000 by Dobson Super Fund; 8,000 by Jacqueline Jayne Dobson)Filing ↗
29 Mar 2020Roger DobsonBought 30,000 ordinary securitiesFiling ↗

Latest guidance

DatePeriodGuidanceSource
15 Oct 2026FY27The outlook for CIP remains compelling. Management remains focused on executing the FY27 strategy outlined at the August results, taking advantage of the significant embedded value that remains across the portfolio through leasing initiatives, asset repositioning and capital management opportunities.Filing ↗

Ask about CIP in Claude or ChatGPT

Add the Capital Signal connector at https://capitalsignal.io/api/mcp, then ask:

  • Has CIP raised money in the last year, and at what discount?
  • What was CIP's latest cash position and runway?

Setup guide for Claude, ChatGPT and other MCP clients →

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