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GMT delivers $109.6m profit and 5% growth in distributions

Full Year Results28 May 2025GNZReal Estate

nzx release+
GMT delivers $109.6 million profit and 5% growth in distributions

Date 29 May 2025

Release Immediate

Goodman Property Trust (GMT) has released its financial results for the year ended

31 March 2025.

GMT has delivered another strong operating result, while strategic initiatives have refined

the business and laid the foundation for sustainable long-term growth.

Annual result highlights include:

+ A 13.5% increase in net property income to $230.5 million, driven by the additional

revenue from new development completions, positive leasing results and like-for-like

rental growth of 7.3%

+ Operating earnings

1

after tax of $125.0 million, compared to $121.4 million in FY24

+ A 5.2% increase in cash earnings

2

to 7.55 cents per unit and a 4.8% increase in cash

distributions, to 6.5 cents per unit.

+ Guidance for FY26 is for further growth in cash earnings, to around 8.0 cents per unit,

and a 5% increase in distributions to 6.825 cents per unit


+ Stable property values have supported an improved statutory result with a profit after

tax of $109.6 million, compared to a loss of $564.9 million

3

in FY24

+ A strong balance sheet, with net tangible assets of 202.2 cents per unit and a loan to

value ratio

4

of 31.8%

+ Strong leasing results with over 120,000 sqm of space secured on updated terms,

portfolio occupancy of 99.0% and a weighted average lease term of 5.6 years

5


+ The completion of three highly sustainable Green Star rated development projects,

with a value of $214.8 million, adding 50,286 sqm of warehouse and logistics space to

the portfolio

+ A CDP Climate Score of B, a 4.1% reduction in absolute emissions from FY24 and

new emission reduction targets set for 2030.

SUMMARY UPDATE

GMT’s $4.7 billion urban logistics portfolio provides the physical infrastructure that enables

supply chains to operate efficiently.

Chief Executive Officer, James Spence said, “We’ve achieved our leasing targets and

delivered strong revenue and earnings growth, demonstrating the resilience of the portfolio

in a more challenging economic environment.

We’ve also made positive progress toward wider business objectives. Governance changes,

a new remuneration structure, extended carbon reduction targets, together with the post

balance date announcements of a new capital partnership and the sale of Bush Road

Distribution Centre reflect our commitment to building a responsible and sustainable long-

term business.”


1

Operating earnings is a non-GAAP financial measure included to provide an assessment of the performance of GMT’s

principal operating activities. The calculation is set out in GMT’s Statement of Comprehensive Income and in note 3.1 of the

financial statements, provided with this release.

2

Cash earnings is a non-GAAP measure that assesses free cash flow on a per unit basis, after adjusting for certain items.

Calculation of GMT’s cash earnings (including restated FY24 cash earnings) is set out in the FY25 Annual Result

Presentation provided with this release.


3

FY24 included one-off Internalisation costs of $275.5 million and fair value losses of $478.4 million as a result of movement

in property valuations.


4

Loan to value ratio is a non-GAAP financial measure used to assess the strength of GMT’s balance sheet. The calculation

is set out in note 2.6 of GMT’s financial statements, provided with this release.


5

Portfolio statistics include post balance day leasing events.


2


Announced today, the establishment of a new property fund to hold Highbrook Business Park

is the most significant of these strategic initiatives. With a global investment manager on

behalf of Australian and New Zealand discretionary funds and Goodman Group acquiring a

27.7% interest in the $2.1 billion estate, it leverages existing management capabilities and

provides GMT with alternative sources of capital to fund new investment and development

opportunities.

James Spence said, “The new partnership provides real momentum to our business, creating

new revenue streams and releasing capital for reinvestment into higher yielding

opportunities, including our own development pipeline.”

EARNINGS AND DISTRIBUTION GUIDANCE

New development completions, positive leasing results, market rent reviews and a reduction

in GMT’s net corporate costs (as a result of internalisation) have contributed to a 5.2%

increase in cash earnings, from 7.18 cents per unit

6

to 7.55 cents per unit.

The non-GAAP measure of underlying operating performance is expected to grow by a

similar amount in FY26, to around 8.0 cents per unit.

James Spence said, “Unitholders are benefitting from GMT’s sustained cash earnings

growth, with corresponding increases in the distributions they receive.”

Cash distributions relating to FY25 increased 4.8% to 6.5 cents per unit, reflecting a pay-out

ratio of around 86%. Distribution guidance for FY26 is for a further 5% increase to 6.825

cents per unit.

Further commentary on the FY25 financial result is included in the presentation attached to

this announcement. GMT’s FY25 Annual Report, including its sustainability report,

remuneration report and Climate Related Disclosures is expected to be released in late June

2025.

CORE BUSINESS FOCUS

GMT’s 1.2 million sqm urban logistics portfolio provides essential infrastructure for over 215

customers.

While a slowing economy and more challenging operating outlook have eased capacity

constraints and moderated customer demand, underlying structural drivers and strong

property market fundamentals continue to support positive leasing results.

James Spence said, “Rent reviews and new leasing transactions have contributed to like-for-

like rental growth of 7.3%. Although market rents are relatively stable, the potential rent

reversion within the portfolio remains substantial at around 21%

7

.”

ADVANCING THE DEVELOPMENT PROGRAMME

Maintaining a significant development pipeline extends the range of property solutions GMT

is able to offer customers.

Waitomokia in Māngere is one of GMT’s current opportunities. Expected to support up to

110,000 sqm of new development, infrastructure and enabling works are underway with

construction of the first industrial facilities expected to start in 2026.

Work is also progressing with the $15.7 million upgrade of the Highbrook Crossing, the

business park’s commercial services and hospitality precinct.

GMT is also commencing new projects.

James Spence said, “To meet future demand and to take advantage of lower construction

pricing, we are commencing stage one of the regeneration plan for our value-add estate in

Mt Wellington. The new multi-unit warehouse development will provide 21,000 sqm of high-

quality, sustainable space across four buildings.”

With low vacancy and a lack of appropriately zoned industrial land limiting new supply in

prime Auckland locations, the $93.8 million project is being undertaken on a build-to-lease

basis.

James Spence said, “To prepare for potential data centre development at Penrose Industrial

Estate, we are investing $20.2 million in preliminary design work and utility infrastructure.


6

FY24 cash earnings restated to normalise for the removal of tax deductions relating to building depreciation from FY25.

7

Difference between valuer assessed market rents and current passing rents, divided by current passing rent.


3


Establishing a 35 MVA power connection to the site over the next 24 months will provide

greater optionality in an evolving market segment.”

A development ready site with the necessary infrastructure and consents reduces delivery

risk and provides potential operators with speed to market advantages.

MAINTAINING BALANCE SHEET STRENGTH

Disciplined financial management has enabled GMT to grow sustainably, with earlier asset

sales providing the balance sheet capacity to fund ongoing investment in new development

projects and carbon reduction initiatives.

James Spence said, “It has been a prudent approach that has enabled us to maintain

gearing at an appropriate level through the cycle.”

At 31 March 2025 GMT had a loan to value ratio of 31.8%. Debt facilities were 78.3% drawn,

had a weighted average term to expiry of 2.5 years, and were 79.8% hedged for the next 12

months.

To take advantage of emerging opportunities, GMT has confirmed the post balance date

sale of the Bush Road Distribution Centre in Rosedale for $89 million. With settlement of the

sale and the new Highbrook fund recycling around $670 million of capital (in FY26), GMT's

look-through committed gearing is 23.2%.

With the flexibility to sell existing assets into funds and co-invest in new opportunities, a

successful property funds management business will diversify revenue streams and provide

GMT with additional capital management options.

James Spence said, “The new Highbrook fund is the first step in the establishment a larger

property funds management platform that is expected to help drive GMT’s future growth.”

DELIVERING SUSTAINABLE GROWTH

The strength of GMT’s recent operating results demonstrates the resilience of the portfolio,

and the benefits of an investment strategy focused on well-located warehouse and logistics

property.

James Spence said, “We have continually refined our business to take advantage of new

opportunities and to build resilience. It is a successful approach that is being reflected in

sustained earnings and distribution growth. With greater financial flexibility supporting an

active investment strategy, we are progressing with new warehouse and logistics projects

and preparing for future data centre development.”

While geo-political risks and other macro-factors could negatively impact business

sentiment and economic growth in FY26, customer demand remains steady and underlying

property market fundamentals continue to support positive leasing outcomes.

James Spence said, “With a contemporary structure, a sustainable investment strategy,

supportive partners, and dedicated and aligned team members, GMT is delivering positive

results for all its stakeholders.”

For additional information please contact:

James Spence

Chief Executive Officer

Goodman Property Services (NZ) Limited

(09) 903 3269

Andy Eakin

Chief Financial Officer

Goodman Property Services (NZ) Limited

(09) 375 6077

Attachments provided to NZX:

1. GMT’s 2025 Financial Statements

2. GMT’s 2025 Annual Result Presentation

3. NZX Annual Result Announcement

About Goodman Property Trust:

GMT is a managed investment scheme, listed on the NZX. It has a market capitalisation of around $3 billion, ranking it in the

top 15 of all listed investment entities. The Trust is New Zealand’s leading warehouse and logistics space provider. It has a

substantial property portfolio, with a value of $4.7 billion at 31 March 2025. The Trust also holds an investment grade credit

rating of BBB from S&P Global Ratings.

---

OverviewInvestment
Portfolio

Investment

Management

Sustainability

Financial

Result

Capital

Management

Summary

& Outlook

Questions

All property portfolio statistics are calculated on the basis of 100% asset ownership, including held for sale investment properties. All figures are in NZD.

OVERVIEW

PORTFOLIO
+Portfolio occupancy of 99.0%

and WALT of 5.6 years

1

+122,302 sqm of stabilised

leasing produced rental uplift

of 28.6%

1

+Like-for-like rental growth of

7.3 %

+Potential rent reversion to

market of 21%

+Three recently completed

developments which achieved

at least 5 Green Star design

ratings, added 50,286 sqm to

the portfolio and are 100%

leased

1

FY25 RESULT

+13.8% increase in operating earnings before tax to $154.3 million

+5.2% like-for-like increase on FY24 restated cash earnings to 7.55 cents

per unit, and a 4.8% increase in distributions to 6.50 cents per unit

+Statutory profit after tax of $109.6 million

+Year end gearing of 31.8%, with look-through committed gearing of 23.2%

DELIVERING STRATEGY

+Establishing the Highbrook fund with Mercer and Goodman Group investing

+Bush Road disposal for $89.0 million (0.7% premium to book value)

+$93.8 million stage one regeneration of Mt Wellington Estate

+$20.2 million investment into power infrastructure and design at Penrose

+$15.7 million upgrade of Highbrook Crossing underway

4

1

Includes post balance date leasing

INVESTMENT
PORTFOLIO

1
Includes post balance date leasing

+While a more challenging operating environment has eased capacity

constraints and moderated customer demand, underlying structural

drivers continue to support strong leasing results

+122,302 sqm of space (10.1% of the portfolio) was leased on new or

revised terms in FY25

1

:

—rental uplift of 28.6% achieved on these leases, with an average

warehouse rate of $224 psm on core portfolio leases

—average new lease term of 4.8 years and 4.3 month lease up

period

—average incentives of 2.2%

+Like-for-like rental growth of 7.3%

+No arrears over 30 days due as at 31 March 2025

+With a weighted average cap rate of 5.9%, property values have

remained stable

$4.7 bn

Property portfolio

99.0%

Occupancy

1

5.6 years

Portfolio WALT

1

6

0%
5%

10%

15%

20%

25%

FY26 FY27 FY28 FY29 FY30 FY31 FY32 FY33 FY34 FY34+

Value AddCore

FY26 STABILISED PORTFOLIO REVIEW PROFILE

% of stabilised portfolio income

+Potential rent reversion to market of 21%

1

+8.0% of portfolio income to expire in FY26

+Portfolio weighted term to market review or expiry of around 4.1 years with 25%

subject to a weighted cap of 8.3%

2

1

Difference between valuer assessed market rents and current passing rents, divided by current passing rent, as at 31 March 2025

2

Weighted by current passing rent and includes post-balance date leasing

10-YEAR LEASE EXPIRY PROFILE

% of stabilised portfolio income

65% Fixed review – weighted average review 2.9%

12% CPI review

6% No review

4% Capped market review

3% Market review

8% Expiry

2% Pre-agreed rent

7

$214.8m
Completion value

50,286 sqm

Net lettable area

8.0%

Yield on additional cost

9.4 years

W A LT

100%

Leased

SIKA, COTTON ON AND SIGNIFY – ROMA ROAD ESTATE

1

MAINFREIGHT AND MAINFREIGHT 2HOME – SAVILL LINK

1

NZ Post (back right) was completed in the previous financial year and Sika was leased post-balance date

8

+The Auckland industrial market continues to show resilience despite the
challenging economic environment, with customers signalling their long

term intentions to increase warehousing footprint in and around Auckland

+GMT is commencing the $93.8 million stage one regeneration plan for its

value-add estate in Mt Wellington

1

‒The new 21,143 sqm build-to-lease multi-unit warehouse development

will provide high-quality, sustainable space across four tenancies

‒Development is subject to acceptable construction pricing, targeting a

yield on cost of 6.8%

+Infrastructure and enabling works are underway at Waitomokia, with the

first industrial facilities expected to start construction in 2026

+GMT is investing $20.2 million to establish a 35MVA power connection at

Penrose Industrial Estate, preparing for potential data centre development

‒With power expected to be delivered by mid 2027, this initial stage

provides GMT with greater optionality in an evolving market segment

MT WELLINGTON ESTATE

STAGE ONE

1

Additional spend of $48.4 million

9

+$15.7 million is being invested into Highbrook Crossing – the
office and retail hub of Highbrook Business Park

+Construction is underway, adding new eateries and amenities

to the plaza level of the Quest hotel

+A new entrance being constructed will offer a bright, sheltered

space, with new landscaping and seating options

+The upgrades are expected to be complete by October 2025

ARTIST IMPRESSION - HIGHBROOK CROSSING ENTRANCE

ARTIST IMPRESSION - HIGHBROOK CROSSING GLASS CANOPY

10

INVESTMENT
MANAGEMENT

+GMT has established its property funds management
business with a new open-ended limited partnership to hold

Highbrook Business Park

+International investors Mercer and Goodman Group are

investing $350 million of equity to acquire a 27.7% share in the

$2.1 billion estate with GMT retaining 72.3% ownership

1

+These new equity investments in the partnership, together

with 40% leverage, enables GMT to paydown significant debt,

reducing look-through committed gearing by ~10%

+The new partnership has a contemporary structure with a

range of fees, including performance fees assessed every 5

years

+The ability to grow the funds management platform over time,

provides GMT with the financial flexibility to invest in higher

growth opportunities

HIGHBROOK BUSINESS PARK

12

1

The investment in the new fund is expected to settle on receipt of certain financier and regulatory approvals and

finalisation of financing arrangements

WAITOMOKIA
The establishment of a funds management

platform unlocks the ability for GMT to recycle

capital into higher return opportunities, while

earning management fees on partnership AUM

WAITOMOKIA

of expected total developed NLA

DATA CENTRE OPTIONALITY

Delivery of power infrastructure

and building design at Penrose

MT WELLINGTON TOTAL PROJECT COST

Stage one multi-unit development

targeting a yield on cost of 6.8%

BROWNFIELD OPPORTUNITY

Strategic value-add sites

13

SUSTAINABILITY

SOLAR
installed, covering 32% of the

core portfolio

NABERSNZ

for all eligible core standalone

office assets

UPFRONT EMBODIED CARBON

lower than reference buildings for FY25

development completions

+Achieved a 44% reduction in corporate emissions, exceeding our 2025

interim target of a 21.5% reduction from FY20 base year

1

+74% of the core portfolio has been upgraded as part of our $25+ million

sustainability upgrade programme over the past four years, with new

LEDs, HVAC, electrical submetering and solar depending on the property

+Completed three projects totalling 50,286 sqm as part of our Green Star

development programme, all achieving Design ratings of at least 5 Green

Star, with As Built ratings expected to follow

LED LIGHTING

of the core portfolio now

features LED lighting

1

Includes Scope 1, Scope 2, and Scope 3 emissions (Categories 3, 4, 5, 6, and 7), based on an operational

control boundary and a location-based approach in line with the GHG Protocol.

KIA – HIGHBROOK BUSINESS PARK

CDP CLIMATE SCORE

for CY 2024

HVAC RENEWAL

of core assets with R22 refrigerants have

been upgraded to lower-GWP alternatives

15

We have set new science-aligned targets for our Scope 3 emissions intensity using SBTi’s criteria for limiting global warming to 1.5ºC
1

1

These targets have been independently peer-reviewed by Toitū to confirm alignment with Science Based Targets Initiative (SBTi) criteria for 1.5

o

C ambition using the SBTi Buildings Sector Science-Based Target Setting Criteria

To accelerate the reduction of upfront embodied carbon from

developments we are establishing an Embodied Carbon Innovation

Fund (ECIF)

We are adopting an internal cost of carbon on all new developments to

form and fund the ECIF rather than purchasing carbon offsets

The ECIF will fund early-stage materials and techniques that target

lower upfront embodied carbon intensity over the longer term

Our upgrade programme is designed to help lower in-use emissions

across our core portfolio

Smart LED lighting, electrical submetering, rooftop solar and more

efficient HVAC systems are lowering our customers’ emissions and

reducing their operating expenses

The Green Star development programme is helping to reduce the

average energy intensity of the portfolio

Represents 64% of total FY25 emissions

30% intensity reduction

by FY30 against a FY25 base year

Represent 16% of total FY25 emissions

31% intensity reduction

by FY30 against a FY25 base year for whole portfolio on a

market-based approach

21% intensity reduction

by FY30 against a FY25 base year for warehousing on a

location-based approach

LOWER-CARBON STEEL

LED LIGHTING

16

FINANCIAL
RESULT

SIGNIFY – ROMA ROAD ESTATE
1

Cash earnings is a non-GAAP measure that assesses free cash flow, on a per unit basis, after adjusting for certain items.

Calculation of GMT’s cash earnings is set out on slide 22

2

The investment in the new fund is expected to settle on receipt of certain financier and regulatory approvals and finalisation of

financing arrangements

$230.5m

NET PROPERTY INCOME

13.5% increase on FY24

$109.6m

PROFIT AFTER TAX

Supported by stable property values

$670m

NET CAPITAL RECYCLED

to GMT from the Highbrook

partnership

2

and Bush Road disposal

23.2%

COMMITTED LVR

on a look-through basis

7.55 cpu

CASH EARNINGS

1

5.2% like-for-like increase on

restated FY24

6.50 cpu

DISTRIBUTIONS

4.8% increase on FY24

18

1
Net rental income on underlying portfolio, adjusted to remove vacancy, incentives & leasing costs,

straight line rent adjustments, turnover rent & fitout rent, operating expenses, provisions and

additional income

2

Properties that had vacancy during the prior period or current period, which are not considered as

part of the like-for-like underlying portfolio assessment, increased net property income by $2.8

million

3

Other includes movements due to incentives & leasing costs, straight line rent adjustments,

turnover rent & fitout rent, operating expenses, provisions and additional income

+Net property income increased by $27.4 million

to $230.5 million, a 13.5% increase on FY24

+Completion of $214.8 million of developments

contributed significantly to the increase in net

property income this year

+Underlying like-for-like net property income

growth on the stabilised portfolio of 7.3% for

the period

1

2

NET PROPERTY INCOME

$m

203.1

230.5

+12.6

+12.8

+2.8

-0.8

180

190

200

210

220

230

240

FY24DevelopmentsUnderlying portfolioVacancyOtherFY25

3

19

NET CORPORATE COSTS
$m

FY25FY24

1

Manager’s base fee-(18.9)

Property services and other fees-(21.5)

Total fees-(40.4)

Salaries and other short-term benefits(13.4 )-

Other administrative expenses(8.6)(3.6)

Gross corporate costs(22.0)(4 4.0)

Recognised in property expenses6.87. 3

Reclassification to transaction costs

2

1.4-

Capitalised to investment property2.915.9

Net corporate costs (10.9)(20.8)

+Following internalisation, external management fees have been

replaced with the direct costs of employee remuneration and

other corporate expenses

+Capitalised corporate costs have decreased due to lower

expenses combined with lower development activity in 2H FY25.

Capitalisation of external fees in the prior year is replaced by staff

costs capitalisation

+$9.9 million, or 47.6% reduction in GMT’s net corporate costs in

the first year since completing the internalisation

1

Presentation of FY24 costs has been restated to provide a comparison to FY25. Other fees and a

portion of the Manager’s base fee were directly capitalised or directly recognised in property expenses in

prior periods

2

Principally relating to the establishment of the Highbrook partnership

20

STATEMENT OF COMPREHENSIVE INCOME
$m

FY25FY24

Net property income230.5203.1

Net interest cost (64.1)(46.7)

Net corporate costs (10.9)(20.8)

Share based payment expense(1.2)-

Total expenses(76.2)( 67. 5 )

Operating earnings before tax154.3135.6

Income tax on operating earnings (29.3)(14.2)

Operating earnings after tax125.0121.4

Movement in fair value of investment properties11.1(478.4)

Movement in fair value of financial instruments(17.1)(8.2)

Movement in valuation of pre-existing employee benefits(13.7)-

Transitional services(1.1)-

Transaction costs(2 .6)-

Internalisation transaction -(275.5)

Current tax on non-operating items4.215.7

Deferred tax3.860.1

Net profit / (loss) after tax109.6(564.9)

+Operating earnings before tax are 13.8% higher than the

prior year, with the 13.5% increase in net property income

and 47.6% reduction in net corporate costs outweighing the

impact of higher interest costs

+A 10.5% increase in weighted average borrowings and a

51.6% reduction in capitalised interest due to less

development activity, increased net interest costs for the

year

+The removal of tax deductions for building depreciation

increased the effective tax rate to 19.0% (FY24: 10.5% or

14.8% on a like-for-like basis)

+Operating earnings after tax have grown 3.0% despite the

lower depreciation deductions

+Stable property valuations have supported an improved

statutory result, with a net profit of $109.6 million for the year

21

+Cash earnings of 7.55 cents per unit was marginally ahead of
market guidance (7.5 cents per unit) increasing 5.2% on a like-for-

like basis, from a restated 7.18 cents per unit

1

+Distributions of 6.50 cents per unit were a 4.8% increase from

FY24 and represent 86.1% of cash earnings

FY26 guidance

+FY26 cash earnings expected to be around 8.0 cents per unit,

with the annual increase similar to that achieved in FY25

+Full-year distributions expected to be 6.8 cents per unit, a 5%

increase on FY25, with a similar cash earnings payout ratio

FY25Restated FY24

1

% change

Operating earnings before tax154.3135.6

13.8%

Current tax on operating earnings(29.3)(14.2)

106.3%

Operating earnings after tax125.0121.4

3.0%

Straight line rent adjustments(5.0)(4.4)

13.6%

Capitalised borrowing costs – land(0.7)(5.4 )

(87.0 % )

Capitalised management fees – land-(0.5)

-

Maintenance capex(4.3)(4.3)

-

Share based payment expense1.2-

-

Ta x – benefit of building depreciation

1

-(5.9)

-

Cash earnings116.2100.9

15.2%

Weighted units on issue (million)1,538.81,4 04.7

9.5%

Cash earnings per unit7.55 cpu7.1 8 c p u

5.2%

Distributions per unit6.50 cpu6.20 cpu

4.8%

Distributions % underlying cash earnings86.1%86.4%

(0.3%)

CASH EARNINGS

$m

Cash earnings is a non-GAAP measure that assesses free cash flow, on a per unit basis, after adjusting for certain items

1

FY24 restated to normalise for the removal of tax deductions relating to building depreciation from FY25

22

CAPITAL
MANAGEMENT

HEDGING PROFILE
%

31-Mar-2531-Mar-24

12 month forward hedging level 80%70%

Weighted average cost of debt (WACD)4.8%4.8%

Interest cover ratio (ICR) covenant (>2.0x)3.1x2.5x

BORROWING METRICS

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Y1Y2Y3Y4Y5

+80% hedged for the next 12 months, with flexibility to repay bank

debt upon settlement of the Highbrook partnership

+Hedge book will be right-sized following the settlement of the new

partnership

+Weighted average debt cost of 4.8% is consistent with FY24, with

lower interest rates in the second half of the year

1

+ICR increased to 3.1x, well above covenant minimum of 2.0x

+S&P Global Ratings reaffirmed GMT’s credit rating in November

2024 at BBB/stable with its secured debt at BBB+

1

WACD of 5.0% in 1H FY25 reduced to 4.6% in 2H FY25

24

MATURITY PROFILE
%

175

225

230

135

100

150

150

200

50

150

150

150

FY26FY27FY28FY29FY30FY31

Bank facilitiesGreen bank facilitiesWholesale bondsGreen wholesale bondsGreen retail bonds

31-Mar-2531-Mar-24

Non-bank funding (% of debt drawn)48%57%

Available liquidity $405 million$760 million

Weighted average debt term (drawn)

1

2 .6 years3.2 years

LVR covenant (<50%)

2

31.9%32 .1%

FUNDING METRICS

1

Weighted average debt term is calculated on drawn debt assuming bank debt is drawn from the longest dated facility available

2

LVR covenant calculation differs from reported LVR principally through the exclusion of development spend prior to completion

+Settlement of the Highbrook partnership and the Bush Road sale

will enable GMT to repay all bank debt and result in cash on hand

of around $450 million

+New bank facilities will be established in the partnership

+Retail and wholesale bonds will remain on issue to maturity

+Significant balance sheet capacity to invest into enabling GMT’s

development pipeline as well as pursuing on market opportunities

25

32 .1%
23.2%

(9.9%)

(1.8%)

+1.6%

+0.8%

+0.4%

31.8%

0%

10%

20%

30%

40%

50%

31-Mar-2025 LVR31-Mar-2025

committed LVR

Highbrook

partnership pro-

forma impact

Bush Rd disposalWaitomokia

infrastructure future

commitments

Mt Wellington

development stage

one

Penrose data centre

design and power

Pro-forma look-

through committed

gearing

LOAN-TO-VALUE RATIO

%

Loan to value ratio is a non-GAAP financial measure used to assess

the strength of GMT’s balance sheet. The calculation is set out in note

2.6 of GMT’s financial statements.

+Balance sheet LVR of 31.8% at

31 March 2025

+Highbrook partnership

establishment and Bush Road

disposal reduce look-through

gearing by 11.7% to 20.4%

+With new development

announcements, committed gearing

is now 23.2%

+GMT headstock committed gearing

is 15%

Preferred look-through gearing range

26

SUMMARY
& OUTLOOK

Navigating the challenging economic environment
+The ongoing strength of GMT’s operating results

demonstrates the resilience of the portfolio, and the benefits

of an investment strategy focused on well-located

warehouse and logistics property

Positioned for growth

+Internalisation has allowed GMT to pursue wider business

opportunities including the establishment of a funds

management platform, enabling growth in a more capital

efficient manner

+The successful execution of this strategy is expected to

support annualised cash earnings growth of between 5%

and 7% over the medium term

+With a contemporary structure, a sustainable investment

strategy, supportive partners, and dedicated and aligned

team members, GMT is set to continue delivering positive

results for all its stakeholders

Cash Earnings for FY26 are expected to be around 8.0 cents

per unit, reflecting a similar increase to that achieved in FY25

Distributions are expected to be 6.8 cents per unit, a 5%

increase on FY25

DSL - WESTNEY

28

QUESTIONS

nz.goodman.com
The information and opinions in this presentation were prepared by Goodman Property Services (NZ) Limited on behalf of Goodman Property Trust or one of its subsidiaries (GMT). GMT makes no

representation or warranty as to the accuracy or completeness of the information in this presentation. Opinions including estimates and projections in this presentation constitute the current judgment of

GMT as at the date of this presentation and are subject to change without notice. Such opinions are not guarantees or predictions of future performance, and involve known and unknown risks,

uncertainties and other factors, many of which are beyond GMT’s control, and which may cause actual results to differ materially from those expressed in this presentation. GMT undertakes no obligation

to update any information or opinions whether as a result of new information, future events or otherwise. This presentation is provided for information purposes only. No contract or other legal obligations

shall arise between GMT and any recipient of this presentation. Neither GMT, nor any of the Goodman Property Services (NZ) Limited Board members, officers, employees, advisers or other

representatives will be liable (in contract or tort, including negligence, or otherwise) for any direct or indirect damage, loss or cost (including legal costs) incurred or suffered by any recipient of this

presentation or other person in connection with this presentation.

APPENDIX

PropertyLocationClassificationMarket capitalisation rate %NLA (sqm)BuildingsKey CustomersOccupancy (%)
2

WALT (years)

2

Highbrook Business Park

1

East TāmakiCore5.0–7.13496,45278DHL, Freightways, Mainfreight, NZ Post, OfficeMax99

4.6

Savill LinkŌtāhuhuCore/Value-Add5.13–6.25162,60315Coda, Mainfreight, Steel and Tube100

5.2

M20 Business ParkWiriCore/Value Add5.25–7.5122,02013Frucor Suntory, Ingram Micro, Recorp96

5.3

Westney Industry ParkMāngereCore6.75–9.0

114,995

11DSL, Fliway, Linfox, Supply Chain Solutions100

5.9

The Gate Industry ParkPenroseCore/Value Add5.5–6.25102,15518Essity Australasia, Oji Fibre Solutions100

4.4

Roma Road EstateMt RoskillCore5.13–5.38

44,284

4Cotton On, NZ Post100

13.3

Favona Road EstateMāngereCore5.75–6.0

39,658

3Mainfreight100

12.2

Penrose Industrial EstatePenroseValue Add6.3830,62812Winstone Wallboards100

3.6

Tāmaki EstatePanmureValue Add6.75

23,651

7Containerco, Camelspace100

2.5

Connect Industrial EstatePenroseValue Add5.75

21,002

7Fletcher Building100

6.7

Mt Wellington EstateMt WellingtonValue Add5.5–6.0

19,079

3Ford, Tesla84

4.1

Bush Road Distribution Centre

1

RosedaleCore5.38

18,007

1NZ Post100

19.3

Leonard Road EstateMt WellingtonValue Add6.88

15,048

3Sky Network Television93

5.4

Great South Road EstateŌtāhuhuValue Add6.75–1Sleepyhead100

1.6

Total portfolio

5.91,209,581

176

99.0

5.6

32

1

Held for sale investment properties

2

Includes post balance date leasing

33

34

35

36
$ and cents

NewZealand currency.

AUM

Assets Under Management.

Balance date

31 March 2025.

Build-to-lease

Developed on an uncommitted basis.

Cash earnings

Cash earnings is a non-GAAP measure

that assesses free cash flow, on a per unit

basis, after adjusting for certain items.

Calculation ofGMT’s cash earnings is set

out on page 22.

CDP

Climate Disclosure Project.

Core Portfolio

those estates within the portfolio which

largely consist of modern, high-quality

warehouse and logistics properties.

CPU or cpu

cents per unit.

CY

Calendar year.

Embodied carbon

Total carbon emissions involved in the

creation of a building including extraction

of materials from the ground, transport,

refining, processing and construction.

FY

Financial Year.

GMT

Goodman Property Trust and its

controlled entities, including GMB, as

thecontext requires.

Goodman Group or GMG

means Goodman Limited, Goodman

Funds Management Limited as

responsible entity for GIT, Goodman

Logistics (HK) Limited and each of their

respective related entities, operating

together as a stapled group.

Green Retail Bond or Bond

a bond issued by GMB.

Green Star

Green Star is a voluntary sustainability

rating system for non-residential buildings,

fitouts andcommunities. Administered by

the NZGBC the system provides a rating

of up to six stars based on a building’s key

sustainability credentials.

GWP

Global Warming Potential.

HVAC

Heating, Ventilation and Air Conditioning.

Internalisation

means the internalisation of the rights to

manage GMT approved by Unitholders at

the Special Meeting held on 26 March

2024.

LED

Light Emitting Diode.

Loan to value ratio or LVR

Loan to value ratio is a non-GAAP

financial measure used to assess the

strength of GMT’s balance sheet. The

calculation is set out in note 2.6 of GMT’s

financial statements.

Mercer

Mercer Investments (Australia) Limited on

behalf of its Australian and New Zealand

Funds.

MVA

Megavolt-amperes.

MWp

Megawatt peak.

NABERSNZ

National Australian Built Environment

Rating System New Zealand.

NLA

Net Lettable Area.

Operating earnings

Operating earnings is a non-GAAP

financial measure included to provide an

assessment of the performance of GMT’s

principal operating activities. Calculation

of operating earnings is asset out in

GMT’s Statement of Comprehensive

Income and in note 3.1 of the financial

statements.

SBTi

Science Based Targets initiative.

Stabilised Portfolio

includes the properties or estates within

the portfolio that are developed and able

to be leased, i.e. not under active

development.

sqm

square metres.

Toitū

Toitū Envirocare, is a provider of carbon

management and neutral certifications for

NewZealand businesses. The organisation

is a subsidiary of Crown Research

Institute, Manaaki Whenua –

LandcareResearch.

Value-add

those properties or estates within the

portfolio which generally consist of older

improvements, offering future

redevelopment opportunity.

WALT

Weighted Average Lease Term.

---

GOODMAN
PROPERTY TRUST

FINANCIAL STATEMENTS

For the year ended 31 March 2025

The Board of Goodman Property Services (NZ) Limited, the Manager of Goodman

Property Trust, authorised these financial statements for issue on 28 May 2025.

For and on behalf of the Board:

John Dakin

Chair

Laurissa Cooney

Chair, Audit Committee

DSL, Westney Industry Park

The intermodal logistics specialist utilises

automation and a sophisticated warehouse system

to support its 3PL (third party logistics) services.

CONTENTS

STATEMENT OF COMPREHENSIVE INCOME 2

BALANCE SHEET 3

STATEMENT OF CASH FLOWS 4

STATEMENT OF CHANGES IN EQUITY 5

GENERAL INFORMATION 6

NOTES TO THE FINANCIAL STATEMENTS 8

1. Investment property 8

2. Borrowings 15

3. Earnings per unit and net tangible assets 20

4. Internalisation transaction 22

5. Transaction costs 23

6. Derivative financial instruments 24

7. Net corporate costs 25

8. Related party assets 26

9. Employee benefits liabilities 27

10. Employee compensation reserve 29

11. Debtors and other assets 31

12. Creditors and other liabilities 31

13. Tax 32

14. Related party disclosures 34

15. Commitments and contingencies 36

16. Reconciliation of profit / (loss) after tax to net cash flows

from operating activities 36

17. Financial risk management 37

18. Major customer disclosure 39

19. Operating segments 39

INDEPENDENT AUDITOR’S REPORT 40–45

STATEMENT OF COMPREHENSIVE INCOME
For the year ended 31 March 2025

$ millionNote20252024

Property income1.12 7 7. 924 4.1

Property expenses( 4 7. 4 )(41.0)

Net property income230.520 3.1

Interest cost2.1(64.9)( 4 7. 3 )

Interest income2.10.80.6

Net interest cost(6 4.1)( 4 6 .7 )

Net corporate costs7(10.9)(20.8)

Share based payments expense10(1.2)–

Operating earnings before other income / (expenses) and tax154.3135.6

Other income / (expenses)

Movement in fair value of investment property1.511.1(478.4)

Movement in fair value of derivative financial instruments6.1( 17. 1 )(8.2)

Movement in fair value of pre–existing employee benefits(13.7)–

Transitional services(1.1)–

Internalisation transaction4-(275.5)

Transaction costs5(2.6)–

Profit / (loss) before tax130.9(626.5)

Tax expense13(21.3)61.6

Profit / (loss) after tax 109.6(564.9)

Other comprehensive income––

Total comprehensive income / (loss) for the year attributable to unitholders109.6(564.9)

CentsNote20252024

Basic and diluted earnings per unit after tax3.17. 1 2(40.21)

The above statement should be read in conjunction with the accompanying notes.

BALANCE SHEET

As at 31 March 2025

$ millionNote20252024

Non–current assets

Investment property1.32,524.04,533.9

Other assets–1.9

Investment property contracted for sale–1.4

Derivative financial instruments6.25.138.4

Property, plant and equipment1.13.8

Tax receivable6.96.9

Deferred tax assets13.210.630.1

Related party assets84 0.556.5

Total non–current assets2,588.24,672.9

Investment properties held for sale1.82,165.1–

Current assets

Cash8.29.4

Derivative financial instruments6.20.23.8

Debtors and other assets116 .79.1

Tax receivable0.92.3

Related party assets816.119.4

Total current assets32.144.0

To t a l a s s e t s4 ,78 5. 44 ,716 . 9

Non–current liabilities

Borrowings2.21,132.81 , 1 5 7. 1

Lease liabilities2.5126.065.4

Derivative financial instruments6.214.36.8

Employee benefits liabilities 917. 819.2

Total non–current liabilities1,290.91,248.5

Current liabilities

Borrowings2.2325.0300.9

Creditors and other liabilities1238.948.2

Current tax payable1.8–

Lease liabilities2.50 .70.8

Derivative financial instruments6.2–2.1

Employee benefits liabilities 917. 117. 3

Total current liabilities383.5369.3

Total liabilities1 ,6 74 . 41 , 6 17. 8

Net assets3,111.03,099.1

Equity

Units1,955.01,955.0

Retained earnings1,154.81,14 4.1

Employee compensation reserve101.2–

Total equity3,111.03,099.1

The above statement should be read in conjunction with the accompanying notes.

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

23

STATEMENT OF CASH FLOWS
For the year ended 31 March 2025

$ millionNote20252024

Cash flows from operating activities

Property income received275.9242.2

Property expenses paid(48.4)( 4 8 .7 )

Interest income received0.80.6

Interest costs paid on borrowings(56.3)(43.5)

Interest costs paid on lease liabilities(4.5)(3.4)

Corporate costs paid( 7. 6 )(22.4)

Net GST (paid) / received2.30.3

Tax refund / (paid)1.4(10.0)

Transaction costs paid(2.3)–

Internalisation transaction costs paid –(3.0)

Net cash flows from operating activities16161.3112.1

Cash flows from investing activities

Proceeds from the sale of investment properties1.4–

Capital expenditure payments for investment properties(80.1)(191.0)

Holding costs capitalised to investment properties(9.2)(22.5)

Cash acquired on acquisition of subsidiary4–1.5

Net cash flows from investing activities(87.9)(212.0)

Cash flows from financing activities

Proceeds from borrowings9 17. 01,742 . 0

Repayments of borrowings( 8 7 7.7 )(1,553.0)

Units issue costs incurred–(0.4)

Settlement of derivative financial instruments(15.0)–

Distributions paid to unitholders(98.9)(85.9)

Net cash flows from financing activities( 74 .6)10 2 .7

Net movement in cash(1.2)2.8

Cash at the beginning of the year9.46.6

Cash at the end of the year8.29.4

The above statement should be read in conjunction with the accompanying notes.

STATEMENT OF CHANGES IN EQUITY

For the year ended 31 March 2025

Note

Distribution

per unit

(cents)

Number

of units

(million)

Units

($ million)

Employee

compensation

reserve

($ million)

Retained

earnings

($ million)

To t a l

($ million)

As at 1 April 20231,4 03.31,6 45.8–1,7 9 4 . 93 , 4 4 0 .7

Total comprehensive loss for the year––(564.9)(564.9)

Distributions paid to unitholders6.125––(85.9)(85.9)

Issue of units

Internalisation transaction4135.530 9.6––30 9.6

Units issue costs incurred(0.4)––(0.4)

As at 31 March 20241,538.81,955.0–1,144.13,099.1

Total comprehensive income for the year––10 9.610 9.6

Distributions paid to unitholders6.425––(98.9)(98.9)

Share based payment expense10–1.2–1.2

As at 31 March 20251,538.81,955.01.21,154.83,111.0

The above statement should be read in conjunction with the accompanying notes.

Subsequent event

On 28 May 2025, a cash distribution of 1.625 cents per unit was declared with no imputation credits attached.

The record date for the distribution is 6 June 2025 and payment will be made on 19 June 2025.

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

45

GENERAL INFORMATION
For the year ended 31 March 2025

Reporting entity

Goodman Property Trust (“GMT” or the “Trust”) is a

unit trust established on 23 April 1999 under the Unit

Trusts Act 1960. GMT is domiciled in New Zealand. The

Manager of the Trust is Goodman Property Services (NZ)

Limited (“GPS”) and the address of its registered office is

Level 2, 18 Viaduct Harbour Avenue, Auckland.

The financial statements presented are consolidated

financial statements for Goodman Property Trust, its

subsidiaries and controlled entities (the “Group”). The

subsidiaries include GMT Bond Issuer Limited, Goodman

Property Aggregated Limited, Goodman Nominee (NZ)

Limited, Highbrook Development Limited, Highbrook

Business Park Limited, Highbrook Management Limited,

Goodman (Highbrook) Limited and GMT NewCo

Limited. The Trust has control over GPS, a wholly owned

subsidiary of GMT Shareholder Nominee Limited (itself

a subsidiary of Public Trust). Pursuant to a shareholding

deed between GMT Shareholder Nominee Limited

and Covenant Trustee Services Limited as trustee for

Goodman Property Trust the shares in GPS are controlled

by Covenant Trustee Services (NZ) Limited on behalf of

GMT unitholders.

GMT is listed on the New Zealand Stock Exchange

(“NZX”), is an FMC reporting entity for the purposes of the

Financial Markets Conduct Act 2013 (“FMCA”) and the

Financial Reporting Act 2013 and is an Equity Security

for the purposes of the NZX Main Board Listing Rules.

The Group’s principal activity is to invest in real estate in

New Zealand.

Covenant Trustee Services Limited is the Trustee

and Supervisor for GMT.

Basis of preparation and measurement

The financial statements of the Group have been

prepared in accordance with the requirements of Part 7

of the FMCA and the NZX Main Board Listing Rules. The

financial statements have been prepared in accordance

with New Zealand Generally Accepted Accounting

Practice (“NZ GAAP”), comply with New Zealand

Equivalents to International Financial Reporting Standards

(“NZ IFRS”), other New Zealand accounting standards and

authoritative notices that are applicable to entities that

apply NZ IFRS. The Group is a for-profit tier one entity for

the purposes of complying with NZ GAAP. The financial

statements comply with International Financial Reporting

Standards Accounting Standards (“IFRS Accounting

Standards”).

The financial statements have been prepared on the

historical cost basis except for assets and liabilities stated

at fair value as disclosed.

The financial statements are in New Zealand dollars, the

Group’s functional currency, unless otherwise stated.

Basis of consolidation

The financial statements have eliminated in full all

intercompany transactions, intercompany balances and

gains or losses on transactions between Group entities.

Significant estimates and judgements

Management is required to make judgements, estimates,

and apply assumptions that affect the amounts reported

in the financial statements. These have been based on

historical experience and other factors Management

believes to be reasonable. Actual results may differ from

these estimates and the difference may be material.

Estimates and underlying assumptions are reviewed on

an ongoing basis. Revisions to accounting estimates are

recognised in the period in which the estimate is revised

and in the future periods affected.

The significant judgements made in the preparation of

these financial statements are detailed in the following

notes:

+Investment property (note 1.4)

+Employee benefits liabilities (note 9)

+Deferred tax (note 13.2)

Material accounting policies

Units are classified as equity. If new units are issued in the

year, any external costs directly attributable to the issue

are deducted from the proceeds received.

Distributions are recognised in equity in the period in

which they are paid.

Other material accounting policies are disclosed in the

relevant notes.

Changes in accounting policy

The accounting policies and methods of computation

used in the preparation of these financial statements are

consistent with those used in the financial statements

for the year ended 31 March 2024. Where necessary,

comparative figures have been adjusted to conform

with changes in presentation in the financial statements.

The Group has restated the comparatives for current

and non-current lease liabilities, decreasing current lease

liabilities by $3.2 million and increasing non-current

lease liabilities by $3.2 million. This change has no impact

on total liabilities or net assets.

New accounting standards now adopted

The Group has adopted the following new accounting

pronouncements that are applicable to these financial

statements.

+Amendments to NZ IAS 1 Non-current Liabilities with

Covenants – clarifies that only covenants with which

an entity must comply on or before the reporting date

will affect a liability’s classification as current or

non-current.

+Amendment to FRS 44 Disclosure of Fees for Audit

Firms’ Services – entities are required to disclose the

fees incurred for services received from their audit or

review firm, and a description of each service, using

the specified categories.

Standards issued but not yet effective

The new and amended standards and interpretations that

are issued, but not yet effective, up to the date of issuance

of the Group’s financial statements are disclosed below.

The Group intends to adopt these new and amended

standards and interpretations, if applicable, when they

become effective.

NZ IFRS 18 Presentation and Disclosure

in Financial Statements

This standard becomes effective for reporting periods

beginning on or after 1 January 2027. NZ IFRS 18

introduces new requirements on presentation within

the statement of comprehensive income, including

specified totals and subtotals. It also requires disclosure

of management-defined performance measures and

includes new requirements for the aggregation and

disaggregation of financial information based on the

identified ‘roles’ of the primary financial statements and

the notes.

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

67

NOTES TO THE FINANCIAL STATEMENTS
For the year ended 31 March 2025

1. Investment property

Property income is earned from investment property leased to customers.

1.1 Property income

$ million20252024

Gross lease receipts24 4.0215.1

Service charge income3 7. 532.0

Straight–line rental adjustments5.04.4

Amortisation of capitalised lease incentives(8.6)( 7. 4 )

Property income2 7 7. 9244.1

Accounting policies

Property income from investment property leased to customers under operating leases is recognised on a straight-

line basis over the term of the lease to the extent that future rental increases are known with certainty. Straight-

line rental adjustments are accounted for to achieve straight-line income recognition. Where lease incentives are

provided to customers, the cost of incentives is amortised over the lease term on a straight-line basis as a reduction

to rental income.

Service charge income is recognised for the recoverable portion of customer’s property operating expenses

incurred in the year.

1.2 Future contracted gross lease receipts

Gross lease receipts that the Group has contracted to receive in future years are set out below. These leases cannot be

cancelled by the customer.

$ million20252024

Ye a r 12 3 7. 4222.5

Ye a r 2214.4210.6

Ye a r 3191.21 8 7. 5

Ye a r 4162.01 6 7. 5

Ye a r 514 0.4142.5

Year 6 and later599.9701.6

Total future contracted gross lease receipts1,545.31,632.2

1. Investment property (continued)

1.3 Total investment property

This table details the total investment property value.

$ million20252024

Core1,818.93,669.8

Va lu e–ad d613.8604.4

Total stabilised investment property2 , 4 3 2 .74,274.2

Investment property under development91.32 5 9 .7

Total investment property2,524.04,533.9

Included within stabilised properties is a gross-up equivalent to lease liabilities of $125.8 million (2024: $63.6 million).

Included within investment property under development is $13.3 million of land (2024: $86.7 million) and $78.0 million

of developments (2024: $173.0 million).

GMT’s estates are classified as either “core” or “value-add” estates.

Core

Those estates within the portfolio which largely consist of modern, high-quality logistics and industrial properties.

Value -add

Those estates which generally consist of older properties that are likely to have redevelopment potential. Redevelopment

of the properties to realise their maximum future value may require a change in use.

Significant transactions

During the year ended 31 March 2025, three developments were completed and were independently valued at a

total of $214.8 million.

During the year $2,152.8 million has been transferred out of ‘core’ to investment properties held for sale. Refer to

n o t e 1.8.

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

89

1. Investment property (continued)
1.4 Valuation of investment property

Key judgement

The carrying value of stabilised properties, substantially completed developments and land is the fair value of the

property as determined by an expert independent valuer, from a panel of valuation companies comprising Bayleys

Valuations Limited, CBRE Limited, Colliers International New Zealand Limited, Jones Lang LaSalle Limited & Savills

(NZ) Limited, who are all members of the New Zealand Institute of Valuers.

Fair value reflects the Board’s assessment of highest and best use of each property at the end of the reporting

period. If the Board’s view of highest and best use has changed any impact on value will be assessed by independent

valuations. Management reviews the valuations performed by the independent valuers for financial reporting

purposes. Discussions of valuation processes and results are held between various combinations of the Board,

the Chief Executive Officer, the Chief Financial Officer, the Management Valuation Committee, and the independent

valuers at least twice every year in line with the Group’s reporting dates. Full independent valuations are completed

for stabilised properties, developments held at fair value and land at least annually. Developments where fair value

is not able to be reliably determined are carried at cost less any impairment. Additionally, at each financial year end

all major inputs to the independent valuation reports are verified and an assessment undertaken of all property

valuation movements by management.

The fair values presented are based on market values, being the estimated amount for which a property could be

exchanged on the date of valuation between a willing buyer and a willing seller in an arm’s length transaction after

proper marketing wherein the parties had each acted knowledgeably, prudently and without compulsion. If this

information is not available, alternative valuation methods are used, such as; recent prices on less active markets;

the capitalisation method, which determines fair value by capitalising a property’s sustainable net income at a market

derived capitalisation rate with capital adjustments made where appropriate; or discounted cash flow projections

(“DCF”), which discount estimates of future cash flows by an appropriate discount rate to derive the fair value.

The key assumptions used in the valuations are derived from recent comparable transactions to the greatest extent

possible; however, all three of the valuation methods rely upon unobservable inputs in determining fair value for all

investment property.

Valuations also reflect the following unobservable inputs, where appropriate: the quality of customers in occupation

or responsible for meeting lease commitments or likely to be in occupation after letting vacant accommodation,

and the market’s general perception of their creditworthiness; the allocation of maintenance and insurance

responsibilities between the Group and the customer; and the remaining economic life of the property. When rent

reviews or lease renewals are pending with anticipated reversionary increases, it is assumed that all notices and

where appropriate counter-notices have been served validly and within the appropriate time.

The Group has considered the impact of climate change on the business and the valuation of investment property.

To date, the panel of independent valuers used have made no explicit adjustments to valuations in respect of climate

change matters. The Group acknowledges that climate change considerations will likely have a greater influence on

valuations in the future as markets place a greater emphasis on these matters.

All investment property is categorised as level 3 in the fair value hierarchy. Refer to note 17.6 for details of the fair

value hierarchy (applicable to all items measured at fair value) and the Group’s transfer policy. During the year, there

were no transfers of properties between levels of the fair value hierarchy.

1. Investment property (continued)

1.4 Valuation of investment property (continued)

The key valuation inputs used to measure fair value of investment property are disclosed below, along with the weighted

average value for each input:

Weighted average

valuation input value

Measurement

sensitivity

Key valuation inputDescription20252024

Increase

in the input

Decrease

in the input

Market

capitalisation rate

The capitalisation rate applied to the

market rental to assess a property’s

value. Derived from similar transactional

evidence considering location, weighted

average lease term, customer covenant,

size and quality of the property. Used in the

capitalisation method.

6.0%6.0%DecreaseIncrease

Market rentalThe valuer’s assessment of the annual net

market income per square metre (“psm”)

attributable to the property; includes both

leased and vacant areas. Used in both the

capitalisation method and the DCF method.

$186 psm$197 psmIncreaseDecrease

Discount rateThe rate applied to future cash flows;

it reflects transactional evidence from

similar types of property assets.

Used in the DCF method.

8.0%8.0%DecreaseIncrease

Rental growth

rate

The rate applied to the market rental

over the 10–year cash flow projection.

Used in the DCF method.

2.8% p . a .2.9% p . a .IncreaseDecrease

Terminal

capitalisation rate

The rate used to assess the terminal value

of the property. Used in the DCF method.

6.2%6.2%DecreaseIncrease

The market capitalisation rate is the main determinant of value in the valuation of investment property. The impact

of a 0.5% increase in the market capitalisation rate from 6.0% to 6.5%, assuming all other valuation inputs remain

unchanged, would be equivalent to a decrease of $91.3 million / 7.5% in the fair value of investment property. This impact

excludes investment properties held for sale.

For the comparative 2024 year, the impact of a 0.5% increase in the market capitalisation rate from 6.0% to 6.5%,

assuming all other valuation inputs remain unchanged, was equivalent to a decrease of $328.8 million / 7.3% in the fair

value of investment property.

Land is valued based on recent comparable transactions, resulting in land values ranging between $184 psm and

$650 psm (2024: between $194 psm and $650 psm).

1.5 Movement in fair value of investment property

Movement in fair value of investment property for the year is summarised below.

$ millionNote20252024

Stabilised properties1.6(1.6)(452.6)

Investment property under development1 .70.4(25.8)

Investment property held for sale1.812.3–

Total movement in fair value of investment property11.1(478.4)

Notes to the Financial Statements (continued)

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

1011

1. Investment property (continued)
1.6 Stabilised properties

$ million

Valu e r

Net lettable

area sqm

Weighted

market

cap rateOccupancy

WALT

years2025

Valuation

2024

Right of

use asset

Transfers

in

Net

expenditure

Transfers

out

Fair value

movement

Valuation

2025

Core3,669.862.3214.826.9(2,152.8)(2.1)1,818.9 Colliers, JLL, Savills, Bayleys520,0665.9%98%6 .7

Va lu e–ad d604.4––8.9–0.5613.8 Colliers, JLL, Savills, Bayleys, CBRE17 5 , 0 5 66.3%97%3.8

Total stabilised properties4,274.262.3214.835.8(2,152.8)(1.6)2 , 4 3 2 .7695,1226.0%98%5.9

Right of use assetreflects a gross-up equivalent to lease liability modifications.

Acquisitionsreflects the purchase price and any associated transaction costs.

Tr a n s f e r s i nrepresents the net book value transferred into a category during the year.

Net expenditurecomprises capital expenditure, holding costs, straight-line rental adjustments,

leasing incentives and leasing costs paid, less any amortisation of leasing incentives

and leasing costs.

Fair value movementreflects the difference between the independent valuation and the net book value

immediately prior to the valuation.

Transfers outrepresents the net book value transferred out to held for sale during the year.

$ million

Valu e r

Net lettable

area sqm

Weighted

market

cap rateOccupancy

WALT

years2024

Valuation

2023

Right of

use asset

Acquisitions

/ transfers in

Net

expenditure

Transfers

out

Fair value

movement

Valuation

2024

Core3 , 81 2 .7(2.1)369.232.8( 176 .1 )( 3 6 6 .7 )3,669.8Colliers, JLL, Savills, Bayleys975,4325.9%10 0%6.6

Va lu e–ad d504.1–176 .110.1–(85.9)604.4 Colliers, JLL, Savills, Bayleys, CBRE17 7, 1 1 46.3%97%4.2

Total stabilised properties4,316.8(2.1)545.342.9(176 . 1 )(452.6)4,274.21,152,5466.0%99%6.0

Accounting policies

Stabilised properties are investment properties which are held to earn rental income. They are recorded initially

at cost, including related transaction costs. After initial recognition, stabilised properties are carried at fair value.

A panel of expert independent valuers value the portfolio at least once each year, generally at 31 March. Fair values

are based on estimated market values. If this information is not available, alternative valuation methods such as

recent prices in less active markets, the capitalisation method, or discounted cash flow projections are used.

Stabilised property that is being redeveloped is carried at fair value and holding costs are capitalised to the

property during redevelopment. Expenditure is capitalised to a property when it is probable that it will provide

future economic benefits to the Group. All other repairs and maintenance costs are charged to the Statement of

Comprehensive Income.

Any gain or loss arising from a change in fair value is recognised in the Statement of Comprehensive Income.

When sold, the net gain or loss on disposal of stabilised property is included in the Statement of Comprehensive

Income in the period in which the sale occurred. The gain or loss on disposal is calculated as the difference between

the carrying amount of the stabilised property on the Balance Sheet and the proceeds from sale net of any costs

associated with the sale.

For leases where the Group is a lessee, the Group recognises a right of use asset at the commencement date of the

lease, being the date that the underlying asset is available for use. Investment property is defined to include both

owned investment property and investment property held by a lessee as a right of use asset. The Group therefore

measures all investment property using the same measurement basis, being the fair value model. The value of the

right of use assets represents the fair value of a freehold interest in the land subject to ground lease interests held by

the Group. Investment property is adjusted for cash flows relating to lease liabilities already recognised separately on

the Balance Sheet and also reflected in the investment property valuations.

Notes to the Financial Statements (continued)

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

1213

1.1 Investment property (continued)
1 .7 Investment property under development

Investment property under development comprises land held for future development and developments under

construction, held at either fair value or held at cost.

$ million

Carrying value

at startAcquisitions

Net

expenditure

Fair value

movementTransfers out

Carrying value

at end

31 March 20252 5 9.7–46.00.4(214.8)91.3

31 March 2024474 . 41.3180.1(25.8)(370.3)2 5 9.7

Included within investment property under development is $13.3 million of land held at fair value (2024: $86.7 million)

and $78.0 million of developments under construction recorded at fair value (2024: $173.0 million).

Accounting policies

Investment property under development includes properties that are being constructed for future use as stabilised

property and land to be developed as stabilised property in the future. On acquisition, investment property under

development is recorded at cost, including related transaction costs. Stabilised property to be redeveloped is

transferred at the carrying value prior to transfer. All subsequent costs and capital expenditure directly associated

with investment property under development is capitalised.

Holding costs are capitalised if they are directly attributable to the development of a property. The most significant

component of holding costs is borrowing costs. Capitalisation of borrowing costs commences when the activities to

prepare the property for its intended use are in progress and expenditure and borrowing costs are being incurred.

The amount capitalised is determined by applying the weighted average cost of debt to borrowings attributed to the

investment property under development. Capitalisation of borrowing costs continues until the development of the

property is completed.

Employees costs are capitalised if they are directly attributable to the development of a property.

If the fair value of a development can be reliably determined during the course of its construction, then the

development will be recorded at fair value (adjusted for percentage of completion) in the same manner as

stabilised properties.

Commenced developments held at the land transfer value plus subsequent capital expenditure are tested for

impairment. An indication of impairment requires an assessment of the recoverable amount of the commenced

development, with the full value of any applicable impairment immediately recognised.

Land is carried at fair value, independently valued at least annually, with any changes in valuation recognised in the

Statement of Comprehensive Income.

1.8 Investment property held for sale

Investment property held for sale comprises “core” investment properties actively marketed for sale.

$ million

Carrying value

at startTransfers in

Fair value

movement

Carrying value

at end

31 March 2025–2,152.812.32,165.1

31 March 2024––––

Notes to the Financial Statements (continued)

1.1 Investment property (continued)

1.8 Investment property held for sale (continued)

Accounting policies

Investment property is classified as held for sale if the property or group of properties is available for immediate sale

in its present condition subject only to terms that are usual and customary for sales of such assets and it is highly

likely to be sold within one year.

The carrying value of the property is the proposed sale price or the most recent valuation if the investment property

is not contracted for sale. Where the carrying value is the proposed sale price, the carrying value is adjusted for

specific provisions made within the proposed sale agreement. Investment properties held for sale continue to be

measured at fair value with assessment made as to whether the agreed selling price reflects fair value.

Subsequent events

In May 2025, GMT unconditionally contracted the sale of a core property in Albany, Auckland for $89.0 million with

settlement expected to occur in July 2025.

In May 2025, GMT entered into conditional agreements to establish a new open-ended property fund to hold the

$2.1 billion Highbrook Business Park estate. GMT will have a 72% ownership interest in the fund, with international

investors acquiring 28%. The sale price for the estate is reflected in the held for sale asset value at 31 March 2025.

The sale to and investment in the new fund are expected to settle by 30 September 2025.

2. Borrowings

2.1 Interest

$ million20252024

Interest expense on borrowings( 6 2 .7 )(56.9)

Interest expense on lease liabilities( 4 .7 )(3.4)

Amortisation of borrowing costs( 6 .7 )(6.0)

Borrowing costs capitalised

1

9.219.0

Total interest cost(64.9)( 4 7. 3 )

Interest income0.80.6

Net interest cost(64.1)(4 6 .7 )

1

Borrowing costs are capitalised at the weighted average cost of borrowing of 4.8% (2024: 4.8%). Borrowing costs of $0.7 million were capitalised

to land (2024: $5.4 million).

Accounting policies

Interest costs charged on borrowings are recognised as incurred. Costs associated with the establishment of

borrowings are amortised over the term of the relevant borrowings.

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

1415

2. Borrowings (continued)
2.2 Borrowings

$ million20252024

Current

Bilateral bank facilities325.0–

Retail bonds–10 0.0

US Private Placement notes–200.9

Total current borrowings325.0300.9

Non–current

Syndicated bank facilities285.0135.0

Bilateral bank facilities150.0475.0

Green retail bonds150.0150.0

Wholesale bonds4 00.04 00.0

Wholesale green bonds150.0–

Total non–current1,135.01,160.0

Unamortised borrowings establishment costs(2.2)(2.9)

Total non–current borrowings1,132.81,157.1

Total borrowings1,457.81,458.0

As at 31 March 2025, GMT has undrawn bank facilities of $405.0 million from which it expects to repay current

maturities.

Accounting policies

Borrowings are recorded initially at fair value, net of debt establishment transaction costs. Subsequent to initial

recognition, borrowings are carried at amortised cost using the effective interest method.

Syndicated bank facilities drawn are considered non-current due to adequate undrawn capacity in the longer dated

tranches, allowing these to be utilised to fund the amount drawn from short term tranches.

Significant transactions

In October 2024, GMT issued $150.0 million of wholesale green bonds, with a 5 year term expiring in October 2029,

paying a fixed interest rate of 5.012%.

In October 2024, a $205.0 million tranche of the syndicated bank facilities, with a June 2025 expiry, was cancelled.

2. Borrowings (continued)

2.3 Composition of borrowings

Weighted

average

remaining

term (years)

$ million

2025

Date

issuedExpiry

Interest

rate

Drawn

amount

Undrawn

facility

Syndicated bank facilities–Jun 26 – Jun 282.1Floating285.0305.0

Green bank facility – Bank of New Zealand–Dec 250 .7Floating150.0–

Bank facility

– Commonwealth Bank of Australia

–Mar 261.0Floating17 5 . 0–

Green bank facility

– Westpac New Zealand Limited

–Dec 261 .7Floating150.0–

Bank facility – Bank of New Zealand–Jun 294.3Floating–10 0.0

Green retail bonds – GMB060Apr 22A p r 272.04 .74 0 %150.0–

Wholesale bonds – 6 yearsDec 21Dec 272 .73.656%200.0–

Wholesale bonds – 8 yearsSep 20Sep 283.42.262%50.0–

Wholesale bonds – 10 yearsSep 20Sep 305.42.559%150.0–

Green wholesale bonds – 5 yearsO c t 24Oct 294.55.012%150.0–

Weighted

average

remaining

term (years)

$ million

2024

Date

issuedExpiry

Interest

rate

Drawn

amount

Undrawn

facility

Syndicated bank facilities–Jun 25 – Jun 282.6Floating135.0660.0

Green bank facility – Bank of New Zealand–Dec 251 .7Floating150.0–

Bank facility

– Commonwealth Bank of Australia


Mar 262.0Floating17 5 . 0–

Green bank facility

– Westpac New Zealand Limited


Dec 262 .7Floating150.0–

Bank facility – Bank of New Zealand–Jun 295.3Floating–10 0.0

Retail bonds – GMB040M a y 17M ay 240.24.54 0%10 0.0–

Green retail bonds – GMB060Apr 22A p r 273.04 .74 0 %150.0–

Wholesale bonds – 6 yearsDec 21Dec 273 .73.656%200.0–

Wholesale bonds – 8 yearsSep 20Sep 284.42.262%50.0–

Wholesale bonds – 10 yearsSep 20Sep 306.42.559%150.0–

US Private Placement notes

1

J u n 15J un 251.23.460%US$40.0–

US Private Placement notes

1

J u n 15J u n 273.23.560%US$40.0–

US Private Placement notes

1

J u n 15Jun 306.23 .71 0 %US$40.0–

1

The change in Manager of GMT triggered an option in the US Private Placement noteholder agreements, giving the noteholders the right to request

early repayment. This resulted in the US Private Placement notes being classified as current borrowings at 31 March 2024, with all US Private

Placement notes subsequently repaid.

As at 31 March 2025, $590.0 million of syndicated bank facilities were provided to the Group by Commonwealth Bank

of Australia ($150.0 million), Westpac New Zealand Limited ($135.0 million), The Hongkong and Shanghai Banking

Corporation Limited ($110.0 million), ANZ Bank New Zealand Limited ($100.0 million), Industrial and Commercial Bank

of China Limited ($70.0 million) and Bank of New Zealand ($25.0 million). Additional bilateral facilities were provided

to the Trust by Bank of New Zealand ($250.0 million), Commonwealth Bank of Australia ($175.0 million) and Westpac

New Zealand Limited ($150.0 million).

Notes to the Financial Statements (continued)

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

1617

2. Borrowings (continued)
2.3 Composition of borrowings (continued)

As at 31 March 2024, $795.0 million of syndicated bank facilities were provided to the Group by Westpac New Zealand

Limited ($175.0 million), Commonwealth Bank of Australia ($150.0 million), The Hongkong and Shanghai Banking

Corporation Limited ($150.0 million), ANZ Bank New Zealand Limited ($150.0 million), Industrial and Commercial Bank

of China Limited ($95.0 million) and Bank of New Zealand ($75.0 million). Additional bilateral facilities were provided

to the Trust by Bank of New Zealand ($250.0 million), Commonwealth Bank of Australia ($175.0 million) and Westpac

New Zealand Limited ($150.0 million).

As at 31 March 2025, GMT’s drawn borrowings had a weighted average remaining term of 2.5 years (2024: 3.2 years),

with 48% being drawn from non-bank sources (2024: 57%). Calculation of the weighted average remaining term

assumes syndicated bank facilities utilise the longest dated facilities.

2.4 Security and covenants

All borrowing facilities are secured on an equal ranking basis over the assets of the subsidiaries of Goodman Property

Trust, excluding GPS. A loan to value ratio covenant restricts total borrowings incurred by the Group to 50% of the value

of the secured property portfolio.

The Group has given a negative pledge to not create or permit any security interest over its assets. The principal financial

ratios which must be met are the ratio of earnings before interest, tax, depreciation and amortisation to interest expense,

and the ratio of financial indebtedness to the value of the property portfolio. Further negative and positive undertakings

have been given as to the nature of the Group’s business.

2.5 Lease liabilities

Investment properties Office leases

$ million2025202420252024

Opening balance63.665.92.6–

Changes in liability 62.3(2.2)(0.9)–

Addition on acquisition of GPS–––2.6

Interest expense on lease liabilities4.63.40.1–

Payments made(4.8)( 3 .7 )(0.9)–

Amortisation of incentives received0.10.2––

Total lease liabilities125.863.60.92.6

Key judgement

The lease liabilities are for perpetually renewable ground leases at Westney Industry Park for $125.7 million

(2024: $63.5 million) and The Gate Industry Park for $0.1 million (2024: $0.1 million). The calculation of the lease

liabilities assumes lease terms of between 60 and 63 years and utilises discount rates based on an assessment of

GMT’s long-term borrowing costs at the time of the renewal, which range from 3.5% to 7.8%. For the year ended

31 March 2025, there were two properties at Westney Industry Park which have ground lease renewals with

associated market rent reviews (both in January 2025), one of which has yet to be agreed. For the purposes of these

financial statements, an estimated implied land rate has been used as the basis for the calculation of the lease liability

relating to that property. This rate is the midpoint between the rate;

— per the independent valuation advice obtained by the Group, and;

— the rate as served by the lessor of the property for which the review has yet to be agreed.

Sensitivities as applied to either option above would result in a change to the value of the lease liabilities being

+/-$15.7 million. For the year ended 31 March 2025, the two ground lease renewals have resulted in an increase to

lease liabilities of $62.4 million.

The Group has an operating lease for its offices at 18 Viaduct Harbour Avenue, Auckland. The Group has recognised

right of use assets ($0.4 million included within plant, property and equipment) and corresponding lease liabilities in

relation to these leases (2024: $2.2 million). The 18 Viaduct Harbour Avenue lease assumes a lease term of 0.5 years

with an incremental borrowing rate of 3.5%.

2. Borrowings (continued)

2.5 Lease liabilities (continued)

Accounting policies

At the commencement date of a lease the Group recognises lease liabilities measured at the present value of lease

payments to be made over the lease term, including expected lease renewals. The lease payments include fixed

payments, less any lease incentives receivable.

2.6 Loan to value ratio calculation

The loan to value ratio (“LVR”) is a non-GAAP metric used to measure the strength of the Group’s Balance Sheet. This

non-GAAP financial measure may not be consistent with its calculation by other similar entities. The LVR calculation is

set out in the table below.

$ million20252024

Total borrowings1 , 4 5 7. 81,458.0

US Private Placement notes – foreign exchange translation impact–(40.2)

Cash(8.2)(9.4)

Investment property contracted for sale–(1.4)

Borrowings for LVR calculation1,449.61 , 4 0 7. 0

Investment property2,524.04,533.9

Investment property held for sale2,165.1–

Lease liabilities(125.8)(66.2)

Assets for LVR calculation4,563.34 , 4 6 7.7

Loan to value ratio %31.8%31.5%

Notes to the Financial Statements (continued)

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

1819

2. Borrowings (continued)
2 .7 Net debt reconciliation

The table below details the movements in net debt during the year.

$ million

Bank

Facilities

Green

retail

bonds

Retail

bonds

Green

wholesale

bonds

Wholesale

bonds

US Private

Placement

notes

Unamortised

costs

To t a l

borrowings

Lease

liabilities

Less:

CashNet debt

As at 1 April 2024610.0150.010 0.0–4 00.0200.9(2.9)1,458.066.2(9.4)1,514.8

Proceeds from borrowings7 6 7. 0––150.0–––9 17. 0––9 17. 0

Repayments from borrowings( 6 17. 0 )–(10 0.0)––( 16 0 .7 )–( 8 7 7.7 )––( 8 7 7.7 )

Changes in fair value – foreign exchange translation impact–––––(40.2)–(40.2)––(40.2)

Other––––––0 .70 .759.61.261.5

As at 31 March 2025760.0150.0–150.0400.0–(2.2)1,457.8125.8(8.2)1,575.4

$ million

Bank

Facilities

Green

retail

bonds

Retail

bonds

Wholesale

bonds

US Private

Placement

notes

Unamortised

costs

To t a l

borrowings

Lease

liabilities

Less:

CashNet debt

As at 1 April 2023321.0150.0200.04 00.01 9 1 .7(3.6)1,259.165.9(6.6)1,318.4

Proceeds from borrowings1,742 . 0–––––1 ,74 2 .0––1 ,74 2 .0

Repayments from borrowings(1,453.0)–(10 0.0)–––(1,553.0)––(1,553.0)

Changes in fair value – foreign exchange translation impact––––9.2–9.2––9.2

Other–––––0 .70 .70.3(2.8)(1.8)

As at 31 March 2024610.0150.0100.0400.0200.9(2.9)1,458.066.2(9.4)1,514.8

3. Earnings per unit and net tangible assets (continued)

3.2 Net tangible assets

Diluted units, comprising issued units plus deferred units not yet issued, are used to calculate net tangible assets (NTA)

per unit. This non-GAAP financial measure may not be consistent with its calculation by other similar entities.

Million

Diluted units

20252024

Issued units1,538.81,538.8

Diluted units1,538.81,538.8

20252024

Net tangible assets

1

($ million)3,111.03,0 99.1

Net tangible assets per unit (cents)202.2201.4

1

Net tangible assets comprise net assets as disclosed on the face of GMT’s Balance sheet.

3. Earnings per unit and net tangible assets

3.1 Earnings per unit

Earnings per unit measures are calculated as loss or operating earnings after tax divided by the weighted number of

issued units for the year. Operating earnings is a non-GAAP financial measure included to provide an assessment of the

performance of GMT’s principal operating activities. This non-GAAP financial measure may not be consistent with its

calculation by other similar entities.

The calculation of operating earnings before other income / (expenses) and tax is set out in the Statement of

Comprehensive Income.

$ million20252024

Operating earnings before other income / (expenses) and tax154.3135.6

Current tax on operating earnings(29.3)(14.2)

Operating earnings after tax125.0121.4

Weighted units

Million20252024

Weighted units1,538.81 , 4 0 4 .7

cents per unit20252024

Operating earnings per unit before tax10.039.65

Operating earnings per unit after tax8.128.6 4

Basic and diluted profit / (loss) per unit after tax7. 1 2(40.21)

Notes to the Financial Statements (continued)

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

2021

4. Internalisation transaction
On 28 March 2024 the Trust settled the termination of its management arrangement with Goodman Group. The Trust

entered into contracts for $272.4 million with Goodman Group for GNZ agreeing to relinquish its rights under the

existing management arrangements as well as for the shares in Goodman Property Services (NZ) Limited (“GPS”) and

the provision of co-operation and services arrangements following settlement of the internalisation. These contracts

comprised $250.0 million for the termination of the management arrangements between GMT and GNZ, $11.3 million

for the termination of the current property and development management agreements between GMT and GPS and

$11.2 million for co-operation services to be provided by Goodman Group to GMT.

The contract agreed that $17.6 million in aggregate was provided to Goodman Group in consideration for the sale to

GMT of Goodman Group’s interest in co-owned investment properties, the net tangible assets of GPS and in lieu of any

performance fee that may be payable to GNZ for the period from 1 April 2023 until settlement of the internalisation

under the terms of the Trust Deed. There will be no obligation for GMT to pay GNZ performance fees relating to historical

out-performance that would be carried forward (see note 14). As part of their employment contracts, GPS employees are

entitled to participate in certain long-term incentive plans. As part of the transaction, Goodman Group has indemnified

GMT for any future long term incentive plan (“LTIP”) costs in relation to LTIP schemes in existence on internalisation of

GMT until such time as the awards vest.

To facilitate the settlement of the internalisation and related transactions, Goodman Industrial Trust subscribed for

$290.0 million of Units at a fixed price of $2.14 per unit. The price was determined on the basis of the higher of the net

tangible assets per Unit (taking account of preliminary 31 March 2024 valuations) or the 5-day volume-weighted average

price up to 20 February 2024. The Unit subscription was approved at a meeting of Unitholders on 26 March 2024. This

is the acquisition date as the Unitholder approval is the key determinant to the effecting of the internalisation transaction.

The movement in unit price from 20 February 2024 to 26 March 2024 results in a total fair value of consideration to be

equal to $2.285 per unit or $309.6 million. The transaction has been accounted for as an exchange of equity and for

accounting the total consideration transferred has been reflected as the fair value of the equity instruments on the date of

the transaction.

The table below summarises the transaction as agreed against the reported position.

$ million

Transaction price

as agreed

1

Reported

transaction

price

2

Transaction

expense in

profit or loss

Surrender and termination of GNZ’s management rights of GMT250.0250.0250.0

Payment to GNZ in lieu of Manager’s performance fee14 .714 .714 .7

Co–operation Services Agreement11.211.2–

Company secretarial services provided by GMT to GMG(0.1)(0.1)–

Licence to use Goodman brand–––

Acquisition of GPS management rights11.32.42.4

Acquisition of GPS net assets1.31.3–

GMT acquisition of remaining co–owned property interests1.61.6–

Pre–existing employee benefits–28.5–

Transaction costs––8.4

To t a l290.0309.6275.5

1

As agreed on 20 February 2024.

2

At fair value as of 26 March 2024.

4. Internalisation transaction (continued)

Acquisition of Goodman Property Services (NZ) Limited

Prior to the internalisation of GMT, GPS provided property management, development management and related

services to GNZ as Manager of the Trust. As a result of the internalisation transactions, GMT acquired 100% control

in the equity interests of GPS in exchange for GMT units subscribed by Goodman Group with settlement occurring on

28 March 2024. GPS is now the Manager of Goodman Property Trust and provides services directly to the Trust on a

cost recovery basis.

Judgement was involved in determining whether some or all of these transactions met the definition of a business

combination. It has been determined that the acquisition of GPS was a business combination.

The agreement for sale and purchase of shares in GPS between Goodman Limited and GMT included a clause in regard

to an indemnity provided by Goodman Limited to GMT for the pre-existing LTIP schemes. This clause creates assets

acquired at fair value being:

+An indemnification asset relating to the past service component of these schemes, the value of which is equal to the

LTIP liabilities recognised at acquisition date (see below).

+A prepayment asset of $28.5 million for the years remaining on the LTIP schemes which is a component of the total

consideration paid, being the future service element (see previous page).

The following table summarises the amounts of the fair value of the assets acquired, and liabilities assumed at the date of

acquisition:

$ million2024

Cash1.5

Other assets0.1

Indemnification assets35.6

Property, plant & equipment1.6

Deferred tax assets0.2

Right–of–use assets2 .7

Lease liabilities(3.1)

Employee entitlements(36.0)

Other liabilities(1.3)

Net identifiable assets acquired1.3

Purchase consideration transferred1.3

5. Transaction costs

Transaction costs relate to costs incurred in relation to the establishment of the new Highbrook fund and other transactions.

Notes to the Financial Statements (continued)

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

2223

6. Derivative financial instruments
Derivative financial instruments are used to manage exposure to interest rate risks and foreign exchange risks arising

from GMT’s borrowings.

6.1 Movement in fair value of financial instruments

$ million20252024

Interest rate derivatives(15.9)(6.6)

Cross currency interest rate derivatives relating to US Private Placement notes(41.4)7. 6

Total movement in fair value of derivative financial instruments( 5 7. 3 )1.0

Foreign exchange rate movement on US Private Placement notes40.2(9.2)

Total movement in fair value of financial instruments( 17. 1 )(8.2)

Accounting policies

Derivative financial instruments are initially recognised at fair value on the date a derivative contract is entered into

and are subsequently measured at fair value at each reporting date. Derivative financial instruments are classified

as current or non-current based on their date of maturity.

Movements in the fair value of derivative financial instruments are recognised through the Statement of

Comprehensive Income. The Group does not apply hedge accounting.

Key judgement

The fair values of derivative financial instruments are determined from valuations using Level 2 valuation techniques.

These are based on the present value of estimated future cash flows, taking account of the terms and maturity of each

contract and the current market interest rates at the reporting date. Fair values also reflect the creditworthiness of

the derivative counterparty and GMT at balance date. The valuations were based on market rates at 31 March 2025

of between 3.61% for the 90-day BKBM and 4.10% for the 10-year swap rate (2024: 5.64% for the 90-day BKBM

and 4.37% 10-year swap rate). There were no changes to these valuation techniques during the year.

6.2 Derivative financial instruments

$ million20252024

Cross currency interest rate derivatives

Non–current assets–26.4

Interest rate derivatives

Non–current assets5.112.0

Current assets0.23.8

Non–current liabilities(14.3)(6.8)

Current liabilities–(2.1)

Net derivative financial instruments(9.0)33.3

6. Derivative financial instruments (continued)

6.3 Additional derivative information

20252024

Cross currency interest rate derivatives

Notional contract value as fixed rate receiver ($ million)–16 0 .7

Percentage of US Private Placement notes borrowings converted to

floating rate NZD payments–10 0%

Weighted average term to maturity (years)–3.5

Interest rate derivatives

Notional contract value as fixed rate payer ($ million)610.0610.0

Interest rate range as fixed rate payer0.4% – 5.0%0.4% – 5.0%

Notional contract value as fixed rate receiver ($ million)10 0.0200.0

Weighted average term to maturity of borrowings fixed, including bonds (years)3.64.1

Percentage of borrowings fixed, including bonds83%75%


7. Net corporate costs

Net corporate costs are incurred to manage the operational activity of the Group.

$ million20252024

Manager’s base fee–( 17. 2 )

Salaries and other short–term benefits(13.4)–

Other administrative expenses(8.6)(3.6)

Less: Costs recognised in property expenses6.8–

Less: Costs recognised in transaction costs1.4–

Less: Costs capitalised to properties being developed2.9–

Net corporate costs(10.9)(20.8)

Fees paid to auditor

$ million20252024

Audit and review of financial statements

1

( 0 .7 )(0.8)

Audit or review related services

Agreed upon procedures––

Other assurance services and agreed–upon procedures engagements

Climate and sustainability report related services(0.2)–

Other agreed upon procedures––

Other services

Provision of remuneration benchmarking data(0.1)–

Total fees paid to auditor(1.0)(0.8)

1

The 2024 value includes scope changes for costs relating to the internalisation transaction of $0.3 million, which have been classified within

internalisation transaction costs.

Notes to the Financial Statements (continued)

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

2425

7. Net corporate costs (continued)
Other assurance services

and agreed-upon

procedures engagements

Fees for other assurance related services of $157,000 comprise agreed upon procedures

on the operational emissions assurance and sustainability gap analysis in relation to climate

reporting and assurance in regard to the use of proceeds for the Group’s green lending

arrangements (2024: $15,250 comprise scrutineering fees on the special meeting of

unitholders).

Audit or review

related services

Fees for audit or review related services of $14,800 comprise agreed upon procedures on

the financial covenants of the bank facilities, agreed upon procedures on the NTA of GPS,

and reporting to the supervisor of GMT Bond Issuer Limited (2024: $14,100 comprise

agreed upon procedures on the financial covenants of the bank facilities, agreed upon

procedures on the NTA of GPS and reporting to the supervisor of GMT Bond Issuer Limited).

Other servicesFees for other services comprise $74,000 for the provision of remuneration benchmarking

data (2024: nil).

8. Related party assets

Goodman Group has indemnified the Trust for the settlement of the existing long-term incentive plan that GPS staff are

entitled to (the ‘pre-existing GMG LTIP’ and the ‘pre-existing GNZ LTIP’). All costs and liabilities owing to the employees

relating to awards granted before settlement of the internalisation will be met by Goodman Group.

$ million20252024

Current

Co–operation Services Agreement1.11.1

Indemnification assets9.514.2

Prepayment assets5.51.3

Other related party assets–2.8

Total current related party assets16.119.4

Non–current

Co–operation Services Agreement9.010.0

Indemnification assets9 .719.3

Prepayment assets21.82 7. 2

Total non–current related party assets40.556.5

Total related party assets56.675.9

Accounting policies

The Co-operation Services Agreement with Goodman Group is initially recognised at fair value and subsequently

measured at amortised cost (over an initial 10-year amortisation period).

The indemnification assets are recognised as part of the business combination in relation to the past service

component of the pre-existing LTIPs (see note 4). The value of the indemnification assets is therefore equal to the

pre-existing LTIP liabilities recognised at acquisition date and is subsequently measured on the same basis as the

corresponding LTIP liability (see note 9) with the movements recognised through the Statement of Comprehensive

Income.

Prepayment assets are recognised for the years remaining on the pre-existing LTIP schemes in relation to the

component of the total consideration paid, being the future service element. As part of the internalisation transaction,

a prepayment has been recognised in return for Goodman Limited assuming the liability for the pre-existing LTIPs

for which GPS receives the benefit of the future service from the employees. This asset is initially recognised at cost,

being the fair value at the date of settlement and subsequently measured at cost less impairment over the term of

the prepayment.

9. Employee benefits liabilities

The pre-existing GMG LTIP employee benefit expense relates to performance rights previously awarded to employees

under the Goodman Group (“GMG”) long-term incentive plan (“LTIP”). All full-time and part-time permanent employees

were eligible to participate. The performance rights entitle an employee to acquire GMG stapled securities for nil

consideration, subject to the vesting conditions having been satisfied. At vesting, settlement will be made directly by

GMG with no additional financial impact to the Group than the value attributed to the indemnification asset. The future

performance and settlement of this award is a responsibility of GMG until the vesting conditions around the service

period cease.

The pre-existing Goodman NZ (“GNZ”) LTIP share based payments expense relates to performance rights previously

awarded to employees under the GNZ LTIP. All full-time and part-time permanent employees were eligible to participate.

The performance rights entitle an employee to acquire GMT units for nil consideration, subject to the vesting conditions

having been satisfied. These rights are vested subject to meeting performance hurdles based on the achievement

of operating earnings targets by GMT and the relevant total unitholder return from holding GMT units compared to

other New Zealand Stock Exchange (“NZX”) property vehicles. At vesting, settlement will be made by a cash payment

equivalent to the value of units, with the financial impact to the Group to be reimbursed by GMG as per the terms of the

sale of the GPS to GMT.

$ million20252024

Current

Employee entitlements3.43.2

Employee benefits liabilities – pre–existing GMG LTIP8.48.9

Employee benefits liabilities – pre–existing GNZ LTIP5.35.2

Total current employee benefits liabilities17. 117. 3

Non–current

Employee benefits liabilities – pre–existing GMG LTIP10.511.1

Employee benefits liabilities – pre–existing GNZ LTIP7. 38.1

Total non–current employee benefits liabilities17. 819.2

Total employee benefits liabilities34.936.5

Accounting policies

Employee entitlements are initially recognised at fair value and subsequently measured at amortised cost. Items

recorded as current are expected to be settled within the next twelve months.

The Trust has recognised an employee benefit expense in relation to the pre-existing GMG LTIP and a cash-settled

share-based payment in relation to the pre-existing GNZ LTIP.

The pre-existing GMG LTIP performance rights are settled directly between GMG and employees. This is calculated

over the period to the vesting date and is adjusted to reflect the actual number of rights for which the related service

and non-market vesting conditions are expected to be met. The liability recognised is remeasured at each balance

date using the GMG market price and AUD/NZD exchange rate, with the movement in liability recorded through the

Statement of Comprehensive Income.

The pre-existing GNZ LTIP performance rights is calculated over the period to the vesting date and is adjusted to

reflect the actual number of rights for which the related service and non-market vesting conditions are expected to

be met. The liability recognised is remeasured at each balance date using the GMT market price, with the movement

in liability recorded through the Statement of Comprehensive Income.

Notes to the Financial Statements (continued)

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

2627

9. Employee benefits liabilities (continued)
Key judgement

The fair value of services received in return for performance rights granted under the LTIP is measured by reference

to the fair value of the performance rights granted. The fair value of these pre-existing LTIP performance rights is

measured as follows:

+ Operating earnings per share (EPS) hurdles: are assessed using Management’s estimates of achieving these

targets. These estimates are based on information regarding the expected performance for GMG as publicly

reported and are consistent with the valuation approach taken by GMG for recognition of LTIPs in its financial

statements or based on internal forecast information in the business plan for GMT as presented to the Board,

both risk adjusted for the passage of time.

+ Relative total shareholder return (TSR) tranches: these rights were valued using a Monte Carlo model which

simulated total returns for each of the ASX 100 stocks / NZX Property vehicle stocks and discounted the future

value of any potential future vesting performance rights to arrive at a present value. The model uses statistical

analysis to forecast total returns, based on expected parameters of variance and co-variance.

The movement in the number of performance rights in the current year is as follows:

Number of rights

Pre-existing

GMG LTIP

2025

Pre-existing

GMG LTIP

2024

Pre-existing

G N Z LT I P

2025

Pre-existing

G N Z LT I P

2024

Outstanding at the beginning of the year1,4 89,6 01–14,021,851–

Acquired on acquisition of subsidiary–1,4 89,6 01–14,021,851

Ve ste d(295,029)–(2,4 5 4,911)–

Cancelled(4,692)–(45,421)–

Outstanding at the end of the year1,189,8801,489,60111,521,51914,021,851

The model inputs for the remeasurement of the pre-existing GMG LTIPs at 31 March 2025 includes the following:

Rights issued

in F Y24

Rights issued

in F Y23

Rights issued

in F Y22

Rights issued

in F Y21

Fair value at measurement date ($)18.2817. 2 231.2731.27

Security price ($)31.2731.2731.2731.27

Exercise price ($)––––

Expected volatility (%)27.012 7. 4 6––

Rights’ expected weighted average life (years)2.41.40.4–

Dividend/distribution yield per annum (%)––––

NZD/AUD exchange rate1.101.101.101.10

Average risk free rate of interest per annum (%)3.804.01––

The model inputs for the remeasurement of the pre-existing GNZ LTIPs at 31 March 2025 includes the following:

Rights issued

in F Y24

Rights issued

in F Y23

Rights issued

in F Y22

Rights issued

in F Y21

Fair value at measurement date ($)0.611.871.871.87

Security price ($)1.871.871.871.87

Exercise price ($)––––

Expected volatility (%)13.99–––

Rights’ expected weighted average life (years)2.21.20.2–

Dividend/distribution yield per annum (%)3 .7 5–––

Average risk free rate of interest per annum (%)3.50–––

9. Employee benefits liabilities (continued)

The model inputs for the remeasurement of the pre-existing GMG LTIPs at 31 March 2024 included the following:

Rights issued

in F Y24

Rights issued

in F Y23

Rights issued

in F Y22

Rights issued

in F Y21

Rights issued

in F Y20

Fair value at measurement date ($)28.3828.5116.8 436.8536.85

Security price ($)36.8536.8536.8536.8536.85

Exercise price ($)–––––

Expected volatility (%)29.3224.072 7. 17––

Rights’ expected weighted average life (years)3.42.41.40.90.4

Dividend/distribution yield per annum (%)–––––

NZD/AUD exchange rate1.091.091.091.091.09

Average risk free rate of interest per annum

(%)4.283.884.22––

The model inputs for the remeasurement of the pre-existing GNZ LTIPs at 31 March 2024 included the following:

Rights issued

in F Y24

Rights issued

in F Y23

Rights issued

in F Y22

Rights issued

in F Y21

Rights issued

in F Y20

Fair value at measurement date ($)1.4 32.022.282.282.28

Security price ($)2.282.282.282.282.28

Exercise price ($)–––––

Expected volatility (%)16.8314.61–––

Rights’ expected weighted average life (years)3.22.21.20 .70.2

Dividend/distribution yield per annum (%)3.073.00–––

Average risk free rate of interest per annum

(%)4.555 .17–––

10. Employee compensation reserve

GMT Long-term incentive plan (Equity settled)

During the year, the Group implemented a new long-term incentive plan. This equity settled scheme offers share rights

to all permanent employees, with vesting determined at the end of a 3-year vesting period. Vesting is subject to the

achievement of certain financial hurdles set by the Board and included in the annual offer of participation to employees.

Once it has been determined how many performance rights have vested, each performance right will convert to one fully

paid ordinary unit, vesting into three equally sized tranches after three, four and five years from 1 June 2024.

The key terms and conditions related to the units under the GMT LTIP are as follows:

+The units are granted for nil consideration and have a nil exercise price.

+The participant must remain an employee of the Group as at the relevant vesting date for each tranche of units.

+The vesting conditions include performance hurdles that must be met over a three-year testing period, with vesting in

equal tranches, annually, from the end of year three to the end of year five.

—Relative Total Unitholder Return (“TUR”) – 25% weighting. The 2024 grant will be tested against the relative TUR

for GMT compared with the total Shareholder/ Unitholder returns of participants of the S&P/NZX50 and GMT’s

cash earnings per unit (‘EPU’) over the three-year performance testing period to March 2027.

—Cash Earnings Per Unit (“EPU”) – 75% weighting. The EPU portion of the 2024 grant aligns with annualised cash

earnings growth targets for GMT which have been set between 5% and 7% compound annual growth rate within

a three year period.

Notes to the Financial Statements (continued)

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

2829

10. Employee compensation reserve (continued)
Accounting policies

The performance rights are measured at fair value at the grant date and expensed with a corresponding increase

in equity over the period during which the participant becomes unconditionally entitled to the units, based on

an estimate of units that will eventually vest. The fair value of the performance rights which are vested and the

corresponding units which are issued are transferred from the ‘employee compensation reserve’ to ‘units’ upon issue

of the units.

Key judgement

The fair value of services received in return for performance rights granted under the LTIP is measured by reference

to the fair value of the performance rights granted. The fair value of these LTIP performance rights was measured

as follows:

+ EPU hurdles: are assessed using Management’s estimates of achieving these targets. These estimates are based

on internal forecast information in the business plan for GMT as presented to the Board, both risk adjusted for

the passage of time.

+ Relative Total Unitholder Return tranches: these rights were valued using a Monte Carlo model which simulated

total returns for each of the NZX50 stocks and discounted the future value of any potential future vesting

performance rights to arrive at a present value. The model uses statistical analysis to forecast total returns,

based on expected parameters of variance and co-variance.

The movement in the number of performance rights was as follows:

Number of rights

GMT LTIP

2025

Granted10,114,4 4 0

Cancelled–

Outstanding at the end of the year10,114,440

The model inputs for the GMT LTIPs at issuance date included the following:

Rights issued

in F Y25

Fair value at measurement date0.81

Security price2.05

Exercise price ($)–

Expected volatility16.58

Rights’ expected weighted average life (years)3.2

Distribution yield per annum3.84

Average risk free rate of interest per annum3 .76

11. Debtors and other assets

$ million20252024

Debtors0.51.5

Prepayments2.51.9

Interest receivable2.95.6

Other assets0.80.1

Total debtors and other assets6 .79.1

Accounting policies

Debtors and other assets are initially recognised at fair value and subsequently measured at amortised cost. They

are adjusted for expected impairment losses. Discounting is not applied to receivables where collection is expected

to occur within the next twelve months.

A provision for impairment is recognised when there is objective evidence that the Group will be unable to collect

amounts due. The simplified approach to providing for expected credit losses has been applied, permitting the use

of a lifetime expected loss provision for all trade receivables. The amount provided is the difference between the

carrying amount and expected recoverable amount.

12. Creditors and other liabilities

$ million20252024

Creditors1.90.4

Interest payable13.112.6

Accrued capital expenditure12.820.0

Other liabilities11.115.2

Total creditors and other liabilities38.948.2

Accounting policies

Creditors and other liabilities are initially recognised at fair value and subsequently measured at amortised cost. All

payments are expected to be made within the next twelve months.

Notes to the Financial Statements (continued)

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

3031

13. Ta x
13.1 Tax expense

$ million20252024

Profit / (loss) before tax130.9(626.5)

Tax at 28%( 3 6 .7 )17 5 . 4

Depreciation of investment property8.51 2 .7

Movement in fair value of investment property3.1(133.9)

Movement in fair value of pre–existing employee benefits(3.8)–

Share based payments expense(0.3)–

Deductible net expenditure for investment property4.19.3

Derivative financial instruments(4.5)(2.1)

Transaction costs(0.6)–

Internalisation transaction–( 7 7. 0 )

Change in tax depreciation method –1.1

Prior period adjustments0.90.3

Current tax on operating earnings(29.3)(14.2)

Internalisation transaction–1 5 .7

Derivative financial instruments4.2–

Current tax on non–operating earnings4.215.7

Tax loss utilised23.3–

Total current tax(1.8)1.5

Depreciation of investment property(8.5)( 1 2 .7 )

Reduction of liability in respect of depreciation recovery income9.413.5

Deferred expenses(1.2)(3.0)

Derivative financial instruments0.32.1

Borrowing issue costs–0.1

Employee benefits liabilities3.8–

Tax losses (23.3)6 0.1

Deferred tax(19.5)60.1

Total tax expense(21.3)61.6

Current tax on operating earnings is a non-GAAP measure included to provide an assessment of current tax for GMT’s

principal operating activities. This non-GAAP financial measure may not be consistent with its calculation by other similar

entities.

13. Tax (continued)

Accounting policies

Tax expense for the year comprises current and deferred tax recognised in the Statement of Comprehensive

Income.

Current tax is the expected tax payable on the taxable income for the year, using tax rates enacted or substantively

enacted at balance date, and includes any adjustment to tax payable in respect of previous years.

Deferred tax is provided in full using the liability method, providing for temporary differences between the carrying

amounts of assets and liabilities for financial reporting purposes and their tax bases. Deferred tax is not accounted

for if it arises from the initial recognition of assets or liabilities in a transaction, other than a business combination,

that affects neither accounting nor taxable profit or loss and differences relating to investments in subsidiaries to the

extent that they will probably not reverse in the foreseeable future.

13.2 Deferred tax

$ million20252024

Deferred tax assets

Tax losses36.86 0.1

Employee compensation reserve0.2–

Employee benefits liabilities9.59.3

Total deferred tax assets46.569.4

Deferred tax liabilities

Investment properties – depreciation recoverable( 17. 0 )( 17. 9 )

Investment properties – deferred expenses(15.5)(14.3)

Derivative financial instruments2.62.3

Borrowings issue costs(0.1)(0.1)

Indemnification assets(5.9)(9.3)

Total deferred tax liabilities(35.9)(39.3)

Net deferred tax assets / (liabilities)10.630.1

Key judgement

The amount of deferred tax provided is based on the expected manner of realisation or settlement of the carrying

amount of assets and liabilities, using tax rates enacted or substantively enacted at the balance date.

A deferred tax asset is recognised only to the extent that it is probable that future taxable profits will be available

against which the asset can be utilised. Deferred tax assets are reduced to the extent that it is no longer probable

that the related tax benefit will be realised.

For deferred tax liabilities potentially arising on investment property measured at fair value there is a rebuttable

presumption that the carrying amount of the investment property asset will be recovered through sale. In estimating

this deferred tax liability, the Group has made reference to the Manager’s experience of tax depreciation recovered

when properties of a similar nature have been sold.

Notes to the Financial Statements (continued)

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

3233

14. Related party disclosures
GMT internalised its management with settlement occurring on 28 March 2024. From this date no further fees were

payable to the former Manager with the costs of managing GMT to be incurred directly. The prior period information

below relates to fees paid to related parties prior to internalisation.

Related party transactions with regard to the internalisation transaction are disclosed in note 4 and related party assets

are disclosed in note 8. The Goodman Group entities continue to be related parties of GMT and its subsidiaries as GIH is

a significant shareholder with GMT being equity accounted in the financial statements of Goodman Group.

Entity

Nature of relationship

pre-internalisation

(up to 28 March 2024)

Nature of relationship

post-internalisation

(from 28 March 2024)

Goodman (NZ) LimitedGNZManager of the TrustSubsidiary of GL

Goodman Property Services

(NZ) Limited

GPSProvider of property

management, development

management and related

services to the Trust

Manager of the Trust

and subsidiary

Goodman Investment Holdings

(NZ) Limited

GIHUnitholder in GMTUnitholder in GMT

Goodman LimitedGLParent entity of GNZ & GIH.

Parent entity of GPS

Parent entity of GNZ & GIH,

and provider of support

services

Goodman Industrial TrustGITUnitholder in GMT and

property co–owner

with GMT

Unitholder in GMT

14.1 Transactions with related parties

RecordedCapitalisedOutstanding

$ millionRelated party202520242025202420252024

Manager’s base feeGNZ–(18.9)–1 .7––

Property management fees

1

GPS–(4.5)––––

Leasing feesGPS–(2.8)––––

Minor project feesGPS–(1.1)–1.1––

Development management feesGPS–(13.1)–13.1––

Total fees(40.4)–15.9––

Reimbursement of expenses

for services providedGPS–(2.5)–0.3––

Gross lease receipts receivedGPS0.20.2––––

Transitional servicesGL(1.1)–––––

Distributions paidGIT(13.5)(4.6)––––

Distributions paidGIH( 17. 9 )( 17. 0 )––––

1

At 31 March 2024, of the property management fees charged by GPS, $4.0 million was paid by customers and was not a cost borne by GMT.

14. Related party disclosures (continued)

14.2 Other related party transactions

Capital transactions

Capital transactions that occurred with related parties could only be approved by the Independent Directors of GPS, with

non-Independent Directors excluded from the approval process.

Key management personnel

Key management personnel are those people with the responsibility and authority for planning, directing and controlling

the activities of an entity. Prior to internalisation, as the Trust did not have any employees or Directors, key management

personnel was considered to be the former Manager (GNZ). Post internalisation the key management personnel are

considered to be the Directors, the Chief Executive Officer, the Chief Financial Officer and the General Counsel. Total

key management personnel expenses for the year ended 31 March 2025 are detailed in the table below:

$ million

Ye a r e n d e d

31 March 2025

26 March 2024

to

31 March 2024

Short-term employee benefits2.4–

Share based payments – GMT plan0.3–

Share based payments – pre-existing plans4.80.2

Directors fees0.5–

To t a l 8.00.2

No fees were paid to Directors of GPS for the period 26 March 2024 to 31 March 2024. Short-term employee benefits

amounted to $31,808 for the period 26 March 2024 to 31 March 2024.

For the year ended 31 March 2025 there were no post-employment benefits, other long-term benefits or termination

benefits (2024: none).

Related party investment in GMT

At 31 March 2025, Goodman Group, GNZ’s ultimate parent, through its subsidiary Goodman Investment Holdings (NZ)

Limited, held 241,863,312 units in GMT out of a total 1,538,768,535 units on issue (31 March 2024: 278,063,312 units

in GMT out of a total 1,538,768,535 units).

At 31 March 2025, Goodman Group, GNZ’s ultimate parent, through Goodman Industrial Trust, held 247,071,396 units

in GMT out of a total 1,538,768,535 units on issue (31 March 2024: 210,871,396 units in GMT out of a total

1,538,768,535 u n i t s).

Licence to use Goodman brand

Goodman Group have granted GMT and GPS a non-exclusive, non-transferable licence to continue to use the

“Goodman” brand for so long as Goodman Group holds at least 10% of the units in GMT. There is no ongoing fee payable

for use of the Goodman brand under the Brand Licence Agreement.

In using the Goodman brand, GMT and GPS are required to follow Goodman Group brand guidelines and Goodman

Group may terminate the licence in customary circumstances, including in the event of serious or unremedied breach.

There is a two-month transition period to cease using the brand once GMT is no longer entitled to do so.

Up to the date of internalisation, certain services were provided by GPS instead of using external providers, with these

amounts reimbursed on a cost recovery basis.

Notes to the Financial Statements (continued)

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

3435

15. Commitments and contingencies
15.1 Capital commitments

These commitments are amounts payable for contractually agreed services for capital expenditure.

$ million20252024

Completion of developments18.039.9

Office fit-out1.5–

Total capital commitments19.539.9

15.2 Lease commitments

The Company has lease commitments of $8.4 million relating to its new office lease for a 10-year period commencing

September 2025.

15.3 Contingent liabilities

The Group has no material contingent liabilities (2024: none).

16. Reconciliation of profit / (loss) after tax to net cash flows

from operating activities

$ million20252024

Profit / (loss) after tax10 9.6(564.9)

Non–cash items:

Movement in fair value of investment property(11.1)478.4

Deferred lease incentives and leasing costs2 .7( 7. 1 )

Fixed rental income adjustments(5.0)(4.4)

Issue costs and subsequent amortisation for non–bank borrowings0 .70 .7

Movement in fair value of derivative financial instruments17. 18.2

Movement in valuation of pre–existing employee benefits1 3 .7–

Transitional services1.1–

Share–based payment expense1.2–

Deferred tax(3.8)–

Internalisation transaction–272.5

Net cash flows from operating activities before changes in assets and liabilities126.2183.4

Movements in working capital from:

Debtors and other assets7. 10.4

Creditors and other liabilities5.3(0.1)

Tax liabilities2 2 .7( 71.6)

Movements in working capital35.1(71.3)

Net cash flows from operating activities161.3112.1

Significant transaction

The internalisation transaction in 2024, as detailed in note 4, was settled via a non-cash payment direction with no

cash movements required.

17. Financial risk management

In addition to business risk associated with the Group’s principal activity of investing in real estate in New Zealand, the

Group is also exposed to financial risk for the financial instruments that it holds. Financial risk can be classified in the

following categories: interest rate risk, credit risk, liquidity risk and capital management risk.

17. 1 Financial instruments

The following items in the Balance Sheet are classified as financial instruments: Cash, debtors and other assets

(excluding prepayments), derivative financial instruments, creditors and other liabilities, lease liabilities and borrowings.

All items are recorded at amortised cost with the exception of derivative financial instruments, which are recorded at fair

value through Profit or loss.

Accounting policies

Financial instruments are classified dependent on the purpose for which the financial instrument was acquired

or assumed. Management determines the classification of its financial instruments at initial recognition between

two categories:

Amortised costInstruments recorded at amortised cost are those with fixed or determined receipts /

payments that are recorded at their expected value at balance date.

Fair value through

Profit or loss

Instruments recorded at fair value through the Statement of Comprehensive Income have

their fair value measured via active market inputs, or by using valuation techniques if no

active market exists.

17. 2 Interest rate risk

The Group’s interest rate risk arises from borrowings. The Group manages its interest rate risk in accordance with its

Financial Risk Management policy. The principal objective of the Group’s interest rate risk management process is to

mitigate negative interest rate volatility adversely affecting financial performance.

The Group manages its interest rate risk by using floating-to-fixed interest rate swaps. Interest rate swaps have the

economic effect of converting borrowings from floating rates to fixed rates. Generally, the Group raises long-term

borrowings at floating rates and swaps them into fixed rates that are lower than those available if the Group borrowed

directly at fixed rates. Under the interest rate swaps, the Group agrees with other parties to exchange, at specified

intervals (primarily quarterly), the difference between fixed contract rates and floating-rate interest amounts calculated

by reference to the agreed notional amounts. Where the Group raises long-term borrowings at fixed rates, it may enter

into fixed-to-floating interest rate swaps to enable the cash flow interest rate risk to be managed in conjunction with its

floating rate borrowings.

The table below considers the direct impact to interest costs of a 1% change to interest rates.

$ million20252024

Impact to profit / (loss) after tax and equity of a 1% increase in interest rates(2.5)(3.6)

Impact to profit / (loss) after tax and equity of a 1% decrease in interest rates2.53.6

17. 3 Credit risk

Credit risk arises from cash, derivative financial instruments and credit exposures to customers. For banks and financial

institutions only independently credit rated parties are accepted, and when derivative contracts are entered into their

credit risk is assessed. For customers and related parties, the Group assesses the credit quality, considering its financial

position, past experience and any other relevant factors. The overall credit risk is managed with a credit policy that

monitors exposures and ensures that the Group does not bear unacceptable concentrations of credit risk.

The Group’s maximum exposure to credit risk is best represented by the total of its debtors, derivative financial

instrument assets and cash as shown in the Balance Sheet. To mitigate credit risk the Group holds security deposits,

bank guarantees, parent company guarantees or personal guarantees as deemed appropriate.

Notes to the Financial Statements (continued)

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

3637

17. Financial risk management (continued)
17. 4 Liquidity risk

Liquidity risk is the risk that the Group will encounter difficulty in meeting obligations from its financial liabilities. The

Group’s approach to management of liquidity risk is to ensure that it will always have sufficient liquidity to meet its

liabilities when due, under both normal and stressed conditions, without incurring unacceptable losses or risking damage

to the Group’s reputation. The Group manages this risk through active monitoring of the Group’s liquidity position and

availability of borrowings from committed facilities.

The following table outlines the Group’s financial liabilities by their relevant contractual maturity date. Values are the

contractual undiscounted cash flows and include both principal and interest where applicable.

$ millionYe a r 1Ye a r 2Ye a r 3Ye a r 4Ye a r 5

Ye a r 6

and later

To t a l

cash flows

Carrying

value

2025

Borrowings383.6194.6526.0198.41 5 7. 81 51 .71,612.11,460.0

Derivative financial instruments2.52.52.21.41.00 .710.314.3

Lease liabilities8 .77.77. 46.95.1–35.81 2 6 .7

Creditors and other liabilities38.9–––––38.938.9

To t a l4 3 3 .7204.8535.62 0 6 .7163.9152.41 , 6 9 7. 11,639.9

2024

Borrowings16 9.8444.81 9 2 .7426.4195.4212.41,6 41.51 , 4 2 0 .7

Derivative financial instruments–––––––8.9

Lease liabilities3.32.01.00.80.2–7. 366.2

Creditors and other liabilities48.2–––––48.248.2

To t a l221.3446.81 9 3 .7427.2195.6212.41,697.01,544.0

17. 5 Capital management risk

The Group’s policy is to maintain a strong capital base to maintain investor, creditor and market confidence, while

maximising the return to investors through optimising the mix of debt and equity. The Group meets its objectives for

managing capital through its investment decisions on the acquisition, development and disposal of assets, its distribution

policy and raising new equity. The Group’s policies in respect of capital management are reviewed regularly by the Board

of Directors of the Manager.

The Group’s capital structure includes bank debt, retail bonds, wholesale bonds and unitholders’ equity. GMT’s Trust

Deed requires the Group’s ratio of borrowings to the aggregate value of its property assets to be less than 50%. The

Group complied with this requirement during this year and the prior year.

The Group has issued retail bonds and wholesale bonds, the terms of which require that the total borrowings of GMT

and its subsidiaries do not exceed 50% of the value of the property portfolio on which these borrowings are secured.

The Group complied with this requirement during this year and the prior year.

17. Financial risk management (continued)

17. 6 Fair value of financial instruments

Except for the retail bonds, green retail bonds, wholesale bonds, green wholesale bonds and US Private Placement notes,

the carrying values of all Balance Sheet financial instruments approximate their estimated fair value. The fair values of

retail bonds, green retail bonds, wholesale bonds, green wholesale bonds and US Private Placement notes are as follows:

$ millionFair value hierarchy20252024

Retail bondsLevel 1–9 9 .7

Green retail bondsLevel 1150.214 4.5

Wholesale bondsLevel 2368.0350.5

Green wholesale bondsLevel 214 6.1–

US Private Placement notesLevel 2–U S $ 1 0 6 .7

The Group classifies its fair value measurements using a fair value hierarchy that reflects the significance of the inputs

used in making the measurements. The fair value hierarchy has the following levels:

—Level 1: Quoted prices (unadjusted) in active markets for identical assets or liabilities.

—Level 2: Inputs other than quoted prices included within Level 1 that are observable for the asset or liability,

either directly (i.e. as prices) or indirectly (i.e. derived from prices).

—Level 3: Inputs for the asset or liability that are not based on observable market data (i.e. unobservable inputs).

The fair value of financial instruments classified as Level 2, being wholesale bonds, green wholesale bonds and US

Private Placement notes, is measured using a present value calculation of the future cash flows using the relevant term

swap rate as the discount factor.

The level in the fair value hierarchy within which the fair value measurement is categorised is determined on the basis of

the lowest input to the fair value measurement. If a fair value measurement uses observable inputs that require significant

adjustment based on unobservable inputs, the measurement is a Level 3 measurement.

The Group’s policy is to recognise transfers into and transfers out of fair value hierarchy levels at the date of the event

or change in circumstances that caused the transfer. During the year, there were no transfers between levels of the fair

value hierarchy.

18. Major customer disclosure

The Group is required to provide information about the extent of its reliance on its major customers (being 10 per cent

or more of an entity’s revenues). For the year ended 31 March 2025, the Group had one customer with total revenue of

$33.9 million, being 12.3% of the Group’s revenue (2024: one customer with total revenue of $24.4 million, being 10.0%

of the Group’s revenue).

19. Operating segments

The Trust’s activities are reported to the Board of Directors of the Manager as a single operating segment; therefore,

these financial statements are presented in a consistent manner to that reporting.

Notes to the Financial Statements (continued)

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

3839

PricewaterhouseCoopers, PwC Tower, 15 Customs Street West, Private Bag 92162, Auckland, 1142, New Zealand
T: +64 9 355 8000, www.pwc.co.nz PwC

INDEPENDENT

AUDITOR’S REPORT

To the unitholders of Goodman Property Trust

Our opinion

In our opinion, the accompanying financial statements (the financial statements) of Goodman Property Trust (the Trust),

including its subsidiaries (the Group) present fairly, in all material respects, the financial position of the Group as at

31 March 2025, its financial performance, and its cash flows for the year then ended in accordance with New Zealand

Equivalents to International Financial Reporting Standards (NZ IFRS) and International Financial Reporting Standards

Accounting Standards (IFRS Accounting Standards).

What we have audited

The Group’s financial statements comprise:

— the balance sheet as at 31 March 2025;

— the statement of comprehensive income for the year then ended;

— the statement of changes in equity for the year then ended;

— the statement of cash flows for the year then ended; and

— the notes to the financial statements, comprising material accounting policy information and other

explanatory information.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (New Zealand) (ISAs (NZ)) and

International Standards on Auditing (ISAs). Our responsibilities under those standards are further described in the

Auditor’s responsibilities for the audit of the financial statements section of our report.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Independence

We are independent of the Group in accordance with Professional and Ethical Standard 1 International Code of

Ethics for Assurance Practitioners (including International Independence Standards) (New Zealand) (PES 1) issued

by the New Zealand Auditing and Assurance Standards Board and the International Code of Ethics for Professional

Accountants (including International Independence Standards) issued by the International Ethics Standards Board for

Accountants (IESBA Code), and we have fulfilled our other ethical responsibilities in accordance with these requirements.

In our capacity as auditor and assurance practitioner, our firm provides review, other assurance and agreed-upon

procedures services. Our firm carries out other assignments in the areas of other services relating to the provision of

remuneration benchmarking data and ground rent advisory services. The firm has no other relationship with, or interests

in, the Group.

Key audit matters

Key audit matters are those matters that, in our professional judgement, were of most significance in our audit of the

financial statements of the current year. These matters were addressed in the context of our audit of the financial

statements as a whole, and in forming our opinion thereon, and we do not provide a separate opinion on these matters.

Description of the key audit matterHow our audit addressed the key audit matter

Valuation of investment property

As disclosed in note 1, the portfolio of investment

properties comprising stabilised properties

($2,432.7m) investment property under development

($91.3m) and investment properties held for sale

($2,165.1m) held by the Group was valued at

$4,689.1m as at 31 March 2025.

The valuation of investment properties is inherently

subjective. A small difference in any one of the key

market input assumptions, when aggregated, could

result in a material misstatement of the valuation of

investment properties. The existence of significant

estimation uncertainty coupled with the size and value

of the investment property portfolio, is why we have

given specific audit focus and attention to this area and

therefore why this is a key audit matter.

Valuations were carried out by independent registered

valuers. The valuers performed their work in accordance

with the International Valuation Standards and the

Australia and New Zealand Valuation and Property

Standards. The valuers engaged are well-established and

experienced in the market in which the Group operates.

In determining a property’s valuation, the valuers consider

property specific information such as current tenancy

agreements and rental income earned by the asset.

They then apply assumptions in relation to market

capitalisation rates, discount rates, market rental,

rental growth rates and terminal capitalisation rates,

based on available market data and transactions, to

arrive at a range of valuation outcomes, from which

they derive a point estimate.

Due to the unique nature of each property, the

assumptions applied take into consideration the individual

property characteristics, as well as the qualities of the

property as a whole.

For properties held for sale, the Group continues to

measure the property at fair value based on the latest

valuation or a proposed sale agreement if the property

is not contracted for sale at balance date. Where the

carrying value is the proposed sale price, the carrying

value is adjusted for specific provisions made within the

proposed sale agreement.

The valuation of investment properties is inherently

subjective given that there are alternative assumptions

and valuation methods that may result in a range of values.

In assessing the individual valuations, we performed the

procedures outlined below.

We held discussions with management and the valuers to

understand:

— movements in the Group’s investment property

portfolio;

— changes in the conditions of properties within the

portfolio;

— the impact of climate change and related risks on

the portfolio; and

— the controls in place over the valuation process.

On a sample basis, we:

— obtained an understanding of the key valuation

inputs;

— agreed forecast contractual rental and lease terms

to lease agreements with tenants; and

— considered whether seismic assessments, capital

maintenance requirements and outgoing ground

rent had been appropriately taken into account

in the valuations, with reference to supporting

documentation.

We held separate discussions with each of the

independent registered valuers to gain an understanding

of the assumptions and estimates used and the valuation

methodology applied. We also assessed the valuers’

qualifications, expertise and objectivity and found no

evidence to suggest that their objectivity in performing

the valuations was compromised.

We also engaged our own valuation expert to critique

and independently assess a sample of valuations, based

on their market and valuation knowledge, the work

performed, and assumptions and estimates made by

the valuers.

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

4041

Independent Auditor's Report (continued)
PwCPwC

Description of the key audit matter (continued)How our audit addressed the key audit matter (continued)

Prior to finalising the valuations, Goodman Property

Services (NZ) Limited (the Manager) verifies all key

inputs to the valuations, assesses property valuation

movements against prior periods and holds discussions

with the Directors of the Manager on the process and

results of the valuation.

For properties held for sale, where there is a proposed

sale agreement, we have considered whether the sale

agreement is representative of the fair value of the

property. Where the sale agreement is considered

the best evidence of the value of the property we

have assessed the terms of the agreement, including

adjustments made to the sale price.

We considered the appropriateness of disclosures made

in the financial statements.

Our audit approach

Overview

Overall group materiality: $7.54 million, which represents approximately 5% of profit

before tax excluding movements in fair value of investment property and financial

instruments and movement in fair value of pre-existing employee benefits.

We have chosen profit before tax excluding movements in fair value of investment

property and financial instruments and movement in fair value of pre-existing

employee benefits as the benchmark because in our view, it is the benchmark

against which the performance of the Group is most commonly measured by users

of the financial statements.

We performed a full scope audit over the financial information of all components of

the Group.

As reported above, we have one key audit matter, being:

— Valuation of investment property

As part of designing our audit, we determined materiality and assessed the risks of material misstatement in the financial

statements. In particular, we considered where management made subjective judgements; for example, in respect of

significant accounting estimates that involved making assumptions and considering future events that are inherently

uncertain. As in all of our audits, we also addressed the risk of management override of internal controls, including among

other matters, consideration of whether there was evidence of bias that represented a risk of material misstatement due

to fraud.

Materiality

The scope of our audit was influenced by our application of materiality. An audit is designed to obtain reasonable

assurance about whether the financial statements are free from material misstatement. Misstatements may arise due

to fraud or error. They are considered material if, individually or in the aggregate, they could reasonably be expected to

influence the economic decisions of users taken on the basis of the financial statements.

Based on our professional judgement, we determined certain quantitative thresholds for materiality, including the

overall Group materiality for the financial statements as a whole as set out above. These, together with qualitative

considerations, helped us to determine the scope of our audit, the nature, timing and extent of our audit procedures, and

to evaluate the effect of misstatements, both individually and in the aggregate, on the financial statements as a whole.

How we tailored our group audit scope

We tailored the scope of our audit in order to perform sufficient work to enable us to provide an opinion on the financial

statements as a whole, taking into account the structure of the Group, the accounting processes and controls, and the

industry in which the Group operates.

Other information

The Directors of the Manager are responsible for the other information. The other information comprises the information

included in the Annual Report, but does not include the financial statements and our auditor’s report thereon. The

Annual Report is expected to be made available to us after the date of this auditor’s report.

Our opinion on the financial statements does not cover the other information and we will not express any form of audit

opinion or assurance conclusion thereon.

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing

so, consider whether the other information is materially inconsistent with the financial statements or our knowledge

obtained in the audit, or otherwise appears to be materially misstated.

When we read the other information not yet received, if we conclude that there is a material misstatement therein, we are

required to communicate the matter to the Directors of the Manager and use our professional judgement to determine

the appropriate action to take.

Responsibilities of the Directors of the Manager for the financial statements

The Directors of the Manager are responsible, on behalf of the Trust, for the preparation and fair presentation of the

financial statements in accordance with NZ IFRS and IFRS Accounting Standards, and for such internal control as the

Directors of the Manager determine is necessary to enable the preparation of financial statements that are free from

material misstatement, whether due to fraud or error.

In preparing the financial statements, the Directors of the Manager are responsible for assessing the Group’s ability to

continue as a going concern, disclosing, as applicable, matters related to going concern, and using the going concern

basis of accounting unless the Directors of the Manager either intend to liquidate the Group or to cease operations, or

have no realistic alternative but to do so.

Materiality

Group

scoping

Key audit

matters

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

4243

Independent Auditor's Report (continued)
PwCPwC

Auditor’s responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements, as a whole, are free

from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion.

Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with

ISAs (NZ) and ISAs will always detect a material misstatement when it exists. Misstatements can arise from fraud or

error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the

economic decisions of users taken on the basis of these financial statements.

As part of an audit in accordance with ISAs (NZ), we exercise professional judgement and maintain professional

scepticism throughout the audit. We also:

— identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error,

design and perform audit procedures responsive to those risks, and obtain audit evidence that is sufficient and

appropriate to provide a basis for our opinion. The risk of not detecting a material misstatement resulting from

fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions,

misrepresentations, or the override of internal control;

— obtain an understanding of internal control relevant to the audit in order to design audit procedures that are

appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the

Group’s internal control;

— evaluate the appropriateness of accounting policies used and the reasonableness of accounting estimates and

related disclosures made by management;

— conclude on the appropriateness of the use of the going concern basis of accounting by those charged with

governance and, based on the audit evidence obtained, whether a material uncertainty exists related to events or

conditions that may cast significant doubt on the Group’s ability to continue as a going concern. If we conclude that

a material uncertainty exists, we are required to draw attention in our auditor’s report to the related disclosures in the

financial statements or, if such disclosures are inadequate, to modify our opinion. Our conclusions are based on the

audit evidence obtained up to the date of our auditor’s report. However, future events or conditions may cause the

Group to cease to continue as a going concern;

— evaluate the overall presentation, structure and content of the financial statements, including the disclosures, and

whether the financial statements represent the underlying transactions and events in a manner that achieves fair

presentation; and

— plan and perform the Group audit to obtain sufficient appropriate audit evidence regarding the financial information

of the entities or business activities within the Group to express an opinion on the financial statements. We are

responsible for the direction, supervision and performance of the Group audit. We remain solely responsible for the

audit opinion.

We communicate with those charged with governance regarding, among other matters, the planned scope and timing

of the audit and significant audit findings, including any significant deficiencies in internal control that we identify during

the audit.

We also provide those charged with governance with a statement that we have complied with relevant ethical

requirements regarding independence, and to communicate with them all relationships and other matters that may

reasonably be thought to bear on our independence, and where applicable, actions taken to eliminate threats or

safeguards applied.

From the matters communicated with those charged with governance, we determine those matters that were of most

significance in the audit of the financial statements of the current period and are therefore the key audit matters. We

describe these matters in our auditor’s report unless law or regulation precludes public disclosure about the matter or

when, in extremely rare circumstances, we determine that a matter should not be communicated in our auditor’s report

because the adverse consequences of doing so would reasonably be expected to outweigh the public interest benefits

of such communication.

Who we report to

This report is made solely to the Trust’s unitholders, as a body. Our audit work has been undertaken so that we might

state those matters which we are required to state to them in an auditor’s report and for no other purpose. To the fullest

extent permitted by law, we do not accept or assume responsibility to anyone other than the Trust and the Trust’s

unitholders, as a body, for our audit work, for this report, or for the opinions we have formed.

The engagement partner on the audit resulting in this independent auditor’s report is Lisa Crooke.

For and on behalf of:


PricewaterhouseCoopers Auckland

28 May 2025

Goodman Property Trust Financial Statements 2025

Goodman Property Trust Financial Statements 2025

4445

---

Level 2, 18 Viaduct Harbour Avenue, Auckland | PO Box 90940, Victoria Street West, Auckland 1142
Tel +64 9 375 6060 | www.goodman.com/nz

nzx release+

GMT Result Announcement

Results for announcement to the market

Name of issuer Goodman Property Trust

Reporting Period 12 months to 31 March 2025

Previous Reporting Period 12 months to 31 March 2024

Currency New Zealand dollars

Amount (000s) Percentage change

Revenue from continuing operations 277,900 13.8%

Total revenue 277,900 13.8%

Net profit/(loss) from continuing operations 109,600 (119.4%)

Total net profit/(loss) 109,600 (119.4%)

Dividend

Amount per Quoted Equity Security $0.01625000

Imputed amount per Quoted Equity Security n/a

Record Date 6 June 2025

Dividend Payment Date 19 June 2025

Current period Prior comparable

period

Net tangible assets per Quoted Equity

Security

$2.022 $2.014

A brief explanation of any of the figures

above necessary to enable the figures to be

understood

Strong operating results, have driven

earnings and distribution growth while

stable property values have contributed to

an improved statutory result with a profit

after tax of $109.6 million.

The FY24 loss after tax of $564.9 million

included one-off Internalisation costs of

$275.5 million and fair value losses of

$478.4 million as a result of independent

property valuations.

Level 2, 18 Viaduct Harbour Avenue, Auckland | PO Box 90940, Victoria Street West, Auckland 1142
Tel +64 9 375 6060 | www.goodman.com/nz


Authority for this announcement

Name of person


authorised to make this

announcement

Andy Eakin

Contact person for this announcement Andy Eakin

Contact phone number (09) 375 6077

Contact email address andy.eakin@goodman.com

Date of release through MAP


29 May 2025


Note

This announcement is extracted from the annual financial statements of Goodman Property

Trust. A copy of the annual financial statements together with the independent auditor’s report

on the annual financial statements is attached to this announcement.

Data sourced from publicly available filings. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.

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