Insights/NZ REIT Analytics

NZ REIT Analytics

Institutional-grade analytics for NZX-listed property companies. 10 REITs, 116 properties, $6.7B in portfolio book value. No equivalent exists in NZ.

REITs

NZX-listed

Properties

116

116 mapped

Portfolio Value

$6.7B

book value

Market Cap

$11.6B

combined

Avg Cap Rate

6.3%

23 with data

Avg WALE

7.8yr

62 with data

Data Depth

615

records (all years)

NZX Property Companies at a Glance

Company	Properties	Portfolio	Cap Rate	WALE	Occupancy	1Y Return	YTD
SPG SPGStride Property Limited	14	$3.1B	-	5.3yr	97%	+263.2%	-1521.7%
KPG KPGKiwi Property	11	$3.1B	7.3%	4.1yr	96%	+637.1%	-947.9%
ARG ARGArgosy Property Limited	14	$226M	5.3%	5.6yr	89%	+455.2%	-923.7%

Analytics Modules

REIT Scorecard

Head-to-head comparison of all 10 NZX REITs across 20+ metrics

Property Map

Interactive map of 600+ properties with REIT, climate risk, and concentration overlays

Lease Maturity Wall

Percentage of rental income expiring by year band — refinancing risk indicator

Tenant Exposure

Cross-REIT tenant relationships and concentration risk analysis

Climate Risk Dashboard

Seismic, flood, liquefaction, and sea level rise exposure across portfolios

Why NZ REIT Analytics?

No NZ equivalent exists

Green Street covers US/EU REITs. NAREIT and EPRA cover their markets. Nobody aggregates NZ REIT portfolio data at the property level.

Property-level granularity

116 individual properties with geocoding, climate risk scoring, cap rates, WALE, occupancy, and tenant data extracted from annual reports.

Cross-REIT intelligence

Tenant concentration risk, geographic exposure, lease maturity profiles, and revaluation tracking across all 10 NZX property companies.

Data Sources & Methodology

Property data extracted from NZX-listed company annual reports using structured AI extraction. Geocoded via Nominatim (OpenStreetMap). Climate risk scores derived from NZS 1170.5 seismic zones, GNS Science liquefaction data, NIWA flood hazards, and MfE sea level rise projections.

Financial performance data from NZX market feeds. Cap rates, WALE, occupancy, and tenant data from company disclosures. Updated quarterly after each reporting season.

Data sourced from publicly available records. 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.