Goodman Group has long been considered one of the highest-quality industrial property names on the ASX. For years, the investment case centred on logistics warehouses, e-commerce tailwinds, and disciplined capital management. That framing now feels dated.
The 1H FY26 results show a business increasingly defined by data centres, global power access, and capital partnerships. Goodman is positioning itself at the intersection of real estate and digital infrastructure, and that shift is reshaping both its risk profile and its valuation.
A Development-Led Earnings Model
In the six months to December 2025, Goodman. . .
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