New Zealand Professional Investment Services Firm

Forsyth Barr

We are proud to be a New Zealand owned firm, with 21 offices throughout the country and over 300 employees. We assist personal, institutional and corporate clients providing a full range of investment services.

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).

Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

New Zealand Professional Investment Services Firm, Forsyth Barr

Thematic (Sector/Industry)

New zealand Equity real estate investment trusts (reits) / Thematic (Sector/Industry)

<ul><li>NZ’s listed aged care sector has had a difficult start to 2026.</li><li>Despite weak share price performance, the operating environment for the sector appears to be stabilising rather than deteriorating.</li><li>Encouragingly, our Montgomerie-Ibbotson Pricing Index (MI Index) for RYM’s unit prices rose sequentially in March 2026, marking the first increase in 12 months.</li></ul>

NZ’s listed aged care sector has had a difficult start to 2026.Despite weak share price performance, the operating environment for the sector appears to be stabilising rather than deteriorating.Encouragingly, our Montgomerie-Ibbotson Pricing Index (MI Index) for RYM’s unit prices rose sequentially in March 2026, marking the first increase in 12 months.

Aged Care Sector Montgomerie-Ibbotson Aged Care Pricing Index