Dexus issues $500 million in new subordinated notes to boost flexibility

Dexus has priced A$500 million in subordinated notes to support investment opportunities and strengthen its funding base.

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Key points

  • Dexus issued $500 million in subordinated notes across two 30-year tranches, enhancing financial flexibility and diversifying funding sources.
  • The first tranche consists of $250 million floating rate notes, and the second tranche includes $250 million fixed rate notes, both aimed at strengthening the balance sheet and supporting investment activities.
  • Proceeds will be used to maintain balance sheet strength and pursue growth opportunities, with settlement expected on 10 December 2025, as part of Dexus's strategy to enhance investor value and build long-term resilience.

The Dexus (ASX: DXS) share price is in focus as the company announced it has priced a $500 million subordinated notes issue to bolster financial flexibility and diversify funding sources.

What did Dexus report?

  • A$500 million in new subordinated notes issued across two 30-year tranches
  • First tranche: A$250 million floating rate notes, non-call period of 5.25 years, margin of 1.75% over 3-month BBSW
  • Second tranche: A$250 million fixed rate notes, non-call period of 8.25 years, initial coupon of 6.30%, swapped back to floating, 1.85% margin
  • Implied yield of 5.48%, with settlement expected on 10 December 2025
  • Notes receive 50% equity credit from Standard & Poor's and Moody's

What else do investors need to know?

This capital management initiative comes as Dexus looks to strengthen its balance sheet and pursue investment opportunities in a disciplined way. By issuing these subordinated notes, Dexus aims to further diversify its funding sources and lengthen its debt maturity profile to help support ongoing business strategy.

The notes do not contain equity conversion features, and their issuance follows strong demand from both new and existing investors. The proceeds are intended to support investment activity while maintaining prudent capital management and ongoing capital recycling.

What's next for Dexus?

Dexus intends to use the proceeds from the new subordinated notes to enhance its financial flexibility going forward. Management notes that investment decisions will be made with a continued focus on preserving balance sheet strength while pursuing growth opportunities across its portfolio.

With settlement of the notes expected on 10 December 2025, Dexus will continue executing on its strategy to unlock value for investors, maintain a diversified funding base and build long-term resilience for its listed and funds management businesses.

Dexus share price snapshot

Over the past 12 months, Dexus shares have risen 1%, slightly trailing the S&P/ASX 200 Index (ASX: XJO) which has increased 2% over the same period.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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