Stockland is doubling down on its land lease strategy after Stockland Halcyon sold a record 206 homes in 1Q26 – its strongest quarter to date.
Managing Director and CEO Tarun Gupta told the developer’s AGM the immediate focus is scaling land lease communities (LLCs) alongside masterplanned communities and logistics.
“We have positioned the business for a step-change in production from FY26 across land lease communities, masterplanned communities and logistics development pipelines,” Tarun said, adding the group has “good flexibility and line-of-sight” on multiple funding options to support growth.
Gupta staked Stockland’s push into the Over-50s market with the $620 million acquisition of Halcyon in July 2021 – outbidding Ingenia Communities and Serenitas – and says the brand is now leading the land lease sector.
According to Stockland’s FY25 Property Portfolio, Halcyon now counts 39 communities including those in planning and review, with occupancy above 95%; 15 are actively trading across four states, and a further 4,481 home sites are in the pipeline.
