Lendlease Global Commercial REIT – Analysis of JEM Acquisition

Since I first initiated an article on Lendlease Global Commercial REIT (LREIT) earlier this year, the share price of the REIT has grown by over 15% from $0.77 to around the $0.90 mark today, slightly above its IPO price of $0.88. There are various reasons as to why there has been such a strong recovery in… Continue reading Lendlease Global Commercial REIT – Analysis of JEM Acquisition

Mapletree Commercial Trust – A Key Beneficiary Of The Greater Southern Waterfront Rejuvenation

It’s been a long while since I wrote an article. In my last article, I shared my thoughts with regards to Mapletree North Asia Commercial Trust which you can check out here. In today’s article, I will be sharing my thoughts on another Mapletree sponsored REIT, Mapletree Commercial Trust (SGX: N2IU.SI). As a pure-play Singapore… Continue reading Mapletree Commercial Trust – A Key Beneficiary Of The Greater Southern Waterfront Rejuvenation

Mapletree North Asia Commercial Trust – In A Precarious Situation

Mapletree North Asia Commercial Trust (SGX: RW0U)  is one of the four listed REITs under its sponsor, Mapletree Investments Private Limited (“MIPL”). With its recent acquisition of a 50% stake in a South Korea office tower, the REIT’s investment mandate has been expanded to include the acquisition of commercial properties (both retail and/or office purposes)… Continue reading Mapletree North Asia Commercial Trust – In A Precarious Situation

Lendlease Global Commercial REIT – A Gem In The Making

About 2 weeks ago, I wrote an article regarding my thoughts on Starhill Global REIT (SGREIT). If you haven’t read it, you might want to check out my write-up here. I have had a couple of readers who had taken a look at the article and given me some constructive feedback so I would like… Continue reading Lendlease Global Commercial REIT – A Gem In The Making

Why Does Having A Strong And Reputable REIT Sponsor Matter?

Although REIT as an asset class is often viewed as somewhat less risky for their bond-like nature when compared to equities in the more general sense, that is not to say that investing in REITs come with little or no risk. To best illustrate this point, I will show you 2 separate charts extracted from… Continue reading Why Does Having A Strong And Reputable REIT Sponsor Matter?

Valuation 101 – Asset Valuation Techniques

In the process of valuing an investment, be it a real estate, a piece of land or even a business, special attention needs to be given to the valuation methodologies that the assets are valued based on. The valuation methodology and the input assumptions can lead to very different results depending on how it is… Continue reading Valuation 101 – Asset Valuation Techniques

Sasseur REIT – Riding On The Growth Of The Chinese Middle-Class

In today’s article, I will be sharing my thoughts on Sasseur REIT, a highly underrated REIT that I believe has strong growth potential. In the sections that follow, I will be sharing some key pointers of why there is so much to love about this REIT but to complete the picture, I would also be… Continue reading Sasseur REIT – Riding On The Growth Of The Chinese Middle-Class

Starhill Global REIT – Why I Believe This REIT Is Undervalued

Since the onslaught of the COVID-19 pandemic, retail REITs in Singapore have taken a huge beating relative to their Pre-COVID levels. However, they have rebounded strongly over the course of the last 2 months with a slew of positive news, starting with the Biden election win in mid-November to the announcement of successful vaccine trials… Continue reading Starhill Global REIT – Why I Believe This REIT Is Undervalued