Capitaland Ascendas Reit

MARK TO MARKET

S-Reits pursuing growth as Iran war escalates risk poorly timed equity raising exercises

A greater focus on value unlocking moves versus acquisitions could go a long way in sustaining investor enthusiasm

The financial services, Reits and consumer cyclicals sectors led retail demand for local stocks in March, says SGX.

DBS, Genting Singapore and CapitaLand lead retail buys on SGX in March

The total value of stock buys that month lifts Q1 FY2026’s total retail net buying in local stocks to S$675 million

The 40.5 megawatt Japan hyperscale data centre has the potential for a 13.3% capacity expansion.

Clar bulks up with S$1.4 billion Singapore, Japan buys funded by S$900 million unit issue

The manager also proposes an advanced distribution, expected to be S$0.0375 per existing unit

The fate of CapitaLand Investment's Reits will be closely watched should CapitaLand Group and Mapletree Investments merge.
HOCK LOCK SIEW

Handle with extreme care any Reit mergers should CapitaLand, Mapletree merge

Don’t risk destroying value of leaders CapitaLand Integrated Commercial Trust and CapitaLand Ascendas Reit  

The logistics property in Columbus, Ohio, the RES Canal Winchester I (above), was bought at a 3.3% discount to the independent market valuation of S$97.7 million as at Jan 1.

CapitaLand Ascendas Reit buys US property from DHL unit for S$94.5 million

The logistics property will be leased back to DHL when the deal is completed

Clar's acquisition of 9 Tai Seng Drive will expand its data centre footprint by 32.8%.
HOCK LOCK SIEW

Should CapitaLand Ascendas Reit rejig its portfolio further in favour of data centres and life sciences assets? 

With the Reit in a prime position to capitalise on its advantage in such assets, this is the right time to seize the opportunities 

The net proceeds from the divestment of the logistics property in Queensland, Australia is expected to be S$83.4 million.

CapitaLand Ascendas Reit to divest logistics property in Australia for S$90 million

Sale consideration is a 17.2% premium to the original purchase price of S$76.8 million when the property was acquired in 2015

An office building in Australia that is part of Clar's portfolio. The Reit's manager expects portfolio rental reversion for the full year “to be in the positive low double-digit range”.

CapitaLand Ascendas Reit’s portfolio occupancy dips to 91.3% in Q3; rental reversion slows

Occupancy in Singapore slips 0.8 percentage point quarter on quarter; in the US, it falls by two percentage points