Reits

THE LEVEL GROUND

Investment story trumps size for Reits; the key is to be sufficiently differentiated 

PLDT tells the Philippine Stock Exchange its board of directors approves the listing of a Reit for assets under its subsidiary Vitro.

Top Philippine telecoms firm PLDT seeks up to US$400 million from Reit listing

Both brokerages' mutual favourite CapitaLand Integrated Commercial Trust is fully acquiring Paragon for about $3.9 billion.
BROKERS’ TAKE

S-Reits ‘positioned for recovery’ as yield spreads widen: analysts

If a new market index is created, it should be explicitly positioned to include companies that list on the Global Listing Board.
MARK TO MARKET

New dynamism: Singapore needs a market index without Reits to support passive flows

One of the acquired properties is located in Dusseldorf, Germany.

Frasers Logistics & Commercial Trust grows presence in Europe with 4 property acquisitions

What is driving the growing divergence between banks and Reits in the current market?

The great yield shift: why banks are gaining altitude as Reits seek grounding

Blackstone will target newly built data centres valued at between US$250 million and US$1.5 billion and leased to investment-grade hyperscalers.

Blackstone Digital Infrastructure raises US$1.75 billion in IPO to buy data centres

Adding Paragon to its portfolio while exiting Asia Square Tower 2 enhances CICT’s yield and growth trajectory, thereby strengthening its investment case.
THE LEVEL GROUND

Paragon’s value lies in the opportunity for CICT to transform an ageing gem

Project financing and asset-backed securities have been important funding channels for data centres globally.

China’s data centres are plugging into Reit-style financing wave

In a disorderly world, the appeal of high-quality Singapore properties to investors could grow.
THE LEVEL GROUND

Singapore properties’ safe-haven premium shields S-Reits from Iran war headwinds