BT Mark to Market: Reit mergers face growing resistance (Ep 16)

Published Sun, Feb 13, 2022 · 09:50 PM

    Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.

    In this 16th episode of the Mark To Market podcast, senior correspondent Ben Paul delves into why the latest REIT mergers seem to be facing resistance, and responds to criticism of his column by the manager of Ara Logos Logistics Trust.

    Highlights: (click/tap above)

    01:30 Proxy advisers, activist investors objected to latest REIT mergers

    03:28 ALog's manager hits back at a Mark To Market commentary

    07:37 Fundamental problem with REIT mergers: conflicted managers

    DECODING ASIA

    Navigate Asia in
    a new global order

    Get the insights delivered to your inbox.

    09:25 Investor attitudes, market conventions and customs are changing

    11:26 REIT managers, sponsors should get ahead of investor expectations

    Produced by: Ben Paul (benpaul@sph.com.sg) and Howie Lim

    Edited by: Howie Lim

    Follow BT Mark To Market podcasts and rate us at:

    Channel: http://bt.sg/btmark2mkt

    Apple Podcasts: https://bt.sg/4DJp

    Spotify: https://bt.sg/4DJN

    Google Podcasts: http://bt.sg/4D2E

    Website: http://bt.sg/mark2mkt

    Feedback to: podcast@sph.com.sg

    Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.

    ---

    Discover more BT podcast series:

    BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks

    WealthBT Podcast at: http://bt.sg/btwealthbt

    BT Podcasts at: https://bt.sg/pcOM

    Decoding Asia newsletter: your guide to navigating Asia in a new global order. Sign up here to get Decoding Asia newsletter. Delivered to your inbox. Free.

    Copyright SPH Media. All rights reserved.