CapitaLand Investment & REITs - DBS Research 2023-11-27: Awaiting The Right Opportunity To Pounce

• Our recent CapitaLand Investment & its managed REITs investor day has reinforced our belief that investors are actively seeking the right opportunities on the back of a more favorable interest rate environment

Capitaland Investment Limited & its managed REITs continue to woo investors in Bangkok.

• - Read this at SGinvestors.io -

The sponsor

• As for Sponsor CapitaLand Investment, we find reassurance that the group remains on the hunt to deploy capital. CapitaLand Investment also has an additional S$10bn of embedded funds under management (FUM) as dry powder to use on the back of an expanded product suite in the private funds space.
• - Read this at SGinvestors.io -

Singapore focused REITs

• Within its managed REITs, we observe a continued uptrend in contracted rent growth (or organic growth) momentum, aided by favorable demand-supply dynamics especially for Singapore-focused plays (CapitaLand Ascendas REIT and CapitaLand Integrated Commercial Trust) where we see there is room for rental growth come 2024.
  • Read more at SGinvestors.io.

Above is an excerpt from a report by DBS Group Research.
Clients of DBS may access the full PDF report @ https://www.dbs.com/insightsdirect/.

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