- CapitaLand Investment (SGX:9CI) delivered a resilient 1Q26 performance, underpinned by continued strength in its fee-based business.
- Fee-related revenue rose 10% y-o-y to S$310mil, driven largely by listed funds and a sharp ramp-up in private funds and credit strategies, reinforcing the shift toward a more recurring, capital-light earnings model.
- - Read this at SGinvestors.io -
- Lodging also provided support, with RevPAU up 3% y-o-y led by Japan and Korea, while Singapore assets continued to anchor portfolio stability with firm retail and office fundamentals.
Our view.
A positive update.
- We view the update as mildly positive, with CapitaLand Investment continuing to execute well on its capital-light strategy.
- - Read this at SGinvestors.io -
- With a sound balance sheet and active capital recycling, CapitaLand Investment is well positioned to capture opportunities, but we expect a measured pace of deployment and fundraising to cap upside in the near term.
New “income mandate” to anchor its dominance in Singapore.
- 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/.
Derek TAN DBS Group Research | https://www.dbs.com/insightsdirect/ 2026-04-29
Previous report by DBS:
2026-02-13 CapitaLand Investment - Clearing The Overhangs, Switching Gears To 'Growth Mode'.
Price targets by 4 other brokers at CapitaLand Investment Target Prices.
Listing of research reports at CapitaLand Investment Analyst Reports.
Relevant links:
CapitaLand Investment Share Price History,
CapitaLand Investment Announcements,
CapitaLand Investment Dividend Payout Dates & Corporate Actions,
CapitaLand Investment News
