CapitaLand Retail China Trust – Theory of Constraints

Retail play in China — which REIT to focus on?

As of Sep 2020, there are 4 REITs / Business Trust that focus on retail play in China. Dasin Retail Trust is highly focused in the Greater Bay Area, while the other three are spread out among Tiers 1 and 2 Chinese cities. REIT / Business Trust No. of properties Valuation(RMB $bil) Valuation(S$bil) CapitaLand RetailContinue reading “Retail play in China — which REIT to focus on?”

Strong Sponsor, strong REITs — CapitaLand (C31)

A strong Sponsor equates to a powerful backer, one that can propel forward fundamentally strong REITs under its charge. It is akin to quoting your gang boss’s name to rivals; if they make an impression. The advantages are aplenty. Besides injecting its own properties into the initial portfolio of the REIT, Sponsors generally enable theContinue reading “Strong Sponsor, strong REITs — CapitaLand (C31)”