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?”

Dasin Retail Trust (CEDU)

As at 2020 Second Quarter Financial Results (13 Aug 2020) Dasin Retail Trust is the first and only China retail property trust providing direct exposure to the Guangdong-HongKong-Macau Greater Bay Area, listed on 20 Jan 2017. It has ownership/interest in 5 properties worth S$1.8 billion (RMB 9.05 billion) as at 30 Jun 2020. The TrustContinue reading “Dasin Retail Trust (CEDU)”