Sasseur REIT – 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?”

Sasseur REIT (CRPU)

As at 2020 Second Quarter Financial Results (14 Aug 2020) Sasseur REIT is the first listed outlet mall REIT in Asia, listed on 28 Mar 2018. It has ownership/interest in 4 properties worth S$1.6 billion (RMB 8.2 billion) as at 30 Jun 2020. Gross rental income (by sector) Percentage Fashion 39.7% International Brands 21.3% SportsContinue reading “Sasseur REIT (CRPU)”