Early this week, an activist fund, Quarz Capital, called on ESR Cayman to merge ESR REIT with Sabana REIT. This news puts a spotlight on a phenomenon I noticed in the Industrial S-REIT space - ESR's ambitions in consolidating Singapore industrial REITs. In today's article, I lay out the various observations I have on this and my own take on this … [Read more...] about ESR’s Growth Ambitions
AIMS APAC REIT
RnR Weekly 201019: Life Updates, KORE Earnings, AA REIT placement and More
RnR Weekly is a recurring series where I cover the past week's major news stories and earnings results in the markets from a Singaporean perspective.In this week's edition, I discuss some life updates, KORE's recent earnings, AA REIT's secondary placement and more. Life Updates Some of you may be wondering where I've been over the past 2 months as I've been rather … [Read more...] about RnR Weekly 201019: Life Updates, KORE Earnings, AA REIT placement and More
REIT Spotlight: AIMS APAC REIT (2019)
REIT Spotlight is a series where I challenge myself to review every single S-REIT (monkaS) on the SGX in alphabetical order. This is part of my efforts to build a REIT database for myself, which I may share with you all some time down the road. Wish me luck XD In today's edition, I will focus on AIMS APAC REIT (AA-REIT), a Singapore focused … [Read more...] about REIT Spotlight: AIMS APAC REIT (2019)