Are Singapore REITs entering a new era where management decisions matter more than interest rates?
Hosted by Michelle Martin, this episode explores four of the biggest REIT stories shaping the market - from resilient industrial assets to bold acquisitions and strategic divestments.
We examine why industrial REITs continue to outperform, whether OUE REIT's S$500 million sale of Crowne Plaza Changi Airport is smart capital recycling, and if CapitaLand Ascendas REIT is buying logistics assets at the right point in the cycle.
We also unpack the debate surrounding CICT's S$3.9 billion acquisition of Paragon and what investors should look for when evaluating landmark REIT transactions.
Companies discussed: CapitaLand Integrated Commercial Trust (CICT), OUE REIT, CapitaLand Ascendas REIT (CLAR), Crowne Plaza Changi Airport, Paragon.
Whether you're investing for income or long-term growth, discover how to assess acquisitions, divestments, DPU accretion and management execution beyond the headlines.

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