エピソード

  • Contraction is a must before we grow again. Honest View from a REIT Veteran [Be REITired w Lendlease Global Comm REIT]
    2024/09/03

    Curious what the strategies are behind one of Singapore’s leading REITs? Kelvin Chow, CEO Lendlease Global Commercial REIT, breaks down their approach to balancing stable income generation with growth, highlighting key assets like 313@Somerset and JEM.

    We explore how Lendlease Global REIT manages its portfolio, including its strategic investments in Milan, and the cautious yet bold steps taken to expand and sustain value.

    Kelvin also sheds light on the challenges posed by today’s market conditions and how he is navigating them, particularly with capital management and sustainability initiatives. Whether you’re a seasoned investor or just curious about REITs, this episode offers valuable insights into how Lendlease Global REIT plans to maintain its competitive edge in a volatile market.


    Hosted on Acast. See acast.com/privacy for more information.

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    50 分
  • Debt Management is always Key! Low Gearing, Strong Cash, we will expand our logistics business [Be REITired w. CEO ESR-LOGOS]
    2024/08/20

    In the ever-evolving real estate landscape, a delicate balance must be struck between going green and achieving profitability. But what if embracing sustainability could unlock new doors for growth and longevity?

    We dive deep into the world of industrial REITs with a candid discussion featuring Adrian Chui, CEO of ESR-LOGOS REIT.

    From decarbonisation roadmaps to attracting green capital, Adrian offers an unfiltered perspective on the sustainability imperative. Discover how this logistics giant is tackling the hard questions head-on while keeping an unwavering focus on asset enhancement initiatives that preserve profitability.

    As we navigate build-to-suit strategies, rental upside potential, and the perpetual need to stay ahead of the innovation curve, one burning question emerges: Can industrial REITs truly balance sustainability commitments with investor returns?

    Tune in to unravel the sustainability conundrum and gain invaluable insights into the future of green industrial real estate investing.

    Don't miss this thought-provoking episode that will reshape your understanding of environmental, social, and governance (ESG) factors in the REIT space. Subscribe now and stay ahead of the game!


    Hosted on Acast. See acast.com/privacy for more information.

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    1 時間 1 分
  • Shifting Profit Focus From Grade A Offices To More Hotels [Be REITired w Han Khim Siew, CEO OUE REIT]
    2024/08/06

    In this episode, we sat down with Han Khim Siew, CEO of OUE REIT, to explore the dynamic world of real estate investment and management. Celebrating its 10th anniversary, OUE REIT has grown into one of Singapore’s most significant diversified real estate investment trusts, managing a diverse portfolio of upscale hotels and commercial office spaces.

    Han shares his insights on several key topics, including the bifurcation in the office market and how prime, green-rated buildings are thriving due to their appeal to the younger workforce. We also discuss the impact of COVID-19 on work patterns, the resilience of the hospitality sector, and the importance of maintaining high-quality office environments in prime locations.

    Additionally, Han explains OUE REIT’s commitment to sustainability and ESG initiatives, which are crucial for attracting multinational tenants and securing favourable financing. We also delve into the REIT’s future expansion plans in key gateway cities like Tokyo, Sydney, Melbourne, and Hong Kong.

    Curious to learn more? Tune in to this episode and discover the strategies that make OUE REIT a leader in real estate investment.


    Hosted on Acast. See acast.com/privacy for more information.

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    59 分
  • Landlord to the UK government - 3 months advance rental advantage [Be REITired with Josh CEO Elite UK REIT]
    2024/07/23

    In our premier episode of [Be REITired], we dive into the intriguing world of REITs with Josh, the CEO of Elite UK REIT. This isn’t just any REIT – Elite UK REIT is the only GBP-listed REIT on SGX, boasting a unique portfolio of social infrastructure properties leased to the UK government. Think stable and low-risk cash flows from job centres managed by the Department of Work and Pensions.

    Josh spills the beans on some exciting plans to supercharge returns, like converting properties into student accommodations and data centres. This game-changing strategy promises to boost the REIT's value while keeping those solid government-backed leases intact. We also venture into the murky waters of UK political changes and what they might mean for Elite UK REIT.

    With the UK's rock-solid legal framework and economic stability, Elite UK REIT could be your golden ticket to diversifying and gaining a foothold in UK real estate. Curious about how they’re navigating the market and plotting their future moves? Tune in and find out now!


    Hosted on Acast. See acast.com/privacy for more information.

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    49 分