Lendlease REIT

[o0KelviN0o]

Any talk about their IPO?

 

[Squaredot]

Any talk about their IPO?

where? when?

 

[addict951]

Aiseh, got news meh?
Tamp1, NEX, 313 all these will reit ah??

 

[Shion]

Aiseh, got news meh?
Tamp1, NEX, 313 all these will reit ah??

I believe this is the most latest news

https://www.theedgesingapore.com/lendlease-step-closer-listing-mall-reit-sgx-reports

https://www.businesstimes.com.sg/re...us500m-with-retail-reit-listing-on-sgx-report

 

[Squaredot]

Aiseh, got news meh?
Tamp1, NEX, 313 all these will reit ah??

+JEM
tamp1 also lendlease ah?

 

[Layers]

tot tampines 1 is Asia mall?

Sent from Samsung SM-N950F using GAGT

 

[addict951]

OH ya hor, I mixed up Asia Malls and Lendlease
NEX is under which??
313 actually 不可以, a lot of hoardings...

 

[bright_84]

OH ya hor, I mixed up Asia Malls and Lendlease
NEX is under which??
313 actually 不可以, a lot of hoardings...

Nex not under one of the big developer

 

[Average]

Nex and jurong point same right? Under NTUC

 

[Merg91]

Lendlease's retail projects in Singapore include Parkway Parade in the East, 313@somerset and retail and commercial development Jem mall in Jurong East.

It is also developing mixed-use development Paya Lebar Quarter.

 

[o0KelviN0o]

Are you ready???

 

[Lasogette]

Latest news states that they might be thinking of reiting a Milan building as well.

 

[kenpachi82]

I read news only 2 properties in this reit. 313@somerset and a property in Milan, Italy.

Sent from Pluto using GAGT

 

[Dividends Warrior]

I read news only 2 properties in this reit. 313@somerset and a property in Milan, Italy.

Sent from Pluto using GAGT

JEM not included
Giving this a miss

 

[justwakeup]

I read news only 2 properties in this reit. 313@somerset and a property in Milan, Italy.

Sent from Pluto using GAGT

Disappointed

 

[Paul Lee]

JEM not included
Giving this a miss

This reminds me of when Frasers Centerpoint Trust listed, they refused to inject their namesake 'Centerpoint' into the REIT. And whenever management is asked about the possible injection of Centerpoint into FCT, management always gave an evasive and non-commital answer. The speculation then was that becos Centerpoint was considered a Jewel in Frasers' shopping mall portfolio, the big boss at Frasers wanted to keep the Jewel for themselves.

Many years later and see what happens to Centerpoint? It's a former shadow of its old self. Robinson moves out and it was never the same again. Forced to be in the shadows of the newer and flashier malls sprouting up all around it.

In fact, if there is a proposal now for Centerpoint to be injected in FCT, I would probably attend the EGM and vote 'NO' becos inevitably FCT will overpay for Centerpoint now.

LandLease should learn a lesson from Frasers' experience and not be so pound foolish about it. JEM may be a 'Jewel' now but there is no guarantee that it will always remain so.

Just inject all 3 Singapore shopping malls into the REIT and it will be a blockbuster REIT. We dun care about the Milan office block!

 

[Clone_]

This reminds me of when Frasers Centerpoint Trust listed, they refused to inject their namesake 'Centerpoint' into the REIT. And whenever management is asked about the possible injection of Centerpoint into FCT, management always gave an evasive and non-commital answer. The speculation then was that becos Centerpoint was considered a Jewel in Frasers' shopping mall portfolio, the big boss at Frasers wanted to keep the Jewel for themselves.

Many years later and see what happens to Centerpoint? It's a former shadow of its old self. Robinson moves out and it was never the same again. Forced to be in the shadows of the newer and flashier malls sprouting up all around it.

In fact, if there is a proposal now for Centerpoint to be injected in FCT, I would probably attend the EGM and vote 'NO' becos inevitably FCT will overpay for Centerpoint now.

LandLease should learn a lesson from Frasers' experience and not be so pound foolish about it. JEM may be a 'Jewel' now but there is no guarantee that it will always remain so.

Just inject all 3 Singapore shopping malls into the REIT and it will be a blockbuster REIT. We dun care about the Milan office block!

I feel PLQ will be their jewel, hopefully they will include it inside after it starts operating. Parkway would be nice too.
https://sbr.com.sg/commercial-property/news/80-paya-lebar-quarter-already-pre-leased

 

[Merg91]

Jem not doing well?
Westgate under CMT was once reported as one of its worst malls.
Big Box is dead.
JCube 2nd floor is like pasar malam.

Jurong East '2nd CBD' is simply overhyped.

 

[Asphodeli]

This reminds me of when Frasers Centerpoint Trust listed, they refused to inject their namesake 'Centerpoint' into the REIT. And whenever management is asked about the possible injection of Centerpoint into FCT, management always gave an evasive and non-commital answer. The speculation then was that becos Centerpoint was considered a Jewel in Frasers' shopping mall portfolio, the big boss at Frasers wanted to keep the Jewel for themselves.

Many years later and see what happens to Centerpoint? It's a former shadow of its old self. Robinson moves out and it was never the same again. Forced to be in the shadows of the newer and flashier malls sprouting up all around it.

In fact, if there is a proposal now for Centerpoint to be injected in FCT, I would probably attend the EGM and vote 'NO' becos inevitably FCT will overpay for Centerpoint now.

LandLease should learn a lesson from Frasers' experience and not be so pound foolish about it. JEM may be a 'Jewel' now but there is no guarantee that it will always remain so.

Just inject all 3 Singapore shopping malls into the REIT and it will be a blockbuster REIT. We dun care about the Milan office block!

Respectfully, I disagree. Having a globally diversified portfolio is important in a REIT, especially when it comes to a risky industry (in my opinion) such as mall rental and property management. If you have noticed in the past few years, even Capitaland's listed REIT vehicles are looking overseas for acquisitions now rather than just Singapore only.

 

[CaptainTeo]

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