Personal Portfolio Review

A Quick Summary of EC World REIT’s AGM for FY2021

EC World REIT (SGX:BWCU), whose portfolio currently comprises 8 e-commerce and port logistics properties all located in China, held its AGM for the financial year 2021 (ended 31 December 2021) this morning, where I’ve attended as a unitholder. In this post, you can find a quick summary about the presentation by the REIT’s CEO, results of the 3 resolutions put to vote during the meeting, and also my thoughts to share…

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Suntec REIT’s Business Update for Q1 FY2022 – My Review

This morning (26 April 2022), Suntec REIT (SGX:T82U), with properties worth a total of S$12.2bn in Singapore, Australia, and in the United Kingdom, released its business updates for the first quarter of the financial year 2022. As a unitholder of the Singapore-listed REIT, I have studied the relevant documents and in this post, you’ll find my review of its latest results in terms of its financial performance, portfolio occupancy and debt profile, as well as its distribution payout to unitholders…

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OCBC’s AGM for FY2021 – My Summary of Responses to Questions Posed by Attendees

OCBC (SGX:O39) held its AGM for FY2021 earlier this afternoon. Unfortunately, due to other work commitments, I was only able to join in later (and missed out on the CEO’s presentation.) However, I was in attendance for both the live Q&A session and voting of the 10 resolutions, both of which you can find my summary in this post…

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A Summary of CapitaLand Integrated Commercial Trust’s AGM for FY2021

CapitaLand Integrated Commercial Trust (SGX:C38U), with retail and office properties in Singapore and Germany, and most recently in Australia as well, held its AGM earlier this afternoon (21 April 2022) for the financial year ended 31 December 2021 (i.e. FY2021.) I have attended the meeting as a unitholder and in this post, you’ll find my summary of the CEO’s presentation, responses to questions raised by fellow AGM attendees, and results of 4 resolutions put to vote during the meeting…

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What You Need to Know about Mapletree Commercial Trust’s Latest 2H and FY2021/22 Results

With a total of 5 retail and office properties located in Singapore, blue-chip REIT in Mapletree Commercial Trust (SGX:N2IU) released its latest set of results for the financial year ended 31 March 2022 after market hours this evening (20 March 2022.) In today’s post, you’ll find my review about its latest set of financial results, portfolio occupancy and debt profile, as well as its distribution payout to unitholders…

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Keppel DC REIT’s AGM for FY2021 – My Summary

Keppel DC REIT (SGX:AJBU) held its AGM for the financial year ended 31 December 2021 (i.e. FY2021) earlier this afternoon, which I’ve attended as a unitholder to learn about the latest updates from the management. In this post, you’ll find a summary of CEO Ms Anthea Lee’s presentation, responses to 2 questions (relating to the decline in the growth of the REIT’s financial performance over the years and also impact of increase in electricity tariff on DPU) I had submitted during the meeting, along with responses to other questions posed by fellow AGM attendees, and finally, results of the 6 resolutions put to vote during the meeting…

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A Summary of Keppel DC REIT’s Q1 FY2022 Business Update

Singapore’s first pure-play data centre REIT in Keppel DC REIT (SGX:AJBU) have released its business update for the first quarter of FY2022 ended 31 March 2022 after market hours yesterday (19 April 2022.) In this post, you’ll find a review (along with my thoughts) about its latest financial performance, as well as its portfolio occupancy and debt profile…

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Ascendas REIT’s Annual Report 2021 – My Summary

Ascendas REIT (SGX:A17U), Singapore’s largest listed business space and industrial REIT with 220 properties in Singapore, Australia, the United Kingdom/Europe, and the United States, have published its annual report for the financial year 2021 early this morning (06 April 2022.) In today’s post, you’ll find a summary which I’ve compiled (for the benefit of those who do not have the time to go through it), along with details about its upcoming AGM…

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What I’ve Learned from EC World REIT’s FY2021 Annual Report

Specialised logistics and e-commerce REIT in EC World REIT (SGX:BWCU) published its latest annual report for FY2021 ended 31 December 2021 early this morning (05 April 2022.) In this post, you’ll find a summary of the most important points to take note of, details about its upcoming AGM, and 4 questions I have submitted to the management…

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An Analysis of SPH REIT’s 1H FY2021/22 Results

SPH REIT (SGX:SK6U), a pure-play retail REIT with properties in Singapore and Australia, released its results for the first half of the financial year 2021/22 last Friday evening (01 April 2022.) In this post, you’ll find an analysis of the REIT’s results in terms of its financial performance, portfolio occupancy and debt profile, and its distribution per unit, along with my thoughts about them as a unitholder…

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