Corporate Connect Webinar featuring ESR-REIT

Описание: Missed our live session? Catch the replay of our Corporate Connect webinar featuring ESR REIT, a leading New Economy and future-ready Asia Pacific S-REIT. Organised by SIAS and supported by SGX Group, the session shared market insights and explored ESR REIT’s business model, growth strategy, and outlook for the properties sector.

Timestamp
00:00 Intro
02:04 Corporate Presentation
25:55 Q&A session
1:07:48 Outro

🎤 Speakers & Panelists
Moderator
Sunny Soh – Lead Technical Analyst, Capital Market & Investor Education, SIAS

ESR REIT Management Team
Mr Adrian Chui– Chief Executive Officer & Executive Director

🔍 Session Highlights: ESR REIT
• Significant Singapore & New Economy Exposure
• Healthy occupancy rate of about 91.1% in FY25
• Positive rental reversion
• Compelling growth opportunities
• Proactive lease management
• Ongoing AEIs and redevelopment present further organic growth opportunities

🏢 ESR REIT at a Glance
• Industrial & logistics real estate
• New economy assets (logistics, high-specs industrial, business parks)
• Portfolio comprises of 70 properties
• Total assets of approximately S$5.9 billion

💡 Q&A Highlights
• Continuing portfolio rejuvenation efforts with divestments of S$455.8m non-core assets, at premium to valuation, to enhance portfolio quality and resilience; divestment proceeds to be redeployed to accretive AEI/redevelopments and acquisitions
• Gearing at 43.4% pre divestment; pro-forma gearing of 38.5% post divestment assuming net divestment proceeds are used for debt repayment
• Increase target AUM to c.S$8.0 billion, capturing the benefits of scale and improved liquidity, through a combination of organic growth from redevelopments and accretive acquisitions
• Retain core focus in Singapore, which is expected to continue representing more than 50% of portfolio value, while selectively pursuing compelling international opportunities

📢 About Corporate Connect
Organised by SIAS and supported by SGX, Corporate Connect gives retail investors a unique opportunity to engage directly with company management through informative sessions and live Q&As.