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OUE Comm-REIT is taking off, Hurry ! Post Reply Rate topic
Chansenghoe1971 Elite	21-Apr-2026 17:48        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.40 not difficult this time round though gradually. https://links.sgx.com/1.0.0/corporate-announcements/B1WHIVS9207AEFT4/a04d49752b1bed504d3a513095f83d7bdba91d5e6fb8b8cb03c589a3dabce081
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Delvyss Elite	21-Apr-2026 14:54        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	CBD Grade A office rents climb 1.4% in Q1 as tight supply squeezes tenants https://sbr.com.sg/commercial-property/in-focus/cbd-grade-office-rents-climb-14-in-q1-tight-supply-squeezes-tenants
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JurongW Elite	31-Mar-2026 17:51        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	OUE REIT&rsquo s business updates for the first quarter ended 31 March 2026, will be released after trading hours on Tuesday, 21 April 2026.
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Delvyss Elite	31-Mar-2026 16:12        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fed still set to cut US rates late this year, say economists, rejecting market pricing: Reuters poll https://www.reuters.com/business/fed-still-set-cut-us-rates-late-this-year-say-economists-rejecting-market-2026-03-26/
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Joelton Supreme	30-Mar-2026 12:03        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	OUE Reit looks to unlock value in mature assets, eyes Sydney for higher-yield growth Proceeds from a potential One Raffles Place sale could fund its further expansion in Sydney&rsquo s Salesforce Tower [SINGAPORE] OUE Real Estate Investment Trust ( OUE Reit : TS0U 0%) is stepping up capital-recycling efforts, as it looks to redeploy proceeds from potential sales of mature Singapore assets into higher-yielding investments such as in Australia. &ldquo We are trying to build a high-performance, capital velocity engine,&rdquo said Han Khim Siew, chief executive officer of the manager. &ldquo We are not here to collect and run legacy assets into the ground.&rdquo A legacy asset in focus is One Raffles Place, a substantial office property in the Central Business District (CBD), which the Reit is exploring for a potential sale. All the owners of One Raffles Place are understood to have come together, and have appointed CBRE and JLL as joint marketing agents to find a buyer for the asset. The indicative pricing (for 100 per cent interest) is projected to be in the S$2.3 billion to S$2.4 billion range,  The Business Times  reported earlier. OUE Reit holds an 83.33 per cent interest in OUB Centre Ltd, whose 81.54 per cent beneficial interest in One Raffles Place is valued at S$1.9 billion as at end-December 2025. One Raffles Place comprises two office towers &ndash of 62 storeys and 38 storeys &ndash and a six-level retail podium. The first tower was completed in 1986, while the second was completed in 2012. The retail podium received a makeover and reopened in 2014. One Raffles Place comprises two office towers  and a six-level retail podium. PHOTO: BT FILE Referring to One Raffles Place as an &ldquo older, vintage, legacy asset&rdquo , Han said the property would require significant investment to modernise and faces increasing competition from newer offices, including Singapore Land Group&rsquo s premium Grade A tower The Clifford expected to launch in 2028. A divestment of One Raffles Place would remove roughly 30 per cent of the Reit&rsquo s income, significantly affecting distribution per unit (DPU). Capital redeployment Despite the near-term income hit, a sale would allow the Reit to pare down debt &ndash which carries a current cost of 3.9 per cent per annum as at Dec 31, 2025. The freed-up capital can also be redeployed into higher-yielding investments. &ldquo Trapping capital in such mature assets just to maintain a headline asset under management number is not the correct thing to do. That is how you generate mediocrity,&rdquo he added, noting that disciplined capital recycling and portfolio optimisation could drive its stock price and DPU growth. For financial year 2025, the Reit&rsquo s DPU rose 8.3 per cent to S$0.0223 from S$0.0206 in FY2024. The amount available for distribution grew 13.9 per cent on the year to S$123.8 million. The distribution yield was 6.2 per cent, based on the closing price of S$0.36 as at the last trading day of FY2025. In March, the Reit completed its acquisition of a 19.9 per cent stake in the 55-storey commercial freehold Salesforce Tower for A$357.2 million (S$319.8 million). The acquisition is expected to be DPU accretive, generating an initial passing yield of about 5.8 per cent. This is compared with prime CBD offices in Singapore that trade at 3 to 3.5 per cent, said Han. &ldquo Salesforce Tower was a strategic acquisition because it allows us to build a proprietary pipeline in Sydney,&rdquo he noted. &ldquo We currently own 19.9 per cent, with the remaining 80.1 per cent held by other partners, some of whom plan to exit over the next one to five years. This gives us a natural moat, allowing us to increase our stake anywhere from 20 per cent to full ownership.&rdquo The purchase is driven by potential upside in Sydney&rsquo s premium office segment, where supply in the core CBD remains limited, alongside the opportunity to diversify income streams and reduce concentration risk. With a wave of new office supply set to come on stream in Singapore over the next few years, Han expects positive rental reversions to moderate, though it is still too early to say if this will lead to rental declines, which are likely to affect older, non-core assets more. &ldquo We believe Singapore will increasingly experience the same bifurcation seen across other gateway cities, with demand concentrating in prime, high-quality assets.&rdquo Expanding into Sydney, where new prime supply remains constrained, thus provides a hedge against such downside risks, he said. Singapore still core Following the Salesforce Tower purchase, OUE Reit&rsquo s portfolio value rose from S$5.8 billion to S$6.1 billion, with Singapore accounting for 94.9 per cent and Australia 5.1 per cent of total exposure. If the Reit were to acquire up to 50 per cent of the building, its Australian exposure would rise to around 15 per cent, he added. Still, Singapore remains OUE Reit&rsquo s &ldquo fortress&rdquo , with local office assets contributing about 50 per cent of income. After selling Lippo Plaza Shanghai in 2024, the Reit&rsquo s portfolio comprises OUE Bayfront, OUE Downtown Office, One Raffles Place, retail mall Mandarin Gallery, and the Hilton Singapore Orchard and Crowne Plaza Changi Airport hotels in Singapore as well as Salesforce Tower in Australia. For its hospitality assets, Han expects revenue per available room to continue growing amid a steady line-up of events and a lack of new hotel openings along Orchard Road. New hotel supply is expected to grow at a measured pace of 1.7 per cent per annum between 2025 and 2027, below the pre-pandemic historical average of 4.4 per cent. He also expects retail rents to remain elevated and leasing activity to remain resilient. For FY2025, Mandarin Gallery recorded a positive rental reversion of 12.4 per cent and average passing rent was S$22.45 per square foot per month. Further divestments of mature assets are on the cards for OUE Reit, as part of its ongoing capital-recycling strategy. &ldquo We take an agnostic view of all our assets. If we feel we have reached peak valuation and it is time to crystallise gains, and the market provides the liquidity to do that, we will do it.&rdquo On the potential sale of Crowne Plaza Changi Airport, whose first term of master lease is expiring in May 2028, Han said the Reit&rsquo s portfolio of prime core assets has generated interest over the years. He added that the Reit occasionally receives expressions of interests for its assets and such opportunities are evaluated as part of its ongoing asset management and capital-allocation strategy. &ldquo If investors are looking for a manager that will hold legacy assets indefinitely, they should look elsewhere,&rdquo he said. &ldquo What we are here to do is drive returns, and we will do so through disciplined capital allocation.&rdquo
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Alignment Elite	29-Mar-2026 10:20        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Also if this maths is correct they should frame it like that. Their IR could do with some improvement. Alignment      ( Date: 28-Mar-2026 14:40) Posted: 11% return on $43m investment that is like $4.5m a year on distributable income is it not? So like 4% DPU accretion? That would be pretty impressive, like an early year end bonus.
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Alignment Elite	28-Mar-2026 14:40        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	11% return on $43m investment that is like $4.5m a year on distributable income is it not? So like 4% DPU accretion? That would be pretty impressive, like an early year end bonus.
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Delvyss Elite	26-Mar-2026 09:30        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good idea ! Joelton      ( Date: 26-Mar-2026 09:24) Posted: OUE REIT to convert over 2,100 sqm of chiller system space at OUE Bayfront into office space OUE Bayfront has obtained planning approval to convert a chiller system area on level 17 into prime office space. The conversion, expected to be completed by 1H2027, will free up over 2,100 sqm of gross floor area that can be converted into prime office space, says the manager of OUE REIT on March 24. With the estimated capital expenditure of up to approximately $43 million, the space conversion is expected to deliver a stabilised return on investment exceeding 11%, according to OUE REIT. The manager intends to draw down on existing loan facilities to fully fund the space conversion. OUE Bayfront began work in 2025 to connect to the District Cooling System (DCS). Once in operation, the DCS will enable OUE Bayfront to &ldquo significantly&rdquo reduce energy consumption, improve cooling efficiency and lower greenhouse gas emissions, says the REIT manager. This will contribute to OUE Bayfront&rsquo s net-zero transition plan and OUE REIT&rsquo s 2030 sustainability target of reducing Scope 1 and 2 absolute greenhouse gas emissions from commercial assets by 40% by 2030. Connecting to the DCS will also enable OUE Bayfront to decommission its existing chiller system on level 17. Han Khim Siew, CEO and executive director of the manager, says: &ldquo At OUE REIT, we view sustainability not only as a moral imperative, but as a strategic and structural imperative that is integral to delivering long-term value creation.&rdquo The conversion of the in-building chiller system area into new prime office space follows OUE Bayfront&rsquo s upgrade to the BCA Green Mark Platinum certification last year. &ldquo Moving forward, we will continue to identify and implement sustainability-led asset enhancement initiatives that future-proof our portfolio and deliver enduring returns for our stakeholders,&rdquo says Han. The conversion is not expected to have a material effect on the net tangible assets or aggregate leverage of OUE REIT and its subsidiaries for the financial year ending Dec 31. OUE Bayfront is one of the REIT&rsquo s six office, hospitality and retail assets located in Singapore, alongside One Raffles Place, OUE Downtown Office, Hilton Singapore Orchard, Mandarin Gallery and Crowne Plaza Changi Airport. In February, OUE REIT announced it is acquiring a 19.9% interest in Salesforce Tower in Sydney for $175 million. OUE REIT exited China in end-2024, divesting its Shanghai asset, Lippo Plaza, for RMB1,917.0 million ($357.4 million then). OUE REIT units are down 1.4% year to date, trading at 36 cents as at 4pm on March 25.
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Joelton Supreme	26-Mar-2026 09:24        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	OUE REIT to convert over 2,100 sqm of chiller system space at OUE Bayfront into office space OUE Bayfront has obtained planning approval to convert a chiller system area on level 17 into prime office space. The conversion, expected to be completed by 1H2027, will free up over 2,100 sqm of gross floor area that can be converted into prime office space, says the manager of OUE REIT on March 24. With the estimated capital expenditure of up to approximately $43 million, the space conversion is expected to deliver a stabilised return on investment exceeding 11%, according to OUE REIT. The manager intends to draw down on existing loan facilities to fully fund the space conversion. OUE Bayfront began work in 2025 to connect to the District Cooling System (DCS). Once in operation, the DCS will enable OUE Bayfront to &ldquo significantly&rdquo reduce energy consumption, improve cooling efficiency and lower greenhouse gas emissions, says the REIT manager. This will contribute to OUE Bayfront&rsquo s net-zero transition plan and OUE REIT&rsquo s 2030 sustainability target of reducing Scope 1 and 2 absolute greenhouse gas emissions from commercial assets by 40% by 2030. Connecting to the DCS will also enable OUE Bayfront to decommission its existing chiller system on level 17. Han Khim Siew, CEO and executive director of the manager, says: &ldquo At OUE REIT, we view sustainability not only as a moral imperative, but as a strategic and structural imperative that is integral to delivering long-term value creation.&rdquo The conversion of the in-building chiller system area into new prime office space follows OUE Bayfront&rsquo s upgrade to the BCA Green Mark Platinum certification last year. &ldquo Moving forward, we will continue to identify and implement sustainability-led asset enhancement initiatives that future-proof our portfolio and deliver enduring returns for our stakeholders,&rdquo says Han. The conversion is not expected to have a material effect on the net tangible assets or aggregate leverage of OUE REIT and its subsidiaries for the financial year ending Dec 31. OUE Bayfront is one of the REIT&rsquo s six office, hospitality and retail assets located in Singapore, alongside One Raffles Place, OUE Downtown Office, Hilton Singapore Orchard, Mandarin Gallery and Crowne Plaza Changi Airport. In February, OUE REIT announced it is acquiring a 19.9% interest in Salesforce Tower in Sydney for $175 million. OUE REIT exited China in end-2024, divesting its Shanghai asset, Lippo Plaza, for RMB1,917.0 million ($357.4 million then). OUE REIT units are down 1.4% year to date, trading at 36 cents as at 4pm on March 25.
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JurongW Elite	24-Mar-2026 17:39        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	OUE REIT Elevates Asset Value and Sustainability at OUE Bayfront Unlocking over 2,100 sq m prime office space https://links.sgx.com/FileOpen/OUE_REIT_Press_Release_OUE_Bayfront.ashx?App=Announcement& FileID=880220
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Delvyss Elite	06-Mar-2026 12:00        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes. Hope they " wake up" else it will be another Sabana lesson.
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Alignment Elite	06-Mar-2026 11:37        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	The share price clearly does not reflect OUE REIT' s underlying value. A good REIT manager should consider oneself responsible for how the share price of the REIT performs, and in this case one hopes that a sale of 1 Raffles Place is a big step towards solving the valuation concern. The replacement of the external REIT manager at Sabana is a lesson for REIT managers that shareholders now have more powerful options open to them if they are unhappy with their management over the longer term.
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Delvyss Elite	06-Mar-2026 09:38        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Reits that don' t trade well should be privatised, or sell assets and be liquidated https://www.businesstimes.com.sg/opinion-features/reits-dont-trade-well-should-be-privatised-or-sell-assets-and-be-liquidated
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Delvyss Elite	06-Mar-2026 09:20        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	" Rooted in Singapore: Defensive by Design. Resilient through Cycles." (p10) https://investor.ouereit.com/newsroom/20260304_174350_TS0U_MTE5YCP3K37CWRXW.1.pdf
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Delvyss Elite	27-Feb-2026 10:10        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yea man. :)    All the way.    This is for the one with long term view. I like the dividend payout. seanpent      ( Date: 27-Feb-2026 09:38) Posted: Still vested? Delvyss      ( Date: 04-Aug-2025 16:18) Posted: Agree.  Just keeping it for dividend collection is lucrative enough
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Alignment Elite	27-Feb-2026 09:44        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Them selling 1 Raffles Place is not something I saw coming. If they do so that would be very positive to the share price.
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seanpent Supreme	27-Feb-2026 09:38        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Still vested? Delvyss      ( Date: 04-Aug-2025 16:18) Posted: Agree.  Just keeping it for dividend collection is lucrative enough. Trainner      ( Date: 04-Aug-2025 15:59) Posted: REIT is for div, long term play with good div..... OUEREIT has good asset for long div...
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Alignment Elite	09-Aug-2025 10:24        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 1  Alert Admin	40c seems unrealistic given the DPU. Why would someone invest with such a low return.
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Trainner Master	07-Aug-2025 16:50        Trainner About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am in for the dividend, but is good to see the price goes up. HB8289      ( Date: 07-Aug-2025 12:06) Posted: Looking forward it reaches 40CTS
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HB8289 Master	07-Aug-2025 12:06        HB8289 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Looking forward it reaches 40CTS
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