Capitaland Ascendas REIT Placement - Good Track Record and Most Deals Have Performed Well
CapitaLand Ascendas REIT (CLAR SP) is looking to raise up to S$459m (US$344m) in its primary placement. In this note, we'll run the deal through...
418 Views
ESR-Logos REIT Placement - Implied Yield Attractive Enough to Take the Deal
ESR-LOGOS REIT (EREIT SP) is looking to raise US$114m (S$150m) in a private placement. The proceeds will be used to fund potential acquisitions and...
518 Views
Nexus Select Trust Pre-IPO Tearsheet
Nexus Select Trust (NST IN) is looking to raise up to US$500m in its upcoming India IPO. The bookrunners on the deal are Axis, BofA, Citi, HSBC,...
525 Views
Update on the S-REIT Re-Allocation Trade
The S-REIT Re-Allocation Basket is +5.3%(TR) from close after I wrote (25 July) to yesterday. Not enough excess value has traded. Should it run?...
334 Views
Large Potential S-REIT Flows in the Next Two Weeks
There may be a large inflow into S-REITs next week. It could range from 7-25 days of ADV or more for a large number of higher-yielding REITs and...
439 Views