United Hampshire US REIT (Odbu) - Just browse through briefly regarding this US reit counter, seem not bad

United Hampshire US REIT (UHREIT) - Just browsing through briefly regarding this US reit counter,  seem not bad!

I think many are being scared off by the 3 local US reit counter like Prime,  Kep Oat , Manulife that almost went kaput! Still trying to survive and 2 of the counters haven't resumed paying out dividend which is considering very bad! 

United Hampshire US REIT assets is about US731.7m. Occupancy rate is about 97.2%. First Half Dpu of 2.09 cents. Gearing 38.9%. Wale 7.6 years. Yield is more than 8%. NAV 0.73.

 Asia’s First U.S. Grocery-Anchored Shopping Center and Self-Storage REIT

A portfolio of 21 high-quality properties located along the east coast of the U.S., consisting of 19 grocery-anchored and necessity-based retail properties1, and two modern, climate-controlled self-storage properties

CapLandInvest (9CI.SI) - All waiting for the data to be released these 2 days! If the nos are within expectations, we may see reit sector rising up further! CapLand Invest may rise up to test 2.82 than 2.87 and above

 17th September 2025:

Yesterday being sold down to close at 2.73, seem overly done! Hopefully, a rebound will bring it back to 2.80! Rate cut is looming! Rate cut defensive stocks would do well. Leading the outperformers, again, would be real estate names. Other smart picks: healthcare, utilities, and consumer staples.

The central bank, if economists are right, will begin a series of cuts that could lower its benchmark borrowing cost by as much as 1.5 percentage points by this time next

10th September 2025:

All waiting for the data to be released these 2 days! If the nos are within expectations, we may see reit sector rising up further! CapLand Invest may rise up to test 2.82 than 2.87 and above.

Beyond 2.87, we may see her rising up further towards 3.00 than 3.12!

Pls dyodd.

 3rd August 2025:

CapLand Investment (9CI.SI) - She has retreated from 2.87 to close at 2.76, she may rise up to retest 2.82 after taking this breather!

Yearly dividend is about 18 cent if we add up the Final dividend of 12 cents plus 0.03 share of CICT , equivalent to about 6 cents that give us a total of 18 cents, yield is a whopping  6.5% at 2.76. 

I think is a great yield level.

Pls dyodd. 

11th July 2025:

CapitaLand Investment (9CI.SI) - She is rising up to retest 2.73 again.A nice breakout smoothly plus good volume we may see her rising up further towards 2.82 and above!

Beyond 2.83, we may see her rising up further towards 2.93 with extension to 3.12.

Pls dyodd. 

 CapLand Investment  - She is gaining strength likely to test 2.72 . A nice breakout smoothly plus good volume we may see her rising up further towards 2.82 and above !

Beyond that, she may show us 3.00 and above.

Pls dyodd.

 27th April 2025:

 Tomorrow 13th May, dividend will be credited plus 0.03 CICT share! Exciting moments!

Hopefully,  price can rise higher tobtest 2.61 and above!

Pls dyodd. 

27th April 2025:

CapitaLand Investment  (9CI.SI)  - Chart wise,  bullish mode.She is looking great to rise up to test 2.79, XD 2nd may XR 0.03 percent of CICT share, Huat ah!

Rare opportunity to look at this property investment companies of having assets light and earnings of management fees such as Reit management fees, Loan interest fees(loan division) and other businesses. 

Our Fee-Income Related Business (FRB) comprises Listed Funds Management, Private Funds Management, Lodging Management and Commercial Management. Together, they provide a steadily growing, recurring fee-based revenue stream.

20th April 2025:

 CapLand Investment (9CI.SI) - total dividend of about 18.6 cents including special dividend species of 0.031 CICT share, XD 2nd May. Paydate 13 May 2025. Fantastic! 

0.031 x 2.12(CICT price) = 0.0658.

Final dividend 12 cents + 6.58 cents = 18.658 cents. 

Chart wise,  bullish mode! 

She may rise up to cover the Gapped at 2.65.

A nice breakout smoothly at 2.65 plus good volume we may see her rising up further towards 2.70 than 2.79-2.80.

Pls dyodd.

Venture - Today, she has risen up again and is now trading at 13.70, looks rather bullish likely to rise up further towards 14.00 than 14.15 soon

 Hosey! Today, Gia lui! Dividend just credited,  nice! 

She closed well at 13.72. Nice Free dividend! 14.00 is coming!

Pls dyodd.

9th September 2025:

Today, she has risen up again and is now trading at 13.70, looks rather bullish likely to rise up further towards 14.00 than 14.15 soon! Pls dyodd. 

Hosey! Nice breakout at 13.53 and the Gapped has also been covered,  this is rather bullish and we may see her rising up further towards 14.00-14.12.

Huat ah!

Venture  - Nice, the dividend Gapped at 13.53 has been covered. Likely to continue to trend higher!

She may rise up to test 14.00 and above. 

Pls dyodd. 

1st September 2025:

 Price seem to bounce-off from after going XD and is now trading at 13.38, looks rather bullish!

She may rise up to cover the dividend Gapped at 13.53. Chiong ah!

Pls dyodd.

 1st September 2025:

Venture  - Today, she is going XD,  likely to see price corrected towards 13.28! 

Paydate 12th September 2025 for 30 cents dividend.

After XD, will she be able to continue this uptrend direction! 

Pls dyodd. 

Venture  - No Venture,  No Gain. She is rising up to cover the Gapped at about 13.53 looks rather bullish! 

Beyond 13.53, we may see her rising up further towards 14.00 and above!

XD 1st September for 30 cents dividend.

 Yield is about 5.96%. Very nice yield!

Pls take note!

16th August 2025:

 Venture  - She closed well at 13.30 last Friday,  looks rather bullish and may likley continue to trend higher!

Immediate resistance is at 13.42. Next, 13.72 follow by 14.00 than 14.30.

Pls dyodd. 

15th August 2025:

 Venture Corporation  - She is rising up to test 13.42 than 14.00.

After the released of the results,  the market seems to like the current sets of financial numbers.  The price has risen to trade at 13.31. Nice!

Pls dyodd. 

12th August 2025:

 Wow! A nice breakout recently at 12.95 and 13.00 level looks rather bullish and may likely continue to drive the price higher!

Last Friday closed at 13.10 exhibited strength and may likely rise up to test 13.42 than 13.70 with extension to 14.34.

Don't miss out!

This is the first time the company has declared Special dividend,  I think market is in favor of this special dividend. May be Final might have another special dividend.  

Special dividend 5 cents plus interim dividend 25 cents.  XD 1st September,  paydate 12 September. 

Uob bank - Chart wise, bearish mode. She may go down to test 34.50 and below

20th September 2025:

Chart wise,  bearish mode!

If the recent low of 34.50 cannot hold,  it would be very negative and she may fall further towards 34 than 33.70 and 33.00 and below!

Not a call to buy or sell!

Pls dyodd.

17th September 2025:

The market is marking time! If Fed gives a dovish tone more rate cuts is coming then bank may drop at a higher speed! Pls dyodd. 

She may go down to test 34.29 than 34 and 33.70.

9th September 2025:

Uob bank - the chance of having rate cut on 17th September Fed meeting is very high. Bank may see further weakness!

The bank in fact has been staying at the peak level for a longer period,  I think we may see a major correction happening soon! I think is never wrong to prepare for this moment to come and might be a good idea to lock in some profit or stay away at this juncture!

Also STI is trading at all time high, and we may see a meaningful correction coming soon!

I am waiting for 30 dollars or 28 dollars to come back home! 

Not a call to buy or sell!

Pls dyodd.

CapitaLand Ascendas - She is gaining strength likely to rise up to test 2.82 and above

CapitaLand Ascendas  - She is gaining strength likely to rise up to test 2.82 and above!

Next,  she is rising up to retest 2.87 than 2.93-2.99.

Pls dyodd.

  29th August 2025:

She is rising up to test 2.75 again! A nice crossing over smoothly plus good volume we may see her rising up further towards 2.81 than 2.87.

Pls dyodd.

18th August 2025:

CapitaLand Ascendas REIT to divest five properties in Singapore 

for S$329.0 million.

mpines Industrial Avenue 3.

The Sale Consideration represents a premium of approximately 6% over the total market 

valuation of the Properties of S$311.3 million and a 20% premium to their total original 

purchase price of S$274.2 million. 

The Proposed Divestments are in line with the Manager’s proactive capital recycling strategy 

to improve the quality of CLAR’s portfolio and optimise returns for unitholders of CLAR. 

The estimated net proceeds after divestment costs are expected to be S$313.1 million. The 

net proceeds may be utilised for various purposes, including financing committed investments, 

paying down debt, extending loans to subsidiaries, funding general corporate and working 

capital needs, and/or making distributions to Unitholders.

For the purpose of calculating the pro forma impact on CLAR’s aggregate leverage, if the net 

proceeds were used to repay CLAR’s borrowings as at 31 December 2024, its aggregate 

leverage would have reduced from 37.7% to approximately 36.6%.

The Proposed Divestments are expected to be completed within the fourth quarter of 2025. 

Following the completion of the Proposed Divestments, CLAR will own 226 properties 

comprising 93 properties in Singapore, 34 properties in Australia, 49 properties in the United 

States (US) and 50 properties in the United Kingdom/Europe.

11th August 2025:

quote  : CapitaLand Ascendas Reit (Clar) is proposing to launch its first logistics developments in the UK at an estimated total investment cost of S$350.1 million.

Clar is proposing to acquire two plots of freehold land in the East Midlands, a key logistics market in the UK, on which it plans to develop four new logistics properties, the manager said on Monday (Aug 11).

“The proposed developments align with Clar’s strategy to expand its logistics portfolio in the UK where demand is expected to be underpinned by e-commerce growth and occupiers’ evolving supply chain strategies,” the manager said on Monday.

This will grow the Clar’s UK logistics portfolio to 42 investment properties. It will raise the Reit’s UK portfolio value by 27.2 per cent to around S$1.6 billion, representing 10 per cent of the Reit’s total AUM of S$17.2 billion.

4th August 2025:

CapitaLand Ascendas REIT delivers Distribution per Unit of 7.477

Singapore cents for 1H 2025

▪ Distributable income for 1H 2025 was stable year-on-year at S$331.1 million

▪ Portfolio occupancy remained healthy at 91.8% and leases renewed in 1H 

2025 achieved a positive average rental reversion of 9.5%

▪ Healthy aggregate leverage of 37.4% and stable cost of debt of 3.7% for 1H 

20256

▪ Accretive acquisitions of three well-located, modern properties in Singapore 

and the US totalling S$878.0 million, as well as completion of 1 Science Park 

Drive redevelopment for S$300.2 million in 2025 will enhance CLAR’s portfolio 

quality and contribute to long-term returns.

XD 11th August 2025 for balance 0.998 cents. 

– The Board of Directors of CapitaLand Ascendas REIT

Management Limited (the Manager), the manager of CapitaLand Ascendas REIT (CLAR), is 

pleased to report that distributable income for the six months ended 30 June 2025 (1H 2025) 

was stable at S$331.1 million, an increase of 0.1% year-on-year (YoY). 

Taking into account an enlarged unit base of approximately 4.4 billion (+0.7% YoY) following 

the issuance of new units pursuant to CLAR’s private placement in May 2025 to fund 

acquisitions, Distribution per Unit (DPU) for 1H 2025 declined slightly to 7.477 Singapore cents

(-0.6% YoY).

Gross revenue for 1H 2025 decreased by 2.0% YoY to S$754.8 million mainly due to the 

divestments of five properties in Australia (February 2024), Singapore (November 2024) and 

the US (June 2025), as well as the decommissioning of a property in the UK for redevelopment 

in June 2024. The decrease was partially offset by the acquisition of a property in the US in 

January 2025. Consequently, net property income decreased by 0.9% YoY to S$523.4 million. 

Mr William Tay, Chief Executive Officer and Executive Director of the Manager, said, “Despite 

the ongoing macroeconomic uncertainties, CLAR’s distributable income of S$331.1 million 

and DPU of 7.477 cents for 1H 2025 were stable. This underscores the continued strength of 

our diversified portfolio, operational management and disciplined execution of our capital 

management strategies.”

“CLAR is set to add approximately S$725 million of prime, income-producing assets in 

Singapore. 9 Tai Seng Drive, a Tier III colocation data centre and 5 Science Park Drive, a 

premium business space property are well-located, modern properties that are fully leased to 

reputable tenants and will contribute positively to our income stream. These two properties 

will further anchor CLAR in Singapore, with Singapore accounting for about 67% of AUM when 

the transactions are completed,” Mr Tay added. “We will stay responsive to changing market 

conditions and are confident of navigating through these uncertain times.”

CapLand China Tr -CapLand China may rise up to reclaim 79.5-80 cents

30th October 2025:

3rd quarter results update is out! 

On the basis excluding CapitaMall Yuhuating’s contribution in 3Q 2024: -3.4% YoY

Net Property Income -8.5% YoY Same store basis excluding CapitaMall Yuhuating’s contribution in 3Q 2024: -4.4% YoY

Retail Malls Business Parks/Logistics Parks

3Q 2024 3Q 2025

298.9 273.5

RMB million

3Q 2024 3Q 2025

452.8 416.6

RMB million

• Retail revenue declined by 8.4% YoY, mainly due to absence of 3Q 2025 contribution from CapitaMall Yuhuating, 

lower rents and occupancy at CapitaMall Xinnan and mini anchor tenant repositioning at Rock Square

➢ Excluding CapitaMall Yuhuating’s contribution in 3Q 2024, retail revenue declined by 1.8% YoY

• Business Park revenue declined by 9.1% YoY largely due to lower occupancy at Singapore-Hangzhou Science & 

Technology Park Phase II

• Logistics Park revenue increased by 13% YoY mainly due to improved occupancy at Shanghai Fengxian Logistics parks. 

NPI is down 8.5% to RMB 273.5m.

Gearing Improved from 42.1% to 38.8%. 

ICR 2.9x . Average cost per debts also come down from 4.22% to 3.36%.

7th September 2025:

She is rising up to retest 81.5 cents! 

A nice breakout smoothly plus high volume we may see her rising up further towards 88.5 cents than 94.5 cents. 

Pls dyodd. 

7th September 2025:

Wow! Nice Gapped Up this morning at 80 cents, looks rather bullish!

She may rise up to test 82 than 88 cemts.

Pls dyodd. 

 7th September 2025:

Hosey! Last Friday,  non-farm employment figure only added 22,000 instead of 75,000 that may put pressure on Fed to cut interest for the coming meeting on 17th September 2025. A 98% chance that rate cut may likely happen!

Thus, this is gd news for the reit sector and also the equity market. 

CapLand China may rise up to reclaim 79.5-80 cents!

A nice breakout smoothly plus good volume we may see her rising up further towards 88 cents.

Pls dyodd.

1st September 2025:

 CapLand China  - Chart wise,  bullish mode. She is rising up to retest 80 cents soon. 

A nice breakout smoothly at 80 cents plus good volume we may see her rising up further towards 88-90 cents.

Pls dyodd. 

30th July 2025:

She is rising up to retest 80 cents!

Taking cue September will likely see Fed cutting interest rates of 0.25%.

Not a call to buy or sell!

Pls dyodd.

30th July 2025:

CLCT posts 1H 2025 net property income of RMB580.3 million

Upgrades underway at three retail malls to transform former anchor 

supermarket spaces into higher-yielding concepts 

Singapore, 30 July 2025 – CapitaLand China Trust (CLCT) reported a net property income 

(NPI) of RMB580.3 million for the six months ended 30 June 2025 (

CLCT posts 1H 2025 net property income of RMB580.3 million

Upgrades underway at three retail malls to transform former anchor 

supermarket spaces into higher-yielding1H 2025). NPI was 

impacted by lower gross revenue, partially mitigated by a 2.5% year-on-year (y-o-y) reduction 

in operating expenses across CLCT’s overall portfolio.

The decrease in gross revenue was attributed to lower contributions from the retail portfolio, 

largely due to ongoing supermarket upgrades at three retail malls, and lower occupancy at the 

business parks portfolio. This was partially offset by stronger performance from the logistics 

parks portfolio, which recorded a 2.0% y-o-y increase.

CLCT’s 1H 2025 Distribution Per Unit (DPU) was 2.49 Singapore cents. The lower DPU 

resulted from a decline in NPI and the weakening of the Renminbi (RMB) against the 

Singapore Dollar (SGD), which was partially offset by savings in finance costs. Including 

distributions from CapitaMall Yuhuating, which were retained

in view of its divestment to 

CapitaLand Commercial C-REIT (CLCR) as a seed asset, the DPU would have been 2.59 

Singapore cents.

XD 6th August.  Paydate 24th September. 

CLCT’s 1H 2025 Distribution Per Unit (DPU) was 2.49 Singapore cents. The lower DPU 

resulted from a decline in NPI and the weakening of the Renminbi (RMB) against the 

Singapore Dollar (SGD), which was partially offset by savings in finance costs. Including 

distributions from CapitaMall Yuhuating, which were retained1

in view of its divestment to 

CapitaLand Commercial C-REIT (CLCR) as a seed asset, the DPU would have been 2.59 

Singapore cents.

On 29 July 2025, CLCT obtained Unitholders’ approval for the divestment of CapitaMall 

Yuhuating to CLCR for no less than the minimum floor price of RMB748 million (approximately

S$134.9 million) and CLCT’s subscription for a 5% strategic stake in CLCR. With Unitholders’ 

approval received, CLCT, together with its sponsor CapitaLand Investment and CapitaLand 

Development, who are joint strategic investors in CLCR, will proceed to seek the local 

authorities’ approval for the listing of CLCR targeted around 3Q/4Q 2025. CLCT’s receipt of 

the gross proceeds from the divestment is subject to and shall take place after the completion 

of the CLCR offering.

Mr Gerry Chan, CEO of CLCTML, the manager of CLCT, said: “Despite ongoing economic 

headwinds in China, our portfolio continues to demonstrate resilience. Our retail occupancy 

remained high at 96.9% in 1H 2025, while we increased the occupancy of our business parks 

and logistics portfolio by proactively attracting tenants in key sectors aligned with China’s priorities, we are well-positioned to capture policy-driven opportunities as China pursues 

high-quality growth.” 

“We remain focused on seizing opportunities in China’s domestic market, including our 

strategic participation in the C-REIT, which offers new capital recycling pathways and 

attractive growth potential. The divestment of CapitaMall Yuhuating will unlock value from a 

mature retail asset, enhance our financial flexibility and strengthen our balance sheet. 

Through CLCT’s strategic stake in CLCR, we will continue to enhance long-term, sustainable 

returns for our Unitholders.”

“As part of our disciplined capital management, we have leveraged the easing interest rates 

in China to increase our RMB-denominated debt. The RMB share of total debt rose from 27% 

in 1H 2024 to 41% in 1H 2025, and we remain on track to meet our 50% target by end 2025. 

This strengthens our natural hedging position, mitigates foreign exchange fluctuations and 

optimises funding costs,” added Mr Chan.

technology ambitions. In 2025, we are prioritising the repositioning of our retail malls with 

unique and customer-centric offerings to address changing shopper preferences. By 

focusing our business parks and logistics parks on sectors aligned with the government’s