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CapitaLand, Keppel and Mapletree go asset-light and take flight with an interest rate tailwind

Goola Warden
Goola Warden • 9 min read
CapitaLand, Keppel and Mapletree go asset-light and take flight with an interest rate tailwind
CapitaGreen, a building with sustainable features owned by a CICT, a CapitaLand REIT
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Temasek has three successful companies operating asset-light, fund management, operating and investment platforms. These are CapitaLand Investment (CLI), Keppel and Mapletree Investments. While CLI and Keppel are listed, Mapletree Investments is not listed. However, Mapletree Investments is the sponsor and major unitholder of three large S-REITs and the manager and general partner (GP) of eight private funds. As at March 15, Temasek holds a 53.28% deemed interest of CLI, 21.20% deemed interest of Keppel and all of Mapletree Investments.

In February this year, CLI, which manages 30 private vehicles and six listed REITs, set itself a target of $200 billion in funds under management (FUM) by 2028. In its FY2024 annual report for the 12 months to March 31, Mapletree Investments, under its fourth five-year plan (FYP), set a target of $100 billion to $120 billion for assets under management (AUM) to be attained by 2029.

In March 2023, Keppel announced a target of $200 billion for FUM by 2030. As of April this year, Keppel has estimated its FUM to be $79 billion.

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