Lendlease Global Commercial REIT (LREIT)

PhillipCapital keeps 'accumulate' call and TP of 94 cents on LREIT after acquisition of remaining interest in Jem - THE EDGE SINGAPORE

Broker's Calls

PhillipCapital keeps 'accumulate' call and TP of 94 cents on LREIT after acquisition of remaining interest in Jem

PhillipCapital has increased its DPU estimate for the FY2022 and FY2023 by 1.7% and 0.3% respectively.

Sustainability

LREIT secures sustainability-linked loan of $860 mil, largest amongst REITs in Asia

The proceeds of the loan will go towards funding the acquisition of Jem.
Jem acquisition adds income stability, defensiveness to LREIT - THE EDGE SINGAPORE

REITs

Jem acquisition adds income stability, defensiveness to LREIT

LREIT's manager says Jem will add income stability and defensiveness to income, and is accretive to DPU

REITs

Lendlease REIT to acquire remaining interest in Jem; acquisition said to be DPU accretive by 10.5%

The purchase consideration stood at $2.08 billion for the property and an approximate $116 million for the sale shares in ARIF3.

Broker's Calls

Analysts continue to like Lendlease REIT on positive rental reversions and high occupancy rate at 313@Somerset

The analysts have given LREIT target prices that range from 94 cents to $1.03.
LREIT retains high occupancy with long WALE in 1Q - THE EDGE SINGAPORE

Results

LREIT retains high occupancy with long WALE in 1Q

Lendlease report positive momentum in 1Q business update.
'A year to forget' for retail S-REITs as restrictions drag on, with extensions 'highly likely': DBS - THE EDGE SINGAPORE

Broker's Calls

'A year to forget' for retail S-REITs as restrictions drag on, with extensions 'highly likely': DBS

“Going forward, measures will be reviewed fortnightly, and could be extended, which is highly likely in our view."
REITs can't fully camouflage gearing with perpetual securities  - THE EDGE SINGAPORE

REITs

REITs can't fully camouflage gearing with perpetual securities

Perpetual securities have been used to camouflage gearing but will be unable to do so with ICR to be implement in 2022.

Broker's Calls

CGS-CIMB ups TP for LREIT on potential Nareit Index inclusion

CGS-CIMB has raised its TP for LREIT to 95.6 cents, up from 89.1 cents previously.
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