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OUE Comm-REIT is taking off, Hurry ! Post Reply Rate topic
seanpent Supreme	26-Jun-2026 10:24        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cash pile increase? seanpent      ( Date: 26-Jun-2026 09:14) Posted: Hidden gem ***
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Delvyss Elite	26-Jun-2026 09:21        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	" Subject to completion' the Manager intends to distribute S$20.0 million of net cash proceeds to Unitholders evenly as special distributions over the first two years following the completion of the Proposed Divestment (the " Special Distribution" )" https://investor.ouereit.com/newsroom/20260625_073159_TS0U_JI5RP6CERF4LBTOO.2.pdf
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Joelton Supreme	26-Jun-2026 09:16        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	OUE Reit selling Crowne Plaza Changi Airport for S$500 million unitholders to get special payout [SINGAPORE] OUE Hospitality Sub-Trust, a wholly owned subsidiary of OUE Reit : TS0U +1.41%, is set to sell the Crowne Plaza Changi Airport hotel for S$500 million to a Tokyo Century-OUE joint venture. The distribution-accretive sale represents about a 1.3 per cent premium to the average of two independent valuations, said the real estate investment trust&rsquo s (Reit) manager on Thursday (Jun 25). Net cash proceeds are expected to be about S$498.5 million. The manager added that it intends to distribute S$20 million of the net cash proceeds to unitholders evenly as special distributions over the first two years after the divestment is complete. &ldquo This is an opportune time to crystallise the value of Crowne Plaza Changi Airport,&rdquo said Han Khim Siew, CEO of the Reit&rsquo s manager. &ldquo It allows us to avoid substantial capital expenditure and income risks arising from operational downtime and transition uncertainty associated with potential asset repositioning works.&rdquo He noted that the hotel&rsquo s master lease agreement and hotel management agreement are set to expire in 2028. Assuming the proposed divestment, including the termination of the master lease agreement, had been completed on Jan 1, 2025, OUE Reit&rsquo s distribution per unit would have increased 5.8 per cent on a pro forma basis for FY2025. This is after the special distribution, with the pro forma distribution yield reaching 6.6 per cent, said the manager. Assuming the net cash proceeds are used to repay debt, aggregate leverage would fall from 41.5 per cent to 36.6 per cent on a pro forma basis, it added. Focus on value-creation Upon completion of the proposed divestment, it said that the Reit will remain Singapore-centric, with about 94.3 per cent of its assets under management located in the Republic. Post-divestment, the portfolio will be anchored by the office segment, which contributes more than 54.3 per cent of OUE Reit&rsquo s total revenue on a pro forma basis. OUE : LJ3 +1% is the sponsor and controlling unitholder of OUE Reit. The Reit will seek independent unitholders&rsquo approval for the Crowne Plaza sale at an extraordinary general meeting in the third quarter, with completion expected by the fourth quarter. Tokyo Century, a Japan-based financial services company, entered into a joint-venture with OUE for the purchase, with OUE taking a 51 per cent stake and Tokyo Century holding the remaining 49 per cent. This marks the second collaboration between the two, following the signing of their inaugural joint venture in May 2025 to develop Hotel Indigo Changi Airport at Terminal 2. The joint venture partners said that they plan to leverage their development expertise to execute asset enhancement initiatives on the property. This will future-proof the hotel and capitalise on Changi Airport&rsquo s expansion, including the opening of Terminal 5 scheduled for the mid-2030s. The airport hotel&rsquo s divestment builds on the Reit&rsquo s existing capital-recycling efforts and enhances its financial flexibility to pursue &ldquo value-accretive opportunities, strengthen the portfolio and deliver sustainable returns to unitholders&rdquo , noted Han. The move is also part of OUE Reit&rsquo s &ldquo Phase 3 Value Creation journey&rdquo that also involves portfolio optimisation. This comes as One Raffles Place, in which OUE Reit has an 81.54 per cent interest, is being marketed for more than S$2.3 billion. Analyst reaction A report by DBS analyst Tabitha Foo sent out on Tuesday concurred with the timeliness of the divestment, noting that OUE Reit would likely have faced &ldquo significant refurbishment capex, potential rebranding costs, operational downtime and the loss of minimum rent protection&rdquo following the expiry of the master lease and hotel management agreement. &ldquo More importantly, this is aligned with our value unlocking thesis for OUE Reit... If further unlocking is seen, investors will likely be looking at further dividends to be rewarded for the rise in asset values,&rdquo the report said. Units of OUE Reit rose 1.4 per cent or S$0.005 to close at S$0.36 on Thursday. Shares of OUE rose 1 per cent to close S$0.01 higher at S$1.01.
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Joelton Supreme	26-Jun-2026 09:15        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	OCBC keeps &lsquo buy&rsquo on OUE REIT following proposed divestment of Crowne Plaza Changi Airport Changi Airport is now &ldquo in the rear-view mirror&rdquo for OUE REIT, says OCBC Group Research analyst Ada Lim, following news of its proposed divestment of Crowne Plaza Changi Airport to improve financial flexibility, crystallise value and recycle capital. OUE REIT announced pre-market on June 25 that it will divest the 575-room hotel ahead of the expiry of its master lease in 2028. The divestment consideration of $500 million translates to a 1.3% premium to the average of two independent valuations, but this also represents a $15 million loss against the asset&rsquo s book value. Of the net cash proceeds of SGD498.5 million, SGD20 million will be distributed to unitholders evenly over the first two years following the completion of the divestment as a special distribution. If the remaining amount is deployed to pare down debt, OUE REIT&rsquo s pro forma aggregate leverage as at March 31 would improve from 41.5% to 36.6%, strengthening the REIT&rsquo s balance sheet and improving its fiscal flexibility, says Lim in a June 25 note. Meanwhile, OUE REIT&rsquo s FY2025 distribution per unit (DPU) would be 2.2% lower at 2.18 cents due to the loss of income from the asset, but 5.8% higher at 2.36 cents after including the special distribution of 0.18 cents. As the buyer is a joint venture involving OUE Limited, unitholders&rsquo approval is required at an extraordinary general meeting (EGM) to be convened in 3Q2026. Thereafter, the transaction is expected to be completed in 4Q2026. Following the news, Lim is keeping her &ldquo buy&rdquo call and 41-cent target price on OUE REIT. &ldquo The divestment is part of the REIT&rsquo s capital recycling strategy to exit from mature assets with lower yields and redeploy proceeds into high quality assets with better returns to close its net asset value (NAV) gap,&rdquo she writes. This is a &ldquo sizeable transaction&rdquo , adds Lim, with Crowne Plaza Changi Airport contributing to around 10% of OUE REIT&rsquo s FY2025 revenue and 9.3% of portfolio value. &ldquo We are watchful of how the REIT eventually deploys the proceeds, as well as the timing and quality of any potential acquisitions,&rdquo says Lim. OUE REIT had previously announced that it is exploring the divestment of One Raffles Place (ORP), and this remains ongoing. Inclusive of Crowne Plaza Changi Airport and ORP, OUE REIT&rsquo s portfolio is worth some $6.1 billion. The remaining assets in OUE REIT&rsquo s portfolio are office assets OUE Bayfront and OUE Downtown Office, the hotel Hilton Singapore Orchard and its retail podium Mandarin Gallery. The latest addition to OUE REIT&rsquo s portfolio is 180 George Street (also known as Salesforce Tower) in Sydney. OUE REIT acquired a 19.9% interest in the premium-grade commercial asset in February. Units in OUE REIT closed 1.4% higher, or 0.5 cents up, at 36 cents on June 25. Its units are trading flat year to date.
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seanpent Supreme	26-Jun-2026 09:14        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hidden gem ***
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Delvyss Elite	26-Jun-2026 08:53        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	OUE REIT To Divest Crowne Plaza Changi Airport at 1.3% Above Valuation https://sg.finance.yahoo.com/news/oue-reit-divest-crowne-plaza-011200520.html
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seanpent Supreme	25-Jun-2026 10:09        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Awoken
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seanpent Supreme	23-Jun-2026 08:29        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope SSH review seanpent      ( Date: 05-Jun-2026 11:08) Posted: So undervalued.  Should consider taking it private at double current price. :)
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Delvyss Elite	22-Jun-2026 11:14        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can OUE REIT grow its dividends as Singapore office and hospitality recover? https://www.youtube.com/watch?v=HxuDByLzhcM
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Delvyss Elite	19-Jun-2026 16:19        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Price / NAV https://investor.ouereit.com/stock_fundamentals.html
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Delvyss Elite	10-Jun-2026 10:05        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Best Singapore REITs https://growbeansprout.com/best-singapore-reits
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Alignment Elite	09-Jun-2026 14:12        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Judging by transactions like the ones done by the HKL private fund, private money is willing to pay much higher prices for Singapore commercial properties than REIT shareholders. The REITs should just sell and pay back the proceeds to shareholders.
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Delvyss Elite	05-Jun-2026 15:02        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	OUE REIT: The case for prime assets in a volatile world https://www.theedgesingapore.com/news/kopi-c-company-brew/oue-reit-case-prime-assets-volatile-world
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seanpent Supreme	05-Jun-2026 11:47        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.businesstimes.com.sg/opinion-features/reits-dont-trade-well-should-be-privatised-or-sell-assets-and-be-liquidated?utm_campaign=fb& utm_medium=social-organic& utm_source=facebook seanpent      ( Date: 05-Jun-2026 11:08) Posted: So undervalued.  Should consider taking it private at double current price. :)
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seanpent Supreme	05-Jun-2026 11:08        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	So undervalued.  Should consider taking it private at double current price. :)
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Delvyss Elite	03-Jun-2026 10:19        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	OUE REIT Secures S$75 Million Unsecured Facility with Sponsor Ownership Conditions and Disclosure Under SGX Rule 704(31) https://www.minichart.com.sg/2026/06/02/oue-reit-secures-s75-million-unsecured-facility-with-sponsor-ownership-conditions-and-disclosure-under-sgx-rule-70431/#google_vignette
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Alignment Elite	02-Jun-2026 09:55        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	The thing is, given what happened with Sabana voting out the manager, REITs now have to be very careful about not annoying shareholders too much. Obviously there are some REITs you have to avoid because of legacy missteps that still haunt the company, and also sometimes people just make mistakes or are incompetent. But here I think there is a lot of upside for not a lot of risk.
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HuatAh7898 Supreme	02-Jun-2026 06:10        HuatAh7898 About Contact  Quote this Post!   Mood:
x 1   x 0  Alert Admin	Nice play!
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Alignment Elite	01-Jun-2026 20:08        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	A volatile share price can be a positive or negative for investors depending on how you play it. While I do not doubt descriptions of negative experiences, my own investment journey in OUE REIT has been very postive. Bought in late 2023 at $0.21-0.24, sold in Sep 2024 at $0.31-33, bought back in April 2025 at $0.25-0.27 and sold out again at $0.35-37 in late 2025. ​ Now back in again at $0.35-0.36 for my third play after the announcement of the 1RP sale plan. Bought back in at the same price I sold in late 2025 because the dynamics are much more attractive now than then. My view changes when the facts change. Let it ride!
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HuatAh7898 Supreme	01-Jun-2026 09:37        HuatAh7898 About Contact  Quote this Post!   Mood:
x 1   x 0  Alert Admin	This counter has been underperforming in terms of capital appreciation+ distribution untill lately when price rise from 28 to 35 At 35 at least some capital appreciation for those holders since 12 years ago Upside potential is the asset sale of One Raffles place  Keppel reit on the other hand has better assets quality but lower yield of about 6% at current price  Both counters are good to have exposure to looking ahead!! Dydd
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