REITs Investing 2022 | Lendlease Global Commercial REIT (17th Feb 2022)

This video covers the fundamental and technical analysis of Lendlease Global Commercial REIT, including their financial first half year results and their proposed acquisition on the remaining interest in Jem. With the relevant information in mind, I will be mentioning on what I see in this REIT and my stance for this stock.

Link to Lendlease Global Commercial REIT's financial first half year results:

Link to Lendlease Global Commercial REIT's proposed acquisition on the remaining interest in Jem:

Disclaimer: I am not a financial advisor. All information presented are for entertainment and educational purposes only and should not be taken as financial advice or any form of recommendations. Make sure you do your own research before investing in anything!

[robertdagge]

Very useful thanks. Am a current holder.

[himanshusrivastava]

Nice analysis! Another concern I have with this one is the concentration risk (relatively speaking) due to small number of properties. Other things being equal I’d go for a REIT that has 50 or 100 properties.

[desmondlee]

same view with you, No worth to take risk with Lendlease. Please help to share more on such as
Kep Infra Tr
CapLand China T
Keppel DC Reit
Frasers L&C Tr
AIMS APAC Reit

[tbseow]

The IPO in Oct 2019 was $0.88c. Except for 1st day of trading, it was trading for the past 3 years below par.
Their recent preferential offer was for $0.72c.
What is the point of investing?

[deschan]

Are you implying that they don't need fund raising from retail investors for JEM and would likely only need it after the JEM acquisition? Pai seh I didn't catch that properly. They need to raise 2 billion sia for JEM. That's more than their current market cap leh

[deschan]

Just a comment: reits is not suitable for trading. So I wouldn't tout it

Reits are for investing