Episode Details

Explore a transformative period for a leading industrial REIT navigating the evolving Asia-Pacific landscape. This episode dives into strategic shifts toward high-specification assets and portfolio rejuvenation. We examine how divestments and regional expansion are reshaping ESR-REIT's future, while disciplined capital management ensures a resilient balance sheet against economic headwinds.

• Discover the impact of major asset enhancements and redevelopments on long-term value

• Unpack the logic behind recycling capital from older holdings into modern assets

• Understand the strategy for growth across key regional gateway markets