PLQ Mall: The Final Piece of the Puzzle-Lendlease REIT

Financial Experts at PLQ Mall

🟢 Just visited PLQ Mall yesterday with Lendlease REIT CEO Guy Cawthra. Here's what every income investor needs to know. Thank you SGX Group for the invitation.

As an SGX REIT Ambassador, I get ground-level access to the management teams shaping Singapore's real estate landscape.

My latest visit? **PLQ Mall**—now with Lendlease REIT acquiring the remaining **30% stake** to own it 100%.

Over dinner with CEO Guy, we discussed:
✅ **The S$196.6m Preferential Offering** – why equity funding matters for your distributions
✅ **The "clustering effect"** – how full ownership of PLQ Mall strengthens their Paya Lebar moat
✅ **Portfolio focus** – Possible divestment of Milan, staying laser-focused on Singapore
✅ **The truth about a possible name change** (and why performance matters more)

Key takeaways every REIT investor should understand before the PO closes on 18 March.

👇 Read my full **ConvictionCompass** analysis below.
https://bit.ly/ericshareEp48_LendleaseReit

At Eric Wealth Advisory:
✅ We decode complex strategies into actionable insights and we handle the execution for you. Most importantly, we free up your time to pursue your other passions or spend quality time with your loved ones.
✅ We bridge the gap between investors and management.
✅ We turn exclusive access into your competitive edge.

1️⃣ Follow me for REIT or SGX deep dives (next: What's trending, data centre REITs disruption, industrial, top leadership and management moves, etc).
2️⃣ DM me to discuss how real estate, equities or reits can diversify your income portfolio.👉

👉 Connect at ohlh@phillip.com.sg
📲 View my profile: https://lnkd.in/dWxD6Vb
👉 Eric Wealth Advisory Website: https://bit.ly/EricWA
📩 [Subscribe: The Conviction Compass]: https://lnkd.in/gt_MTnaT

Wishing you and Family a Blessed, Healthy and Prosperous CNY in 2026

Wishing you and Family a Blessed, Healthy and Prosperous CNY in 2026!!! 

Driven by TSMC's Trade Deal with the U.S., Strong Q4 Earnings, and Its $50 Billion Capex Plan, Optimism Resurges in Asia-Pacific Tech Stocks 联合早报

 

Source: LianHe ZaoBao

Thank you  (Ulrica) Lin for the LianHe Zaobao interview.

Below is my english translation for the newspaper article published by 联合早报on physical copy of 17 Jan 2026. Note there may be slight changes due to the translation. Block Quote are my personal view shared in the interview.

For the original Chinese version click here: https://bit.ly/LianHeZaoBao_17Jan2026

Buoyed by TSMC's trade agreement with the United States, its impressive fourth-quarter earnings last year, and its massive $50 billion (approximately S$64.4 billion) capital expenditure plan, optimism has re-emerged in the technology sector across Asia-Pacific stock markets. This lifted indices in places like Seoul and Taiwan, while other Asia-Pacific markets closed mixed.

The Singapore Straits Times Index (STI) rose 0.33% or 15.76 points on Friday (Jan 16), closing at 4,849.10 points. Total trading volume on the Singapore market that day was 1.39 billion shares, with a total turnover of S$1.5 billion. Advancers outnumbered decliners 307 to 261.

In other Asia-Pacific markets, Seoul and Taiwan, which have heavier weightings in tech stocks, performed strongly, closing up 0.9% and 1.94% respectively. Tokyo fell 0.32%; Shanghai and Shenzhen dipped 0.26% and 0.13% respectively; Hong Kong slipped 0.29%; while Sydney gained 0.46%.

Mr. Eric Oh (Hu Lihui), Financial Services Manager at Phillip Securities, noted in an interview that although the Singapore stock market is not entirely dominated by the tech sector, some listed companies locally are participating in and benefiting from AI infrastructure development. "This includes real estate investment trusts (REITs) with data center assets, companies in the semiconductor supply chain, or industrial property stocks that provide the necessary space," he said.

He added, "If global capital continues to seek defensive growth markets, the STI has the potential to break through the next resistance level of 5,000 points, leveraging the yield, governance, and regional strengths of its listed companies, thereby extending the current upward trend."

For more details of the english translation: https://bit.ly/ericshareEp47_LianHeZaobao_inteview

At Eric Wealth Advisory:

✅ We decode complex strategies into actionable insights and we handle the execution for you. Most importantly, we free up your time to pursue your other passions or spend quality time with your loved ones.

✅ We bridge the gap between investors and management.

✅ We turn exclusive access into your competitive edge.

1️⃣ Follow me for REIT or SGX deep dives (next: What's trending, data centre REITs disruption, industrial, top leadership and management moves, etc).

2️⃣ DM me to discuss how real estate, equities or reits can diversify your income portfolio.👉

👉 Connect at ohlh@phillip.com.sg

📲 View my profile: https://lnkd.in/dWxD6Vb

👉 Eric Wealth Advisory Website: https://bit.ly/EricWA

📩 [Subscribe: The Conviction Compass]: https://bit.ly/ConvictionCompass

 Previous Post on SAS forum: https://bit.ly/ericshareEp46_SASEquityForum

 ***This is not financial advice or recommendation but for general sharing of my personal takeaways.

#ConvictionCompass #ericwealthadvisory #Investing