Update on Elite Uk Reit Recent Moves and why it matters.

Latest update: Elite UK REIT: Doubling Down on Defensive Real Estate Amid Market Volatility

At Eric Wealth Advisory, we believe values such as Peace of mind, Balance and Success matter even more especially in a digital age where trust and portfolio return take time to build.

 If you wish to grow your portfolio with these values, pls dm me or reach me at https://bit.ly/contactEric
 

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Launch of the Conviction Compass- from Eric Wealth Advisory ("EWA")

The Conviction Compass bring out the blend of thought leadership lessons, what's trending and insights in a VUCA world

After 20+ years as practitioner, I’ve learned one truth: The greatest threat to wealth isn’t volatility – it’s indecision.

 That’s why I’m launching "The Conviction Compass" – my exclusive newsletter cutting through the chaos to deliver decisive guidance for savvy investors.

 In the newsletter, I will share a unique blend of thought leadership, trending financial information, listed stocks, multi-assets and why it matters.

 At Eric Wealth Advisory, we believe values such as Peace of mind, Balance and Success matter even more especially in a digital age where trust and portfolio return take time to build.

 If you wish to grow your portfolio with these values, pls dm me or reach me at https://bit.ly/contactEric

 For testimonials and more information: https://bit.ly/EricWA

👉To assess this content, pls subscribe and follow my linkedin by clicking here 

Disclaimers: This is not financial advice or recommendations but for general sharing. If you desire financial advice, pls contact me. Thank you.

🏙️ [Exclusive Lunch Insight] What’s trending: How Elite UK REIT is Unlocking Hidden Value – And What It Means

As a veteran practitioner in the finance industry for 20 years, I cut through the noise so you don’t have to. Last week, I sat down with Josh Liaw CEO and Pearl Lam from Elite UK REIT and uncovered game-changing moves every savvy investor should know. Thank you for hosting me at Reverie.

🔑 Strategic Takeaways from our conversation

1️⃣ Peel Park, Blackpool: The AI Goldmine

-40-acre site positioned for hyperscale data center conversion (planning submitted).

-£32.8M valuation excludes its 120 MVA power supply – a hidden value catalyst.

-Subsea cables to Dublin/Europe/US = global AI infrastructure play.

2️⃣ Student Housing Revolution

-Lindsay House (Dundee) transforming into 168-bed PBSA (£20M GDV).

-Pipeline: Newport Road, Cardiff next.

3️⃣ Tax & Cash Flow Wins

-15% UK REIT tax rate (vs. 25% corporate tax).

-Prepaid rents deployed to slash debt costs.

4️⃣ Lease Expiry Overhaul

-Actively diversifying 2028 "tower of maturity" risk via early negotiations.

⚠️ 3 Risks to Monitor

1.FX Exposure: GBP-denominated (but distributions can be taken in SGD).

2.Single-Tenant Concentration: Government-backed (AA-rated) but limits flexibility.

3.Execution Risk: Data center/student conversions require flawless delivery.

🧠 Leadership Lessons from Josh

"Clear communication isn’t about memos – it’s about making people feel the why."

-Leads with empathy and self-care (fitness/nutrition advocate for teams). Often times, people are so passionate that they forget about themselves. (PS: Kindly consider delegate to others who have the skills and experience to manage your wealth.)

-Balances conviction with agility: "Plan like a general, pivot like a scout."

-Teams thrive when they feel heard and respected, and when they’re allowed to be themselves (within reason and not disrespecting others). 

🤝 Why This Matters for YOU

In a world drowning in data, I bring you value – not noise. At Eric Wealth Advisory:

✅ We decode complex strategies into actionable insights.

✅ We bridge the gap between investors and management.

✅ We turn exclusive access into your competitive edge.

👉 Let’s Connect!

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

2️⃣ DM me to discuss how UK commercial real estate can diversify your income portfolio.

👉Connect at ohlh@phillip.com.sg

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

Note this is not financial advice or recommendation but for general sharing. 

Disclaimers n PDPA: https://bit.ly/3fHrxUX

👍 Sreits shared previously: 😇 

OUEreit: https://lnkd.in/g4tpNKAa

United Hamsphire US reit: https://lnkd.in/gF_f9kWb

Sasseur reit: https://lnkd.in/gaGgk93T

CICT: https://lnkd.in/gryUxSqh

Suntec reit visit: https://lnkd.in/g69dXApy

🏙️ [S-REIT Ambassador Diaries] : Exclusive Insights from OUE REIT– An Attractive Proxy to Singapore’s Stability and Economic Growth

 

It was a pleasure meeting Ms Mary Ng and Ms ChuXi Fong from OUE REIT over lunch at Chatterbox at Mandarin Gallery – another of their prime assets, located in the heart of Orchard Road.

OUE REIT is well known to many. Its assets include iconic landmarks like OUE Bayfront, just across from Marina Bay Sands, and One Raffles Place – which was even featured in the LEGO Architecture Skyline Collection. See my picures 😉 

 

 Key Takeaways from the Conversation:

**🗝️ 3 Reasons OUE REIT Stands Out** 

1️⃣ **100% Singapore-Centric, 100% Stability** 

 - Forget global volatility. Their iconic assets – **One Raffles Place** (even LEGO immortalized it!), **OUE Bayfront** (Marina Bay Sands’ chic neighbour) – thrive on Singapore’s *AAA-rated stability* and SGD’s safe-haven status. 

*My take*: In a world chasing shiny overseas yields, OUE’s hyper-local focus is a **sleep-well-at-night** play. 

2️⃣ **Office Supply Crunch = Landlord Power** 

 - With *limited new CBD office supply* and hybrid work stabilizing, OUE’s prime towers are poised for **rental upside**. 

 - Fun fact: Their green-certified office buildings now command **premium tenants** – think ESG-driven MNCs and fintech disruptors. Not to forget energy efficient by having built in burners in Mice event pantry.

3️⃣ **Debt Drama? Not Here.** 

 - While others panic over rate cuts, OUE slashed borrowing costs to **4.2%** (March 2025) and sits at **37.1% gearing** assuming debt pare down post-Lippo Plaza divestment. 

 - *Translation*: More room to pivot when opportunities strike. 

What to watch out for?

** Fears on potential rate-cut delay rises – but OUE REIT has substantially lowered its debt cost as of 31 March 2025 – and with further declines expected as SORA continues to trend down.

** Proceeds from Lippo Plaza’s sale are *still unallocated*. Will they repay debt (safe) or look for new opportunities?

 **Tourism’s Slow Burn**: Their hospitality assets (like Crowne Plaza Changi Airport) are recovering, but patience is key as global travel normalizes. 

### **🤝 Let’s Talk Strategy** 

OUE isn’t for thrill-seekers – it’s for investors craving **stability with optionality**. 

*P.S.👉 for proof I was there – yes, check out my pictures

Pls like and comment so I can continue to provide value to you.

Arrange for 1 to 1 review of your investment.

DM me to discuss tailoring a REIT or investment strategy aligned with your goals. 

👉Connect at ohlh@phillip.com.sg

👍 Sreits shared previously:

Post on United Hamsphire US reit: https://lnkd.in/gF_f9kWb

Post on Sasseur reit: https://lnkd.in/gaGgk93T

Post on CICT: https://lnkd.in/gryUxSqh

Post on Suntec reit visit: https://lnkd.in/g69dXApy

 

🚀Ignite Your Portfolio :https://lnkd.in/gu_TBeGb

🚀 Ignite Your Portfolio with Conviction in a World of Noise | SGX REIT Ambassador Insights 🏢

As an SGX-appointed REIT Ambassador and veteran practitioner in wealth management, I’ve navigated the tides of market volatility, information overload, and fleeting trends. 

😇 Here’s the truth: In a sea of data, conviction is your compass—and it’s what separates reactive investors from strategic wealth builders. 

Glad to meet the different CEOS, fellow practitioners and industry leaders. Really appreciate their sharing and valuable insights.👍 Yao Loong Ng, Nupur Joshi, CFA,Chua Hsien Yang, Siew Lu Wong, CFA, CA (Singapore), Russell Ng, Joo Lee Lim,Izlynn CHAN,Denise Wong,Gerry Chan,Zay K,Josh Liaw,Pearl L.,Mary Ng,Lyn Ong,Han Khim Siew,Helen Qiu,Simon Garing, Elena Arabadjieva, Eugenia ong, Emelia Tan, Shimona Wong Hui Shi Neo,Charlene-Jayne Chang, Zachary Soh, Geoff Howie,Hazelle Soon,Kenny Loh, CFP® AEPP® IBFA MBA, Dan, JOHNSON KOH,Edmund Toh,👍 

Why This Matters for You 🌟

In my 2 decades of guiding clients through Singapore’s dynamic REIT landscape, I’ve learned that clarity beats complexity. Let’s cut through the noise:

✅ The Power of Focus:

While others chase headlines, I focus on cash flow resilience, managerial alignment, and sector-specific catalysts.

✅ Conviction ≠ Stubbornness:

It’s about balancing patience with agility.

Case in point: Pivoting from retail REITs to data center REITs in 2020 as hybrid work reshaped demand.

✅ My Edge:

Access to my SGX-backed insights and proprietary frameworks (like my “3C REIT Scorecard”—Cashflow, Catalyst, Conviction).

🤝 Let’s Partner

 Whether you’re a seasoned investor or new to REITs, I’ll help you:

 🔹 Spot hidden risks (e.g., lease expiry cliffs, FX traps).

 🔹 Identify high-conviction plays backed by on-the-ground due diligence.

 🔹 Build a resilient income stream in a 5% rate amid an uncertain, volatile world.

👉 Take Action Today

Follow me for weekly REIT deep dives. Or if you are a leader, CEO and has something important to share, please connect with me too because leadership requires initiative and courage to step up and reach out. 👏 

Arrange for 1 to 1 review of your investment portfolio.

DM me to discuss tailoring a REIT or investment strategy aligned with your goals. And stay tuned for more exciting updates.

Connect at ohlh@phillip.com.sg

Post on United Hamsphire US reit: https://lnkd.in/gF_f9kWb

Post on Sasseur reit: https://lnkd.in/gaGgk93T

Post on CICT: https://lnkd.in/gryUxSqh

Post on Suntec reit visit: https://lnkd.in/g69dXApy

🟦 SREIT Spotlight: 🚀 Exclusive Insights from United Hamspire US REIT– A Hidden Gem SREIT with Resilient US Assets

 

This week, I had the pleasure of meeting Ms. Siew Lu Wong, CFA, (Singapore), Head of Investor Relations at United Hampshire US REIT (“UHREIT), to learn more the market trend and strategic moves about this lesser-known but solid S-REIT with exposure to the US!

While UHREIT may still be under the radar for some, its sponsors are certainly not:
🔹 UOB Global Capital, a subsidiary of United Overseas Bank, a household name we are all familiar with
🔹 The Hampshire Companies, a US real estate specialist with over 60 years of experience
💡That’s where the name "United Hampshire" comes from!

📈 Listed in March 2020, right at the onset of the pandemic, UHREIT recently marked 5 years since IPO—and it’s consistently built a strong track record.

🔑 Key Takeaways from the Conversation:
✅ Resilient and defensive portfolio of grocery-anchored shopping centers, aka strip centers and self-storage assets
✅ High occupancy (97.2%) and strong tenant retention (89%)
✅ Limited new supply of strip centers = positive tailwinds
✅ Consistent YoY portfolio valuation growth since IPO
✅ Long WALE of 7.8 years, with only 5.2 % of leases expiring through 2026 — provides stable income visibility
✅ Attractive valuation – At today’s closing price (19May25) of USD 0.445, Dividend Yield: >9% and P/B: ~0.6x

💪If you're looking for exposure in USD-denominated play, backed by strong sponsors and sturdy assets, this could be one to keep on your radar.

🤝 Why Follow My Journey?
I don’t just analyze spreadsheets—I walk factories, malls, and talk with the management and teams
🔔 Tap into:
- Weekly 😇 market snapshots
- CEO and radio interviews (like my chat with Sasseur’s leadership, United Hamspire US Reit, Money FM 89.3 ).

👉 Follow me here or Contact me @ ohlh@phillip.com.sg

💬 Let’s Discuss!
- Tired of managing your own investment and need help?

🌐 "Protecting Your Wealth in the Age of Scams: My Chat with MONEY FM 89.3"

 

I’m deeply honoured to have been invited by Nadiah Koh and MONEY FM 89.3 as a spokesperson for PhillipCapital to discuss one of today’s most pressing issues: the rise of investment scams.

⚠️ The Alarming Reality
Scam losses in Singapore surged to over S$1.1 billion in 2024—a staggering 70.6% increase from the previous year. At the forefront? Cryptocurrency-linked investment scams, where fraudsters impersonate trusted institutions on platforms like WhatsApp and Telegram to peddle "too-good-to-be-true" opportunities.
🔍 Key Questions We Tackled on "The Big Story":
1️⃣ What makes crypto scams so dangerous today?
2️⃣ Red flags every investor should watch for (hint: urgency + secrecy = 🚩).
3️⃣ How to verify opportunities without falling prey to slick marketing.

💡 Why This Matters
As a Financial Services Manager at PhillipCapital, I’ve seen firsthand how scammers exploit trust and FOMO. My mission? To equip you with actionable tools to safeguard your hard-earned money.

🙏 Thank You
To Nadiah Koh and the MONEY FM 89.3 team for amplifying this critical conversation—and to PhillipCapital for championing investor education.

👉 Let’s Discuss: Have you or someone you know encountered a suspicious "investment offer"? Share your thoughts below—awareness is our first line of defense.
Contact me @ ohlh@phillip.com.sg

 Click here to listen. 

🚀 From Chongqing’s Karst Peaks, Furong Cave to Retail Realities: Why "Walking the Ground" Beats Wall Street Noise 🏙️I not only walk but hike the high-altitude “Skywalk” @ Raffles City Chongqing.

 As a veteran with 20+ years in markets, I’ve always believed in Peter Lynch’s golden rule: “Know what you own.” Last week, I swapped my Bloomberg terminal for a pair of hiking boots and flew to Chongqing—China’s “Mountain City”—to do just that and discover the 8D Magic city.

🌄 Why Chongqing?
This isn’t just about hotpot and misty river views. It’s a microcosm of China’s consumer economy—a battleground for retail, REITs, and property giants. Here’s what I saw (and why it matters for investors):

📸 On-the-Ground Insights
1️⃣ Capitaland’s Raffles City Chongqing
Beast of Jiefangbei: With a total investment of RMB24 billion and a total construction floor area of 1.12 million sq m, Raffles City Chongqing brings together a 235,000-sq m shopping mall, 150,000 sq m of Grade A office space, 1,400 residential apartments, Ascott Raffles City Chongqing serviced residence and InterContinental Chongqing Raffles City hotel- a masterclass in mixed-use dominance.
What I observed: Packed F&B outlets, luxury brands (Louis Vuitton), and seamless metro integration.
Why it matters: Capitaland’s "live-work-play" model is thriving here.
2️⃣ Sasseur REIT’s Liangjie Outlet
Outlet Resilience: While luxury slows post-COVID, Sasseur’s EMA model (fixed + variable rents) keeps cash flows stable.
What I observed: Mid-tier brands (Nike, New Balance, POLO SPORT) continues to attract shoppers. A hidden yield gem ?💎.
3️⃣ Wulong Karst UNESCO Site
Tourism = Economic Pulse: Crowds at Hongyadong, Three Natural Bridges/Longshuixia Gap signal revenge travel is alive.
Sector link: China Tourism Group Duty Free (CTG) and domestic-focused consumer stocks.
🧠 Investor Takeaways
- REITs with Skin in the Game: Sasseur’s sponsor (57% ownership) aligns with unitholders
- Retail Darwinism: Malls like Raffles City thrive by curating experiences (not just square footage).
- Macro Meets Micro: According to statistics bureaus of Shanghai and Chongqing, Chongqing recorded a total retail sales of consumer goods of 283 billion RMB ($39.6 billion) in January and February of this year, surpassing Shanghai's 277.740 billion RMB ($38.8 billion) for the first time and becoming the top Chinese city in terms of total consumption during the first two month—it’s domestic consumption in overdrive.

🤝 Why Follow My Journey?
I don’t just analyze spreadsheets—I walk factories, malls, and mountain trails to connect dots others miss.
🔔 Tap into:
- Weekly market snapshots
- CEO interviews (like my chat with Sasseur’s leadership).
👉 Follow me here
💬 Let’s Discuss!
- Tired of managing your own investment and need help?
Swipe 👉 for my “proof of life” at Longshuixia Gap—no green screens here!

Contact me @ ohlh@phillip.com.sg