Fireside Wisdom: Three CEOs, One Stage, and the Unshakeable Pillars of REIT Resilience

 

Last night, I attended a powerful fireside chat with three S-REIT CEOs: Serena Teo of CLAS, Gerry Chan of CLCT, and Gauri Shankar of CLINT at The Robertson House from CapitaLand

Beyond the markets and metrics, three pillars of resilience emerged:
🌍 **Geographic Diversification** as a strategic shock absorber.
💡 **Active Asset Management** as the key to value creation.
⚖️ **Capital Discipline** as the ultimate competitive advantage.

Eric , Serena CEO CLAS and Kenny

CEO Gauri (CLINT), CEO Gerry (CLCT) and Eric

The biggest takeaway? Quality of leadership is the ultimate asset. I break down the key insights in my latest article.

Read the full recap here: https://bit.ly/ericshareEp42_CLAS_CLCT_CLINT

*Fun fact: This is my 42 Edition of Conviction Compass from Eric Wealth Advisory. *Cheers 😇

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.

👉 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
 
***This is not financial advice or recommendation but for general sharing of my personal takeaways.
Disclaimers n PDPA: https://lnkd.in/gCXzNMU5

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REITs in Motion: Why Leading by Example is the Core of My Conviction Compass

Reits on the Move 15 Nov 2025

Eric shares on the Reits Bus

Eric shares how to get started

Just stepped off the stage from my second "REITs on the Move" event yesterday. The air was filled with insightful questions from investors focused on one thing: building a resilient stream of passive income. 

My first Reit on the move CICT and Suntec: https://lnkd.in/gwvSwJ2M

Thank you for organizing and hosting us SGX Group, REITAS (REIT Association of Singapore) Securities Investors​ Association (Singapore) Keppel REIT Lendlease REIT

For me, being a REIT Ambassador isn't just a title. It's a commitment to lead in three ways:

💬 By Words: Demystifying REITs for every investor.

⚡ By Action: Having personal skin in the game.

🌟 By Example: Showing up, consistently, for the community.

True thought leadership is built on this alignment. I share my key takeaways and why my conviction in this asset class is stronger than ever in my latest article.

Read it here click: https://bit.ly/ericshareEp41

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.

👉 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

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

Disclaimers n PDPA: https://lnkd.in/gCXzNMU5

Post on AvePoint: https://lnkd.in/gphF4B2w

Post on FCT Punggol waterway: https://lnkd.in/gJRShmUP

Post on SERT: https://lnkd.in/gzFzseZj

#REITs #PassiveIncome #Investing #SGX #SGXREITAmbassador #ConvictionCompass #ericwealthadvisory #Sreit #keppelreit #Lendlease REIT

The Airport Hotel as a Strategic Asset: My Visit to Crowne Plaza Changi Airport

With Chuxi, Mary and Eric

Entrance of Crowne Plaza

Mary and investment relations team sharing

Just stepped out of the Crowne Plaza Changi Airport. Beyond the impressive facade, this site visit crystallized three key pillars of a resilient hospitality asset: Convenience, Quality, and Accessibility. 😇

But how do these on-the-ground observations translate into a durable investment thesis for a REIT?

In my latest 'Conviction Compass,' I break down why these operational advantages are not just amenities—they are a strategic moat that drives revenue stability and justifies its crucial 9.5% contribution to the portfolio.

See the full analysis through an investor's lens here by clicking the link here:
https://bit.ly/ericshareEP40_CrownePlaza

Fun Fact: There are 3 specialty room catered with Kiztopia design and plushie for families that was introduced in July 2025 for special events like Kids birthday too.

Kiztopia anyone

Bunk bed 

Cute and memorable parties 

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.

👉 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

***This is not financial advice or recommendation but for general sharing of my personal takeaways.
Disclaimers n PDPA: https://lnkd.in/gCXzNMU5

The 2 Laws of Intelligent Growth: A Fireside Chat with AvePoint's CEO Dr Tianyi Jiang

AvePoint SGX

 

Selfie with AvePoint CEO Tianyi

Selfie with Emelia

What would you do? At $1M in revenue, a firm offers to buy your company for 3x. You say no. 👏 

AvePoint's CEO Tianyi Jiang did just that. His reasoning and belief in building AvePoint up is a masterclass in long-term conviction. 

In my new Conviction Compass article (edition 39) , I share this story and the two other strategic lessons from our chat that define where the real value is being created in the data and AI economy. 

Click here to read the article: https://bit.ly/ericshareEp39_AvePoint

Thank you SGX Group for this special invitation as I continue to share what is trending in the market. 

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.

👉 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

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

Disclaimers n PDPA: https://lnkd.in/gCXzNMU5

More Than a Mall: Why Waterway Point is a Masterclass in Community-Centric Retail

Head of investment relations Judy and Eric

 

Waterway point

Why does Waterway Point contribute 20% of revenue from just 8% of Frasers Centrepoint Trust's portfolio? My visit yesterday revealed the 3-pillar playbook for modern retail success:

 

📍 **The "Hub & Heart" Model:** More than just location, it's essential community infrastructure.

🎯 **The Experience Ecosystem:** From a water park to a scenic riverfront, it sells family time, not just products.

💵 **The Financial Fortress:** A high-yielding asset with a lower cost of debt, creating a powerful earnings engine.

 

This isn't just a mall; it's a masterclass in building a durable retail moat. Dive into my full analysis in the latest Conviction Compass.

 

Read here: https://bit.ly/ericshareEp38_FCT_PunggolWaterway

I am an SGX REIT Ambassador and a financial practitioner for the past 20 years, and my "Conviction Compass" is guided by on-the-ground analysis and a focus on the fundamental drivers of long-term value. I look beyond the spreadsheet to understand how assets truly serve their communities and create resilient cash flows.

 

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.

👉 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

 

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

Disclaimers n PDPA: https://bit.ly/EricDisclaimers

 

Previous Post on SGX Bull Charge: https://bit.ly/ericshareEp37_SGXBullCharge

Post on SERT (Stoneweg Europe Stapled Trust): https://bit.ly/ericshareEP36_SERT

Post on Nanoflim site visit: https://bit.ly/ericsharesEp35_Nanoflim

#FrasersCentrepointTrust #FCT #SGX #REIT #Retail #ConvictionCompass #EricWealthAdvisory #Investing #Punggol #WaterwayPoint #ConvictionCompass #SGXREITAmbassador

The Bull Charge: Where Conviction, Community, and Capital Meet

 

Good weather for a Good Cause

Fellow practitioners

Clearing the finish line with a sense of achievement for a good cause

Just finished the SGX Bull Run yesterday—an incredible event supporting our community since 2004. As the SGX REIT Ambassador, it was more than a race; it was a reminder of why I do what I do.

It solidified my "Conviction Compass": the belief that the best investment strategies, like the best charities, are built for long-term impact, not short-term hype.
In my latest article, I break down the three key lessons from the run that every investor should know. Discover how running for a cause can sharpen your investment philosophy.

Check out the article by clicking SGX Bull Charge link below: https://bit.ly/ericshareEp37_SGXBullCharge


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.

👉 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

***This is not financial advice or recommendation but for general sharing of my personal takeaways.
Disclaimers n PDPA: https://bit.ly/EricDisclaimers

Post on SERT Q3 update: https://bit.ly/ericshareEP36_SERT

Post on Nanoflim: https://bit.ly/ericsharesEp35_Nanoflim

Post on MIT Site Visit: https://bit.ly/eriscshareep34_MapletreeIndustrial_4Nov2025

Post on Eric shares his NTT DC insights : https://bit.ly/ericsharesEp33_NttDcReit_visit

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Beyond the Balance Sheet: A Lunch with SERT’s CEO and the 3 Pillars of Modern Capital Allocation

 

Elena Eric Simon

SERT Investment relations Noelle and other practitioners

Just had a fascinating lunch with Simon Garing, CEO of Stoneweg SERT.

We went deep on the 3 questions every REIT investor should be asking right now:
💰 The use of capital in a volatile world.
🚀 Sourcing growth in the data center economy.
🛡️ The role of a rigorous risk model & ESG as a core risk management tool.

The answers reveal a blueprint for disciplined capital allocation. I break down the key insights and what it means for the "Management Moat" in my latest Conviction Compass article.

Read it here: https://bit.ly/ericshareEP36_SERT

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.

👉 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

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

Disclaimers n PDPA: https://bit.ly/EricDisclaimers

#SGX #ThoughtLeadership #EricWealthAdvisory #Investing #Singapore #CapitalAllocation #InvestmentStrategy #ConvictionCompass

Beyond the Shine: Why a Visit to Nanofilm Solidified My Belief in Deep-Tech Moats

 

Just visited Nanofilm at their Tai Seng HQ yesterday. The applications for their nano-coatings are vast—from the printer on your desk to the fuel cells of the future. Thank you 

But for investors, the real story is their FCVA technology—a deep-tech moat that makes them a "picks and shovels" play for multiple megatrends.

In my new article, I break down:

🔬 Why FCVA is a platform, not just a product.

🌍 How they're an enabler for Automotive, Electronics, and Green Tech.

💡 The intangible advantages that build long-term value.

Seeing the tech in person solidified my belief in investing in companies that build things better.

Read my full investment perspective here: 

Click link below:

https://bit.ly/ericsharesEp35_Nanoflim

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.

👉 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

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

Disclaimers n PDPA: https://bit.ly/EricDisclaimers

#Nanofilm #DeepTech #Investing #ericwealthadvisoy #ConvictionCompass #Moat #SingaporeStocks #Technology 

The Conviction Compass: Navigating Market Shifts with Mapletree Industrial Trust’s Strategic Pivot

 

Group picture

My Conviction Compass led me to Mapletree Industrial Trust. Beyond the S$8.5b AUM and 2,000+ tenants, I found a masterclass in strategic capital allocation.

 

In my latest analysis, I break down:

• The Real Reason for the Divestments: It’s not retreat—it’s a strategic redeployment.

• The "Dual-Engine" Framework: How MIT balances stable Singapore income with high-growth global data centers.

• The Offensive Move for DPU Resilience: Why lowering gearing now is a power play for future growth.

 

This is how leading REITs are built to last. Read the full strategic deep dive here: Click on link below.

https://bit.ly/eriscshareep34_MapletreeIndustrial_4Nov2025

 

 Thank you to SGX Group Shimona Wong and the investor relations from Mapletree Industrial Tai I Eileen Lee Cheng Mui lian for hosting us.

Mapletree Investor relations

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.

 

👉 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

 

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