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| Head of investment relations Judy and Eric |
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| 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


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