Addvalue SGX Exclusive presentation

SGX ambassadors with Addvalue CEO and COO

Just stepped out of an exclusive SGX presentation with Addvalue Technologies' CEO, Tan, CCO Richard and his leadership team. While the market chases the next hot stock, I was more interested in how this company is *building* for the future. 

Here are three critical takeaways that separate this management team from the pack—and why they might be onto something truly compelling. Click here to view the content and subscribe to stay updated on the latest trend in my Conviction Compass newsletter below.

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

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

United Hampshire US REIT (UHREIT) presentation for SGX REITs Ambassador

Attended the United Hampshire US REIT (UHREIT) presentation for SGX REITs Ambassadors. Here are my **3 key takeaways** on why this US-focused S-REIT deserves your attention—especially in today's volatile market.

📊 **Key Highlights:**

✅ Triple-net leases with built-in escalations = income visibility

✅ Long WALE of 8 years + 97.7% occupancy = stability

✅ DPU uptrend from 2.01 cts → 2.30 cts = momentum

At **8.4% yield**, is this the hidden gem in your portfolio? To read more, click on the link here. 

Summary

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.

Lunch with my Advisors: Why Face-to-Face Still Matter

 

🧭 ConvictionCompass- Why Face-to-Face Still Matters

Lunch at Astons with Ying and Robin

📩 This week, I am thinking about something beyond markets and models:

"The relationships that compound — and why I keep choosing face-to-face"

In this week's newsletter, I am sharing:

- How I prioritize relationship-building in a busy week

- Why it matters 

- Why trust is the ultimate portfolio hedge

👉 This is not a strategy guide. It is a reminder that your network is your net worth — and it is built in the in-between moments.

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.

For full article, click HERE

I was interviewed by Lianhe Zaobao: Here are 3 things I told them about the STI rally that most headlines missed

Source: LianHe Zao Bao

 

You read the Lianhe Zaobao headline. Click here. Now read what I actually think. 

Source: https://www.zaobao.com.sg/.../singa.../story20260529-9125523

Being quoted in the paper means choosing every word carefully. My newsletter has no such constraint.

Here is what is waiting for you in this week's ConvictionCompass:

📌 The takeaway no one is talking about: Yes, risk appetite improved Friday. But funding stayed selective. Banks and cyclicals led. That tells you exactly where smart money is rotating next. 

📌Eric’s market commentary and why it matters.

👉 If you want to stop trading headlines and start building a repeatable market framework, you will enjoy this read.

Final word:

Being quoted by Lianhe Zaobao is an honour. But my real goal is to turn those 15 seconds of airtime into long-term value for you – through disciplined, judgment-driven commentary.

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

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

Three things I learned at PhillipCapital Gala dinner that no trading screen could ever teach me. 😊

Phillip Gala

It was an honor to attend the PhillipCapital Gala Dinner. Between the handshakes and the speeches, three quiet truths landed hard.

1. Mr Luke Lim's vision** 

50% of clients investing via dollar cost averaging (RSP). My take: Wealth is not built overnight. It is built in small, boring, repeatable habits. 

2. Lisa's question** 

"Do you want to be a big fish in a small pond—or a small fish in a big pond?"*

My take: It depends. Have you reached your objective? Protect. Still chasing? Accept more competition for more upside. Know your destination before you choose your pond.

3. Professional networking** 

Over dinner, sponsors and partners shared nuance you will never find in a report. Shifts in positioning. Changes in risk appetite. And the reminder to *celebrate the wins*.

Investing is long and lonely. Community matters. Ideas compound just like capital.

👉 Full reflections in my *Conviction Compass* newsletter: Click on the link:https://bit.ly/ericshareEp51_Galadinner

*Veterans know when to pause, listen, and celebrate.*

👉 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

Edition 49: BT The Singapore equities market is buzzing 6/5/2026 https://lnkd.in/gZNhbDuf 

Edition 50: Meeting EQDP Fund managers https://lnkd.in/gfpYZgXC 

Meeting EQDP Fund managers- Singapore in Focus

 

From PhillipCapital

Group selfies with from Left: PSPL Head and Chief investment director Daryl and fund managers Hock Fai (Manulife) and Kenneth Tang (Amova)

Just sat through one of the most useful fireside chats on Singapore equities in months. Great to connect with veterans and fellow practitioners.

PhillipCapital brought together Chan Hock Fai (Manulife) and Kenneth Tang (Amova) to talk "Singapore in Focus: Global Macro Trends Reshaping the Market."

My three raw takeaways—no sugarcoating:
1. Singapore as a safe haven
Lower volatility than the S&P 500 + attractive dividend yield = better risk-adjusted returns. Not exciting. Just effective.

2. Structural change is real
Share buybacks, dividends, and divestments of non-core assets (Singtel, Keppel cited). CEOs finally acting like owners.

3. EQDP is the quiet trigger
Not just policy. A behavioral shift for listed companies, investors, and intermediaries. Institutional shadows are returning.

The bottom line: Singapore won't be a growth rocket. But for patient capital seeking yield and stability? The scaffolding is finally there.

Click on link below to see my full breakdown.

https://bit.ly/ericshareEP50_SGMacroEQDP

The BT Interview: Why This Singapore Market Rally May Persist

Source: BT 5 May 2026

I was interviewed by The Business Times earlier. Here's the my personal opinion about the SG market rally.

Yesterday, Ranamita Chakraborty's piece—"Singapore Equities Market is Buzzing: Market Participants Hope It Will Last"—went live.

I was honored to be one of those participants. But "hope" is not an investment strategy.

In my full Conviction Compass newsletter, I expand on what I told BT. 

Three structural shifts, not sentiment, are propping up this rally:

1.  More listings are arriving and investment seminars.

 For years, the complaint was "nothing new." That is changing. I am seeing more genuine, earnings-backed issuers eyeing SGX than since 2012. That builds a real floor.

2. Value-Up programs are gaining teeth.

 More listed firms are explicitly connecting their strategy to shareholder returns—not just generic slides. That alignment builds trust. Trust builds lasting markets.

3. MAS EQDP is the quiet conductor.

 Not cheerleading—engineering. The Equity Development Programme is deepening stakes and reducing friction. It's the reason institutional shadows are returning.

Will the buzz last?

 Not every day. But the scaffolding is finally there.

👉 Read my full breakdown in Conviction Compass :https://bit.ly/ericshareEP49_BT_SGRally

Veterans don't chase noise. They watch structure change.

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

Do note this sharing is based on my personal opinion not investment recommendation. Hence investors are encouraged to do their own due diligence. Cheers

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

Beyond the Headlines: 3 Structural Shifts from the SAS Equities Forum That Define Singapore's Capital market

PhillipCapital Group picture

Honored to be invited by SAS and PhillipCapital to attend this SAS Equities Forum at SGX. Beyond the stock tips, three *structural shifts* are reshaping the future of Singapore's market. My latest Conviction Compass article breaks down:

Eric at the sounding of Gong.

🏗️ **The Infrastructure Tailwind** lifting an entire sector.

🔄 **The "Value-Up" Flywheel** designed to close the valuation gap.

🤝 **The Trust Building** required to make SG stocks a core portfolio asset.

This isn't about next quarter's trade. It's about the next decade's foundation.

**Read the full analysis and subscribe for more insights here:** 

https://bit.ly/ericshareEp46_SASEquityForum

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

 

Previous Post Eric interviewed by Straits Times: https://lnkd.in/gnr5hiUD

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

🚀 The 2026 Investor's Compass: Access, Vigilance & The New Rules of Engagement🚀

 2026: A Watershed Year for Singapore's Retail Investors 

SGX reforms promise wider access, Nasdaq dual-listings & smaller board lots—but is "buyer beware" the new norm? As we shift to a lighter-touch, disclosure-based market, what does true investor empowerment look like?

I was interviewed and quoted in today's Straits Times on the upcoming changes. Here are my 3 core convictions for navigating this new landscape:

1. Access is a Double-Edged Sword; Discipline is Your Sheath

2. In a Disclosure-Based Regime, Engagement is Your Right—and Your Shield

3. Building a "Critical Mass" of Savvy Investors is Our Collective Marathon

Click on the link: https://lnkd.in/gnr5hiUD

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

I am Eric Oh, a Senior Investment Specialist dedicated to guiding clients with a principles-based approach. My "Conviction Compass" focuses on fundamental analysis, disciplined risk management, and the long-term development of Singapore's financial markets.*

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

Previous Post on Service Ethics: https://lnkd.in/gAbmAy5V

Merry Xmas to you and family and thank you for your support.

 As Christmas approaches, I'm reflecting on what matters most:

1️⃣ Gratitude – Thank you for supporting Conviction Compass through volatile markets. Your engagement means everything.

2️⃣ Reflection – This season offers precious space to appreciate the journey, not just the destination.

3️⃣ Trust – To those who've entrusted me with your portfolio: your confidence is the greatest professional gift I receive. Thank you and appreciate it.

Wishing you peace, joy, and meaningful connections this holiday season. May the new year bring clarity and continued growth.

Merry Christmas from my family to yours! 🎄

For partnership, kindly contact me @ ohlh@phillip.com.sg

#ConvictionCompass #EricWealthAdvisory #InvestmentCommunity #Gratitude #YearEndReflection

The Service Ethic: How a National Award Reinforces My Investment Conviction

Awardees

National Exsa Award received with gratitude

Thumbs up with Me Ling

Just received the national EXSA Silver Award. 

Thank you to all the clients, friends, management who supported me during this journey. Appreciate it. This award is the reflection of all the positive relationships we have built together over time and I am truly grateful and thankful for it.

Fyi, Excellent Service Award (EXSA) is a national award in Singapore. It recognizes individuals across various industries who have delivered exceptional service, and it is supported by Enterprise Singapore and managed by industry lead bodies.

A common question: "What does a service award have to do with being an Investment Specialist and Financial Services Manager?"

My answer: **Everything.**

Award-winning service and credible investment advice are built on the same pillars: integrity, process, and an unwavering focus on the client's long-term success.

In my latest "Conviction Compass," I argue that in finance, **service *is* the strategy.** 

The trust built through service is what allows for true, disciplined, long-term wealth creation. 😇 👏 

Click the Link below for more details and why it matters.

https://bit.ly/ericsharesEp43_EXSAward

*Fun fact: This is my 43rd 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

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

Post on my 2nd tour as SGX Reits ambassador: https://lnkd.in/g2Hhiq-T
Post on AvePoint: https://lnkd.in/gphF4B2w
Post on FCT Punggol waterway: https://lnkd.in/gJRShmUP
Post on SERT: https://lnkd.in/gzFzseZj
Post on Nanoflim: https://lnkd.in/gFtcDmEp

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

Post on Eric shares his insights on SGX: https://bit.ly/ericshareEp32_SGX_webinar

#SGX #Charity #EricWealthAdvisory #Investing #Singapore #SGXBullCharge #CapitalAllocation #InvestmentStrategy #ConvictionCompass