DayOne's USD 20bn IPO Triggers AI Capital Rotation: Short Digital Core REIT
DayOne Data Centers' upcoming USD 20bn Nasdaq IPO signals a massive institutional capital rotation into liquid-cooled AI infrastructure,...
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Centurion Accomodation REIT IPO - Thoughts on Valuation
Centurion Accomodation REIT (CAREIT SP) (CAREIT) plans to raise around US$600m in its Singapore listing. In this note, we talk about valuations.
933 Views
Centurion Accomodation REIT IPO - New Asset Class
Centurion Accomodation REIT (CAREIT SP) (CAREIT) plans to raise around US$600m in its Singapore listing. In this note, we talk about the REIT's...
995 Views
NTT DC REIT IPO - Decent Yield, Strong Local Backing, a Few Issues
Ntt Dc Reit (NTTDCR SP) (NDC), a data center REIT, aims to raise up to US$810m in its Singapore IPO. In this note, we look at its portfolio and...
1.4k Views
Singapore Reits Sector: Return ON Capital or Return OF Capital?
Investors view REITs as high-yield instruments. However, they may be just receiving (only partially, in some cases) the very capital they put in,...
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