Primer: Iron Mountain (IRM US) - Sep 2025
Iron Mountain is successfully transitioning its business model from a legacy physical records management provider to a diversified information...
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NTT DC REIT IPO: The Investment Case
NTT DC REIT has launched an SGX IPO to raise proceeds up to US$864 million. The units will be listed on 14 July. In this note, I discuss the...
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Asia Real Estate Tracker (03-Apr-2025): Warburg Pincus buys Tokyo office in life sciences JV.
Warburg Pincus makes multiple acquisitions in Japan and India, while Greystar acquires Australian student housing in billion-dollar deals.
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Iron Mountain (IRM) - Wednesday, Mar 20, 2024
Short recommendation for IRM due to reliance on core document storage business and highly leveraged balance sheet. Weak cash flow generation and...
201 Views
S-REITs: Climate Disclosures and Inclusion in ESG-Related Equity Indexes
New SGX climate-related disclosure requirements based on ISSB's standards are more stringent than current requirements, most notably regarding...
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