Capitaland China Trust (CLCT SP) A Proxy To China’s Economic Recovery

21 Views16 Jun 2025 13:00

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SUMMARY

CapitaLand China Trust (“CLCT SP”) is a Singapore-listed real estate investment trust. It is the first and largest China-focused REIT among S-REITs with its portfolio comprising 71.4% retail malls, 25.1% business park assets and 3.5% logistics parks, on gross rental income (“GRI”) basis.
In terms of portfolio, CLCT SP owns and operates 9 retail malls, 5 business parks and 4 logistics parks, with all of them located in China top-tier cities. The assets are valued at RMB24bn as of the end of 2024.
CLCT SP is a pure play on China, with >70% of its assets in retail. We think CLCT SP offers unique exposure to investors who are bullish on China and betting on an economic recovery, while providing stable yields.

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