Скачать или смотреть Q&A Session | COL Conversations with RL Commercial REIT

Q&A Session | COL Conversations with RL Commercial REIT
Recorded on June 20, 2025
Moderated by April Lynn-Tan, CFA, with Kerwin Tan, Director and Treasurer of RL Commercial REIT

Implications of RCR's newly announced asset infusions to shareholders [0:00]
Why are malls attractive today compared to offices? [2:13]
What is more competitive in terms of leasing? Malls or offices? [4:24]
Why is becoming bigger important for RCR? [5:03]
How is the current glut in the real estate industry affecting RCR? [6:40]
What’s RCR’s growth outlook and how could it affect returns? [11:15]
What does the asset infusion mean in terms of dividends? [16:23]
Can RCR be included in the index? How likely is it? [20:20]
RCR's Timeline, Shareholder, and Board Approval [21:44]
What are RCR’s main considerations for growth and risk? [22:55]
What is the comparative advantage of RCR over the other REITs? [25:34]
How much is the indicative/estimate dividend yield for this year? [31:11]
How do you keep a consistent dividend increase during downturns? [33:47]
Cap rates, mall selection, overall occupancy rate, and timeline of future asset infusions? [40:15]
How RCR will address or restore its free float after a capital infusion? [42:13]
Why more malls this time around instead of offices? [44:13]
Discussion on RLC's asset transfers on RCR [47:53]
Discussion on BPO risks and AI concerns [52:00]
What is the weighted average lease expiration per sector as of 2025? [55:08]
Closing Remarks [56:57]
Outro [57:59]

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