S1E16: Reit mergers face growing resistance: BT Mark to Market Ep 16

BT Mark To Market

Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.

In this 16th episode of the Mark To Market podcast, senior correspondent Ben Paul delves into why the latest real estate investment trust (Reit) mergers seem to be facing resistance, and responds to criticism of his column by the manager of Ara Logos Logistics Trust.

Highlights (click/tap above)

01:30 Proxy advisers, activist investors objecting to latest Reit mergers

03:28 ALog’s manager hits back at a Mark To Market commentary

07:37 Fundamental problem with Reit mergers: Conflicted managers

09:25 Investor attitudes, market conventions and customs are changing

11:26 Reit managers, sponsors should get ahead of investor expectations

Produced by: Ben Paul ([e-mail]) and Howie Lim

Edited by: Howie Lim

Follow BT Mark To Market podcasts and rate us at:

Channel: http://bt.sg/btmark2mkt

Apple Podcasts: https://bt.sg/4DJp

Spotify: https://bt.sg/4DJN

Google Podcasts: http://bt.sg/4D2E

SPH Awedio app: https://www.awedio.sg/

Website: http://bt.sg/mark2mkt

Feedback to: [e-mail]

Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.

---

Discover more BT podcast series:

BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks

WealthBT Podcast at: http://bt.sg/btwealthbt

BT Podcasts at: https://bt.sg/pcOM

#BTPodcast

See omnystudio.com/listener for privacy information.

Hoofdstukken

1. Reit mergers face growing resistance: BT Mark to Market Ep 16 (00:00:00)

2. Objections to latest REIT mergers (00:01:30)

3. ALog’s manager hits back at M2M (00:03:28)

4. Fundamental problem with REIT mergers (00:07:37)

5. Changing investor attitudes market conventions (00:09:25)

6. Get ahead of investor expectations (00:11:26)