What attracts me most is the combination of income and potential DPU growth. The Paragon acquisition should provide additional contribution, while lower interest rates could gradually reduce financing costs. With much of its debt already fixed, CICT is also well positioned to benefit from rate cuts without taking excessive refinancing risk.
I would still watch gearing and its overseas office assets, but overall I prefer CICT for its stability and long-term growth potential. If I were building an Orchard Road REIT position, CICT would be my core holding.
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- jinglese·08-11 02:12TOPBeen holding CICT a long while — the fixed-rate debt mix is the big plus for me too. Do you think the overseas office drag matters more than gearing here?1Report
- kookiz·08-11 02:12TOPP/NAV already prices in a lot here. I care more about occupancy over the next few quarters, especially the office exposure1Report