Keppel Pacific Oak US REIT (KORE)

Company in the news

Briefs: Keppel REIT, Mapletree Logistics Trust report results, CapitaLand Ascott Trust divests Tianjin property

Plus, Great Eastern to have until January to comply with free float rule, HSBC reorganises and Goldman Sachs says decade of S&P 500 gains is over.

Results

KORE’s 3QFY2024 distributable income down by 8.8% y-o-y due to lower NPI and higher financing costs

As at 10.54am, units in KORE are trading 0.5 US cents lower or 1.89% down at 26 US cents.

REIT Watch

​​KORE refinances and extends loan facilities but distributions remain suspended

At its 1HFY2024 results briefing, the REIT manager’s distribution plans have remained unchanged.

REITs

Banks and REITs will have to accept that 35% leverage is not ‘viable’ going forward: KORE’s CFO

On Aug 1, DBS Group Research analysts Derek Tan and Dale Lai upgraded their call on KORE to “hold” from “fully valued”.

Broker's Calls

Occupancy improvements, early refinancing have ‘substantially de-risked’ KORE’s profile: RHB

“KORE’s share price has staged a good recovery recently, and we see some near-term volatility before the next leg of recovery.”
Keppel Pacific Oak US REIT’s gross revenue, NPI fall in 1HFY2024 while distributions remain suspended - THE EDGE SINGAPORE

Results

Keppel Pacific Oak US REIT’s gross revenue, NPI fall in 1HFY2024 while distributions remain suspended

Distributions to unitholders are slated to be suspended until Dec 31, 2025.
Time to return to office could impact US, Australian and Singapore REITs - THE EDGE SINGAPORE

REITs

Time to return to office could impact US, Australian and Singapore REITs

As America returns to work (RTTO), US S-REITs stresses may start to alleviate

Results

KORE’s 1QFY2024 distributable income 8.8% lower at US$11.9 mil mainly from higher financing costs

KORE's gross revenue for the 1QFY2024 stood flat at US$37.1 million.
Tenant improvements sink US office S-REITs but the trough is nigh - THE EDGE SINGAPORE

REIT Watch

Tenant improvements sink US office S-REITs but the trough is nigh

In Singapore, tenants usually pay for renovations of their office property. In the US, the landlord pays.

Insider moves

DBS disposes of 14.2 mil KORE units for total of US$1.8 mil

Units in KORE closed 0.3 cents higher or 2.34% up at 13.1 US cents on Feb 26.
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