Manulife US REIT (MUST)

REITs

Assets in ‘red’ states have done better than assets in ‘blue’ states: Manulife US REIT CEO

“I don’t think you're going to see a difference between the Republicans or the Democrats [on] interest rate cuts,” says John Casasante, CEO and CIO of the manager of Manulife US REIT.
Manulife US REIT aims to cut borrowings by US$200 million in 2025 - THE EDGE SINGAPORE

Results

Manulife US REIT aims to cut borrowings by US$200 million in 2025

Two of its remaining nine properties are on the market.

Broker's Calls

Analysts mixed on Manulife US REIT after divestment of Capitol; RHB downgrades to ‘neutral’

RHB and CGSI have kept their target prices unchanged at 12 US cents and 22 US cents respectively.
Manulife US REIT prepared to shed trophy asset, says CEO of manager - THE EDGE SINGAPORE

REITs

Manulife US REIT prepared to shed trophy asset, says CEO of manager

The CEO of MUST's manager says US office market remains challenging, and he is willing to divest tranche 3 assets if necessary.
Manulife US REIT divests Capitol for US$117 mil, 2025 debt maturities to be fully repaid post-transaction - THE EDGE SINGAPORE

Property

Manulife US REIT divests Capitol for US$117 mil, 2025 debt maturities to be fully repaid post-transaction

The REIT's pro forma aggregate leverage will improve to 54.2% from 56.3%.
Manulife US REIT’s new leaders tease divestments ‘by year-end’ - THE EDGE SINGAPORE

REITs

Manulife US REIT’s new leaders tease divestments ‘by year-end’

In addition to three properties that are on the market, management says a fourth asset is being marketed “off the market”.
Manulife US REIT’s new management ‘focusing on the right dispositions’: RHB - THE EDGE SINGAPORE

Broker's Calls

Manulife US REIT’s new management ‘focusing on the right dispositions’: RHB

MUST’s disposition plan is on track, with three unidentified assets on the market.
Manulife US REIT same-store NPI falls 16.7% y-o-y in 1HFY2024; manager ‘marketing three properties for sale’ - THE EDGE SINGAPORE

Results

Manulife US REIT same-store NPI falls 16.7% y-o-y in 1HFY2024; manager ‘marketing three properties for sale’

As at June 30, MUST’s unencumbered gearing ratio and aggregate leverage ratio held steady at 60.0% and 56.3%.

New appointments

MUST obtains regulatory approvals for CEO, CFO appointments

Their appointments will take effect from June 30.
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