Advertisement
When should a housing society in Mumbai start considering re...
From GST on JDAs to SEBI’s REIT reclassification and the S...
Stay ahead in the world of real estate with our daily podcas...
Stay ahead in the world of real estate with our daily podcas...
CapitaLand Investment Limited (CLI) has outlined a growth strategy to double its funds under management (FUM) to 200 billion Singapore dollars by 2028 and increase operating earnings to over 1 billion Singapore dollars by 2028-2030. This includes expanding its REITs platform, private funds, and lodging and commercial management operations through organic growth, new listings, and mergers. CLI has also agreed to acquire a 40% stake in SC Capital Partners Group for 280 million Singapore dollars, marking its entry into the Japan REIT market. The company is focusing on Demographics, Disruption, and Digitalisation to drive sustainable growth.
CapitaLand Investment Limited (CLI), a prominent global real estate asset manager, outlined an ambitious growth strategy focused on significant expansion in the coming years. At its Investor Day, CLI revealed plans to double its funds under management (FUM) to 200 billion Singapore dollars by 2028 and boost its operating earnings to over 1 billion Singapore dollars by 2028-2030, with 60-70% of this growth driven by its Fee Income-related Businesses (FRB), including REITs, private funds, lodging management, and commercial management. Advertisement
To meet its targets, CLI intends to grow its REITs platform, boost the expansion of private funds, and enhance its lodging and commercial management operations. The company will pursue this through a combination of organic growth, new listings, fundraising, and mergers and acquisitions (M&A). A major focus will be optimising its balance sheet, emphasising capital efficiency and leveraging its general partners and sponsor stakes to fuel growth.
A key part of CLI's strategy is its agreement to buy a 40% stake in SC Capital Partners Group (SCCP) for 280 million Singapore dollars (214 million US dollars). This investment will raise CLI's funds under management (FUM) by 11 billion Singapore dollars, bringing the total to 113 billion Singapore dollars, and will mark CLI's entry into the Japan REIT market. The acquisition will strengthen CLI's presence in Japan and increase the geographic diversity of its portfolio.
CLI's investment strategy is centred around three key trends-Demographics, Disruption, and Digitalisation-each offering significant growth opportunities. As the global population ages and mobility increases, there will be a rising demand for health-focused and age-appropriate living spaces. This aligns with CLI's strengths in lodging, living, wellness, and its REITs, catering to the growing need for income-generating investments.
At the same time, geopolitical and economic shifts are creating new opportunities in private credit and special investments. Changes in global supply chains are driving increased demand for well-located logistics and self-storage assets, allowing CLI to capitalize on these disruptions and expand its portfolio.
The ongoing trend of digitalisation and the widespread use of generative AI are driving rapid growth in data storage. CLI is well-positioned to expand its global network of 27 data centres while also increasing its focus on renewable energy as part of its commitment to sustainable growth and operations.
The company is also focused on attracting and retaining top talent to support its expansion. Recently, CLI appointed two senior leaders to its Australian team: Mr. Angelo Scasserra as CEO of CLI Australia and Mr. Rahul Bharara as Chief Investment Officer. Both will join the company in the first half of 2025, and CLI plans to invest up to 1 billion Australian dollars (878 million Singapore Dollars) to grow its FUM in Australia. CLI also recently closed its Australian Credit Program (ACP), raising 265 million Australian Dollars (240 million Singapore Dollars) from Asian investors.
CLI is positioning itself for strong growth through strategic investments, an expanded presence in key markets like Japan and Australia, and a focus on global trends. The company is set to capitalise on emerging opportunities in digitalisation, logistics, wellness, and private credit, all while maintaining a strong commitment to sustainability and talent development. With these strategies in place, CLI is aiming to reinforce its competitive edge in the global real estate market.
5th Jun, 2025
25th May, 2023
11th May, 2023
27th Apr, 2023
Advertisement
Facebook
Whatsapp
