30/10/2026
I just walked through lyf , a property under CapitaLand Ascott Trust. Here's what most REIT investors miss.
CapitaLand Ascott Trust (SGX: HMN) is one of those REITs that quietly delivers, and my visit reinforced why.
Three things that stood out:
1. Pricing Power: Unlike typical REITs, CLAS can adjust short-term room rates dynamically. That's a moat.
2. 7.4% Yield + Global Reach: 106 properties. 16 countries. 45 cities. S$8.7 billion in assets. Listed since 2006.
3. Read the article to find out more. 😊
Link: https://bit.ly/ericshareEp62_CLAS
(PS: Fun Fact: This is my 62th edition. Subscribe, follow and like to stay updated.😊
I've broken down my full "Conviction Compass" thesis on my profile. Read it and see for yourself.
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