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Modern Value Investing
Real Estate Series Part I: OUE REIT

Real Estate Series Part I: OUE REIT

Singapore Trophy Assets at a 45% NAV Discount

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Value Investigator
Sep 29, 2024
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Modern Value Investing
Real Estate Series Part I: OUE REIT
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Summary

  • OUE REIT owns a mixed asset portfolio in the finest locations of Singapore

  • Conservative financial structure with a loan-to-value ratio of 38%

  • 6% dividend yield for 2024 with significant mid-term upside

  • I’m laying out what it takes for a 100% total return over 3-4 years

Disclaimer: This writeup is not investment advice. I am sharing my research insigh…

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