OUE REIT moves to close value gap as CEO Han sees ‘exciting inflexion point’ ahead
With the latest 25 bps rate hike from the Federal Reserve and 10-year US Treasury yields sustained near 5%, REITs are facing a defining moment: the "higher-for-longer" landscape is no longer market volatility to endure, but a structural shift requiring proactive adaptation.
At OUE REIT, we didn't wait for this reality to set in; we anticipated and engineered our strategy accordingly.
In a recent interview with The Edge Singapore, our CEO, Han Khim Siew, unpacks how OUE REIT's Phase 3 Value Creation journey unlocks and crystallises value through disciplined capital stewardship.
Having turned the corner since 2022, OUE REIT is operating from a position of strength at an exciting inflexion point. By actively recycling capital into prime, future-ready assets, reducing borrowing costs against the curve, and maximising property cash flows, our 𝐏𝐡𝐚𝐬𝐞 3 𝐕𝐚𝐥𝐮𝐞 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 𝐉𝐨𝐮𝐫𝐧𝐞𝐲 is strategically designed to outperform in volatile conditions, close our price-to-book (P/B) disconnect, and compound long-term returns.
The initial outcome? A 28.6% 𝐘𝐨𝐘 𝐣𝐮𝐦𝐩 𝐢𝐧 1𝐇𝐅𝐘2026 𝐃𝐏𝐔, outpacing broader S-REIT peers while laying the groundwork to narrow our valuation gap.
[你懂的] Want to know more? Read the full interview here: https://www.theedgesingapore.com/news/reits-report-2026/oue-reit-moves-close-value-gap-ceo-han-sees-exciting-inflexion-point-ahead
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