JD Property’s $1B REIT in Singapore: How Do You View?

TikTok, Shopee, Lazada, Temu, plus Taobao and JD are all racing to capture market share here. Its subsidiary JD Property is planning a $1B+ REIT, which could be listed on the Singapore Exchange as early as next year, backed by logistics parks, smart warehouses, and other high-quality assets with international capital joining in. Would you expect to see this flash-sale model land in Singapore? Which do you use more in Singapore — Shopee or Lazada? If JD really builds out its logistics network here, would you consider switching to JD for your online shopping?

avatarShyon
09-09
I use Shopee $Sea Ltd(SE)$ more than Lazada in Singapore, mainly for its wider range of sellers and better promos. But both apps have the same UX issue — too many scattered vouchers and discounts. It often feels messy and confusing, and a simpler, more transparent checkout would help a lot. If JD $JD.com(JD)$ $JD-SW(09618)$ builds a solid logistics network here, I’d seriously consider switching. Fast and reliable delivery is what matters most. Cross-border orders on Shopee and Lazada can take too long, so if JD can cut waiting times while staying competitive on price, that’s a real edge. The flash-sale model could work in Singapore, but only if delivery keeps up
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avatarNaughtybynaturenz
09-03
@Pare [Smile]  [Miser]  [What]  [Cool]  
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avatarNaughtybynaturenz
09-03
[Smile]  [Miser]  [What]  [Cool]  
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avatarMickey082024
09-02

JD Property’s $1B REIT in Singapore: A Game-Changer for E-Commerce Logistics?

$JD.com(JD)$ Singapore’s financial markets could soon welcome a major new entrant in the form of a billion-dollar real estate investment trust (REIT) sponsored by JD Property, the infrastructure arm of Chinese e-commerce titan JD.com. If approved, the offering could debut on the Singapore Exchange (SGX) as early as next year, potentially marking one of the largest listings in the logistics REIT space in recent memory. The deal highlights not only the rising importance of e-commerce logistics but also Singapore’s positioning as a strategic hub for Asian capital and technology-driven supply chains. Backed by logistics parks, modern smart warehouses, and advanced infrastructure, the proposed REIT could attract both institutional and retail investors ea
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JD Property’s $1B REIT in Singapore: A Game-Changer for E-Commerce Logistics?
avatarSuccess88
08-31
Wow great great come SG market please. Love to invest.
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avatarStar in the Sky
08-31
buy the JD REIT maybe= bye bye the money. Too many logistics warehouses in the markets. Fierce competition will put price pressure on the rentals.
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avataree244c
08-31
Shoppee is the main platform commonly used among many of my friends as the ease of using the apps and the transparency of total cost makes the purchaser knowing how much the item cost.  Taobao still have a bit on overhang as shipping and timing might be unknown moreover if you are not familiar with the Chinese description this is abit difficult for none Chinese user.  JD has recently available in Singapore, yet to use but seems to be similar to Taobao. Wheather if JD reits or Taobao reits, Alibaba reits or any reits is able to generate good income for investors then it is a good reits. As JD has a deep pocket and growing it presences outside China , this will generate another source of income and can capitalize on these reits property for their distribution business.
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avatar_BING_
08-31
Something to think about
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avatarBabySim
08-31
The only way you could make it is to make sure you have enough money for the retirement 
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avatarkoolgal
08-31

JD Property's SGD 1 Billion REIT: A Logistics Love Letter to Singapore

🌟🌟🌟JD Property isn't just testing the waters.  It is diving in.  With a planned SGD 1 Billion REIT backed by Partners Group and Hillhouse's EZA Hill Property, JD $JD-SW(09618)$  $JD.com(JD)$   is signalling serious intent.  The acquisition of 4 industrial assets from Capitaland Ascendas REIT $CapLand Ascendas REIT(A17U.SI)$  for SGD 306 million is more than portfolio play.  It is a strategic foothold.  If JD Logistics follows suit and builds out its network here, Singapore's ECommerce landscape could feel a quiet tremor. JD's
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JD Property's SGD 1 Billion REIT: A Logistics Love Letter to Singapore
avatarYudi arista
08-31
?? 
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avatarFrosty4ever
08-31
It's already very competitive, this will add fire to the markets.  
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avatarECLC
08-31
Family uses Lazada more frequently than Shopee. Overall satisfied except few times did not receive though updated as delivered. No problem trying out JD to consider which offer the best deals experience.
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avatarhighhand
08-31
so many REITs to buy. gotta buy the strongest. try the SREITS
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avatarMaDLabbit
08-30
JD have good potential but competition are strong.
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avatar1PC
08-30
Definitely 😁 there will be a flash sale model happening in SG. Bring the whole package from China to SG [Chuckle] . Tweet it to suit the locals taste [Happy] @JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000
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avatarMHh
08-30
I think we can expect to flash sale in Singapore. New players typically do that as a form of advertising and to quickly wrestle some form of market share. As a consumer, I am definitely looking forward to that. I definitely use more shopee as there are more vouchers to use and there seem to be more sellers on the platform to suit my needs. At times, I may use Lazada for big ticket items if they are cheaper but seems like shopee has caught up with that too and I use lesser of Lazada. Lazada is definitely less user friendly compared to shopee when it comes to browsing for items to buy. Personally, shopee works very well for me and delivery is generally fast unless it is being shipped from overseas. As a consumer, I go with whichever that has the item that I want at the cheapest price a
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avatarMatrix Rev
08-30
JD Reits ? Seeking investors to finance their e-commerce operation here. Singapore e-commerce sector is already saturated with shopee, Lazada, PDD, Tao bao. Hope they can better value for shoppers
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avatarsrisuganthi
08-30

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avatarMkoh
08-30
Here’s a concise take:Positives:Strong Backing: JD Property (JD.com’s real estate arm), Partners Group ($152B AUM), and EZA Hill (Hillhouse-backed) bring financial strength and expertise in logistics and industrial assets. Market Fit: Singapore’s REIT market is Asia’s largest (ex-Japan), with ~S$100B in S-REITs. The focus on logistics aligns with e-commerce growth, and recent acquisitions (e.g., S$306M from CapitaLand Ascendas REIT) signal a solid start. Growth Potential: Plans for Southeast Asian expansion could diversify revenue, leveraging Singapore’s stable financial hub status. Concerns:Uncertainties: The REIT’s asset mix, valuation, and yield are not finalized, with listing planned for 2026. Execution risks remain. Market Risks: Rising interest rates or geopolitical tensions coul
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