$JD.com(JD)$ JD Property, JD.com's subsidiary, is gearing up for a $1 billion+ REIT IPO in Singapore, backed by logistics parks, smart warehouses, and high-quality assets, with international capital on board and a potential listing next year. This move comes as TikTok, Shopee, Lazada, Temu, Taobao, and JD battle for market share in Singapore's $15 billion e-commerce market, up 18% year-over-year. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 signals calm, but tariffs (30% on EU/Mexico, 35% on Canada) and oil at $74.50/barrel stir caution. Would JD's flash-sale model land in Singapore, and which platform do you use more—Shopee or Lazada? Would you switch to JD if its logistics network builds out? Thi

$JD.com(JD)$ 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

JD Property Eyes $1B REIT in Singapore — A New Way to Play E-Commerce? 🏢📦 JD Property, the real estate and logistics arm of Chinese e-commerce giant JD.com $JD.com(JD)$  , is reportedly preparing a $1B REIT listing on the Singapore Exchange (SGX) in 2025. Backed by logistics parks and smart warehouses across China, this move isn’t just about raising capital — it could reshape how retail investors gain exposure to the fast-changing world of online retail and supply chains. The plan comes as e-commerce in Asia faces both explosive growth opportunities and intensifying competition. With JD.com locked in battles with Shopee, Lazada, and Temu, the real question is whether logistics infrastructure — rather than online storefronts — might be the

🌟🌟🌟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

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

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

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

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.

Usually used more Shopee than Lazada due to the better interfaces and vouchers. Tho I will still compare with Lazada in case there are better prices. Would definitely welcome JD as another competitive platform for online buys

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

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.

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

@Pare [Smile]  [Miser]  [What]  [Cool]  

[Smile]  [Miser]  [What]  [Cool]  

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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The only way you could make it is to make sure you have enough money for the retirement