To The Moon

🟩 🦖 Thinking of investing in CICT? Join Iggy as we dive into Capitaland Integrated Commercial Trust's Q3 2025 results and uncover whether it’s time to buy, hold, or wait. Packed with insights, this video breaks down everything you need to know about Singapore’s largest REIT and how it fits into your investment strategy.

📊 Shedding light on the key takeaways:

• - **Fortress Singapore Strength**: With a stellar 97.2% portfolio occupancy and strong rental reversions of up to 7.8%, CICT’s prime assets continue to shine.

• - **Modest Growth**: Like-for-like NPI growth at 1.4% and tenant sales at 1% (excluding Ion Orchard) show stability, but not fireworks.

• - **Balance Sheet Discipline**: Leverage is steady at 39.2%, with 74% of debt locked at fixed rates—protection in an uncertain economy.

• - **Future Growth Levers**: Asset upgrades, new acquisitions, and overseas diversification promise long-term potential, but the immediate growth story is slow.

💡 Whether you’re holding onto your units or considering a dip, this video is packed with financial analysis and investment strategies for the informed investor. From CPF to SRS portfolios, we explore how CICT fits into your economic game plan while keeping an eye on risks like overseas performance and tight yield spreads.

👍 Don’t forget to like, share, and subscribe for more institutional-grade insights delivered in Iggy’s signature style. Happy investing! Remember, "Investing is a long-term game. Be patient, disciplined, and informed." See you in the next analysis!

#reitmanagement #cictq32025 #singaporereit #dividendyield #capitalgrowth

CHAPTERS:

• 00:00 - Is CICT a Quiet Winner or a Sleeping Giant

• 00:41 - Introduction to CICT

• 02:01 - Core Portfolio Analysis

• 04:45 - Balance Sheet Overview

• 06:16 - Future Growth Opportunities

• 08:32 - Slide by Slide Assessment

• 09:43 - Valuation Insights

• 10:21 - Final Recommendation Summary

• 11:09 - CPF and SRS Considerations

• 11:56 - Get This Analysis Delivered

• 12:08 - Join Our Community of Readers

• 12:18 - Become a Paid Subscriber

• 12:24 - Thanks for Watching

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