SGX:9CIReal Estate
Is CapitaLand Investment (SGX:9CI) Quietly Recasting Its Earnings Engine Around Automated Logistics?
CapitaLand Investment has already announced plans to develop a S$260 million automated logistics hub in Singapore via its South-east Asia Logistics Fund, alongside acquiring a minority stake in smart logistics operator Ally Logistic Property, which will run the facility under a long-term master lease with built-in rent increases.
This move signals a push deeper into logistics and automation, adding contracted rental income to its fund platform at a time when investors are watching for...