Depositata la massiccia IPO del REIT di Singapore in Giappone (Iggy Reacts) | 🦖 #TheInvestingIgua…

[Music] hey friends welcome back to the channel i’m Iggy and usually we’re diving deep into long-term strategies but today we’re reacting to something that just hit the headlines and could impact your portfolio right here in Singapore the Investing Iguana is ranked eighth in the 2024 Influential Tigers by Tiger Brokers we just crossed the 1 million mark for number of reads and 58,000 likes i produced over 900 videos with more than 500,000 watch hours as of June 2025 i also focus on regional and global economic trends if you want to stay ahead of these rapid market movements stick around and learn how our premium members get my immediate take on everything breaking news just dropped yesterday japan’s telecom giant NT has officially filed its preliminary prospectus for what could be Singapore’s biggest REIT IPO since 2021 we’re talking about a potential billiond dollar listing on SGX that could launch as early as July so what exactly is happening here nt is spinning off six of its data centers into a brand new REIT called NTDC REIT these aren’t just any ordinary data centers either we’re looking at four premium facilities in the United States with three located in California and one in Virginia there’s also one facility in Vienna Austria and one right here in Singapore at Serangon North Avenue 4 the total appraised value of this entire portfolio around $1.6 billion US now why should you care as a Singapore investor this would be the largest Singapore listing since Digital Core REIT raised close to $1 billion back in 2021 our local exchange has been pretty quiet lately with more companies going private than listing new ones but this entity deal signals some real momentum returning to SGX think about it like this data centers are literally the backbone of our entire digital world every Netflix show you stream every grab ride you book every DBS mobile banking transaction you make they all need data centers to function and with artificial intelligence exploding everywhere and cloud computing growing rapidly the demand for data center space is only getting stronger the timing couldn’t be more perfect either the global data center market is experiencing unprecedented growth driven by AI adoption 5G rollouts and increasing digitalization across all sectors companies are scrambling to secure data center capacity which means consistent rental income for REIT investors but here’s what really caught my attention and should grab yours too gic our sovereign wealth fund is coming in as a cornerstone investor with over $und00 million committed when GIC backs something you know it’s been thoroughly vetted and has serious potential this is actually GIC’s first investment in a Singapore listed REIT which makes it even more significant other major cornerstone investors include Hong Kong based Vidian Asset Management AM Squared Pinpoint Asset Management and US-based Galo Master Fund what does this mean for your portfolio well if you’re looking for steady dividend income data center REITs could be quite attractive they typically offer solid and predictable dividends because they have long-term contracts with major tech giants and cloud service providers think of it as collecting rent from companies like Amazon Microsoft and Google who desperately need this infrastructure to run their operations the preliminary perspectus shows an offer price of $1 US per unit which makes it quite accessible for retail investors like us with major investment banks including Bank of America UBS Mizuo Cityroup and DBS handling the underwriting there’s serious institutional backing behind this deal now I’m not saying you should rush in blindly without doing your homework we still need to see the final perspectus with all the detailed financial projections and exact timing but this could definitely signal a revival for SGX listings especially after our government introduced that attractive 20% tax rebate for primary listings earlier this year for context NT’s portfolio is strategically diversified across key global markets including top tier locations in the US and Asia-Pacific regions the assets demonstrate robust income generation capabilities with a diverse base of premier customers and built-in organic growth drivers based on their financial projections the REIT expects to distribute up to 90% of its distributable income to unit holders for my premium members I’ve been tracking this story since sources first started leaking details back in January they got my detailed analysis on why NT specifically chose Singapore over other major financial centers and what this means for the broader REIT sector that’s exactly the kind of real-time insight and early access you get for just a dollar a month here’s my immediate take on this whole situation this listing represents much more than just another REIT coming to market it’s a strong vote of confidence in Singapore’s strategy to revitalize our capital markets and position ourselves as the premier financial hub in Asia nt had plenty of options for where to list this REIT but they chose Singapore for very specific reasons our regulatory framework is worldclass our strategic location connects east and west and our market infrastructure can handle large complex listings like this plus Singapore has become a major data center hub in Asia so there’s natural synergy between the asset location and the listing venue if this IPO succeeds and performs well in the secondary market I expect we’ll see more international companies seriously considering Singapore listings that’s fantastic news for market liquidity investor choice and the overall health of our capital markets data centers are also inherently recessionresistant businesses even during economic downturns we still need our digital infrastructure to function the broader implications are significant too this could mark the beginning of a new cycle of major international listings on SGX especially in the technology and infrastructure sectors with the government’s supportive policies and tax incentives Singapore is positioning itself to capture more of the global IPO market my advice for investors watching this space keep a close eye on the final prospectus when it drops which should happen soon with exact pricing details allocation mechanisms and the definitive launch timeline this could be your opportunity to own a piece of the digital economy’s critical infrastructure at what might prove to be an attractive entry point the data center sector isn’t going anywhere but up with AI machine learning internet of things and 5G all requiring massive computational power and data storage these facilities are becoming more valuable every year it’s like owning prime real estate in the digital world so that’s my immediate take on NT’s billiondoll REIT listing in today’s fastmoving market staying on top of breaking news with solid analysis is absolutely critical for your investment success if you found this quick breakdown helpful and want to get my real-time reactions and urgent insights on major market shifts every single day delivered to you up to a week before anyone else sees them then our premium membership is perfect for you it’s just a dollar a month less than a cup of coffee at your local Copitam think of it as your daily dose of market agility delivered directly from my desk to yours ready to stay ahead of the curve just click the link in the description below to become a member and join our community of informed investors for more background on Singapore’s REIT market and why geographic location matters so much for data center investments make sure to check out my previous deep dive video called Why Singapore REITs are your gateway to Asian Growth that video will give you the foundational knowledge to better understand why this entity listing is such a big deal for our market

🟩 📊💡 Ready to explore how NTT’s $1B REIT IPO is shaking up Singapore’s investment scene? This video unpacks everything you need to know about Japan’s telecom giant launching the largest REIT IPO on SGX since 2021! Whether you’re a seasoned investor or just getting started, this breakdown is packed with insights to help you navigate this game-changing opportunity.

🌐 NTT’s bold move to spin off six high-value data centers into the NTT DC REIT is making waves. With a $1 billion listing featuring premium facilities in the U.S., Austria, and Singapore, this IPO marks a huge step for SGX and signals a revival in Singapore’s capital markets. Data centers, the backbone of our digital world, are more critical than ever thanks to the rise of AI, 5G, and cloud computing. For investors, this means strong, recession-resistant returns with steady dividends from major tech giants like Amazon and Microsoft.

💰 Here’s why this matters to you: With GIC investing over $100 million as a cornerstone investor—and other big names like Viridian and AM Squared onboard—this IPO has serious institutional backing and signals confidence in Singapore as a financial hub. Plus, the REIT expects to distribute up to 90% of its income to investors, making it an attractive option for those seeking predictable, long-term returns.

📈 From Singapore’s strategic edge in the global market to the long-term growth potential of data centers, this deal could open doors to a new wave of major listings on SGX. But remember, investing is a long-term game. Be patient, disciplined, and informed. Always do your research and consult a financial advisor before making big decisions.

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#sgx #reit #reitssingapore #singaporereits #thefifthperson

CHAPTERS:
00:00 – NTT’s Billion Dollar REIT IPO
04:37 – GIC’s Investment Importance
04:59 – Implications for SGX
06:24 – Immediate Take on Breaking News

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2 Comments

  1. Great transmission, as always. I appreciate the no-nonsense approach you take to the news and the markets. A lot has changed and that's about it, but the truth is that I don't even care much about the bull or bear market anymore because Hellen Cartter covered me while I'm doing comfortable.$10k to $15k every week and I'm still counting all thanks to her ❤