S1E32: Is Manulife US Reit a bargain? BT Mark to Market (Ep 32)

BT Mark To Market

Manulife US Reit is trading at a historical yield of 28 per cent and an appalling 70 per cent discount to its book value. Is it a bargain for investors? Or, is it a value trap? What will it take to resurrect this owner of US office properties? Senior correspondent Ben Paul explains.

Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.

Highlights:

02:31 Recent developments at the Reit could be positive for investors

07:40 Manulife should emulate example of CapitaLand, Mapletree

12:27 Sale of Manulife US Reit can be structured to benefit investors

14:17 Why Manulife US Reit could be a bargain for long term investors

Written and hosted by: Ben Paul ([e-mail])

Edited by: Howie Lim & Claressa Monteiro

Recording engineer: Joann Chai Pei Chieh

Produced by: BT Podcasts, The Business Times, SPH Media

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Kapitel

1. Is Manulife US Reit a bargain? BT Mark to Market (Ep 32) (00:00:00)

2. Recent developments positive for investors (00:02:31)

3. Emulate example of CapitaLand, Mapletree (00:07:40)

4. Sale can be structured to benefit investors (00:12:27)

5. Could be a bargain for long term investors (00:14:17)