REIT ASIAPAC MAGAZINE REITASIAPAC 1Q 2020 ISSUE | Page 2

THIS ISSUE Cover Story Fe a t u r e 04 16 REITs’ Valuation Under Scrutiny 17 What Are The Issues With Valuation? Asia Pacific REITs have come of age as an established asset class after close to two decades of history. During this period, management track records and certain market practices have come under scrutiny. Column Asia’s REITs Likely to Maintain Dividends Despite Worst Performance on Record 19 Concerns centred on how long the pandemic would last Interview 09 KPMG: Valuation Is More Than Just Rubber Stamping Valuation is a necessary part of investing in real estate. The opinion of a professional valuer is used to underpin the acquisition of an asset, as well as inform ongoing decision-making, financial reporting, and disposal. It is fair to say that a significant level of risk is placed on the shoulders of the valuer. Elite REIT’s Covid-19 Impact Mitigated by Advance Rent; Manager Remains Positive Market 22 As REITs globally brace for further fallout caused by the Covid-19 pandemic, Elite Commercial REIT remains optimistic that it can weather the downturn. Outlook 14 Rent Implications as Covid-19 Fast- Tracks The Future of Work Covid-19 is forcing the world of work to move online. As homes become offices, questions are asked: is part of this shift permanent, and what are the repercussions on commercial offices? Victor Yeung, the Chief Investment Officer of Admiral Investment, discusses how Hong Kong businesses have moved online and the implications for rents in suburban and city offices. All the information herein is intended to be for information purposes only. All details are approximate and have not been independently verified. Readers should make their own enquiries to verify and satisfy themselves of all aspects of the information. While the information has been prepared in good faith with due care, REITAsiaPac, its officers, employees, subcontractors, agents and clients shall not be liable for any loss, liability, damage or expense arising directly or indirectly from or connected in any way with any use or reliance on such information. No part of this magazine may not be reproduced without permission from REIT AsiaPac. 信報書角 2 3 Covid-19 Aside, Philippines REIT Issues Remain Development of REITs in the Philippines has gained pace in recent months. Conglomerate Ayala has applied to be the country’s first and the float is expected to raise roughly 15 billion pesos (US$294 million). While its plans may be side-tracked by the pandemic, concerns remain on whether the country’s REIT regime could see success. F OR SPONSORS H I P S A N D CO N TR I B U TI O N S [email protected]