REIT ASIAPAC MAGAZINE REITASIAPAC 4Q 2018 ISSUE | Page 2

THIS ISSUE Cover Story Outlook 04 29 Market Outlook 2019: Australia and Japan Take Lead Hong Kong Office REITs with exposure to non-CBD locations and Singapore Industrials seen withstanding headwinds in wider economy Te c h n o l o g y PAG-Spring takeover battle brings REIT shareholder activism to new heights 25 REIT AsiaPac spoke to Broderick Storie, PAG Real Estate Partner, and Kevin Leung, Spring REIT Managing Director, to bring unique insights into this milestone in shareholder activism about the REIT structure in Asia Pacific. Legislation Will Tokenisation Disrupt The REIT Industry? 12 Tokenisation is maturing with some ventures succeeding in the most challenging aspect — compliance. But what are the hurdles preventing its full-scale adoption? Fe a t u r e Japan REITs Step Up ESG initiatives, but Corporate Governance Still Lags 32 Links between the manager of the REIT and its major shareholder (sponsor) spark management fee and related party-transaction debate. Invincible defends its stance. 22 Lippo Group’s bribery probe and liquidity risk put investors on edge Malaysian REITs Structure Strategies to Overcome Tough Market Conditions Proceeds from Lippo Karawaci’s asset sales will only provide temporary relief. Longer-term, the establishment of the world’s first airport REIT will be transformative for the industry. Market 19 J-REITs Secondary Offerings Unfairly Impact Issuer and Investors Directory 36 Unit price falls about 4% from the closing on secondary offering announcements. 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 REITAsiaPac. 2 信報書角 3 Asia Pacific REITS by Country L E T U S K N OW W H AT YO U TH I N K [email protected] FOR S PON S OR SH I P S A N D CO N TR I B U TI O N S [email protected]