中国私募房地产投资信托基金（REITs）的崛起-APAC Focus_ the rise of private REITs in China
2025-08-18 02:52
ab 14 August 2025 Global Research Private REITs provide a new channel to recycle capital, although this depends on the assets available to be spun off (remaining years of land use rights and developers' willingness). Potential beneficiaries are CR Land (our Top Pick, transitioning to an asset manager), Seazen (upgrade to Buy), Hang Lung Properties (unlocking value), Swire Properties (a track record of capital recycling), CapitaLand Investment (transitioning to an asset-light model) and GDS (capital recyclin ...