PAVREIT 5212 PAVILION REAL ESTATE INVESTMENT TRUST | 企业新进展
在马股多家产托中,版主个人较为喜欢的两家零售类的产托就有 IGBREIT(5227),以及今天的主角 Pavilion Real Estate Investment Trust(PAVREIT、5212);其中 PAVREIT 在近期内完成了他们的集资活动,但版主发现到市面上仍不多人讨论这家产托,因此我们今天就来看一下 PAVREIT 到底集资做些什么,以及公司未来的发展方向好了。
在这次的集资中,PAVREIT 有意收购价格为 RM 2.2 Billion 的 Pavilion Bukit Jalil Mall 以扩充他们旗下的产业组合,而该产业刚完成了 1 年左右,目前的净可出租面积(“NLA”)为 1,760,289 Sq. Ft.,最新的出租率* 也已经达到了 81.4%,旗下较为知名的租户就有 Parkson、The Food Merchant、TGV Cinemas、Harvey Norman、Sports Direct 和 Tsutaya Books 等。
*该数据是以 2023 年 2 月 28 日为参考,同样以该日期为参考,该产业的平均租金为 RM 9.43 / Sq. Ft.,勤劳的读者们可以自己反向计算潜在的租金收入。
从 Pavilion Bukit Jalil Mall 现有的租户组合来看,不难看出他们主要专注于娱乐和餐饮类(“F&B”)的租户(这也是现在许多零售产业的主打方向),其中 F&B 就占据了公司 NLA 非常大的一部分组合;不过需要留意的是,约有 91.4% 的租户合约会在 2025 年 10 月份逾期,也就是说 Pavilion Bukit Jalil Male 的平均加权租赁预期(“WALE”)为 2.4 年左右。
不过以版主所了解,PAVREIT 对于在接手该产业后在 2025 年租约翻新的时候提高租金(也就是我们所谓的 “RRR”)有信心,因此在 2025 – 2026 年的时候,该产业有望给 PAVREIT 带来更多的收入。
据现在的数据显示,该产业平均每个月约有 1.9 Million 个访客,而该产业也设有 4,800 个停车位,每个停车位也预计可以平均每个月给公司带来约 RM 87 的收入(一样,勤劳的读者们可以进行反向计算来算出公司的潜在收入)...
阅读全文:https://12invest.my/pavilion-real-estate-investment-trust-%e4%bc%81%e4%b8%9a%e6%96%b0%e8%bf%9b%e5%b1%95/
#12INVEST#PAVREIT
https://xifu.my/OpinionsComment.aspx?BID=B03235752P1AA0CC
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