Sunday, March 1, 2026
Market Intelligence for Real Estate Professionals
What's happening: OUE REIT Mulls $2.35B Sale of One Raffles Place to Unlock Value
OUE Real Estate Investment Trust is weighing a sale of its flagship asset One Raffles Place, with a price tag between S$2.3 billion and S$2.4 billion. The trust holds a 68 percent interest that generates roughly 25 percent of its portfolio revenue, while its units trade S$0.56 below net‑asset value per share, sparking talk of privatisation or liquidation.
China new home prices fell at fastest pace in 3+ yrs (Feb). Macro: property slump drags growth. Key factors: weak demand, limited policy relief. Risks: wealth erosion, consumption hit. Trade: short Chinese property developers/RE ETFs 🔻 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov

Will we see a price uptick this spring? This is what the rhythm looks like. The median isn't a perfect metric (there is no perfect metric), but it gives a helpful shape for the market. Remember, larger homes start selling in the spring, which makes a difference in price stats. https://t.co/5NZCexWu1c