Uploaded September 2022 | Updated September 2026, 13 minutes ago
COL Conversations with Ayala Land, Inc and AREIT, Inc
Standing on Solid Ground
Augusto Bengzon, Carol Mills, and Marvin Fausto
Recorded on August 16, 2022
🔗 To join our future COL Conversations webinars, register at bit.ly/COLCONsignup
- Introduction [0:00]
- When will ALI's income go back to pre-pandemic levels? [0:30]
- ALI discusses about the large foreign investor unloading shares [10:50]
- What differentiates AREIT from other REITs? [17:48]
- How is ALI and AREIT affected by rising inflation and interest rates? [20:41]
- How does the Work-From-Home set up affect office occupancy? [27:33]
- Is there an excess supply of available office and residential spaces? [29:54]
- What are the prospects for additional infusion of assets from ALI? [33:00]
- Will the transfer of assets from ALI to AREIT make ALI less attractive? [34:14]
- How are you going to raise capital amidst the pandemic? [37:03]
- Will AREIT's dividend increase this quarter? [37:42]
- Is ALI increasing its dividends next year? [38:25]
- Which one should you invest in, ALI or AREIT? [39:46]
- Does Ayala have any plans on creating industrial REITs/other REIT types? [42:07]
- How can REITs acquire more property if 90% of income is given out? [44:33]
- How are you addressing the higher residential sales cancellation rates? [45:09]
- What are AREIT's future growth drivers? [46:27]
- How do you assess the current gov't in helping the Real Estate industry? [47:35]
- Will ALI and AREIT have any exposure to China's current real estate situation? [50:34]
- ALI and AREIT's closing remarks [51:29]
- Conclusion and event takeaways [52:44]
#philippinestockmarket #AyalaLand #AREIT #COLconversations #COLFinancial
COL Conversations with Ayala Land, Inc and AREIT, Inc
Standing on Solid Ground
Augusto Bengzon, Carol Mills, and Marvin Fausto
Recorded on August 16, 2022
🔗 To join our future COL Conversations webinars, register at bit.ly/COLCONsignup
- Introduction [0:00]
- When will ALI's income go back to pre-pandemic levels? [0:30]
- ALI discusses about the large foreign investor unloading shares [10:50]
- What differentiates AREIT from other REITs? [17:48]
- How is ALI and AREIT affected by rising inflation and interest rates? [20:41]
- How does the Work-From-Home set up affect office occupancy? [27:33]
- Is there an excess supply of available office and residential spaces? [29:54]
- What are the prospects for additional infusion of assets from ALI? [33:00]
- Will the transfer of assets from ALI to AREIT make ALI less attractive? [34:14]
- How are you going to raise capital amidst the pandemic? [37:03]
- Will AREIT's dividend increase this quarter? [37:42]
- Is ALI increasing its dividends next year? [38:25]
- Which one should you invest in, ALI or AREIT? [39:46]
- Does Ayala have any plans on creating industrial REITs/other REIT types? [42:07]
- How can REITs acquire more property if 90% of income is given out? [44:33]
- How are you addressing the higher residential sales cancellation rates? [45:09]
- What are AREIT's future growth drivers? [46:27]
- How do you assess the current gov't in helping the Real Estate industry? [47:35]
- Will ALI and AREIT have any exposure to China's current real estate situation? [50:34]
- ALI and AREIT's closing remarks [51:29]
- Conclusion and event takeaways [52:44]
#philippinestockmarket #AyalaLand #AREIT #COLconversations #COLFinancial
