Uploaded December 2023 | Updated September 2026, 2 hours ago
Q&A Session | COL Conversations with AREIT
AREIT Special Webinar
Carol Mills and Marvin Fausto
Recorded on December 7, 2023
🔗 To join our future COL Conversations webinars, register at bit.ly/COLCONsignup
- Introduction [0:00]
- Why does ALI have to transfer its assets into AREIT? [0:20]
- How is the disposition of these additional shares to ACEN and what can we expect from the future share offerings of AREIT due to future asset infusions? [4:03]
- What is "cap rate" in simple terms and has this translated to actual dividends? [7:38]
- What does "accretive" mean? [9:51]
- How will the recent acquisitions affect the earnings and dividends per share? [13:09]
- How and when will AREIT address the drop in its public float? Would it be by way of a private placement or follow-on offering? [14:14]
- Why is the share price of AREIT plunging despite the seemingly good moves of the company? [14:59]
- Will there be an additional infusion of assets and does AREIT plan to incur debt to finance future asset acquisitions? [16:32]
- Can AREIT sustain its dividend growth? [18:27]
- Is AREIT's dividend yield going to increase in the next 1-2 years? [19:12]
- What is the long-term outlook for AREIT and plans for expansion? [19:48]
- What is your outlook on the office industry given the work-from-home setup and high-interest rate condition? [20:47]
- How is AREIT different from the different REITs we have today? [22:25]
- What are the risks involved in investing in AREIT? [24:27]
- Why does AREIT still infuse properties even during hard times in the market? [26:55]
- What are you planning to do about the current high interest rate? [28:17]
- Isn't the average WALE (Weighted Average Lease Expiry) of AREIT offices of 3.5 too low? How will AREIT address dwindling office occupancy when the rents are due? [29:29]
- Why should I invest in AREIT when I can invest in AyalaLand? [31:14]
- AREIT Closing Remarks [32:11]
- Key Takeaways [34:01]
#philippinestockmarket #AREIT #COLconversations #COLFinancial
Q&A Session | COL Conversations with AREIT
AREIT Special Webinar
Carol Mills and Marvin Fausto
Recorded on December 7, 2023
🔗 To join our future COL Conversations webinars, register at bit.ly/COLCONsignup
- Introduction [0:00]
- Why does ALI have to transfer its assets into AREIT? [0:20]
- How is the disposition of these additional shares to ACEN and what can we expect from the future share offerings of AREIT due to future asset infusions? [4:03]
- What is "cap rate" in simple terms and has this translated to actual dividends? [7:38]
- What does "accretive" mean? [9:51]
- How will the recent acquisitions affect the earnings and dividends per share? [13:09]
- How and when will AREIT address the drop in its public float? Would it be by way of a private placement or follow-on offering? [14:14]
- Why is the share price of AREIT plunging despite the seemingly good moves of the company? [14:59]
- Will there be an additional infusion of assets and does AREIT plan to incur debt to finance future asset acquisitions? [16:32]
- Can AREIT sustain its dividend growth? [18:27]
- Is AREIT's dividend yield going to increase in the next 1-2 years? [19:12]
- What is the long-term outlook for AREIT and plans for expansion? [19:48]
- What is your outlook on the office industry given the work-from-home setup and high-interest rate condition? [20:47]
- How is AREIT different from the different REITs we have today? [22:25]
- What are the risks involved in investing in AREIT? [24:27]
- Why does AREIT still infuse properties even during hard times in the market? [26:55]
- What are you planning to do about the current high interest rate? [28:17]
- Isn't the average WALE (Weighted Average Lease Expiry) of AREIT offices of 3.5 too low? How will AREIT address dwindling office occupancy when the rents are due? [29:29]
- Why should I invest in AREIT when I can invest in AyalaLand? [31:14]
- AREIT Closing Remarks [32:11]
- Key Takeaways [34:01]
#philippinestockmarket #AREIT #COLconversations #COLFinancial
