Singapore, Jan 8, 2026, 15:50 SGT — Regular session
- CapitaLand Investment shares rose about 2% in afternoon trade after new logistics investments
- Fund to develop a S$260 million automated facility in Jurong; CLI takes a minority stake in Ally Logistic Property
- Investors now look to February results for clues on fee growth and fundraising pace
Shares of CapitaLand Investment Limited climbed 2.16% to S$2.84 as of 3:39 p.m. in Singapore on Thursday, extending a steady week for the real asset manager after it flagged new logistics moves. SG Investors
CLI is leaning harder into warehouses and automation at a time when investors have been picky about property names. The company said it would take a minority stake in smart logistics operator Ally Logistic Property and that its CapitaLand Southeast Asia Logistics Fund will commit about S$260 million to build its first automated logistics facility in Singapore. “APAC remains the fastest-growing logistics region,” Patricia Goh, CLI’s Southeast Asia CEO and global head of logistics and self-storage, said, citing a projected 15.2% compound annual growth rate — the average annual pace of growth — through 2030. SGX Links
The strategy matters because CLI sells itself as a fee business, not just a landlord. In slides for a DBS Global Financial Markets property conference on Jan. 7, CLI put fee-related revenue — money earned from managing funds and properties — at S$882 million for the nine months ended Sept. 30, 2025, up 7% from a year earlier, and said it raised S$3.7 billion of equity across listed and private funds in 2025. SGX Links
Omega 1 Singapore will sit on a 5.1-hectare plot at 19 Gul Lane in the Jurong Industrial Estate and is due to be completed in 2028, the Straits Times reported. The five-storey facility will span about 71,000 square metres and include robotics and automated storage systems; it will be fully leased to ALP under a master lease — a single tenant taking the whole building — with built-in rent increases. The Straits Times
The Business Times reported Japanese shipping group Mitsui O.S.K. Lines is also investing in the development through its existing interest in the logistics fund. The report said the transaction will lift Singapore assets to 55% of the fund’s portfolio, with the rest in Thailand and Vietnam, and noted CLI has deployed about S$500 million into logistics developments across Southeast Asia over the past two years. The Business Times
Still, this is a long build. A project that runs to 2028 leaves investors exposed to construction delays, cost inflation and the risk that logistics demand cools if trade and consumer spending slow harder than expected.
