Singapore, Jan 7, 2026, 15:49 SGT — Regular session
Shares of CapitaLand Investment Limited (SGX:9CI) edged up 0.36% to S$2.77 by 3:20 p.m. Singapore time on Wednesday, near the top of the day’s S$2.76-S$2.78 range and not far from a 52-week high of S$2.87.
The Singapore-listed real asset manager is heading into a dense stretch of investor touchpoints, when markets will test whether fee income can keep rising as managers push new funds and recycle capital. Fee-related revenue is the recurring money an asset manager earns for running clients’ assets, while funds under management measures the size of that pool.
Interest-rate expectations add another layer. OCBC head of equity research Carmen Lee described the 2026 backdrop as “constructive”, while Macquarie analysts forecast the Singapore Overnight Rate Average (SORA) — a key benchmark rate — could drop below 1% by mid-year and urged investors to rotate into rate-sensitive Singapore REITs, The Business Times reported. The Business Times
A filing showed CapitaLand Investment will publish its unaudited full-year 2025 results on Feb. 11 before the market opens, after a run of reporting dates for listed trusts it manages, including CapitaLand Malaysia Trust on Jan. 28 and CapitaLand Ascott Trust on Jan. 29.
The company will hold a results briefing for analysts and the media at 9:00 a.m. on results day and will stream a live webcast, it said.
In slides released for DBS Global Financial Markets’ Regional Property Conference on Jan. 7, CapitaLand Investment flagged S$1.568 billion in revenue for the first nine months of 2025 and said fee-related revenue rose to S$882 million, helped by higher event-driven fees and contributions from new funds. The deck also cited S$3.7 billion of equity raised across its listed and private funds in 2025 and S$2.3 billion of asset monetisation year-to-date, with funds under management at S$120 billion.
But investors remain wary that deal activity can slow quickly if credit conditions tighten or if property valuations — especially in China — stay under pressure, crimping transaction-related fees. A weaker fundraising tape would also weigh on fee growth, the main engine of earnings for asset-light managers.
