Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.

In this 16th episode of the Mark To Market podcast, senior correspondent Ben Paul delves into why the latest real estate investment trust (Reit) mergers seem to be facing resistance, and responds to criticism of his column by the manager of Ara Logos Logistics Trust.

Highlights (click/tap above)

01:30 Proxy advisers, activist investors objecting to latest Reit mergers

03:28 ALog’s manager hits back at a Mark To Market commentary

07:37 Fundamental problem with Reit mergers: Conflicted managers 

09:25 Investor attitudes, market conventions and customs are changing

11:26 Reit managers, sponsors should get ahead of investor expectations

Produced by: Ben Paul ([email protected]) and Howie Lim

Edited by: Howie Lim

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