REIT as an asset class, is it a retail investor/pension fund paradise? Join this webinar and find out more.


Topics: Real EstateEthics & IntegrityInvestment Products & Asset ClassesFixed Income InvestmentsReturn Analysis & Performance Measurement

Hosted by CFA Institute, Association of Chartered Certified Accountants

Overview

Often touted as an asset class that generate recurring stable income for genuine long-term investors; REIT has frequently been mentioned along-side with investment grade fixed income products. How true is that?

The vibrancy and degree of retail participation rates within the REIT industries across both Hong Kong & Singapore market have been phenomenal when compared to that of other industry sectors. Why is this so?

In addition, all if not most REITs are leveraged entities. As such, ability to obtain access to low interest rate financing is key for both survival and prosperity. Is the foreseeable low interest rate regime of our era benefiting the REIT business model? Are institutional investors buying into this low interest rate story?

1 PL

CFA Institute members can claim PL credit by providing their CFA Institute ID number when registering.

About the Speaker(s)

Eunice Chu
Eunice Chu FCCA

Eunice is responsible for elevating ACCA’s brand equity through stakeholders’ engagement, speaking in forums and training events, conducting research projects, article contribution and media commentaries. Eunice is the co-author of the "Sector Analysis: A Framework for Investors" research series jointly published by CFA Institute and ACCA. Besides her research work, Eunice also assists ACCA’s advocacy and educational work, giving presentation and training sessions on financial reporting, corporate governance and professional ethics issues in Hong Kong, Vietnam and Cambodia.

Alan Lok
Alan Lok CFA

Alan Lok is responsible for engaging the growing CFA Institute member societies in Asia Pacific in advocacy work. In his role, Mr Lok works with member societies to advance awareness and adoption of CFA Institute ethics and standards, as well policy positions on financial market integrity issues. This involves outreach to local stakeholders, including the industry, financial regulator, and the public across the APAC markets. Alan also managed thought leadership research projects carried out by societies leaders as well as facilitating their advocacy activities on the Asia-Pacific Research Exchange (ARX) post publication.

Victor S Yeung
Victor S Yeung CFA, MRICS

Victor Yeung is Admiral’s founding managing partner and chief investment officer. Since 2013, he has been responsible for our overall firm strategy and day-to-day management of the Admiral products. Since 2018, Victor has also been appointed as an Adjunct Associate Professor, Department of Real Estate and Construction at the University of Hong Kong.

From 2007 to 2013, Victor was with LaSalle Investment Management, where he managed the Asia Pacific portion of the USD 10 billion Global Real Estate Securities program and eventually became its Managing Director, Asia Pacific Securities. Victor started the Asia Pacific Securities office for LaSalle Investment. He also previously worked for Morgan Stanley and American Express.

Victor was educated at the Massachusetts Institute of Technology (MIT), receiving the following degrees.
• Bachelor of Science Degree in Electrical Engineering and Computer Science
• Bachelor of Science Degree in Management
• Bachelor of Science Degree in Political Science
• Master of Science Degree in Political Science

He serves as an Educational Councilor for MIT. Since 2008, he has also lectured for various other industry and academic institutions, including the Asia Pacific Real Estate Association (APREA), Hong Kong Securities Institute (HKSI), Oxford Brookes University, Technological and Higher Education Institute of Hong Kong, and the City University of Hong Kong.

Victor is the author of four books and writes regular columns for several news media in Hong Kong, Taiwan, and Singapore. His Chinese book “A Complete Handbook of REITs” (投資房託全手冊) has won a publishing award at the Hong Kong Biennial Publishing Awards 2017. He is a co-host of a weekly stock analysis segment at Now TV’s Finance Channel.

Victor is a Chartered Financial Analyst, a professional member of the Royal Institution of Chartered Surveyors and he holds the Advanced Diploma in Managerial Accounting with the Chartered Institute of Management Accounting.

Luna Fong
Luna Fong

Luna Fong is currently the Head of Investor Relations of Link Asset Management Limited, the manager of Link Real Estate Investment Trust. Luna has extensive experience in accounting, finance, investor relations and corporate strategy. Prior to joining Link REIT, she worked as Corporate Finance Manager in Esprit Holdings Limited. She also worked as Senior Manager in Financial Planning & Analysis at Sino Land Company Limited and Senior Manager in Assurance at PricewaterhouseCoopers. Luna holds a Bachelor of Commerce from the University of British Columbia and is a Certified Public Accountant.

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