CapitaLand Investment (9CI) Investor presentation summary

Market position and scale

• Holds S$125B in funds under management, with a strong Asia presence and S$14B market capitalization on the Singapore Stock Exchange.

• Operates eight listed REITs and business trusts, with c.9,500 staff globally and over 390 investment professionals.

• Asset classes include retail (25%), office (22%), lodging & living (19%), business park (14%), and alternatives (8%).

Business model and segments

• Connects capital with institutional-grade opportunities through fund management, operating businesses, and investment stakes.

• Manages S$75B in listed funds and S$50B in private funds, focusing on APAC real assets across debt and equity.

• Generates recurring fees from asset-light lodging and commercial management platforms.

Financial performance and revenue mix

• Fee-related revenue rose 10% YoY to S$310M in 1Q 2026, driven by listed funds growth.

• Total revenue for 1Q 2026 was S$487M, with 59% from fee business and 41% from investment business.

• REIB revenue declined 14% due to the exit of the Synergy platform and other divestments.