CapitaLand Retail China Trust is Singapore’s first and largest China shopping mall REIT with a portfolio of 13 retail malls, as of 30 June 2020. The REIT’s sponsor is blue-chip property firm, CapitaLand Limited (SGX: C31). Source: CapitaLand Retail China Trust investor presentation Its portfolio mix could change, though, as the REIT’s manager has announced that its investment strategy will be expanded. Here’s what investors should know about the move and what they can expect. CapitaLand Retail China Trust’s Expansion of Investment Strategy Prior to the announcement, CapitaLand Retail China Trust’s investment mandate was restricted to investing in properties that are used mainly for retail purposes. But by the end of this month, its investment strategy will be expanded to include the following:

• Office buildings; and
• Industrial assets (including business parks, logistics facilities, data centres, and integrated developments).

With the expanded investment strategy, the REIT will also have enhanced growth potential as it will be the dedicated Singapore-listed...