So… CapitaLand called for a trading halt this morning…. for CapitaLand, all the CapitaLand REITs, Ascendas REIT, and Ascott REIT.

That’s when you know something big is coming.

And boy, they didn’t disappoint.

Because the deal that they announced was a mega deal.

I’ve had a lot of requests to break down CapitaLand’s restructuring, and I’m more than happy to do so.

It’s quite a complex deal, and the implications for shareholders are not that easy to decipher.

Anyway, lot’s to cover, so let’s dive right into it.

What is going on with CapitaLand?

To sum it up in one sentence:

CapitaLand is privatizing their development business.

That’s it.

The details are a lot more complex, but if you take away one thing from this article, let it be this.

CapitaLand is splitting their business into 2:

  1. CapitaLand Development – Which is the property development business (builds new properties, and holds the developing assets)