Singapore, January 8, 2026, 3:50 p.m. SGT — Ordinary session
- CapitaLand Investment shares rose about 2% in afternoon trading after new logistics investments
- Funds to develop a S$260 million automated facility in Jurong; CLI takes a minority stake in Ally Logistic Property
- Investors are now looking to February results for clues about fee growth and the pace of fundraising.
Shares of CapitaLand Investment Limited rose 2.16 per cent to S$2.84 as of 3:39 p.m. on Thursday in Singapore, extending a stable week for the real estate asset manager after reporting further logistics moves. SG Investors
CLI is leaning more into warehouses and automation at a time when investors are picky about property names. The company said it would take a minority stake in smart logistics operator Ally Logistic Property and its CapitaLand Southeast Asia Logistics Fund would commit about S$260 million to build its first automated logistics facility in Singapore. “APAC remains the fastest growing logistics region,” said Patricia Goh, CEO of CLI Southeast Asia and global head of logistics and self-storage, citing a projected compound annual growth rate of 15.2% – the average annual growth rate – through 2030. SGX Links
Strategy is important because CLI sells itself as a fee-for-service business, not just a landlord. In slides from a DBS Global Financial Markets property conference on Jan 7, CLI estimated fee income – money earned through fund and property management – at S$882 million for the nine months ended Sept 30, 2025, up 7% from a year earlier, and said it had raised S$3.7 billion of equity capital in listed and private funds in 2025. SGX Links
Omega 1 Singapore will be located on a 5.1 hectare plot of land at 19 Gul Lane in the Jurong Industrial Estate and is expected to be completed in 2028, The Straits Times reported. The five-story facility will span approximately 71,000 square meters and include robotics and automated storage systems; it will be fully let to ALP under a master lease – with a single tenant taking the whole building – with rent increases built in. The Strait Era
The Business Times reported that Japanese shipping group Mitsui OSK Lines is also investing in the development through its existing stake in the logistics fund. The report said the transaction will bring Singapore assets to 55% of the fund’s portfolio, with the remainder in Thailand and Vietnam, and noted that CLI has deployed around S$500 million in logistics developments in Southeast Asia over the past two years. Business time
However, it is a long construction. A project that extends through 2028 exposes investors to construction delays, cost inflation and the risk of slowing logistics demand if trade and consumer spending slow more than expected.