Aganwei commented on a stock · Jun 7, 2023 09:38

Largest Data Centre Owner/Operator with Good Or Maybe the Best Corp Governance among Peers

Shorters questioned DCRU’s corporate governace with regards to its disclosure of tenant profile, quick changes (worsening) of its tenants’ credit profile and its relationship with sponsor. Either these shorters dont know REITs industry as a whole, or they try to create opportunity to accumulate more DCRU.

The tenant disclosure comment makes zero sense as no one could track and update the changes of their tenants’ credit profile so timely.

The sponsor relationship comments make little or no sense neither as this issue exists in all REITs. And all SG listed REITs are externally managed, including all those REITs sponsored by Real Estate conglomerate like CapitaLand, Mapletree, Frasers, etc. They are all externally managed and all have embedded conflicts of interests between sponsors and REITs.

If you think there is corporate governance issue with the LARGEST data centre owner/operator in the world, what else can you buy among S-REITs?

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Aganwei

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