Link 3.0 strategy focuses on evolving both the existing Link REIT Portfolio as well as the growth of our investment management business under Link. Building on the proven success of Link REIT, we aim to position it as a “REIT plus” investment case, characterised by resilient returns that withstand market cyclicality and the potential for above-average earnings growth.
This approach has been central to how we create value and deliver resilient returns for our Unitholders over cycles and even when faced with challenging market conditions. We continuously search and review potentially accretive investment opportunities across geographies and asset classes for the Link REIT Portfolio. We see opportunities in Australia, Japan and Singapore, since these markets have relatively low investment risk and abundant liquidity. In the longer term, we aim to further strengthen the portfolio to realise a balanced exposure across key APAC markets, generating attractive risk-adjusted returns for our Unitholders.
The investment management capabilities under Link have been an indispensable part of Link REIT since its listing in 2005. We are continuing to evolve our capabilities in two main areas: asset and property management, manifest by our commitment to operational excellence; and fund management, which covers portfolio and capital decisions and focuses on delivering investment returns. As we diversify, we aim to expand our capabilities and skillset in our target markets in APAC from deal sourcing to operations on the ground. The Link REIT Portfolio will benefit from the expansion of our investment management capabilities. Leveraging our track record of managing Link REIT, we also aim to work with and provide services for third-party capital partners.