Earnings uplift for IGB-REIT from MVS

TheStar Fri, Jan 30, 2026 12:00am - 1 month View Original


Maybank IB Research said operating fundamentals had strengthened post-acquisition and earnings visibility has improved.

PETALING JAYA: Analysts expect earnings and distribution uplift for IGB Real Estate Investment Trust (IGB-REIT) in FY26, chiefly propelled by the full-year impact of the Mid Valley Southkey (MVS) acquisition.

CGS International (CGSI) Research and Maybank Investment Bank (Maybank IB) Research said there was growing visibility in cash flows but cautioned that much of the improvement appeared priced into the current share valuation.

CGSI Research said: “We expect portfolio occupancy and rental rates to remain resilient in the near term, with MVS driving the majority of FY26 distribution per unit (DPU) growth.”

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