About this video
Strand's warehouse lease at Tuas South ends in a year, and a new tenant would pay more. Ellie shows why keeping Strand earns S$563k more.
Full description
A logistics trust's leasing team has 61 leases across Singapore, Japan and China and a rent roll per market. Ellie reconciles the rent rolls against the signed leases and amendments, finds the renewal notice date the diary has wrong and six break rights no system records, then models renew against relet in Excel on the committee's own assumptions: keeping Strand earns about S$563k more over 36 months, a new tenant only wins if the unit is empty for under 1.64 months, and Strand's 800 kVA need against the 780 kVA certified is flagged before anything is priced. Fictional data.
Key points
- The rent roll says 31 March 2027; the signed amendment says 31 December 2026, so a rent-roll reminder fires after the option has lapsed
- Empty months, rent-free and fees eat the higher rent: keep Strand, +S$563k over 36 months
- Break-even void of 1.64 months, tested in a separate scenario workbook
- Every figure clicks back to its page and Excel cell
Part ofAsset management
Video details
- Roles
- Asset Manager, Portfolio Manager
- Processes
- Asset Management, Lease Abstraction
- Geographies
- APAC
- Markets
- Singapore
- Tags
- author-demo, logistics, leasing, Singapore