Link Real Estate Investment Trust (LKREF) Q4 2026 Earnings Call May 27, 2026 8:00 PM EDT
Company Participants
Christy Lam
Duncan Owen
Kok Ng – CFO & Executive Director
John Russell Saunders – Chief Investment Officer & Executive Director
Conference Call Participants
Karl Chan – JPMorgan Chase & Co, Research Division
Xinyuan Li – Citigroup Inc., Research Division
Mark Leung – UBS Investment Bank, Research Division
Karl Choi – BofA Securities, Research Division
Jeff Yau – DBS Bank Ltd., Research Division
C Wong – Bloomberg Intelligence
Wai Ming Liu – HSBC Global Investment Research
Presentation
Christy Lam
On the stage, we have our Chair of the Board, Mr. Duncan Owen, Executive Director and Chief Financial Officer, Mr. Kok Siong Ng; Executive Director and Chief Investment Officer, Mr. John Saunders. So on the screen, you may find today’s agenda. And without further ado, let me hand the floor over to Duncan to give an overview of our results. Thank you.
Duncan Owen
Thanks, Christy. Good afternoon, everyone. Whether you’re in the room at our office in the Quayside here or watching via the webcast, thank you for taking the time to join this session. We’re here to report the full year and results for Link REIT 2025 year ending 2026. But before we cover the details of our results, I’d like to just start speaking on behalf of the Board and management to say that we’ve been listening carefully, reflecting on the views of our unitholders and other important stakeholders. Our response during the final months of 2025, ’26 and going into the new financial year has been to go back to basics, focusing on our key competitive advantages as owners and operators of retail malls and car parks in APAC. What that means is focusing on our core assets and our core skills. This is why in January’s announcement, we confirmed that no less than 80% of Link’s balance sheet capital would
