Lendlease Global Commercial REIT (Lendlease REIT) (JYEU) Fair Value & Analysis
Real Estate · SG · Market cap 1.9B SGD
Fair value as of: Jul 4, 2026
From 23 valuation models · updated yesterday
Share price +2.7% over the past month.
Price vs Fair Value (12 months)
12‑month range 0.4936 SGD – 0.6494 SGD · fair‑value band 0.2700 SGD – 0.4500 SGD · the 0.5750 SGD price screens above the 0.4400 SGD fair value. As of Jul 4, 2026.
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Lendlease Global Commercial REIT (Lendlease REIT) (JYEU) currently trades at 0.5750 SGD, while our model-based Fair Value estimate is 0.4400 SGD — implying the stock looks roughly 23.5% overvalued today. We read business quality at 61/100 (solid quality), in the Real Estate sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).
Over the trailing twelve months, Lendlease Global Commercial REIT (Lendlease REIT) generated revenue of 219M SGD at a net margin of 43.1%. Revenue grew 12.3% year over year. It earns a return on equity of 4.1%. Net debt stands at 1.6B SGD. Fundamentals as of Jul 4, 2026
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 4, 2026. TTM = trailing twelve months.
About the company
Lendlease Global Commercial REIT (Lendlease REIT) is established with the principal investment strategy of investing. It does it directly or indirectly in a diversified portfolio of stabilized income producing real estate assets located globally, which are used primarily for retail and/or office purposes. As at 31 March 2026, its portfolio comprises leasehold properties in Singapore namely Jem and PLQ Mall (suburban retail properties), 313 at somerset (a prime retail property) and freehold interest in three Grade A commercial buildings in Milan. These properties have a total value of approximately S4.2 billion dollars. Other investments include a stake in Parkway Parade (an office and retail property) and development of a multifunctional event space on a site adjacent to 313 at somerset. Lendlease REIT is managed by Lendlease Global Commercial Trust Management Pte. Ltd., an indirect wholly owned subsidiary of Lendlease Corporation Limited. Lendlease Global Commercial REIT was …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Lendlease Global Commercial REIT (Lendlease REIT) reported revenue of 207M SGD in FY2025 versus 78.2M SGD in FY2021, a compound +27.5%/yr. Reported net income was 70.9M SGD in FY2025.
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.