Key Highlights
- CapitaLand Investment Limited (CLI) announces two major initiatives to deepen logistics expertise and accelerate growth across Asia Pacific.
- Minority investment in Ally Logistic Property (ALP) – a pioneer in smart logistics infrastructure in Asia and existing capital partner in the CapitaLand Southeast Asia Logistics Fund (CSLF).
- CSLF commits S\$260 million to develop its first automated logistics facility in Singapore, named OMEGA 1 Singapore, on a 5.1-hectare site in Jurong Industrial Estate.
- Expansion into high-growth markets: Australia, Japan, and the United States.
- CLI has deployed approximately S\$500 million into logistics developments across Southeast Asia in the past two years.
- Smart logistics sector in APAC projected to grow at a CAGR of 15.2% between 2024 and 2030.
Strategic Investments and Partnership
CLI’s minority investment in ALP is a significant step to strengthen its operational capabilities in logistics. ALP is recognized for its end-to-end capabilities in real estate development, automation, and operations & maintenance. Through its OMEGA platform, ALP integrates artificial intelligence, advanced robotics, and proprietary technology to deliver comprehensive smart logistics solutions, enhancing supply chain efficiency and reducing operational costs.
The partnership positions CLI to leverage ALP’s technological expertise and combine it with CLI’s strengths in fund management, capital raising, and deal sourcing. This collaboration is likely to unlock new growth opportunities not only in Asia Pacific but also in the United States, supporting CLI’s ambition to become a global leader in smart logistics infrastructure.
OMEGA 1 Singapore – Landmark Automated Logistics Facility
CSLF’s acquisition of a prime site at 19 Gul Lane, Jurong Industrial Estate, for OMEGA 1 Singapore marks its entry into smart logistics development in Singapore. The location benefits from proximity to major expressways and strategic ports including Tuas Checkpoint, Jurong Port, and Tuas Mega Port, making it an ideal hub for domestic and regional distribution.
- Facility will be five storeys with a gross floor area of 71,000 sqm, accommodating around 60,000 pallet positions.
- Features cutting-edge technologies: robotics, automated storage and retrieval systems, automated guided vehicles for efficient inventory management.
- Environmental focus: designed to achieve Green Mark GoldPLUS certification for sustainability.
- Fully leased to ALP under a long-term master lease with built-in rent escalation, ensuring stable and growing income for CSLF’s investors.
- Scheduled completion: 2028.
Portfolio Expansion Across Southeast Asia
With the addition of OMEGA 1 Singapore, CSLF’s portfolio achieves greater geographical diversification, with Singapore now accounting for 55% of total assets under management, and the remainder in Thailand and Vietnam.
Thailand: In 2023, CSLF acquired a 20-hectare site in Greater Bangkok for OMEGA 1 Bang Na – set to be Thailand’s largest standalone logistics campus with over 2 million sq ft GFA, ambient and cold storage, and automation. Phase 1 expected completion: mid-2026.
Vietnam: CSLF’s Ready-Built Factory at Song Khoai Industrial Park, Quang Ninh broke ground in September 2025. It aims to set new benchmarks for industrial infrastructure, offering plug-and-play spaces for manufacturers to reduce capital expenditure and accelerate operations. Full completion expected by 1H 2026.
Potential Price-Sensitive Information for Shareholders
- CLI’s strategic investment in ALP, a leader in smart logistics, enhances CLI’s technological edge and operational capabilities in a rapidly growing sector.
- Significant capital commitment of S\$260 million for a new automated logistics facility in Singapore represents a major portfolio expansion and diversification, with long-term stable income through master leasing to ALP.
- Projected sector growth in APAC (CAGR 15.2% to 2030) and CLI’s rapid deployment of S\$500 million in the past two years signal strong future earnings potential in logistics.
- Expansion into high-growth markets (Australia, Japan, US) could further boost CLI’s global presence and asset base.
- These moves may positively impact CLI’s share price due to anticipated revenue growth, enhanced capabilities, and stronger regional diversification.
About CapitaLand Investment Limited
Headquartered in Singapore and listed since 2021, CLI is a leading global real asset manager with S\$120 billion funds under management as of November 2025. CLI invests across retail, office, lodging, industrial, logistics, business parks, wellness, self-storage, data centres, and private credit. It holds stakes in eight listed REITs and business trusts, and manages a suite of private real asset vehicles with strategies focused on demographics, disruption, and digitalisation.
CLI seeks to scale fund management, lodging management, and commercial management businesses globally, leveraging CapitaLand Group’s development arm for pipeline opportunities. It is committed to responsible growth, delivering long-term economic value, and contributing to environmental and social well-being.
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Disclaimer
This article is for informational purposes only and does not constitute investment advice, solicitation, or an offer to buy or sell any securities. Investors should conduct their own due diligence and consult with professional advisors before making investment decisions. The information herein is based on public sources and may be subject to change without notice. CapitaLand Investment Limited and its partners do not guarantee the accuracy or completeness of the information provided.
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