ESR: Well-Positioned To Deliver Sustainable Growth

The transcript discusses the company's performance, highlighting the impact of the ARA acquisition on EPS growth and AUM. It covers capital deployment strategies amid market conditions, emphasizing the benefits of inflation on real estate. The company manages interest rates effectively, maintaining a strong balance sheet and liquidity. Despite a drop in stock price, the company believes it is undervalued due to its growth profile. The focus is on maintaining a low gearing ratio and leveraging asset-light strategies to capitalize on future opportunities.

What challenges are mentioned regarding the company's share price performance?

What strategies did the company employ to manage its cost of capital?

What trends are observed in the company's portfolio occupancy rates?