1. What’s Happening? Igis Value Plus REIT Announces Rights Offering

On August 21, 2025, Igis Value Plus REIT announced a rights offering to raise approximately KRW 63.1 billion, primarily for debt repayment. The offering will be conducted through a rights issue to existing shareholders, followed by a public offering for any unsubscribed shares, at a ratio of 0.35 new shares per existing share.

2. Why the Rights Offering?

The company reported a significant decline in profitability, with a consolidated net loss of KRW 46.9 billion and an individual net loss of KRW 137.3 billion in the first half of fiscal year 12. The company also faces a high debt-to-equity ratio, projected to be 111.24%. The rights offering aims to improve the financial structure and establish a stable operating foundation.

3. What’s the Impact?

  • Positive Aspects:
    • Improved financial structure and reduced debt-to-equity ratio
    • Lower interest expense burden
    • Securing operating funds
  • Negative Aspects:
    • Share dilution (approximately 0.35 shares per existing share)
    • Stock price volatility due to uncertainty surrounding the new share issue price
    • Concerns about the effectiveness of fund utilization

4. What Should Investors Do?

  • Carefully consider participation in the rights offering: Evaluate your investment style, the company’s growth potential, and the impact of share dilution.
  • Closely monitor future stock price trends: Pay attention to the rights offering results, the new share issue price, and the company’s fund utilization plan.
  • Monitor the company’s financial condition and external environment: Keep track of interest rates, exchange rates, and real estate market conditions.