S-REIT
Analyst say Fed pause could support S-REIT valuations
Analyst say Fed pause could support S-REIT valuations
The forecast challenges expectations that borrowing costs will climb further.
Malls and offices stay full but investors shun S-REITs over rate fears: DBS
S-REITs yield 6.2% yet trade below book value as Fed concerns dominate.
S-REITs accelerate asset recycling amidst yield pressure
REIT index rises 0.4% whilst retail names lead sector gains.
Analysts stay upbeat as S-REITs stabilise after Q1 slump
Data centre REITs led gains at 5.74% on AI-driven cloud demand.
Why S-REITs are the primary buffer against 3.2% inflation
Rental reversions of 23% at NTT DC REIT prove the sector's ability to outpace inflation, says UOBKH.
Can logistics and data centres sustain industrial REIT growth?
S-REITs make up around 10% of SGX total market capitalisation.
S-REITs a good defensive play on renewed US-China tensions
They have stable cash flows and will benefit from upcoming rate cuts.
S-REITs shift to cash-backed yields, eye 5.5% in FY 2025
It aims to minimise dilution and align distributions with recurring cash earnings.
Retail investors post S-REITS net buy of $557.3m in September to November
The sector has emerged as one of the top four sectors for net institutional inflows.
MAS sets new ICR, leverage caps, and tighter disclosure rules for S-REITs
The changes will take effect immediately.
COTD: S-REITs end Q3 with 17.3% total returns
Institutional investors drove the gains.
Which REITs will benefit most from rate cuts?
Experts expect two 25bps cuts in 2024.
Which S-REITs will benefit from MAS's reduced interest coverage ratio?
MAS proposed a 1.5x minimum ICR for all REITs.
Singapore proposes interest coverage ratio of 1.5 to all REITs
Currently, the ICR of 2.5 times applies only to select REITs.
S&P expects Singapore REITs to stay resilient this year
Office vacancies in CICT and OUE REIT are below market average.
S-REITs face better year ahead amid rate cuts, improving economy
The next major S-REIT rally is seen happening in Q2.
Singapore’s largest S-REITS averaged 5.6% dividend yield in 2023: SGX
FLCT maintains the highest indicative yield, whilst CICT has the highest market value.
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