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.
Read Here
Advertise
Sign Up
Commentary
The future of cross-border commerce isn’t faster shipping – it’s better discovery
Delaying AI investment could become construction's most expensive decision
Can Johor-Singapore SEZ build ASEAN’s shared AI manufacturing ecosystem?
Machine-speed AI mistakes are Singapore’s next governance test
Banks need to rethink identity governance for AI agents
As Singapore broadens retail investing, who moves before the news?
Can controlled sandboxes prepare Singapore organisations for production AI?
What the latest sanctions regimes mean for Singapore businesses
Singapore’s tourism economy depends on security infrastructure most never see
Where does value creation really happen?