S-Reits

HOCK LOCK SIEW

Paragon deal: Why investors should get ready for more Reit mergers and take-private offers

In a less-conducive operating backdrop, smaller Reits may be weeded out, as larger ones play the role of consolidators

Parkway Hospitals Singapore is the master lessee of the Mount Elizabeth, Gleneagles and Parkway East hospitals.

Parkway Life Reit Q1 DPU up 15.1% at S$0.0442 on higher Singapore hospital rents

Revenue falls 2.1% to S$38.2 million, dragging net property income down 2.7% to S$35.8 million

With interest rates possibly being elevated due to higher energy prices driving rising inflation, improving Suntec Reit’s unit price might be challenging.
HOCK LOCK SIEW

Will Hongkong Land seek to control the manager of Suntec Reit or the trust’s most prized properties?

Investing in a Reit where another group is the sponsor may be hardly optimal for the property giant

Singapore portfolio’s RevPAU for properties, which include lyf Funan, rises 2% on the year to S$187 on an actual basis.

CapitaLand Ascott Trust Q1 distribution income ‘relatively stable’; RevPAU up 1% at S$137

This comes despite impact of ongoing renovations at The Cavendish London and The Madison Hotel Hamburg

Keppel DC Reit's Tokyo Data Centre 3. The Reit posted stronger earnings in Q1 FY2026, with its distribution per unit rising 13.2%.
REIT WATCH

S-Reits commence Q1 reporting season on a positive start

They are coming from a position of relative strength, with largely stabilised balance sheets and favourable refinancing dynamics

The Monetary Authority of Singapore tightens monetary policy on Tuesday and raised its inflation forecasts.
BROKERS’ TAKE

Defensive S-Reits emerge as analysts’ top picks amid macro jitters

Slower global growth, heightened inflation risks and asset value depreciation for China properties may persist

In a disorderly world, the appeal of high-quality Singapore properties to investors could grow.
THE LEVEL GROUND

Singapore properties’ safe-haven premium shields S-Reits from Iran war headwinds

The Republic’s attractiveness to businesses and individuals will grow in a chaotic world 

Is the heightened volatility an opportunity to get into Reits?

What the Iran war means for Reit investors

Market appetite for capital raising exercises has waned with the Iran war. BT senior correspondent Ben Paul explains what this means for Reit sponsors and investors.

Amid a sell-off in S-Reits this month, Lendlease Reit’s S$196.6 million preferential offering garnered a subscription rate of only 62.2 per cent
MARK TO MARKET

S-Reits pursuing growth as Iran war escalates risk poorly timed equity raising exercises

A greater focus on value unlocking moves versus acquisitions could go a long way in sustaining investor enthusiasm

To allow S-Reits to punch above their weight, ARA co-founder John Lim believes regulators need to hand them heavier gloves.

What Singapore needs is not more Reits, but bigger ones: ARA co-founder John Lim

The local market must move towards consolidation and aggressive global expansion, says the industry veteran