S-Reits
S-Reits set for first DPU recovery in four years: Julius Baer
Singapore’s retail and office sectors are well placed to benefit in 2026, says analyst
S-Reits’ turn to shine in Q4 as lower interest rates fuel returns
Analysts are particularly bullish on the office sector
Macquarie names under-the-radar stock picks it says can deliver total returns of 24%
Favourable factors include stock market reforms, lower rates and a strengthening Singapore dollar
‘Steepest discount’: Analysts bullish on office picks after S-Reits’ best run since 2019
Office S-Reits are undervalued, trading at the steepest discount to book value among this asset class
RHB ‘slightly negative’ on Keppel Reit’s MBFC deal, advises switch to Suntec Reit
Meanwhile, DBS Group Research says office S-Reits offer ‘brightest prospect’ in 2026
Hongkong Land should do a listed Reit with its Singapore commercial properties instead of a private fund
A Reit is a permanent platform that can grow
10 S-Reits garner over S$1 billion in total retail net inflows in 2025
Including dividends, total returns for the STI and S-Reits reached 26.7% and 14.4%, respectively
Keppel Reit’s dilutive purchase of MBFC Tower 3 a gamble on the sensibilities of S-Reit investors
A quick rebound from its sell-off last week might suggest investors are prepared to stomach some DPU dilution for the right deal at the right time
Can Manulife US Reit recover? Unitholders seek answers ahead of EGM
The real estate investment trust’s manager answers pointed questions from unitholders
Analysts upbeat on Singapore’s office Reits, naming one ‘uniquely leveraged’ to tap rental upside
They name a few buy-rated stocks, and expect core CBD rents to rise
