S-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

As at end-2025, Singapore’s 41 Reits and property trusts had a combined market capitalisation of S$104 billion, representing nearly 10% of the stock market.
HOCK LOCK SIEW

Ring the bell: Could Singapore be a victim of its own S-Reit success?

What’s in the pipeline of new Reit listings is a welcome sign. But SGX’s deeper challenge is far harder to solve

The property has 30,398 sq m of net lettable area, with a nine-to-one warehouse-office split.

Sert buys logistics property in the Netherlands for 35 million euros

It is the stapled group’s first property acquisition since 2022

The  iEdge S-Reit Index has delivered a total return of less than 4% since the beginning of 2020, while the STI has returned 97.1%.
MARK TO MARKET

Iran war may hasten Reits’ waning popularity

A more hawkish tone from the Fed this week could further weaken sentiment towards real estate investment trusts

Following the offering, UI Boustead Reit's total market capitalisation stands just shy of S$2 billion.

UI Boustead Reit closes 8.5% below IPO price amid broader market retreat

It is the first 2026 mainboard listing, and follows a strong offering pipeline in 2025

Keppel Reit's acquisition of an additional one-third interest in MBFC Tower 3 is seen by analysts to be largely positive, despite the potential of some near-term dilution.

Office landlords stand out in S-Reits’ Q4 beat, but the drums of war loom heavy on FY2026

Middle East conflict risks triggering a stagflationary environment, say analysts

Aims Apac Reit is looking to sell its industrial property in Senoko South Road for S$15 million, in line with its capital-recycling strategy.

Credit-friendly climate could spur debt-funded growth for S-Reits: NUS

Several S-Reits have already offloaded properties in line with their capital-recycling strategy

UI Boustead Reit comprises 23 properties in Singapore and Japan, with a portfolio valued at S$1.9 billion.
REIT WATCH

UI Boustead Reit: A new entrant in Singapore’s industrial Reit space

[SINGAPORE] UI Boustead Reit is expected to commence trading on the SGX mainboard on Mar 12. The Reit has a mandate to invest in logistics, general industrial, hi-specs industrial and business space p...