S-Reits

Beyond survival: Elite UK Reit plots next phase of growth

After stabilising the trust, CEO Joshua Liaw looks to more asset repositioning, active portfolio management

Among the STI components that will trade ex-dividend this week are DBS and Frasers Logistics & Commercial Trust.
MARK TO MARKET

Power of payouts: A big chunk of the STI has just gone ex-dividend. What’s next?

The big question is whether the core businesses of the STI’s constituents can support its next leg up as the impact of major capital return initiatives wanes

CICT's S$3.9 billion Paragon deal is one of the largest S-Reit acquisitions in recent years.
REIT WATCH

S-Reit acquisitions pick up with improved financing

[SINGAPORE] Acquisition activity among Singapore Reits (S-Reits) has picked up this year, signalling a measured return to growth as financing conditions stabilise.

The most striking aspect of the Paragon deal is that the manager of CICT seems less fazed by the ageing property’s need for an asset enhancement initiative than Cuscaden Peak.
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