Singapore REITs
‘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
Blackstone’s AirTrunk said to be exploring Singapore Reit IPO
Sources say the offering could raise more than US$1 billion and take place as soon as 2026
Mandatory offer for Alpha Integrated Reit at S$0.48 each following acquisition of ESR stake
Volare and its concert parties now control 41.27% of the total issued units by AI-Reit, formerly known as Sabana Reit
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
Property tycoon Gordon Tang’s Acrophyte to acquire Suntec Reit’s manager for S$190 million
Tang and his affiliates currently own 35.7% of the Reit itself, while ESR owns 10.8%
EC World Reit granted more time until May 2026 to submit resumption proposal
SGX-ST has considered that it needs more time to work on proposals to meet its loan repayment obligations
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
OUE Reit gets S$100 million unsecured loan facility
Proceeds will be used for capital expenditure, working capital and general funding purposes
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
