Singapore REITs

HOCK LOCK SIEW

How to ride the iEdge Singapore Next 50 indices as momentum wanes

After a broad rerating in 2025, investors may now have to dig deep among smaller-cap stocks for strong returns

As Singapore's Reit sector matures, Reits need to stand out by having unique selling points.
THE LEVEL GROUND

Investment story trumps size for Reits; the key is to be sufficiently differentiated 

Lessons can be learned from the contrasting fortunes of Centurion Accommodation Reit and UI Boustead Reit

Both brokerages' mutual favourite CapitaLand Integrated Commercial Trust is fully acquiring Paragon for about $3.9 billion.
BROKERS’ TAKE

S-Reits ‘positioned for recovery’ as yield spreads widen: analysts

The sector offers a yield spread of about 3.8%-4% over 10-year Singapore government bonds, say DBS and UOBKH

In its Q1 2026 business update, Clar reported over S$1.6 billion of accretive acquisitions during the quarter, with initial net property income yields of 4.3 to 7.4 per cent.
REIT WATCH

Industrial S-Reits maintain operational resilience while undertaking  portfolio rejuvenation

Industrial real estate investment trusts in Singapore (S-Reits) continued to show resilient operating performance in their latest results, supported by positive rental reversions, healthy occupancy am...

Parc de Meslay is a cold warehouse, comprising about 5,613 square metres of net area.

Stoneweg Europe Stapled Trust sells French warehouse asset Parc de Meslay for 5.7 million euros

CEO of the managers says the divestment is part of the trust’s ongoing portfolio optimisation initiatives

The facility is currently fully occupied by four tenants, including the vendor Hup Hin Transport.

Clar buys Tuas logistics property for S$133.9 million

The transaction is expected to be accretive to CapitaLand Ascendas Reit’s DPU

The index’s performance came amid a “resilient” macroeconomic backdrop, supported by firm GDP growth, says SGX.

Sats, Venture are top STI performers in record-setting May

The STI posts a total return of 10.8% in the first five months of the year 

If a new market index is created, it should be explicitly positioned to include companies that list on the Global Listing Board.
MARK TO MARKET

New dynamism: Singapore needs a market index without Reits to support passive flows

ETFs a means of riding market’s revitalisation while neutralising risk of picking the wrong companies, abandoning strong performers too early

One Raffles Place was worth S$2.37 billion based on a valuation of the Reit’s stake at the end of 2025. It has 702,980 square feet of lettable space.

One Raffles Place attracting interest from IOI, CLI, tycoons: sources

The development is just one of numerous commercial real estate assets in a market seeing a renewed buzz

Russell Ng, CEO of Aims Apac Reit's manager, says that even after "another year of steady growth" in FY2026, the Reit is "making a deliberate pivot towards data centres".
TOPLINE

Aims Apac Reit eyes data centre growth as it expands beyond industrial assets

Government endorsement for two Sydney sites gives the manager the option to develop them into data centre assets