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In REITS we TRUST

Treasury yield pulls back aggressively.  May slide further ?

https://www.cnbc.com/2025/01/15/treasury-yields-consumer-price-index.html

 

MPACT grab

 

REITS and TRUSTS at historic AVERAGE lows.... if not now, then when?
With low prices, even without increase in dpu, yields will be at historic average highs ..... if not now, then when?
REITS or TRUSTS are no where near its ATH, or trading at their average highs, gains will be attractive...... if not now, then when?
Theres always reasons market is interested in REITS and TRUSTS, for one, it can be used as hedge against any falling banks prices, not that it will happen but always an insurance..... plus the impending drop in interest rates will add reasons to add.... if not now, when?

SGX CORPORATE RESULTS REPORTING
Release Dates for REITS & TRUSTS

AIMS 3Q biz update 28/1
CLAR FY results 6/2 ath
CLAS FY results 27/1 bth
CICT FY results 5/2 bth
CLCT FY results 6/2 bth
CLINT FY results 27/1 ath
DCR FY results 12/2 ath
ESR FY results 24/1 bth
FCT 1Q biz update 22/1
FLCT 1Q biz update 24/1*
IREIT FY results 21/2 ath*
KIT FY results 4/2 bth
KDC FY results 24/1 bth 
KR FY results 27/1 ath
MIT 3Q results 22/1 ath
MLT3Q results 21/1 ath
MPACT 3Q results 23/1 ath
OUEREIT FY results 23/1 ath
PARAGON FY results 10/2 ath
PARKWAYLIFE FY results 26/1 ath*
SABANA FY results 21/1 ath
SGREIT 2Q results 23/1 ath
*projected

 

If we trust in reits, as the title suggests, we will be disappointed often.

Invest in reits by all means, but do not trust in them.

 

S-REIT CONSTITUENTS IN BENCHMARK INDEX

The Singapore-listed real estate investment trusts and property-related business trusts in the
Benchmark Index are currently as follows:

1. AIMS APAC REIT
2. CapitaLand Ascendas REIT
3. CapitaLand Ascott Trust
4. CapitaLand Integrated Commercial Trust
5. CapitaLand China Trust
6. CapitaLand India Trust
7. CDL Hospitality Trusts
8. Cromwell European REIT
9. Digital Core REIT
10. ESR-REIT
11. Far East Hospitality Trust
12. First Real Estate Investment Trust
13. Frasers Centrepoint Trust
14. Frasers Logistics & Commercial Trust
15. Keppel REIT
16. Keppel DC REIT
17. Keppel Pacific Oak US REIT
18. Lendlease Global Commercial REIT
19. Manulife US REIT
20. Mapletree Industrial Trust
21. Mapletree Logistics Trust
22. Mapletree Pan Asia Commercial Trust
23. OUE Real Estate Investment Trust
24. Parkway Life Real Estate Investment Trust
25. Paragon REIT
26. Prime US REIT
27. Starhill Global REIT
28. Suntec REIT

 

NEWS (of past one month)

AIMS APAC REIT details sustainability initiatives to bolster portfolio
https://www.reitsweek.com/2024/12/aims-apac-reit-details-sustainability-initiatives-to-bolster-portfolio.html#google_vignette

AIMS APAC REIT divests Toh Tuck asset at 32.5% premium on valuation
https://www.reitsweek.com/2024/12/aims-apac-reit-divests-toh-tuck-asset-at-32-5-premium-on-valuation.html

CapitaLand Ascendas REIT to acquire DHL Logistics Center in US
https://www.reitsweek.com/2024/12/capitaland-ascendas-reit-to-acquire-dhl-logistics-center-in-us.html

CapitaLand Ascott REIT' s   acquisition of 100.0% of the interest in lyf Funan Singapore has been completed.
https://investor.capitalandascotttrust.com/newsroom/20241231_133121_HMN_3LX3J5ID8KSIMLA8.1.pdf

CapitaLand India Trust (CLINT) has committed S$350 million to an Indian alternative investment fund through its subsidiary Ascendas Property Fund
https://www.nasdaq.com/articles/capitaland-india-trusts-major-investment-indian-fund#:~:text=CapitaLand%20India%20Trust%20(CLINT)%20has,investment%20in%20India' s%20financial%20market.

Digital Core REIT faces key tenant exit at Northern Virginia asset
https://www.reitsweek.com/2025/01/digital-core-reit-faces-key-tenant-exit-at-northern-virginia-asset.html

IREIT secures 20-year Lease with Stayery for Berlin asset
https://www.reitsweek.com/2024/12/ireit-secures-20-year-lease-with-stayery-for-berlin-asset.html

KIT: Completion of the Acquisition of a 50%  Equity Interest in Marina East Water Pte. Ltd.
https://links.sgx.com/FileOpen/KIT%20-%20Announcement%20of%20Completion%20of%20Proposed%20Acquisition.ashx?App=Announcement& FileID=829045

Keppel DC REIT to divest ' distressed' asset in Malaysia
https://www.reitsweek.com/2025/01/keppel-dc-reit-to-divest-distressed-asset-in-malaysia.html

Mapletree Logistics Trust divests another Malaysian asset for MYR31.5 million
https://www.reitsweek.com/2025/01/mapletree-logistics-trust-divests-another-malaysian-asset-for-myr31-5-million.html

Mapletree Logistics Trust divests 1 Genting Lane warehouse for $12.3m
https://sbr.com.sg/transport-logistics/news/mapletree-logistics-trust-divests-1-genting-lane-warehouse-123m

OUE REIT marks exit from China with divestment of Lippo Plaza for SGD357.4 million
https://www.reitsweek.com/2024/12/oue-reit-marks-exit-from-china-with-divestment-of-lippo-plaza-for-sgd357-4-million.htmlhttps://www.businesstimes.com.sg/companies-markets/oue-reit-divests-entire-stake-shanghai-office-property-1-9-billion-yu

 

Higher is ok.
Higher than expected is not ok.
Reits will be knocked down.

luckyguy3      ( Date: 11-Jan-2025 08:20) Posted: Dun understand why the news/people trying to fear mongering? If u look at the chart, usually end of year to start of the year job creation is highest then start going down from March - Oct every  year. So Dec job creation high is normal what

 

Dun understand why the news/people trying to fear mongering? If u look at the chart, usually end of year to start of the year job creation is highest then
start going down from March - Oct every  year. So Dec job creation high is normal what

 

OPINION/VIEWS/ANALYSIS

How the Fed will help Singapore Reits outshine banks
https://www.businesstimes.com.sg/companies-markets/how-fed-will-help-singapore-reits-outshine-banks

4 Singapore REITs with Strong Sponsors That Could Up Their Distributions: KDCR, FCT, CICT, MINT
https://sg.news.yahoo.com/4-singapore-reits-strong-sponsors-233000584.html

OCBC says healthcare S-Reits offer defence amid slower rate cuts, names top picks: ParkWayLife, FLCT, CLAS, CLAR, CICT
https://www.businesstimes.com.sg/companies-markets/ocbc-says-healthcare-s-reits-offer-defence-amid-slower-rate-cuts-names-top-picks

Maybank initiates Parkway Life Reit coverage with &lsquo buy&rsquo call, S$4.10 price target, on strong growth prospects
https://www.businesstimes.com.sg/companies-markets/maybank-initiates-parkway-life-reit-coverage-buy-call-s4-10-price-target-strong-growth-prospects

Will I still buy REITs paying 6% dividend yield? Are REITs still a good investment in 2025?
https://financialhorse.com/will-i-still-buy-reits-paying-6-dividend-yield-are-reits-still-a-good-investment-in-2025/

REIT Watch - S-REITs navigate a challenging 2024 with mixed returns
https://www.sgx.com/research-education/market-updates/20250106-reit-watch-s-reits-navigate-challenging-2024-mixed

 

You gotten the Reits out from its cave.

Seeing the buy ups at MLT ... woah ...

 

Useful data to keep track, courtesy of FIFTH PERSON
 

Singapore REIT Data

https://sreit.fifthperson.com/