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In REITS we TRUST

CLINT is having a mini no horse run.... last week was 1.22, now 1.27, with plenty of upside, esp since it talked about going big on datacentres, will talk more of this later or over the weekend, should be over 1.30 by results time, and then on to its business as usual price of $1.40 plus .... watch CLAR as it leas the way   to be the first of the blue chip REITS to hit there....... pay attention to some of the Reits I mentioned, the gangsters don' t talk for fun or play a fool with numbers....... KIT is very very interesting, because of what it' s going to happen to Keppel..... or already happened.

aragosta      ( Date: 19-Dec-2025 01:16) Posted: The only reason I seldom post nowadays, is it took me a few hundreds clicks , sometimes over a few days before a post could go through..... so, if I can' t get through around   20 or 30 times, I would normally abandon the post, because by the time the post goes thru, it will already be obsolete or outdated, and people think the gangsters are trying to copycat what are already in the news.....   so in other words, if I keep quiet, it doesn' t mean we have abandoned the stock..... Anyway about REITS, you have to trust that the black market is always very positive on them, and they have been positioning themselves the past two years for the big bull run to come, which they believe will happen as early as first quarter next year .......the dress rehearsal in fact has actually started, and it will be come apparent in the next two weeks, leading to the year end....... in that respect, I advice you do not sell any REITs now, you can don' t buy, but you shouldn' t sell, because you will " rugi" big time, a margin you will never ever gain again .....that' s how confident the black market people are......it s a guarantee " wang mudah" if you know what I mean..... I won' t be posting any hard info here .....just be a cheerleader for some hot stocks....... some immediate ones to watch is CLINT, it is brewing fast, or already brewing, Parkway may be the first to breakfast their ATH......KREIT, I already talked a lot in the MASTER OF THE SEAS thread, and explained why Keppel will want the price to " move up" ....... Starhill Global, I heard is going into Data Centres, meaning s big potential to move......, and ESR sponsor is planning some thing big (and fishy)..... and oh yes, try to keep ALL the Mapletree and Capitaland REITS.....or else you will regret for the rest of your life....... guaranteed the state is being set for a grand performance in time to come..... by middle next year you' ll know what I mean........

 

The black market calls 2026: The  YEAR  of the  " no HORSE run" for REITs,  (the coffee shop uncles refer to it as the  " boh beh chow nee" ). It is to describe a scenario where S-REITs outperform so significantly that no other asset class can compete with them. 

The belief that REITs will " gallop away" in 2026 is driven by several major macroeconomic and fundamental factors: 
1)  Interest Rates are Falling:    In previous years, high interest rates made it expensive for REITs to borrow money to buy buildings. In 2026, interest rates are finally coming down. This means REITs pay less to the bank and have more money left over to give to the people who invest in them. 
2)  Higher Payouts to Investors:  Because the cost of debt is lower, experts predict that the " pocket money" (dpus) that REITs pay out to investors will grow in 2026. Some REITs are expected to increase these payouts by as much as 8-9%. Think OUE REIT (6.6%), IREIT (ridiculous 9%), KIT (7%), even blue chip REITs like MIT, MLT, FCT, CLAR  (would be an insane 5.5-6.5%!)
3)  Lelong, Lelong! Great Prices, Good Value! :  Right now in beginning 2026, many REITs are considered " on sale." Many S-REITs entered 2026 trading at attractive valuations, such as 0.5x to 0.95x P/B, which is below their 10-year historical averages. Meaning what?   Meaning they are trading at prices lower than what the actual buildings they own are worth. This makes them very attractive to buyers who want to get a good deal before prices go up further.
4)  The " Nuclear Bomb Shelter" Effect:  As other investments become more volatile or pay less interest, investors are moving their money back into safe haven REITs. With REIT dividend yields often exceeding 5%-7%, they are increasingly attractive compared to fixed deposits and short-term instruments as global yields compress. 
5)  Buildings are Full and Rents are Up:  Even though the economy is changing, most REIT-owned buildings - like malls, warehouses, industrial space and retailers shops - are almost full. Because space is limited, REITs can charge higher rents to the shops and companies using their buildings, which brings in more profit.  One more thing, one more thing - there&rsquo s this AI and new economy drivers factor: Data center REITs and industrial logistics assets are specifically benefiting from long-term structural trends like AI-driven demand and e-commerce growth. 

S-REIT dividends seen rising 2.5% in 2026, analysts say
https://sbr.com.sg/in-focus/s-reit-dividends-seen-rising-25-in-2026-analysts-say#:~:text=DBS%20flags%200.9x%20book,4%25&ndash 8%25%20increases.
REITs Set for 2026 Comeback as Valuation Gaps Narrow 
https://www.credaily.com/briefs/reits-set-for-2026-comeback-as-valuation-gaps-narrow/#:~:text=REITs%20Well%2DPositioned%20for%20the,backdrop%20for%20REITs%20is%20improving.
Are Singapore REITs Ready to Soar as Rates Fall?
https://thesmartinvestor.com.sg/are-singapore-reits-ready-to-soar-as-rates-fall/
REIT Market Recovery Gains Momentum in 2026
https://www.credaily.com/briefs/reit-market-recovery-gains-momentum-in-2026/#:~:text=Macro%20Tailwinds%20Point%20to%20a,term%20average%20multiples%20versus%20equities.
Singapore 2026 market outlook: Policy tailwinds set the stage for equity gains
https://secure.fundsupermart.com/fsmone/article/rcms345560/singapore-2026-market-outlook-policy-tailwinds-set-the-stage-for-equit
Singapore REITs 2026 Market Outlook
https://mystocksinvesting.com/uncategorized/singapore-reits-2026-market-outlook/#:~:text=Key%20Takeaway:%20The%20&ldquo Lower%2D,REITs%20with%20borrowing%20in%20SGD.
The S-REIT Comeback - Income, Upgrades and What to Buy in 2026
https://reitsavvy.com/insights/money-and-me-the-s-reit-comeback-income-upgrades-and-what-to-buy-in-2026#:~:text=MoneyFM%2C%202025-,Money%20and%20Me:%20The%20S%2DREIT%20Comeback%20%2D%20Income%2C,one%20of%20recovery%20and%20transition.
A new market regime for REITs
https://www.cohenandsteers.com/insights/a-new-market-regime-for-reits/#:~:text=Additionally%2C%20falling%20rates%20typically%20increase%20the%20attractiveness,prices%20and%20enhancing%20total%20returns%20for%20investors.
The Smart Investor' s Guide to the Best Singapore REITs in 2026
https://thesmartinvestor.com.sg/the-smart-investors-guide-to-the-best-singapore-reits-in-2026/
CPF vs REITs: Which Builds a Stronger Retirement Income Stream in 2026?
https://thesmartinvestor.com.sg/cpf-vs-reits-which-builds-a-stronger-retirement-income-stream-in-2026/
Maybank anticipates that  falling interest rates  and  MAS' regulatory reforms will continue to revitalise the equity market, particularly benefiting  REITs, banks, and small-to-mid-cap stocks.
https://mkefactsettd.maybank-ke.com/PDFS/506428.pdf

YEAR of the no HORSE run? The gangsters are really unbelievable to come out with such forward thinking term......

 

This fellow' s take quite stylo......not bad.......in sync with the gangsters thinking

Singapore REITs 2026 Market Outlook
https://mystocksinvesting.com/uncategorized/singapore-reits-2026-market-outlook/#:~:text=Key%2520Takeaway:%2520The%2520%E2%80%9CLower%252D,REITs%2520with%2520borrowing%2520in%2520SGD.

~ The Pivot Year:  2026 is expected to be a  pivotal recovery year  for S-REITs, transitioning from a survival phase to a growth phase, primarily driven by a more accommodative  lower interest rate environment.

~ DPU Inflection:  We expect DPU growth to  inflect upwards  for the sector as lower interest expenses translate directly to distributable income.

~ The New Mantra:  Investors should focus on  Quality, Balance Sheet Strength, and Sector Exposure  to secular growth trends (Data Centres, Logistics, Suburban Retail).

~ Actionable Strategy:  S-REITs are poised to be an attractive income play, with a potential to deliver both  stable yield and capital appreciation  as market valuations converge with private asset values

.============

This bugger' s also not bad...... don' t laugh at his way of talking, or sneer because the video is 2 months old....... his talk reflects exactly the gangsters thinking on these five REITs.......save me time to think and write.......actually I can' t articulate so well ......

Top 5 Singapore REITs For 2026   
https://www.youtube.com/watch?v=HjEQabKHLtc& t=276s

 

Watch this video clip from Gabriel Yap, who is heavily invesed in Ascendas reit

REITS WILL SOAR IN 2026 - CATCH THESE BREAKOUT REITS

 

Wow.... I juz noticed someone gave this thread a five star rating, thanks whoever you are....I already intend to camp here for the next few weeks or months to give you the cutting edge news as they flow through the coffee shops, if there are any of course..........I never emphasised enough that this could be the year of the GALLOPING (boh beh chow) REITs.... according to the black market, it would be a case of most cases where after the XD , the price will keep going up and not " adjusted" down by the amount of the dpu as what most smart alecs would believe ...... trust the gangsters to take care of such shortists, as they have to the KREIT shortists ... they have not only smashed the shortists heads but rearranged their faces as well.......
Meanwhile, keep an eye on KREIT' s papa, Keppel Ltd itself, alot of going on, a lot of hints, a lot of huat...... like the Caltex advert..... I have given enough headups , yet all they did was to throw " not useful" sticks at me...... huat ahhhhhhhh...to all believers !!

 

almost similar story around DCRU. Just expecting its recovery to happen a lot more quickly, and hopefully have the opportunity to rotate out of DCRU and into IREIT. 

 

Since there' s   interest, I' ll roll on...... glad to know one of my twin support is alive and well.......

I was very curious why the gangsters are so interested in IREIT and been accumulating, at low from 26, 27, 28, and constantly asking us to buy buy buy....... so I asked one of the mafia advisory council members for a analysis report.......t was supper long, long as in a booklet form........so I throw it into DarkSeek to get a short summary........

==========

As of January 2026, IREIT Global is navigating a significant redevelopment phase for its Berlin Campus, presenting a high-risk, potentially high-reward scenario for investors. The asset is 100% vacant since December 2024, undergoing conversion into a multi-let, mixed-use property (Project RE:O), with the first phase due for completion in early 2027. This temporary income loss has driven the stock price down to a steep  50% discount to NAV.

Investment Thesis and Key Catalysts
This discount offers a compelling re-entry opportunity for long-term investors anticipating the following positive catalysts:

• Secured Leases:  IREIT has secured 20-year leases with Premier Inn and Stayery (24% of area), and expects to finalize agreements with two high-quality office tenants for the remaining space by Q1 2026.
• Monetization Potential:  The potential sale of a partial stake in the Berlin Campus could fund redevelopment capex and reduce debt.
• Operational Stability:  Portfolio occupancy is improving in Spain and targeted vacancy backfills in Darmstadt offer further stability.
• Reduced Debt Risk:  A &euro 200 million debt refinancing extended maturity risk to July 2029, though at a higher cost.

In short, while near-term DPU remains suppressed through 2026, successful execution of Project RE:O and lease signings are expected to unlock significant value and re-rate the stock toward its NAV.

https://www.dbs.com.sg/treasures/aics/templatedata/article/recentdevelopment/data/en/DBSV/082025/IREIT_SP_08112025.xml

https://www.theedgesingapore.com/capital/brokers-calls/ireit-globals-talks-two-prospective-tenants-clears-key-overhang-rhb

https://sginvestors.io/analysts/research/2025/11/ireit-global-rhb-securities-research-2025-11-24#:~:text=IREIT%20Global%20(SGX:UD1U),on%20very%20long%20master%20leases.

https://www.ifastgm.com.sg/igm/article/view/rcms337461/

https://www.businesstimes.com.sg/companies-markets/repositioning-ireit-globals-berlin-asset-have-significant-impact-dpu

https://www.theedgesingapore.com/capital/brokers-calls/rhbs-natarajan-keeps-ireit-globals-target-price-35-cents

The black market expect the REIT to hit its NAV, (which is about 0.59 currently but should go up by the next results), by this year....... I don' t know how the hell it is going to happen, looking at the current trading.......but then these gangsters have been most UNBELIEVABLE in recent times........

 

Hmmm ..... an interesting repositioning strategy and turnaround story for IREIT Global .....

aragosta      ( Date: 15-Jan-2026 12:30) Posted: From the following table you can see there are still several gems that are heavily undervalued, trading at big discount to their NAV, and thus displaying high yieldings.....expect most of them to follow the weighted average P/B for S-REITs sector which is about 1.05......the most attractive has to IReit which black market is expecting it to hit its book value price very soon..here' s why ...... As of January 2026,  IREIT Global  is positioned as a high-potential turnaround play due to the following factors: ~  Berlin Campus Milestone:  Significant leasing commitments for its largest asset are expected by  1Q2026, removing a major share price overhang and securing future income. ~  Deep Valuation Discount:  It trades at a steep  50% discount  to its Net Asset Value, offering significant upside as operations stabilize. ~  Organic Growth:  Most leases are  CPI-indexed, allowing rents to rise automatically with European inflation. ~  High Growth Outlook:  While 2026 is a transition year, analysts project a  26.9% DPU CAGR  through 2030 once major redevelopments fully contribute. ~  Sector Recovery:  Performance is bolstered by the broader " bottoming out" of the European commercial real estate market. S-REIT NAV per Unit (S$) Price to Book (P/B) Ratio Current/Trailing Yield IREIT Global 0.58 0.51 9.5% CDL Hospitality Trusts 1.41 0.60 6.33% OUE REIT 0.57 0.64 5.65% Starhill Global REIT 0.71 0.83 6.14% CapitaLand China Trust 1.05 0.77 6.94%

 

From the following table you can see there are still several gems that are heavily undervalued, trading at big discount to their NAV, and thus displaying high yieldings.....expect most of them to follow the weighted average P/B for S-REITs sector which is about 1.05......the most attractive has to IReit which black market is expecting it to hit its book value price very soon..here' s why ......

As of January 2026, 

IREIT Global  is positioned as a high-potential turnaround play due to the following factors:

~  Berlin Campus Milestone:  Significant leasing commitments for its largest asset are expected by  1Q2026, removing a major share price overhang and securing future income.

~  Deep Valuation Discount:  It trades at a steep  50% discount  to its Net Asset Value, offering significant upside as operations stabilize.

~  Organic Growth:  Most leases are  CPI-indexed, allowing rents to rise automatically with European inflation.

~  High Growth Outlook:  While 2026 is a transition year, analysts project a  26.9% DPU CAGR  through 2030 once major redevelopments fully contribute.

~  Sector Recovery:  Performance is bolstered by the broader " bottoming out" of the European commercial real estate market.

S-REIT	NAV per Unit (S$)	Price to Book (P/B) Ratio	Current/Trailing Yield
IREIT Global	0.58	0.51	9.5%
CDL Hospitality Trusts	1.41	0.60	6.33%
OUE REIT	0.57	0.64	5.65%
Starhill Global REIT	0.71	0.83	6.14%
CapitaLand China Trust	1.05	0.77	6.94%

 

Keppel Reit preferential offering closes with 76.9% valid acceptances total applications at 97%  https://www.businesstimes.com.sg/companies-markets/keppel-reit-preferential-offering-closes-76-9-valid-acceptances-total-applications-97?ref=article-bottom-more-in-companies-markets

By right, this sort of news would bring down a stock, instead KREIT is showing remarkable resilience.......... could it be what the gangsters are speculating as per my MASTERS OF THE SEAS thread truly got some meat ?........perhaps I should bring over my view points here to discuss further ......

Meanwhile the official market stance has been that the resilience of the price is likely because the offering was seen as a strategic, long-term move to acquire a quality asset in a tight market,  rather than a sign of financial distress. Additionally, a significant portion of the shortfall was covered by major unitholders, showing confidence in the deal. The undersubscription was partially offset by strong market fundamentals in the Singapore office sector and the perception that the rights issue' s low price anchored the stock price at a support level. 

To the gangsters' understanding, if the price goes beyond a dollar, then it could mean their unbelievable speculation has to be believable...... but the most unbelievable happening, is that there are actually supposely long term investors NOT subscribing to the rights..... really beyond unbelievable that we got such unbelievable people, after what we been defending their rights (pun intended)..... imagine, FROM TODAY' s PRICE ALONE, in less than one month, they would easily have 6% gain in their pockets , even the world' s best FD rates won' t give you that kind of gains in one month .... yet there are also people boasting seling their holdings to offset their rights allotments....Beyond Unbelievable!!!

wait for further tokkong announcements coming your way, that will frustrate these unbelievable even more!

aragosta      ( Date: 08-Jan-2026 12:48) Posted: Starhill hits 0.60 for the first time after donkey years........ first sign that some thing is brewing.....  if it crosses 0.60 convincingly in the coming days, it could mean black market may be moving the stock....... MEANWHILE, if Keppel REIT crosses one dollar especially after next week, it means there' s plenty of meat in gangsters speculation about Keppel DIS...... remember, if it goes below rights issue price, it could mean Ah Loh may call off more rewards to shareholders, and as the black market warns OPENLY, this will spell very very black news...... I tried to be helpful and post some cryptic messages on both Keppel and Keppel REIT in the MASTERS OF THE SEAS thread , but all I got was some " not useful" ratings....... what for I feed u with more info.......? KIT could be in the mix, that' s why the price moving so far so fast, not because of the prospective 7 to 8% dividends yield which is a well known fact, but could be used as a party of rewards, but I m not going to elaborate further....... MEANWHILE also, OUE is another Reit to watch, should go over 0.40 easily by the next results...... don' t ask me why...... all I ask you so many times, is try to holding on to your Reits, you can don' t buy, but try not to sell....... it' s a case of every time you sold, you wake up regretting the next day...... it will come a time, when in complete darkness, if you throw a black stone at any Reit, you will still or sure to make money....... that' s how go of it' s go I g to be. The gangsters are really unbelievable in their advice.......... aragosta      ( Date: 31-Dec-2025 13:36) Posted: The next big REIT story may be from Starhill Global.... going into date centres investment to capitalise on the AI-driven demand......   Starhill Global may not yet invested in data centres but has formally acknowledged that it may expand its investment mandate to include them if suitable opportunities arise.... At a general meeting in late 2024, the Chairman stated that the REIT' s investment scope could be broadened to include data centres if market conditions and future developments are conducive.......  I think probably they see the time is ripe.....   YTL Corporation, the sponsor of Starhill Global REIT, is heavily invested in the data center sector through its subsidiary  YTL Power International. ....As of late 2025, YTL has established a massive data center presence, particularly in Malaysia:  That could be the key.......  ​ IF in the weeks to come, the price keeps on rallying, moving into the 60s,   then there is meat in the speculation ..... the black market targeting at least 80 to a dollar if confirmed true...... ============ As for Keppel REIT, read my posting here ..... https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=21882& msgbdName=Others& topicTitle=Masters%20of%20the%20SEAS:%20KEPPEL,%20SCI,%20SEATRIUM,%20YZJSB

 

Strong January lifts odds of another record year for STI, further upside ahead: OCBC.  ​ It is often a ' good period' for investors to reposition their portfolio
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/strong-january-lifts-odds-another-record-year-sti-further-upside-ahead-ocbc

basiclly, OCBC is telling you , if you want to buy, buy now especially the whole year is gonna be very good.....if you don' t know why to park your money when interest rates are so low, buy stocks and get good dividends and capital gains.... don' t let inflation eat into your savings and retirement money..

on the other hand we been literally begging you not to sell now........
Why sell when results and fatty dpu are around the corner.........?
some of them will blow yr mind away........but if you sell now, you will end up losing your mind! 
I' m not joking

For pure hospitality REIT there is only one class counter to consider .........CLAS!
As for OUE and FLCT....... they are best of two worlds: OFFICES & HOTELS!

 

DIGICORE : charging into 2026 under the radar

Heard of this shorty guy, Chanos? Well, you can say he' s one of the culprits that caused the hiccups of Digicore since its IPO days, in spite of it being a strong Data Centre play and having a powerful sponsor.

Digicore faced initial sentiment damage from short-selling by Jim Chanos, who argued data center REITs were vulnerable to " technical obsolescence" and shrinking margins as major tech customers built their own facilities. However, Chanos has exited his short position as the trade " largely played out" and his funds closed. 

Digicore' s price decline and range-bound trading were also influenced by macroeconomic headwinds like high interest rates impacting financing costs and yield compression, tenant concentration risks exemplified by the Cyxtera bankruptcy, and factors such as IPO overvaluation and lock-up expiry. 

A significant price improvement in early January 2026 is attributed to a new 10-year lease agreement for a Northern Virginia facility, increasing portfolio occupancy from 81% to 98% and boosting net property income by an projected $14.8 million annually with a 35% higher rent reversion. This is expected to drive a 10% growth in DPU. The price rise is also supported by a broader recovery trend for Singapore REITs amid anticipated interest rate cuts and increasing investor perception of Digicore as a strong " AI play" benefiting from demand for data center capacity. Perhaps the most underrated positive factor or is the believable support from the unbelievable black market gangsters. As of January 9, 2026, the stock has broken its previous range with analyst targets up to US$0.71.

Another underrated factor is that Digicore mostly goes under the radar because people tend to miss the durian plantation for the specific durian tree analogy, such as the following, which I shall elaborate a bit so as to give you a taste of durian variety we are talking about.......

Meta signs multi-gigawatt nuclear deals for AI data centres.  The agreements could end up totalling more than six gigawatts, enough to power a city of about five million homes
https://finance.yahoo.com/news/meta-just-bought-enough-nuclear-162440157.html
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/meta-signs-multi-gigawatt nuclear-deals-ai-data-centre

Digicore is well-positioned to benefit from Meta' s investment in nuclear power for data centers. These benefits include:

• Tenant Strength:  Meta' s move secures long-term power for its AI operations, enhancing tenant stability for Digicore which has social media firms as part of its tenant base.
• Sponsor Synergy:  Digicore' s sponsor, Digital Realty, a major data center operator, views nuclear power as key to solving the " power bottleneck" for AI centers. Meta' s deals enable ecosystem growth that Digicore can leverage through acquisitions.
• Asset Densification:  Meta' s power commitment ensures grid capacity, allowing Digicore to upgrade facilities (e.g., in Los Angeles) to support high-power AI workloads (up to 80MW).
• Portfolio Re-rating:  Meta' s investment validates the " AI tailwind," potentially increasing valuations and rental power for Digicore, building on recent successes like the fully leased Linton Hall facility, bringing occupancy to 98%.

Unbelievable, right? That the black market gangsters can think of such unbelievable synergy story..... dyodddd anyway.....

 

The charge of Office S-Reits into 2026
The coming year is looking promising for OFFICE Singapore real estate investment trusts (S-Reits), said analysts. Keppel Reit is the top pick other buy-rated counters include CapitaLand Integrated Commercial Trust, Mapletree Pan Asia Commercial Trust, and OUE Reit.
https://www.businesstimes.com.sg/companies-markets/reits-property/analysts-upbeat-singapores-office-reits-naming-one-uniquely-leveraged-tap-rental-upside

Singapore' s office S-REITs are seeing positive momentum as Grade A office rents rose, driven by limited supply in the CBD core. High occupancy rates and positive rental reversions have boosted performance for REITs with significant domestic exposure.  CICT, Keppel REIT, MPACT and OUE REIT  among those that have benefited.
https://www.businesstimes.com.sg/companies-markets/positive-momentum-office-s-reits-vacancy-rates-ease-and-rents-climb?ref=article-see-also

Analysts view Singapore office S-REITs as undervalued, trading at a significant discount to book value despite recent strong performance. They favor these trusts over others in Singapore due to expectations of robust market performance supported by limited office supply. Keppel REIT is anticipated to benefit significantly due to its portfolio of high-quality office assets in multiple countries
https://www.businesstimes.com.sg/companies-markets/reits-property/steepest-discount-analysts-bullish-office-picks-after-s-reits-best-run-2019

4 High-Yield REITs including OUE REIT, Still Trading at a Discount to Book Value. Commercial portfolio continues to be a strong pillar.  OUE REIT&rsquo s three office assets in Singapore: OUE Bayfront, One Raffles Place, and OUE Downtown Office - continue to see robust leasing momentum following consecutive quarters of positive rental reversions and higher average passing rents.
https://www.dbs.com.sg/treasures/aics/templatedata/article/generic/data/en/GR/AXJ/OUEREIT_SP.xml
https://thesmartinvestor.com.sg/4-high-yield-reits-still-trading-at-a-discount-to-book-value/

4 Singapore REITs (Keppel Reit, MPACT, CLAS, FCT) to watch in January 2026. The Singapore REIT (S-REIT) market has reached a critical pivot point following two years of high borrowing costs. With projected interest rate cuts and valuations trading below historical price-to-book averages, investor sentiment is shifting toward the positive.
https://sg.finance.yahoo.com/news/4-singapore-reits-watch-january-060000928.html

Limited supply to bolster Singapore office market in 2026. The Singapore office market was broadly stable in 2025, demonstrating resiliency amid ongoing global economic uncertainties. Market players observed a pickup in Grade A CBD office leasing activity, underpinned by a tightening of supply, flight-to-quality moves, and easing of interest rate concerns.
https://www.edgeprop.sg/property-news/limited-supply-bolster-singapore-office-market-2026

The top ten Singapore REITs with the strongest trading and investing potential for 2026. Each has been selected based on asset quality, management track record, growth potential and sector outlook. Except for Daiwa, all are in the black market' s stable group of stocks
https://www.ig.com/sg/trading-strategies/top-5-singapore-reits-to-trade-in-2025-250717

Why OFFICE S-Reits Are Likely to Shine
Analysts project that Singapore office S-REITs will perform well in 2026 primarily due to a limited new supply of Grade A office spaces, a resilient local economy, strong occupier demand driving positive rental reversions, and the tailwinds from an easing interest rate environment which lowers financing costs. 

Despite a strong run in 2025, some of these S-REITs continue to trade at an average price-to-book ratio around 0.6x to 0.8x, which analysts view as unjustified given their strong underlying asset quality and operational performance.

Specific reasons for each of the listed REITs to do well in the office sector:

1. Keppel REIT: Expected to benefit significantly from its portfolio of high-quality, Singapore-centric office assets which are sensitive to declining interest rates. It has demonstrated strong operating metrics, including a high occupancy rate of around  95.9%  and a positive rental reversion of  12.3%, with market rents continuing to outpace expiring leases. Target price:  UOBKH (S$1.12), DBS (S$1.10), MB (S$1.00), CGSI (S$1.09), JPM (S$1.18), CITI (S$0.99), MorningStar (S$1.10)
2. CapitaLand Integrated Commercial Trust (CICT): Positioned as a proxy to the resilient Singapore economy, it benefits from a stable and high occupancy rate (around  97.2%  as of 3Q 2025) across its prime office and retail properties. DPU growth is anticipated in 2026, driven by the full-year contribution from the acquisition of its remaining stake in  CapitaSpring  and  ongoing asset enhancement initiatives. Targeting Price: DBS ($2.50), OCBC (S$2.55), UOBKH (S$2.79), RHB (S$2.69), CITI (S$2.63)
3. Frasers Logistics & Commercial Trust (FLCT): The trust' s strategy to increase exposure to logistics and industrial (L& I) properties is a key driver, as these assets benefit from strong demand drivers like e-commerce and supply chain shifts. Its commercial segment is also expected to see a modest recovery, aided by the strategic divestment of an underperforming office asset in Melbourne, which helps maintain a high portfolio occupancy. Target Price: UOBKH (S$1.22), OCBC (S$1.06), MB (S$1.06), JPM (S$1.11), CITI (S1.16)
4. OUE REIT: This REIT' s entirely Singapore-based office portfolio is considered a key strength, providing stable capital values and income in a " safe haven" market. It has recorded 12 consecutive quarters of positive rental reversion (around 9.1% in 2Q 2025) and benefits from effective capital management, including being 100% Singapore-dollar funded, which helps avoid currency volatility and higher interest rates seen in other markets. Target Price: DBS (S$0.40), OCBC (S$0.40), MB (S$0.38),  UOBKY (S$0.40), POEM (S$0.40), 
5. Mapletree Pan Asia Commercial Trust (MPACT): While facing some weaknesses in overseas markets (China, Japan), its Singapore assets, including VivoCity and Mapletree Business City, provide resilience and a strong foundation for growth. The completion of the Circle Line loop in 2026 is expected to further benefit the properties in the HarbourFront area, and the trust has a healthy balance sheet for potential Singapore-focused acquisitions.  Target Price: UOBKH  (S$1.84), DBS (S$1.65),  CITI (S$1.70)

Key metrics for the five Singapore-listed REITs with office assets, using the latest available data as of early January 2026. 

REIT Name	NAV per Unit	GearingRatio (%)	(P/B) Value.	Forecasted Yield (%)
Keppel REIT	$1.27	41.2%	0.78x	5.6%
CICT	$2.13	38.5%	1.14x	4.6%
FLCT	$1.10	35.7%	0.94x	5.8%
OUE REIT	$0.58	39.9%	0.63x	5.6%
MPACT	$1.78	38.8%	0.82x	5.5%

 

 

 

 

Thanks for the regular update. Do continue, whether true or not, it makes good read / reference.
Havent been adding or selling my REITS, just continue to collect the semi-annual or quarterly distributions when due.  Have also subscribe 3 lots of Keppel reits rights issue. 

aragosta      ( Date: 08-Jan-2026 12:48) Posted: Starhill hits 0.60 for the first time after donkey years........ first sign that some thing is brewing.....  if it crosses 0.60 convincingly in the coming days, it could mean black market may be moving the stock....... MEANWHILE, if Keppel REIT crosses one dollar especially after next week, it means there' s plenty of meat in gangsters speculation about Keppel DIS...... remember, if it goes below rights issue price, it could mean Ah Loh may call off more rewards to shareholders, and as the black market warns OPENLY, this will spell very very black news...... I tried to be helpful and post some cryptic messages on both Keppel and Keppel REIT in the MASTERS OF THE SEAS thread , but all I got was some " not useful" ratings....... what for I feed u with more info.......? KIT could be in the mix, that' s why the price moving so far so fast, not because of the prospective 7 to 8% dividends yield which is a well known fact, but could be used as a party of rewards, but I m not going to elaborate further....... MEANWHILE also, OUE is another Reit to watch, should go over 0.40 easily by the next results...... don' t ask me why...... all I ask you so many times, is try to holding on to your Reits, you can don' t buy, but try not to sell....... it' s a case of every time you sold, you wake up regretting the next day...... it will come a time, when in complete darkness, if you throw a black stone at any Reit, you will still or sure to make money....... that' s how go of it' s go I g to be. The gangsters are really unbelievable in their advice.......... aragosta      ( Date: 31-Dec-2025 13:36) Posted: The next big REIT story may be from Starhill Global.... going into date centres investment to capitalise on the AI-driven demand......   Starhill Global may not yet invested in data centres but has formally acknowledged that it may expand its investment mandate to include them if suitable opportunities arise.... At a general meeting in late 2024, the Chairman stated that the REIT' s investment scope could be broadened to include data centres if market conditions and future developments are conducive.......  I think probably they see the time is ripe.....   YTL Corporation, the sponsor of Starhill Global REIT, is heavily invested in the data center sector through its subsidiary  YTL Power International. ....As of late 2025, YTL has established a massive data center presence, particularly in Malaysia:  That could be the key.......  ​ IF in the weeks to come, the price keeps on rallying, moving into the 60s,   then there is meat in the speculation ..... the black market targeting at least 80 to a dollar if confirmed true...... ============ As for Keppel REIT, read my posting here ..... https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=21882& msgbdName=Others& topicTitle=Masters%20of%20the%20SEAS:%20KEPPEL,%20SCI,%20SEATRIUM,%20YZJSB

 

Starhill hits 0.60 for the first time after donkey years........ first sign that some thing is brewing.....  if it crosses 0.60 convincingly in the coming days, it could mean black market may be moving the stock.......

MEANWHILE, if Keppel REIT crosses one dollar especially after next week, it means there' s plenty of meat in gangsters speculation about Keppel DIS...... remember, if it goes below rights issue price, it could mean Ah Loh may call off more rewards to shareholders, and as the black market warns OPENLY, this will spell very very black news...... I tried to be helpful and post some cryptic messages on both Keppel and Keppel REIT in the MASTERS OF THE SEAS thread , but all I got was some " not useful" ratings....... what for I feed u with more info.......?

KIT could be in the mix, that' s why the price moving so far so fast, not because of the prospective 7 to 8% dividends yield which is a well known fact, but could be used as a party of rewards, but I m not going to elaborate further.......

MEANWHILE also, OUE is another Reit to watch, should go over 0.40 easily by the next results...... don' t ask me why......

all I ask you so many times, is try to holding on to your Reits, you can don' t buy, but try not to sell....... it' s a case of every time you sold, you wake up regretting the next day...... it will come a time, when in complete darkness, if you throw a black stone at any Reit, you will still or sure to make money....... that' s how go of it' s go I g to be.

The gangsters are really unbelievable in their advice..........

aragosta      ( Date: 31-Dec-2025 13:36) Posted: The next big REIT story may be from Starhill Global.... going into date centres investment to capitalise on the AI-driven demand......   Starhill Global may not yet invested in data centres but has formally acknowledged that it may expand its investment mandate to include them if suitable opportunities arise.... At a general meeting in late 2024, the Chairman stated that the REIT' s investment scope could be broadened to include data centres if market conditions and future developments are conducive.......  I think probably they see the time is ripe.....   YTL Corporation, the sponsor of Starhill Global REIT, is heavily invested in the data center sector through its subsidiary  YTL Power International. ....As of late 2025, YTL has established a massive data center presence, particularly in Malaysia:  That could be the key.......  ​ IF in the weeks to come, the price keeps on rallying, moving into the 60s,   then there is meat in the speculation ..... the black market targeting at least 80 to a dollar if confirmed true...... ============ As for Keppel REIT, read my posting here ..... https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=21882& msgbdName=Others& topicTitle=Masters%20of%20the%20SEAS:%20KEPPEL,%20SCI,%20SEATRIUM,%20YZJSB

 

• High Demand in Singapore:  Singapore is a primary hub with limited new supply due to power constraints, allowing existing data center operators to command high occupancy and pricing power.
• AI-Specific Workloads:  The shift from AI training to AI inference is creating sustained, long-term demand for edge computing and reliable, high-performance facilities, which these REITs provide.
• Strong Sponsor Pipelines:  REITs like Digital Core and  CapitaLand Ascendas  have access to large pipelines of potential data center acquisitions from their sponsors, offering embedded growth catalysts. 

• Keppel DC REIT (SGX: AJBU):  A pure-play data center REIT with a high-quality global portfolio and a strong presence in Singapore. It is considered a stable investment with a " Strong Buy" consensus and an average price target of  S$2.58  (15.1% upside).
• Digital Core REIT (SGX: DCRU):  A pure-play U.S.-focused data center REIT that offers exposure to top hyperscaler tenants. It offers a higher potential yield and is currently trading at a discount to its NAV. Analysts have a " Moderate Buy" consensus with an average price target of  $0.68 USD  (implying over 30% upside).
• CapitaLand Ascendas REIT (SGX: A17U):  While not purely data center, its significant industrial and logistics portfolio includes data centers and high-tech industrial space. DBS notes it stands out for its strong operational execution and accretive acquisitions. It has a " Strong Buy" consensus with an average price target of  S$3.24.
• Mapletree Industrial Trust (SGX: ME8U):  Another industrial-focused REIT with exposure to data centers, benefiting from e-commerce growth and supply chain demand. Analysts generally have a " Hold" or " Buy" rating, with an average price target of  S$2.18. 

 

The next big REIT story may be from Starhill Global.... going into date centres investment to capitalise on the AI-driven demand......
 

 

 

No bluff one........ imagine six months ago, they already started talking about privatisation offer........that time I think, ESR was trying to get at that price.......but I think the offeror was not willingly to pay that price ..........now we know the final " married" price was much lower.........so that now the deal is done, a general offer at a higher attractive price is offered to the rest of the general public.........I understand, if people don' t want to take up the offer, the offeror is fine to keep it listed.........but for me it s a good offer........ bought at around 33, but tampok, 50 lots only.........Will accept it, very near nav..........after this offer closes, stock will become illiquid and there will be very little interest.........price could go down to around thirty   plus only........

Delvyss      ( Date: 03-Jun-2025 09:58) Posted: Looks like breaking out of 2024 high soon. Any chance of offer revision? aragosta      ( Date: 02-Jun-2025 14:29) Posted: --- Post Removed by User ---

 

Thanks for the heads up.  Besides individual office and retail REITS, I also invested in the Ammova Asia REIT ETF (ticker symbol: CFA) which pays a decemt yield of more than 5%.

aragosta      ( Date: 21-Dec-2025 20:18) Posted: 10 S-Reits garner over S$1 billion in total retail net inflows in 2025 https://www.businesstimes.com.sg/companies-markets/10-s-reits-garner-over-s1-billion-total-retail-net-inflows-2025 With seven trading days remaining in 2025, the Straits Times Index (STI) has delivered a year-to-date price return of 20.7 per cent as at Thursday (Dec 18), while Singapore-listed real estate investment trusts (S-Reits) have gained 9 per cent. Including dividends, total returns for the STI and S-Reits reached 26.7 per cent and 14.4 per cent, respectively &ndash placing S-Reits on track for their strongest annual performance since 2019,  as previously highlighted  in this column. Half of this performance was achieved in the third quarter, driven by improved operating fundamentals across S-Reit sub-segments and a more conducive environment due to lower interest rates. The US Federal Reserve implemented three 25-basis-point rate cuts this year, with market analysts expecting two more reductions in 2026. .............. in case you are too busy to click the fall story to read.....   except for NTT, all part of gangsters tokkong stable stocks...... The 10 S-Reits which attracted the largest net retail inflows in the year to date were  Mapletree Industrial Trust : ME8U +0.49%,  Mapletree Logistics Trust : M44U 0%,  NTT DC Reit : NTDU +4.04%,  CapitaLand Ascendas Reit : A17U +0.72%,  CapitaLand Ascott Trust : HMN +1.08%,  Keppel DC Reit : AJBU -0.45%,  ParkwayLife Reit : C2PU 0%,  Frasers Centrepoint Trust : J69U +0.44%,  Frasers Logistics & Commercial Trust : BUOU -0.5%  and  Digital Core Reit : DCRU -2%. Together, the 10 S-Reits accounted for more than S$1 billion in combined inflows. Most of these names are concentrated in industrial and data centre segments. REMEMBER. YOU CAN DONT BUY, BUT TRY TO HOLD ON YR REMAINING TILL AT LEAST MID NEXT YEAR....... ====== in case you missed them ..... Analysts upbeat on Singapore' s office Reits, naming one ' uniquely leveraged' (KREIT) to tap rental upside  https://www.businesstimes.com.sg/companies-markets/reits-property/analysts-upbeat-singapores-office-reits-naming-one-uniquely-leveraged-tap-rental-upside Positive momentum for office S-Reits as vacancy rates ease and rents climb https://www.businesstimes.com.sg/companies-markets/positive-momentum-office-s-reits-vacancy-rates-ease-and-rents-climb?ref=article-see-also Reits are emerging as ' powerful tools' to fund rocketing data centre costs &ndash Singapore benefits https://www.businesstimes.com.sg/companies-markets/reits-are-emerging-powerful-tools-fund-rocketing-data-centre-costs-singapore-benefits Ahead of expected rate cuts, these four Singapore REITs (MPACT, MINT, AIMS, CLAR - all my favorites) offer attractive yields and potential upside. https://thesmartinvestor.com.sg/4-singapore-reits-to-buy-before-the-next-rate-cut/ UOBKH says buy these 5 blue-chip reits, predicts S-Reits poised for upturn https://www.businesstimes.com.sg/companies-markets/uobkh-says-buy-these-5-blue-chip-reits-predicts-s-reits-poised-uptur 5 REITs (CICT, CLAR, FCT. FLCT, PARKWAY) to Own for Steady Monthly Income  https://thesmartinvestor.com.sg/3-reits-id-own-for-steady-monthly-income-part-1/ https://sg.finance.yahoo.com/news/5-reits-d-own-steady-233000594.html CICT vs FLCT: Which REIT Will Recover Faster When Financing Costs Ease? https://thesmartinvestor.com.sg/cict-vs-flct-which-reit-will-recover-faster-when-financing-costs-ease/Hidden Gem: Digital Core REIT - AI Boom Powers Data Centre Giant  With Higher Dividend Yields than the STI  https://thesmartinvestor.com.sg/hidden-gems-3-singapore-stocks-with-higher-dividend-yields-than-the-sti/ Trump says he has chosen next Fed chair. Trump' s selection will replace Powell, whom the president has repeatedly criticized for being too slow to reduce interest rates. https://finance.yahoo.com/news/trump-says-chosen-next-fed-195852588.html4 REITs (Suntec REIT, ESR REIT, CLINT,Keppel REIT) That Could Benefit From Singapore&rsquo s S$5B Equity-Market Push: https://thesmartinvestor.com.sg/4-reits-that-could-benefit-from-singapores-s5b-equity-market-push/

 

10 S-Reits garner over S$1 billion in total retail net inflows in 2025
https://www.businesstimes.com.sg/companies-markets/10-s-reits-garner-over-s1-billion-total-retail-net-inflows-2025

With seven trading days remaining in 2025, the Straits Times Index (STI) has delivered a year-to-date price return of 20.7 per cent as at Thursday (Dec 18), while Singapore-listed real estate investment trusts (S-Reits) have gained 9 per cent.

Including dividends, total returns for the STI and S-Reits reached 26.7 per cent and 14.4 per cent, respectively &ndash placing S-Reits on track for their strongest annual performance since 2019,  as previously highlighted  in this column.

Half of this performance was achieved in the third quarter, driven by improved operating fundamentals across S-Reit sub-segments and a more conducive environment due to lower interest rates. The US Federal Reserve implemented three 25-basis-point rate cuts this year, with market analysts expecting two more reductions in 2026.
..............

in case you are too busy to click the fall story to read.....   except for NTT, all part of gangsters tokkong stable stocks......

The 10 S-Reits which attracted the largest net retail inflows in the year to date were  Mapletree Industrial Trust : ME8U +0.49%,  Mapletree Logistics Trust : M44U 0%,  NTT DC Reit : NTDU +4.04%,  CapitaLand Ascendas Reit : A17U +0.72%,  CapitaLand Ascott Trust : HMN +1.08%,  Keppel DC Reit : AJBU -0.45%,  ParkwayLife Reit : C2PU 0%,  Frasers Centrepoint Trust : J69U +0.44%,  Frasers Logistics & Commercial Trust : BUOU -0.5%  and  Digital Core Reit : DCRU -2%.

Together, the 10 S-Reits accounted for more than S$1 billion in combined inflows. Most of these names are concentrated in industrial and data centre segments.

REMEMBER. YOU CAN DONT BUY, BUT TRY TO HOLD ON YR REMAINING TILL AT LEAST MID NEXT YEAR.......

======
in case you missed them .....

Analysts upbeat on Singapore' s office Reits, naming one ' uniquely leveraged' (KREIT) to tap rental upside 
https://www.businesstimes.com.sg/companies-markets/reits-property/analysts-upbeat-singapores-office-reits-naming-one-uniquely-leveraged-tap-rental-upside
Positive momentum for office S-Reits as vacancy rates ease and rents climb
https://www.businesstimes.com.sg/companies-markets/positive-momentum-office-s-reits-vacancy-rates-ease-and-rents-climb?ref=article-see-also
Reits are emerging as ' powerful tools' to fund rocketing data centre costs &ndash Singapore benefits
https://www.businesstimes.com.sg/companies-markets/reits-are-emerging-powerful-tools-fund-rocketing-data-centre-costs-singapore-benefits
Ahead of expected rate cuts, these four Singapore REITs (MPACT, MINT, AIMS, CLAR - all my favorites) offer attractive yields and potential upside.
https://thesmartinvestor.com.sg/4-singapore-reits-to-buy-before-the-next-rate-cut/
UOBKH says buy these 5 blue-chip reits, predicts S-Reits poised for upturn
https://www.businesstimes.com.sg/companies-markets/uobkh-says-buy-these-5-blue-chip-reits-predicts-s-reits-poised-uptur
5 REITs (CICT, CLAR, FCT. FLCT, PARKWAY) to Own for Steady Monthly Income 
https://thesmartinvestor.com.sg/3-reits-id-own-for-steady-monthly-income-part-1/
https://sg.finance.yahoo.com/news/5-reits-d-own-steady-233000594.html
CICT vs FLCT: Which REIT Will Recover Faster When Financing Costs Ease?
https://thesmartinvestor.com.sg/cict-vs-flct-which-reit-will-recover-faster-when-financing-costs-ease/Hidden Gem: Digital Core REIT - AI Boom Powers Data Centre Giant  With Higher Dividend Yields than the STI  https://thesmartinvestor.com.sg/hidden-gems-3-singapore-stocks-with-higher-dividend-yields-than-the-sti/
Trump says he has chosen next Fed chair. Trump' s selection will replace Powell, whom the president has repeatedly criticized for being too slow to reduce interest rates.
https://finance.yahoo.com/news/trump-says-chosen-next-fed-195852588.html4 REITs (Suntec REIT, ESR REIT, CLINT,Keppel REIT) That Could Benefit From Singapore&rsquo s S$5B Equity-Market Push:
https://thesmartinvestor.com.sg/4-reits-that-could-benefit-from-singapores-s5b-equity-market-push/