Kenny_Loh
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Tiger Certification: SGX SREITS Specialist.REITsavvy Funder. Investment & Legacy Specialist.
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๐‘๐ž๐Ÿ๐ฅ๐ž๐œ๐ญ๐ข๐จ๐ง๐ฌ ๐จ๐ง ๐ญ๐ก๐ž ๐…๐ข๐ฑ๐ž๐ ๐ˆ๐ง๐œ๐จ๐ฆ๐ž ๐‹๐ž๐š๐๐ž๐ซ๐ฌ ๐’๐ฎ๐ฆ๐ฆ๐ข๐ญ ๐€๐๐€๐‚ ๐ŸŒ

Fantastic to have spent the day at the Fixed Income Leaders Summit APAC, gaining crucial insights into navigating the evolving fixed income landscape. The consensus points to a market deeply influenced by macro shifts, urging a move away from traditional biases. No alternative text description for this image Here's a concise summary of the key takeaways focused on Risks, Opportunities, and Investment Strategy for Fixed Income: โš ๏ธ Risks & Warnings ๐ŸŽˆPolicy Dominance: The primary risk in FI from 2026 onwards will be driven predominantly by fiscal policy (affecting long-term rates), superseding monetary policy. ๐ŸŽˆUSD Vulnerability: Anticipate a structural, multi-year depreciation of the USDโ€”not de-dollarisation, but a rotation is necessary. Diversify from the USD; its dominance is shifting
๐‘๐ž๐Ÿ๐ฅ๐ž๐œ๐ญ๐ข๐จ๐ง๐ฌ ๐จ๐ง ๐ญ๐ก๐ž ๐…๐ข๐ฑ๐ž๐ ๐ˆ๐ง๐œ๐จ๐ฆ๐ž ๐‹๐ž๐š๐๐ž๐ซ๐ฌ ๐’๐ฎ๐ฆ๐ฆ๐ข๐ญ ๐€๐๐€๐‚ ๐ŸŒ

๐’๐ข๐ง๐ ๐š๐ฉ๐จ๐ซ๐ž ๐‘๐„๐ˆ๐“๐ฌ ๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐”๐ฉ๐๐š๐ญ๐ž (Nov 2025)

๐Ÿ“ˆ Technically, Singapore REITs sector (FTSE ST REIT Index) is currently facing a tough resistance at 730 and forming a head and shoulder chart pattern with neckline support between 695-700. ๐Ÿ”ฅ Total Market Cap = S$98.2B (โฌ‡๏ธfrom S$101.1B Billion) ๐ŸŽฏ Average Price/NAV = 0.83 (โฌ‡๏ธ from 0.85) ๐ŸŽฏ Average Distribution Yield = 5.58% (โฌ†๏ธ from 5.51%) ๐ŸŽฏ Market Cap Weighted Average Distribution Yield = 5.32% (โฌ†๏ธ from 5.19%) ๐ŸŽฏ Average Gearing Ratio = 39.99% (โฌ†๏ธ from 39.89%) ๐Ÿ’น Average Yield Spread (vs 10 years SG Gov yield) = 3.77% (โฌ‡๏ธ from 3.91%) ๐—•๐˜‚๐—น๐—น / ๐—•๐—ฒ๐—ฎ๐—ฟ ๐—–๐—ฎ๐—น๐—น ๐—ณ๐—ผ๐—ฟ ๐—ฆ-๐—ฅ๐—˜๐—œ๐—ง ๐—ฆ๐—ฒ๐—ฐ๐˜๐—ผ๐—ฟ (๐—œ๐—ป ๐—š๐—ฒ๐—ป๐—ฒ๐—ฟ๐—ฎ๐—น): ๐ŸฎValuation (17% discount to Market Fair Value) ๐Ÿฎ๐ŸปTechnical Momentum uncertain ๐ŸฎInterest Rate Direction (IF there is 25 bps cut in Dec 2025) ๐ŸปUS 10 Year Risk Free Rate @4.07% which has strong inversed correlation to
๐’๐ข๐ง๐ ๐š๐ฉ๐จ๐ซ๐ž ๐‘๐„๐ˆ๐“๐ฌ ๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐”๐ฉ๐๐š๐ญ๐ž (Nov 2025)

REIT Rally Continues? A Closer Look at CapLand Ascendas' Uptrend

This chart for $CapLand Ascendas REIT(A17U.SI)$ shows the stock trading within an upward channel since mid-2025, indicating an uptrend. โ€Œ Key observations: The price is currently near the lower boundary of the channel, which acts as support (around $2.82). The 50-day and 20-day Moving Averages (MAs) are intertwined, but generally above the 200-day MA (green line), supporting the bullish trend. A strong horizontal support/resistance turned support level is identified near $2.75. A break below the channel and $2.75 would negate the bullish outlook. Resistance is at the channel's top, near $3.00. ๐Ÿ‘‰Follow Kenny Loh Kenny Loh is a distinguished MAS Licensed Wealth Advisor
REIT Rally Continues? A Closer Look at CapLand Ascendas' Uptrend

Prime US REIT: Is the Phoenix Rising? Technicals Align with Turnaround Catalysts

๐Ÿ“ˆ Technical Analysis The provided daily chart $Prime US ReitUSD(OXMU.SI)$ , running from May to November 2025, illustrates a significant uptrend after a period of consolidation. Prime US REIT Technical Chart Key Observations Uptrend Formation: The unit price has been in a clear uptrend since early 2025, marked by the rising 20-day (red) and 50-day (blue) moving averages (MAs), which are positioned above the longer-term 200-day MA (green). This is a classic bullish alignment, or "Golden Cross," indicating sustained upward momentum. Moving Averages: The 20-day MA (red) has generally stayed above the 50-day MA (blue), confirming short-term strength, though the price has recently dipped back toward the MAs. Trendline Support: A clear upward trendli
Prime US REIT: Is the Phoenix Rising? Technicals Align with Turnaround Catalysts

๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ ๐Ÿ๐ซ๐จ๐ฆ ๐ญ๐ก๐ž ๐€๐ฎ๐ซ๐š ๐๐ซ๐ข๐ฏ๐š๐ญ๐ž ๐–๐ž๐š๐ฅ๐ญ๐ก ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ ๐’๐ฎ๐ฆ๐ฆ๐ข

๐Ÿš€ ๐„๐ฅ๐ž๐ฏ๐š๐ญ๐ž๐ ๐’๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ: ๐Š๐ž๐ฒ ๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ ๐Ÿ๐ซ๐จ๐ฆ ๐ญ๐ก๐ž ๐€๐ฎ๐ซ๐š ๐๐ซ๐ข๐ฏ๐š๐ญ๐ž ๐–๐ž๐š๐ฅ๐ญ๐ก ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ ๐’๐ฎ๐ฆ๐ฆ๐ข๐ญ 2025 As a private wealth advisor, I am thrilled to share how the insights gained at the exclusive Aura Group Private Wealth Investor Summit 2025 have significantly enhanced my strategic framework for serving my clients. The content reaffirmed critical principles for navigating modern, multi-generational wealth, allowing me to provide an even higher level of strategic value. ่ฏฅๅ›พ็‰‡ๆ— ๆ›ฟไปฃๆ–‡ๅญ— ๐Ÿ’ก ๐’๐ญ๐ซ๐š๐ญ๐ž๐ ๐ข๐œ ๐๐ข๐ฅ๐ฅ๐š๐ซ 1: ๐‘๐ž๐๐ž๐Ÿ๐ข๐ง๐ข๐ง๐  ๐–๐ž๐š๐ฅ๐ญ๐ก ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ The core takeaway: True wealth management is the proactive pursuit of risk management. My understanding has been deepened on shifting the advisory relationship from a product-focus to an objective approach, centered on strategic asset allocation and holistic advice. This approach co
๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ ๐Ÿ๐ซ๐จ๐ฆ ๐ญ๐ก๐ž ๐€๐ฎ๐ซ๐š ๐๐ซ๐ข๐ฏ๐š๐ญ๐ž ๐–๐ž๐š๐ฅ๐ญ๐ก ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ ๐’๐ฎ๐ฆ๐ฆ๐ข

๐Ÿ’ก๐Š๐ž๐ฒ ๐ˆ๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ ๐Ÿ๐ซ๐จ๐ฆ ๐€๐ฆ๐ฎ๐ง๐๐ข'๐ฌ 2026 ๐Œ๐š๐ซ๐ค๐ž๐ญ ๐Ž๐ฎ๐ญ๐ฅ๐จ๐จ๐ค

Great to attend the Amundi Investment Solutions #MarketOutlook, offering a comprehensive view on what to expect after a surprisingly resilient 2025 marked by strong equity performance despite persistent tariffs. The general mood is cautiously optimistic, advocating for diversification amidst shifting geopolitical and technological landscapes. Kenny Loh, CFPยฎ AEPPยฎ IBFA MBAKenny Loh, CFPยฎ AEPPยฎ IBFA MBA Kenny Loh, CFPยฎ AEPPยฎ IBFA MBAKenny Loh, CFPยฎ AEPPยฎ IBFA MBA ๐†๐ฅ๐จ๐›๐š๐ฅ ๐„๐œ๐จ๐ง๐จ๐ฆ๐ฒ & ๐๐จ๐ฅ๐ข๐œ๐ฒ ๐’๐ญ๐š๐ง๐œ๐ž ๐ŸŸขResilience continues: The global economy is proving resilient, with expectations that the US will avoid a hard landing in 2026, though fiscal policy will be doing much of the heavy lifting. ๐ŸŸขInflation & Rates: While inflation is sticky, it's no longer rising, allowing for the continuation of
๐Ÿ’ก๐Š๐ž๐ฒ ๐ˆ๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ ๐Ÿ๐ซ๐จ๐ฆ ๐€๐ฆ๐ฎ๐ง๐๐ข'๐ฌ 2026 ๐Œ๐š๐ซ๐ค๐ž๐ญ ๐Ž๐ฎ๐ญ๐ฅ๐จ๐จ๐ค

S-REITs Recap - Week 46 (2025)

๐Ÿช™ Prime US REIT (YTD +15.79% | 5D +0.51%) 3Q 2025 update: Committed occupancy rose to 80.7%, with 92,000 sq ft of new leases signed in the quarter and 6.4% rental reversion for 9M 2025. Major new leases include X-Energy (120,000 sq ft, 11 years) and a 20-year U.S. government lease. Raised US$25m equity in October to fund capex and boost debt headroom; aims to normalise distributions in 2026. $Prime US ReitUSD(OXMU.SI)$ ๐Ÿช™ United Hampshire US REIT (YTD +6.32% | 5D +3.06%) 3Q 2025 results: Gross revenue +1.4%, NPI +5.7% YoY, occupancy 97%, and self-storage 94.9%. Maintains low leverage (37.8%) and long WALE (7.5 years), with minimal near-term lease expiries. $UtdHampshReitUSD(ODBU.SI)$ ๐Ÿช™ Stoneweg Europ
S-REITs Recap - Week 46 (2025)

CapitaLand Investment (CLI): Charting a Course from Real Estate Owner to Global Asset Manager

$CapitaLandInvest(9CI.SI)$ CapitaLand Investment (CLI) is undergoing a significant transformation, moving aggressively from a capital-intensive real estate development model to an asset-light, fee-income-driven global real asset manager. This shift, coupled with the potential for a transformational merger, places CLI at a critical inflection point, with both the technical chart and its fundamental business segments signaling high volatility and high potential. Technical Analysis: Poised for a Breakout Current chart for CLI (9CI.SG) provides a clear technical picture that aligns with its current high-stakes fundamental news flow. Strong Support: The stock recently found solid footing, rebounding firmly from a critical support level around S$2.60.
CapitaLand Investment (CLI): Charting a Course from Real Estate Owner to Global Asset Manager

S-REITs Recap - Week 44 (2025)

๐Ÿ’กKeppel Pacific Oak US REIT (YTD +12.20% | 5D +2.22%) $KepPacOakReitUSD(CMOU.SI)$ $ 3Q 2025 update: Occupancy stable at 88% with strong leasing momentum (168k sf, +36% rental reversion). Refinancing progress ahead, securing early commitments for 59% of 2026 loans. Signs of US office market stabilisation; REIT targets to resume distributions in 1H 2026 with a conservative payout.โ€Œ ๐Ÿ’กCapitaLand Integrated Commercial Trust (YTD +22.80% | 5D โ€“1.25%) 3Q 2025 business update: Rent reversion +7.8% (Retail) and +6.8% (Office). Portfolio occupancy 97.2%, WALE 3.2 years, leverage 39.2%, and cost of debt 3.3%. $CapLand IntCom T(C38U.SI)$ โ€Œ๐Ÿ’กMapletree Logistics Trust (YTD +5.51% | 5D +3.08%) 2Q FY25/26 results: D
S-REITs Recap - Week 44 (2025)

S-REIT Rally or Reversal? Critical Levels to Watch Now

The FTSE ST REIT Index has staged a strong 3-month rally since breaking out from its inverted head & shoulders pattern, a classic sign of trend reversal. The index is now testing tough resistance levels while the uptrend channel remains intact. All eyes are on whether the current channel support will holdโ€”if it does, thereโ€™s potential for a breakout and continuation of bullish momentum.โ€Œ However, a breakdown from this channel could lead to a short-term pullback or sideways consolidation. Stay tuned as S-REITs navigate this critical juncture!โ€Œ $CSOP iEdge SREIT ETF S$(SRT.SI)$ $CSOP iEdge SREIT ETF US$(SRU.SI)$ $LION-PHILLIP S-REIT(CLR.SI)$
S-REIT Rally or Reversal? Critical Levels to Watch Now
@Kenny_Loh Summary from the Live Stream on Singapore REITs Market Outlook and $Sasseur Reit(CRPU.SI)$
@REITsavvy:๐Ÿ’ฐS-REITs Opportunity After Rate Cut & Case Study of Sasseur REIT

S-REITs Recap - Week 43 (2025)

๐Ÿช™ Frasers Centrepoint Trust (YTD +15.64% | 5D +1.67%)Reported strong FY25 results: DPU 12.113 cents (+7.8% rental reversion) and 98.1% occupancy. Completed Northpoint City South Wing acquisition and Yishun 10 divestment. Retained 5-Star GRESB rating for the fifth year. $Frasers Cpt Tr(J69U.SI)$ ๐Ÿช™ Keppel DC REIT (YTD +10.09% | 5D +1.27%)9M 2025 distributable income +55.5% YoY, DPU +8.8%. Occupancy 95.8%, AUM S$5.7b, leverage 29.8%, cost of debt 2.9%. $Keppel DC Reit(AJBU.SI)$ ๐Ÿช™ Sabana Industrial REIT (YTD +31.94% | 5D +9.20%)3Q 2025 NPI +16.0% YoY, rental reversion +11.3%, occupancy 87%. New Tech Park 94.7%; expects double-digit income growth for FY2025. ๐Ÿช™ OUE REIT (YTD +21.05% | 5D โ€“1.43%)3Q 2025 re
S-REITs Recap - Week 43 (2025)

Singapore REITs Monthly Update of 39 REITs (Oct 2025)

๐Ÿ“ˆ Technically, Singapore REITs sector (FTSE ST REIT Index) is trading on a bullish uptrend channel and will be facing a tough resistance at about 720-730 zone. ๐Ÿ”ฅ Total Market Cap = S$101.1B (โฌ†๏ธfrom S$99.78 Billion) ๐ŸŽฏ Average Price/NAV = 0.85 (โžก๏ธ at 0.85) ๐ŸŽฏ Average Distribution Yield = 5.51% (โฌ†๏ธ from 5.49%) ๐ŸŽฏ Market Cap Weighted Average Distribution Yield = 5.19% (โฌ‡๏ธ from 5.32%) ๐ŸŽฏ Average Gearing Ratio = 39.89% (โžก๏ธ at 39.89%) ๐Ÿ’น Average Yield Spread (vs 10 years SG Gov yield) = 3.91% (โฌ†๏ธ from 3.89%) ๐—•๐˜‚๐—น๐—น / ๐—•๐—ฒ๐—ฎ๐—ฟ ๐—–๐—ฎ๐—น๐—น ๐—ณ๐—ผ๐—ฟ ๐—ฆ-๐—ฅ๐—˜๐—œ๐—ง ๐—ฆ๐—ฒ๐—ฐ๐˜๐—ผ๐—ฟ (๐—œ๐—ป ๐—š๐—ฒ๐—ป๐—ฒ๐—ฟ๐—ฎ๐—น): ๐ŸฎValuation (15% discount to Market Fair Value) ๐ŸฎTechnical Momentum is bullish ๐ŸฎInterest Rate Direction (IF there is 50 bps cut by end 2025) ๐ŸปUS 10 Year Risk Free Rate @4.02% which has strong inversed correlation to REIT index. More detail can be fo
Singapore REITs Monthly Update of 39 REITs (Oct 2025)

Welcome to Watch Replay:Yield Shifts & REIT Opportunitiesย inย Singapore

S-REITs Rebound? Yield, Value and Outlook after Interest Rate Cuts Welcome to watch the replay of Live Stream by SGX SREITS Specialist, REITsavvy Founder @Kenny_Loh Loh & Sasseur REIT incoming CEO Cheng Hsing Yuen.Youtube link:Read more on >>REITspots: Sasseur REIT Outlet Malls Visit (Chongqing Bishan and Liangjiang)Analyst Consensus:DBS Research targeting price at 0.9SGDKGI Securities targeting at 0.9SGDUOB Kay Hian targeting at 0.98SGD
Welcome to Watch Replay:Yield Shifts & REIT Opportunitiesย inย Singapore

REITspots: Sasseur REIT Outlet Malls Visit (Chongqing Bishan and Liangjiang)

We head to China, Chongqing, also known as the 'cyberpunk city' after our company annual business conference at Chongqing, China. Other than the stunning city lights, on the outskirts of this city are 2 Sasseur REIT Outlet Malls for locals and tourists to go on a shopping spree. I had the pleasure of having $Sasseur Reit(CRPU.SI)$ R Management Team flewed all the way from Singapore to accompany us on this visit, with exclusive looks into 2 of Sasseur REIT's 4 properties, Chongqing Bishan and Chongqing Liangjiang Outlets. Source: reitsavvy.com - Sasseur REIT's financial ratios Overview Sasseur REIT is the first outlet REIT listed in Asia, with four outlets in China in its portfolio. Its investment mandate is to invest, directly or indi
REITspots: Sasseur REIT Outlet Malls Visit (Chongqing Bishan and Liangjiang)

S-REITs Recap - Week 42 (2025)

๐Ÿช™ First REIT (YTD: +9.80% | 5D: +0.00%) $First Reit(AW9U.SI)$17 Oct โ€“ Proposed divestment of Imperial Aryaduta Hotel & Country Club at a 22.2% premium to its original purchase price. The sale unlocks value from a non-core asset and enhances balance sheet flexibility.๐Ÿช™ Frasers Logistics & Commercial Trust (YTD: +9.66% | 5D: +0.52%) $Frasers L&C Tr(BUOU.SI)$17 Oct โ€“ Entered into a US$50m Facility Agreement with HSBC Singapore to enhance financial flexibility. The new facility provides funding optionality for future refinancing, acquisitions, and working capital needs.๐Ÿ‘‰Follow Kenny Loh
S-REITs Recap - Week 42 (2025)

S-REITs Outlook after Interest Rate Cuts โ€” Insight with Sasseur REIT

๐ŸŽฅ Live Stream Event: Navigating Yield Shifts & REIT Opportunities in Singapore As Singaporeโ€™s safe-haven assets hit multi-year low yields, investors are rethinking their strategies. Join us for a high-impact livestream where we unpack the latest market shiftsโ€”and spotlight where the real opportunities lie. ๐Ÿ”‘ Whatโ€™s on the agenda: 1๏ธโƒฃ Safe-Haven Yield Slide Singapore T-bills and SSBs are no longer the yield champions. Weโ€™ll explore whatโ€™s driving the decline and where savvy investors are turning nextโ€”with a clear-eyed view on risk and reward. 2๏ธโƒฃ Singapore REITs: Value in Focus S-REITs are staging a comeback, offering ~5-6% yields and attractive valuations. Weโ€™ll dive into the macro backdrop, highlight key fundamentals, and preview $Sasseur Reit
S-REITs Outlook after Interest Rate Cuts โ€” Insight with Sasseur REIT

S-REITs - Week 41 - 2025

๐Ÿช™ CapitaLand Ascendas REIT (YTD: +10.51% | 5D: -0.35%) $CapLand Ascendas REIT(A17U.SI)$ ๐Ÿ—“ 7 Oct โ€“ Announced accretive acquisition of three fully occupied industrial and logistics properties in Singapore for ~S$565.8m. Properties include 2 Pioneer Sector 1, Tuas Connection, and 9 Kallang Sector. This move strengthens its local presence and brings total investments in 2025 to ~S$1.3b. Completion expected by 1Q 2026. โ€Œ ๐Ÿช™ Keppel REIT (YTD: +14.94% | 5D: -3.85%) $KEPPEL REIT(K71U.SI)$ ๐Ÿ—“ 8 Oct โ€“ Launched private placement to raise no less than ~S$113m, with ~97% allocated for partial financing of a new acquisition, and 3% for related fees. ๐Ÿ—“ 9 Oct โ€“ Announced pricing and allotment results of the private p
S-REITs - Week 41 - 2025

The iEdge Singapore Next 50 Indices: Which S-REITs Are Included?

The Singapore Exchange (SGX) has rolled out the iEdge Singapore Next 50 Indices, designed to capture the performance of mid-cap companies that fall just outside the Straits Times Index (STI)โ€™s top 30. The move underscores SGXโ€™s ongoing effort to broaden investor access to Singaporeโ€™s equity market beyond its blue-chip heavyweights.The indices track the next 50 largest companies listed on the Mainboard, excluding the STI constituents, and are structured for liquidity and replicability. Two variations have been introduced. The iEdge Singapore Next 50 Index is weighted by free-float market capitalization, while the iEdge Singapore Next 50 Liquidity Weighted Index uses a liquidity-based weighting measured by six-month median daily traded value. Both cap individual stocks at 5% to avoid overcon
The iEdge Singapore Next 50 Indices: Which S-REITs Are Included?

Catch the Upwaveโ€”FLCT Adds Momentum and Yield to Your Portfolio

Technical Analysis The price chart reflects a clear uptrend channel in recent months following a bottom earlier this year, highlighted with consistent higher highs and higher lows. Previous resistance at around S$0.93โ€“0.94 has turned into support, and the price is currently trading above this zone, indicating ongoing bullish momentum. Multiple moving averages are converging below the current price, giving further confirmation of upward price movement. The next key resistance level on the chart is S$1.00; a breakout above this level could indicate further upside potential. Technical risks are mainly a breakdown from the uptrend channel or a reversal below the S$0.93โ€“0.94 support area. $Frasers L&C Tr(BUOU.SI)$ Fundamental Analysis Asset Clas
Catch the Upwaveโ€”FLCT Adds Momentum and Yield to Your Portfolio

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