NTT DC REIT's High Yield Stands Out Among Sector Peers -- Market Talk

Dow Jones11-13

0507 GMT - NTT DC REIT's estimated yield of 7.82% is very attractive and the highest of all data center-focused REITs in Singapore, says DBS Group Research's Dale Lai in a note. The REIT's first set of results since listing validates its defensive, globally diversified data-center platform, supported by its sponsor's operational expertise, the analyst says. Long-term upside could arise from sponsor-led acquisitions in Tier 1 markets such as Frankfurt, London and Tokyo, he notes.Meanwhile, NTT DC REIT's short-term income growth is likely to be driven by rent increases and improvements in occupancy, he says. Lai reiterates his buy rating and US$1.20 target. Units fall 1.0% to US$1.00.(megan.cheah@wsj.com)

(END) Dow Jones Newswires

November 13, 2025 00:07 ET (05:07 GMT)

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Long-term upside could arise from sponsor-led acquisitions in Tier 1 markets such as Frankfurt, London and Tokyo, he notes.Meanwhile, NTT DC REIT's short-term income growth is likely to be driven by rent increases and improvements in occupancy, he says. Lai reiterates his buy rating and US$1.20 target. 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The REIT's first set of results since listing validates its defensive, globally diversified data-center platform, supported by its sponsor's operational expertise, the analyst says. Long-term upside could arise from sponsor-led acquisitions in Tier 1 markets such as Frankfurt, London and Tokyo, he notes.Meanwhile, NTT DC REIT's short-term income growth is likely to be driven by rent increases and improvements in occupancy, he says. Lai reiterates his buy rating and US$1.20 target. Units fall 1.0% to US$1.00.(megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 13, 2025 00:07 ET (05:07 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2506951958.HKD","symbol_name":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2583653215","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2583653215","pubTimestamp":1763010420,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0507 GMT - NTT DC REIT's estimated yield of 7.82% is very attractive and the highest of all data center-focused REITs in Singapore, says DBS Group Research's Dale Lai in a note. 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The REIT's first set of results since listing validates its defensive, globally diversified data-center platform, supported by its sponsor's operational expertise, the analyst says. Long-term upside could arise from sponsor-led acquisitions in Tier 1 markets such as Frankfurt, London and Tokyo, he notes.Meanwhile, NTT DC REIT's short-term income growth is likely to be driven by rent increases and improvements in occupancy, he says. Lai reiterates his buy rating and US$1.20 target. Units fall 1.0% to US$1.00.(megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 13, 2025 00:07 ET (05:07 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2583653215","isCrawlerRequest":true}