Singapore REITs Have Likely Priced in Most Rate Increase Risks -- Market Talk

Dow Jones04-14

0609 GMT - Singapore real-estate investment trusts have likely priced in the majority of rate-hike risks ahead, says Macquarie Capital's Rachel Tan in a note. The outlook for interest rates worldwide has become uncertain after the onset of the Iran conflict, she says. The Singapore REIT sector has fallen around 11% since the start of the conflict, underperforming the benchmark Straits Times Index, she adds. Despite this, the sector is trading around 6% yield, comparable with its yield during the previous U.S. rate hike cycle in 2022-2023. The analyst expects the domestic earnings season to focus on interest rates, utility costs and the Iran conflict's potential drag. Macquarie Capital's top defensive picks are CapitaLand Integrated Commercial Trust and Parkway Life REIT. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

April 14, 2026 02:09 ET (06:09 GMT)

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Despite this, the sector is trading around 6% yield, comparable with its yield during the previous U.S. rate hike cycle in 2022-2023. The analyst expects the domestic earnings season to focus on interest rates, utility costs and the Iran conflict's potential drag. Macquarie Capital's top defensive picks are <a href=\"https://laohu8.com/S/C38U.SI\">CapitaLand Integrated Commercial Trust</a> and <a href=\"https://laohu8.com/S/C2PU.SI\">Parkway Life REIT</a>. (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  April 14, 2026 02:09 ET (06:09 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore REITs Have Likely Priced in Most Rate Increase Risks -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore REITs Have Likely Priced in Most Rate Increase Risks -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-14 14:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0609 GMT - Singapore real-estate investment trusts have likely priced in the majority of rate-hike risks ahead, says <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> Capital's Rachel Tan in a note. The outlook for interest rates worldwide has become uncertain after the onset of the Iran conflict, she says. The Singapore REIT sector has fallen around 11% since the start of the conflict, underperforming the benchmark Straits Times Index, she adds. Despite this, the sector is trading around 6% yield, comparable with its yield during the previous U.S. rate hike cycle in 2022-2023. The analyst expects the domestic earnings season to focus on interest rates, utility costs and the Iran conflict's potential drag. Macquarie Capital's top defensive picks are <a href=\"https://laohu8.com/S/C38U.SI\">CapitaLand Integrated Commercial Trust</a> and <a href=\"https://laohu8.com/S/C2PU.SI\">Parkway Life REIT</a>. (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  April 14, 2026 02:09 ET (06:09 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"C38U.SI","symbol_name":"凯德商用新加坡信托","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2627492493","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2627492493","pubTimestamp":1776146940,"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":"0609 GMT - Singapore real-estate investment trusts have likely priced in the majority of rate-hike risks ahead, says Macquarie Capital's Rachel Tan in a note. 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Despite this, the sector is trading around 6% yield, comparable with its yield during the previous U.S. rate hike cycle in 2022-2023. The analyst expects the domestic earnings season to focus on interest rates, utility costs and the Iran conflict's potential drag. Macquarie Capital's top defensive picks are CapitaLand Integrated Commercial Trust and Parkway Life REIT. 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