I do see that as a buying oppo

I do see that as a buying opportunity. We have only heard of the first rate cut and can definitely expect more to come. With more rate cuts, we can expect the share prices to increase. So, this is really jus the beginning! In some sense, SREITS will behave like bonds. Buy mainly those backed by strong sponsors like CapitaLand and mapletree but would avoid those with China exposure to reduce volatility. I do like Keppel DC reit because of the pure data centre play and we definitely need the data centres and there will be limited supply in the years to come, making it in demand.

SG Earnings: Is Mapletree PanAsia a Buy After 5% Drop?

Mapletree Pan Asia Commercial Trust's units fell sharply as weak second-quarter results and a revaluation of its Japan properties weighed on investor sentiment. Keppel Corporation reported a 14% increase in recurring income for the first nine months of 2024, driven by strong performance in asset management and operating income. Keppel REIT and Mapletree Logistics Trust's fell as distributable income drop, primarily caused by higher borrowing costs and lower divestment gains. ------------- At what price would you buy them?

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