I believe CapitaLand Integrated Commercial Trust and Keppel DC REIT still have growth potential in the second half of 2025. CICT benefits from strong retail and office recovery with key assets like ION Orchard, while Keppel DC REIT rides on digitalisation trends, supported by stable long-term leases in the data centre space.
Despite institutional selling, I side with retail investors who have been steadily buying. The steady inflows reflect confidence in S-REITs' resilience and dividend yields. It is also telling that some REITs, like CICT and Parkway Life, attracted net institutional inflows, hinting at selective institutional support.
S-REITs may not match equities in growth, but their stability and income appeal are strong. I allocate about 20 to 25 percent of my portfolio to REITs for diversification and consistent dividend income, especially in uncertain markets.
@Tiger_comments @TigerStars @Tiger_SG
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