S-REITs are not shooting-star

S-REITs are not shooting-star growth plays, yet they are far from yesterday’s story. With valuations still below the ten-year norm and borrowing costs easing, quality names such as Keppel DC, Ascendas, CICT, FCT, and AA-REIT look positioned to extend their run in the back half of 2025. Pick selectively, reinvest the distributions if you are still in accumulation mode, and let the Singapore property managers do the heavy lifting while you enjoy the passive income down here in Aotearoa. This is commentary, not personalised financial advice, so do your own homework or chat with a licensed adviser if needed.

S-REITs 52-Week Highs! Dividend Kings or Value Traps?

In the first half of 2025, retail investors were net buyers of S-REITs, with total net inflows of approximately SGD 400 million as of June 26. In contrast, institutional investors were net sellers, with more than SGD 500 million in net outflows. Which of these high-performing REITs do you believe still have room to grow in the second half of 2025? With retail investors buying and institutions selling, whose side are you on and why? Compared to equities, do S-REITs lack growth potential? What percentage of your portfolio would you allocate to REITs?

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Comments

JackQuant
07-21
JackQuant
Thanks for sharing! It’s time to invest in non-American equity markets.
PenelopeHood
07-22
PenelopeHood
Great analysis

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Pick selectively, reinvest the distributions if you are still in accumulation mode, and let the Singapore property managers do the heavy lifting while you enjoy the passive income down here in Aotearoa. This is commentary, not personalised financial advice, so do your own homework or chat with a licensed adviser if needed.</p></body></html>","htmlText":"<html><head></head><body><p>S-REITs are not shooting-star growth plays, yet they are far from yesterday’s story. With valuations still below the ten-year norm and borrowing costs easing, quality names such as Keppel DC, Ascendas, CICT, FCT, and AA-REIT look positioned to extend their run in the back half of 2025. Pick selectively, reinvest the distributions if you are still in accumulation mode, and let the Singapore property managers do the heavy lifting while you enjoy the passive income down here in Aotearoa. 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It’s time to invest in non-American equity markets.","text":"Thanks for sharing! It’s time to invest in non-American equity markets.","html":"Thanks for sharing! 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