S-REITs Recap - Week 43 (2025)

Kenny_Loh
10-26

🪙 Frasers Centrepoint Trust (YTD +15.64% | 5D +1.67%)Reported strong FY25 results: DPU 12.113 cents (+7.8% rental reversion) and 98.1% occupancy. Completed Northpoint City South Wing acquisition and Yishun 10 divestment. Retained 5-Star GRESB rating for the fifth year. $Frasers Cpt Tr(J69U.SI)$

🪙 Keppel DC REIT (YTD +10.09% | 5D +1.27%)9M 2025 distributable income +55.5% YoY, DPU +8.8%. Occupancy 95.8%, AUM S$5.7b, leverage 29.8%, cost of debt 2.9%. $Keppel DC Reit(AJBU.SI)$

🪙 Sabana Industrial REIT (YTD +31.94% | 5D +9.20%)3Q 2025 NPI +16.0% YoY, rental reversion +11.3%, occupancy 87%. New Tech Park 94.7%; expects double-digit income growth for FY2025.

🪙 OUE REIT (YTD +21.05% | 5D –1.43%)3Q 2025 revenue +1.2%, NPI +2.0% YoY; commercial segment stronger (+4.2% revenue). Finance costs fell 19.7% YoY. $OUEREIT(TS0U.SI)$

🪙 Suntec REIT (YTD +17.09% | 5D +3.01%)3Q 2025 DPU 1.778c (+12.5% YoY), driven by strong Singapore operations, lower debt costs and tax reversal in Australia. $Suntec Reit(T82U.SI)$

🪙 Mapletree Pan Asia Commercial Trust (YTD +21.49% | 5D +1.38%)2Q FY25/26 DPU 2.01c (+1.5% YoY); Singapore NPI +6.1%, supported by VivoCity and lower utilities/finance costs. Completed two Japan office divestments. $Mapletree PanAsia Com Tr(N2IU.SI)$

👉Follow Kenny Loh

Kenny Loh is a distinguished Wealth Advisory Director with a specialization in holistic investment planning and estate management. He excels in assisting clients to grow their investment capital and establish passive income streams for retirement. Kenny also facilitates tax-efficient portfolio transfers to beneficiaries, ensuring tax-efficient capital appreciation through risk mitigation approaches and optimized wealth transfer through strategic asset structuring.

In addition to his advisory role, Kenny is an esteemed SGX Academy trainer specializing in S-REIT investing and regularly shares his insights on MoneyFM 89.3. He holds the titles of Certified Estate & Legacy Planning Consultant and CERTIFIED FINANCIAL PLANNER (CFP).

With over a decade of experience in holistic estate planning, Kenny employs a unique “3-in-1 Will, LPA, and Standby Trust” solution to address clients’ social considerations, legal obligations, emotional needs, and family harmony. He holds double master’s degrees in Business Administration and Electrical Engineering, and is an Associate Estate Planning Practitioner (AEPP), a designation jointly awarded by The Society of Will Writers & Estate Planning Practitioners (SWWEPP) of the United Kingdom and Estate Planning Practitioner Limited (EPPL), the accreditation body for Asia.

You can join his Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • doozii
    10-27
    doozii
    Impressive insights on S-REITs! [Heart]
Leave a comment
1
3