CICT remains the “Dividend King” among S-REITs — large, stable, and diversified across retail and office assets, with solid rental reversions and prudent gearing. For higher yield, Mapletree Logistics Trust (MLT) and Keppel Infrastructure Trust (KIT) stand out: MLT benefits from Asia-wide logistics demand, while KIT offers defensive, utility-like cash flows.
When picking S-REITs, focus on:
1️⃣ DPU stability – consistent or growing payouts.
2️⃣ Gearing < 40% and strong interest-coverage.
3️⃣ Occupancy > 95% and long WALE.
4️⃣ Prime assets with accretive AEIs.
5️⃣ Price-to-NAV < 1× and credible sponsors.
CICT suits conservative income seekers; MLT, KIT, and Ascendas REIT suit moderate-risk investors seeking 5–7 % yields. The best S-REITs balance steady DPUs, low leverage, and quality assets — true cash cows through cycles.
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.
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