I see the 2025 housing rebound

I see the 2025 housing rebound as a sign of demand resilience rather than a reason to chase property prices. Strong new home sales don’t mean I need to buy physical assets—S-REITs offer a more liquid way to trade property fundamentals and interest-rate expectations, and they usually react faster when easing rates are priced in.

The themes I’m watching are logistics & industrial and data centres. Industrial REITs provide more defensive cash flows, while data centres benefit from long-term digital and AI demand, with select opportunities also emerging in stabilizing office and integrated commercial names.

Overall, I expect Singapore’s housing market to stay stable, not overheated. That backdrop supports S-REITs, but upside will be selective, led by REITs with clear catalysts, improving balance sheets, and visible DPU recovery.

@TigerStars @Tiger_comments @Tiger_SG

Singapore Home Sales Hit a Four-Year High: REITs Are Smart Trade?

In 2025, total new private home sales (excluding ECs) reached 10,821 units, up 67.3% year-on-year from 6,469 units in 2024 — the highest level since 2021. For stock market participants, S-REITs offer a more liquid and flexible way to express a view on property fundamentals while trading interest-rate expectations and cash-flow re-rating. Which REIT theme are you watching next? Will Singapore’s housing market remain strong? After a solid performance last year, can S-REITs continue to push to new highs this year?

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

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":522952528658776,"tweetId":"522952528658776","gmtCreate":1768709161978,"gmtModify":1768711679926,"author":{"id":3581734406950755,"idStr":"3581734406950755","authorId":3581734406950755,"authorIdStr":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","vip":2,"userType":2,"introduction":"🎓 Mechanical Engineer\n📦 SCM Certification\n📊 Technical Analysis\n🌏 Investor 🇺🇸🇸🇬🇲🇾🇭🇰 Tesla","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"1f541396f99840fb977d0ab0ce343c94-1","templateUuid":"1f541396f99840fb977d0ab0ce343c94","name":"Weekly Top Contributor","description":"Contributors with best Editor's Picks every week","bigImgUrl":"https://static.tigerbbs.com/271475ceaf67d40016c8cfa16c08c8b3","smallImgUrl":"https://static.tigerbbs.com/5a6336061b9ba82ba9177c7ec476f5f2","redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.31","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.18","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":4215,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":913,"starInvestorOrderShareNum":81,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":73.22,"showRor":true,"investmentPhilosophy":"Technical trade lover! ","winRationPercentage":56.578947,"tradeVolumeEst":0},"themes":[{"themeId":"d6a5c900d73d4f45b62ce61c40399d2f","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"Singapore Home Sales Hit a Four-Year High: REITs Are Smart Trade?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d6a5c900d73d4f45b62ce61c40399d2f}&rnconfig={\"headerBarHidden\": true}","description":"In 2025, total new private home sales (excluding ECs) reached 10,821 units, up 67.3% year-on-year from 6,469 units in 2024 — the highest level since 2021.\nFor stock market participants, S-REITs offer a more liquid and flexible way to express a view on property fundamentals while trading interest-rate expectations and cash-flow re-rating.\nWhich REIT theme are you watching next?\n\nWill Singapore’s housing market remain strong?\n\nAfter a solid performance last year, can S-REITs continue to push to new highs this year?\n\n","image":"https://community-static.tradeup.com/news/f80cc424ce4a03c03737ceebb847ee5d"}],"images":[{"img":"https://community-static.tradeup.com/news/80981fcc5079bb2db5a40cb7e0d9cfda"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/80981fcc5079bb2db5a40cb7e0d9cfda"}],"html":"<html><head></head><body>I see the 2025 housing rebound as a sign of demand resilience rather than a reason to chase property prices. Strong new home sales don’t mean I need to buy physical assets—S-REITs offer a more liquid way to trade property fundamentals and interest-rate expectations, and they usually react faster when easing rates are priced in.\n\nThe themes I’m watching are logistics &amp; industrial and data centres. Industrial REITs provide more defensive cash flows, while data centres benefit from long-term digital and AI demand, with select opportunities also emerging in stabilizing office and integrated commercial names.\nOverall, I expect Singapore’s housing market to stay stable, not overheated. That backdrop supports S-REITs, but upside will be selective, led by REITs with clear catalysts, improving balance sheets, and visible DPU recovery.\n<a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/80981fcc5079bb2db5a40cb7e0d9cfda\"></t-t></body></html>","htmlText":"<html><head></head><body>I see the 2025 housing rebound as a sign of demand resilience rather than a reason to chase property prices. Strong new home sales don’t mean I need to buy physical assets—S-REITs offer a more liquid way to trade property fundamentals and interest-rate expectations, and they usually react faster when easing rates are priced in.\n\nThe themes I’m watching are logistics &amp; industrial and data centres. Industrial REITs provide more defensive cash flows, while data centres benefit from long-term digital and AI demand, with select opportunities also emerging in stabilizing office and integrated commercial names.\nOverall, I expect Singapore’s housing market to stay stable, not overheated. That backdrop supports S-REITs, but upside will be selective, led by REITs with clear catalysts, improving balance sheets, and visible DPU recovery.\n<a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/80981fcc5079bb2db5a40cb7e0d9cfda\"></t-t></body></html>","text":"I see the 2025 housing rebound as a sign of demand resilience rather than a reason to chase property prices. Strong new home sales don’t mean I need to buy physical assets—S-REITs offer a more liquid way to trade property fundamentals and interest-rate expectations, and they usually react faster when easing rates are priced in. The themes I’m watching are logistics & industrial and data centres. Industrial REITs provide more defensive cash flows, while data centres benefit from long-term digital and AI demand, with select opportunities also emerging in stabilizing office and integrated commercial names. Overall, I expect Singapore’s housing market to stay stable, not overheated. That backdrop supports S-REITs, but upside will be selective, led by REITs with clear catalysts, improving balance sheets, and visible DPU recovery. @TigerStars @Tiger_comments @Tiger_SG","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/522952528658776","repostId":0,"isVote":1,"tweetType":1,"viewCount":166,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["CFA.SI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":744,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/522952528658776"}