OUE Reit's DPU Jumps 28.6%. Here's What's Driving It πŸ¦–

The Investing Iguana
07-23 12:45

OUE Reit's DPU Jumps 28.6%. Here's What's Driving It πŸ¦–

πŸ” The Angle

Three REITS all reported double digit DPU growth this week, but the way they got there could not be more different. One leaned on hospitality recovery, another on data centres and acquisitions, another on cost cuts and leasing discipline. When the headline looks the same but the engines are different, I get very interested in what your income is really built on.

πŸ’° What It Means For You

If your CPF or SRS portfolio is riding on DPU, a 28.6 percent jump at OUE REIT or 11.3 percent at Keppel DC REIT only matters if the driver is repeatable into your retirement horizon. Today’s episode is really about how you tell a one off boost from a DPU trend you can lean on, and how a S$2.6 billion 20 year green bond at 2.4 percent quietly resets the long term rate backdrop for every REIT you own. Once you see those two numbers together, you will never look at β€œDPU up” headlines the same way again.

πŸ“Ί YouTube: https://youtu.be/GwFmhIUqGmI

πŸ“© Substack: https://investingiguana.com/p/oue-reits-dpu-jumps-286-heres-whats

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