Could 2025 be the year Singapore's REIT market regains its shine? With $Centurion(OU8.SI)$ gearing up for a REIT IPO backed by worker and student housing, $Keppel DC Reit(AJBU.SI)$ reclaiming a spot on the STI, and Singapore office REITs posting resilient Q1 numbers, the landscape is shifting fast. Hosted by Michelle Martin with guest Kenny Loh, REIT Specialist and Wealth Advisory Director, this episode explores what’s hot, what’s risky, and whether investor appetite can absorb a new wave of IPOs in an already liquidity-sensitive market. REITs mentioned in the interview: $EliteComREIT GBP(MXNU.SI)$ $Stoneweg EUTrus

$CapitaLandInvest(9CI.SI)$ CapitaLand Investment (CLI) is undergoing a significant transformation, moving aggressively from a capital-intensive real estate development model to an asset-light, fee-income-driven global real asset manager. This shift, coupled with the potential for a transformational merger, places CLI at a critical inflection point, with both the technical chart and its fundamental business segments signaling high volatility and high potential. Technical Analysis: Poised for a Breakout Current chart for CLI (9CI.SG) provides a clear technical picture that aligns with its current high-stakes fundamental news flow. Strong Support: The stock recently found solid footing, rebounding firmly from a critical support level around S$2.60.

Building a Singapore REITs (S-REITs) portfolio with $100,000 requires a strategic approach to diversification, risk management, and income generation. Here’s a step-by-step guide to help you construct a well-balanced portfolio: 1. Diversify Across Sectors S-REITs cover various property sectors, each with unique risk-return profiles. Aim for diversification to mitigate sector-specific risks: Retail REITs: E.g., $CapLand IntCom T(C38U.SI)$, Frasers Centrepoint Trust. Industrial REITs: E.g., $Mapletree Log Tr(M44U.SI)$, $CapLand Ascendas REIT(A17U.SI)$ Office REITs: E.g., Keppel REIT. $Suntec Reit(T82U.SI)$ Hosp

This week’s FOMC meeting is widely expected to result in a 25 basis point rate cut, marking the first such move in 2025 as the Federal Reserve responds to a softening US labor market and persistently moderate inflation. Market consensus places a greater than 90% probability on this outcome, with a small minority of analysts considering the chance of a larger half-point cut. FOMC Expectations and Rationale Most analysts and market participants expect the Federal Reserve to cut its benchmark interest rate by 0.25%, lowering the federal funds rate to the 4.00–4.25% range. The cut is in response to slowing job growth, rising unemployment (now around 4.3%), and inflation that has moderated but remains above the 2% target. The "dot plot" and economic projections to be released with the meeting w

📈 Technically, Singapore REITs sector is consolidating at an important support level of FTSE ST REIT Index and trading close to the level during the COVID crash in Mar 2020. At the same time, the REIT index is forming an Inverted Head and Shoulders, a potential trend reversal pattern, with 200D SMA as neckline resistance. 🔥 Total Market Cap = S$86.45Billion ( ⬇️from S$88.23 Billion) 🎯 Average Price/NAV = 0.76 (Maintain) 🎯 Average Distribution Yield = 5.99% (⬇️ from 6.27%) 🎯 Market Cap Weighted Average Distribution Yield = 6.08% (⬇️ from 6.17%) 🎯 Average Gearing Ratio = 39.94% (⬆️ from 39.80%) 💹 Average Yield Spread (vs 10 years SG Gov yield) = 3.95% (⬆️ from 3.93%) 𝗕𝘂𝗹𝗹 / 𝗕𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗦-𝗥𝗘𝗜𝗧 𝗦𝗲𝗰𝘁𝗼𝗿 (𝗜𝗻 𝗚𝗲𝗻𝗲𝗿𝗮𝗹): 🐮Valuation (24% discount to Market Fair Value) 🐮🐻 Technical Momentum (trading

$FTSE ST All-Share Real Estate Investment Trusts Index(FSTAS351020.IN) is currently trading within a range between 625 and 660. At the same time, the REIT index is forming an Invested Head and Shoulder with 200D SMA as neckline resistance. ‌ Look out for breakout catalysts: (1) Huge improvement in DPU payout in the next quarter earning release. (2) An Interest Rate Cut by US Fed (3) Plunge in US 10 Years Risk Free Rate ‌ $CSOP iEdge SREIT ETF S$(SRT.SI) $CSOP iEdge SREIT ETF US$(SRU.SI) $LION-PHILLIP S-REIT(CLR.SI) ‌ For Trading - No Trend (Hold) For Long Term Investing - Accumulate in Stages

If you have missed out the live stream, you can view the recorded version here.Click to watch live👉Follow Kenny Loh

The latest yield comparison table (as of June 21, 2025) provides a comprehensive overview of fixed income and alternative investment options available to Singapore-based investors. The table highlights current annual yields, risk levels, and other key metrics across a spectrum of products, from government bonds to private credit funds. Key Highlights: Risk-Free Options: Singapore government securities such as the 6-Month and 1-Year T Bills, as well as the Singapore Savings Bonds, continue to offer stable, risk-free returns ranging from 1.96% to 2.49% per annum. These instruments are denominated in SGD and are ideal for conservative investors seeking capital preservation. Fixed Deposits: Fixed deposits at major banks like Maybank and OCBC provide yields between 1.65% and 2.05%. These are al

$KEPPEL REIT(K71U.SI)$ broke the 200D SMA resistance from a Double Bottom, a trend reversal chart pattern, and starts an uptrend. ‌Price Target for this breakout is $0.935.‌ TTM DPU Yield = 6.2% Price/NAV = 0.70 Gearing Ratio = 42.1% Occupancy Rate = 96% WALE = 4.7 Years WADM =2.6 Years ICR = 2.5x