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Tiger Certification: SGX SREITS Specialist.REITsavvy Funder. Investment & Legacy Specialist.
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S-REITs - Week 5 - 2026

1. Keppel DC REIT $Keppel DC Reit(AJBU.SI)$ Performance: Reported a massive 55.2% YoY increase in distributable income for FY2025. Key Drivers: Growth was fueled by strategic acquisitions (Tokyo DC 3 and full ownership of four Singapore assets) and a significant 45% rental reversion. Yield: Full-year distribution yield stood at 4.61% based on the 2025 closing price. 2. Mapletree Pan Asia Commercial Trust (MPACT) $Mapletree PanAsia Com Tr(N2IU.SI)$ Performance: 3Q FY25/26 DPU rose 2.5% YoY to 2.05 cents. Key Drivers: Strong performance in Singapore (NPI up 5.3%) cushioned overseas headwinds. VivoCity was a standout, with NPI rising 10.1% on the back of a 14.7% rental uplift. Stability: Achieved a p
S-REITs - Week 5 - 2026

From Floor to Flight: Is Prime US REIT Ready for a Major Re-Rating?

Overview: Prime US REIT (SGX: OXMU) $Prime US ReitUSD(OXMU.SI)$ is a Singapore-listed real estate investment trust that provides investors with a "pure-play" exposure to high-quality Class A office real estate across key primary markets in the United States. Its portfolio currently features 13-14 freehold properties located in high-growth tech and business hubs such as Salt Lake City, Denver, Atlanta, and the San Francisco Bay Area. After a challenging period for the US office sector, Prime is currently positioned as a turnaround play. With a significant portion of its debt recently refinanced and a strategic shift to increase its distribution payout ratio (from 10% to 50%+), the REIT is attracting attention for its deep value—trading at a stee
From Floor to Flight: Is Prime US REIT Ready for a Major Re-Rating?

Beyond the $5,000 Mark: What’s Next for the Yellow Metal in 2026?

As of late January 2026, gold has entered a historic "super-rally," recently smashing through the $5,000 per ounce milestone for the first time in history. This surge follows an already record-breaking 2025, where prices rose by over 60% due to a rare convergence of macroeconomic and geopolitical factors. $SPDR Gold ETF(GLD)$ $UNITED GOLD & GENERAL "A" (SGD) ACC(SG9999001143)$ $FRANKLIN GOLD & PRECIOUS METALS "A" (USD) ACC(LU0496367417)$ d Gold Price Performance (2024–2026) The chart below illustrates the acceleration of gold prices from the $2,000 range in early 2024 to the recent breakthrough past the $5,000 barrier in January 2026.
Beyond the $5,000 Mark: What’s Next for the Yellow Metal in 2026?

39 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐑𝐄𝐈𝐓𝐬 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐔𝐩𝐝𝐚𝐭𝐞 (𝐉𝐚𝐧 𝟐𝟎𝟐𝟔)

📈 Technically, Singapore REITs sector (FTSE ST REIT Index) has rebounded strongly from the 695 support zone and is currently trading near major resistance at 729–731, maintaining a short-term uptrend with higher lows. A confirmed breakout above 731 may open upside towards 740–750, while failure could result in consolidation above 695–700.‌ 🔥 Total Market Cap = S$101.1B (⬆️ from S$98.2B) 🎯 Average Price/NAV = 0.86 (⬆️ from 0.83) 🎯 Average Distribution Yield = 5.41% (⬇️ from 5.58%) 🎯 Market Cap Weighted Avg Distribution Yield = 5.17% (⬇️ from 5.32%) 🎯 Average Gearing Ratio = 39.99% (➡️ unchanged) 💹 Average Yield Spread (vs SG 10Y Gov Yield) = 3.42% (⬇️ from 3.77%) 𝗕𝘂𝗹𝗹 / 𝗕𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗦-𝗥𝗘𝗜𝗧 𝗦𝗲𝗰𝘁𝗼𝗿 (𝗜𝗻 𝗚𝗲𝗻𝗲𝗿𝗮𝗹): 🐮 Valuation (Sector still trading below NAV; selective value remains, especially
39 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐑𝐄𝐈𝐓𝐬 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐔𝐩𝐝𝐚𝐭𝐞 (𝐉𝐚𝐧 𝟐𝟎𝟐𝟔)

FLCT’s Bullish Breakout: Is the $1.10 Mark Within Reach?

Technical Analysis: Breaking Down the Chart The chart for $Frasers L&C Tr(BUOU.SI)$ shows a textbook recovery. After a period of consolidation in early 2025, the stock has entered a well-defined Uptrend Channel that signals strong institutional interest. The Power of "Support & Resistance" One of the most bullish signals on this chart is the transition of $0.985 from a stubborn resistance level into a solid support floor. You can see where the price struggled previously (highlighted by the blue circles), but once it broke above that ceiling, the stock used it as a "trampoline" to jump higher. This confirms that buyers are now stepping in at higher price points, a classic sign of a healthy uptrend. Moving Average Alignment The moving ave
FLCT’s Bullish Breakout: Is the $1.10 Mark Within Reach?

From Bottoming to Breaking Out: The 2026 Roadmap for Elite UK REIT

Navigating the Range: Elite UK REIT Strategic Analysis and Key Catalysts The chart for $EliteUKREIT GBP(MXNU.SI)$ shows a classic "rounding bottom" or "U-shaped" recovery pattern after a protracted downtrend that bottomed out in late 2023. Currently, the price is consolidating in a tight range, suggesting a "wait-and-see" approach from the market.‌ Technical Analysis (As of Jan 19, 2026)1. Price Action & Trend The Bottoming Process: After hitting a low near £0.210 in late 2023, the stock has established a series of "higher lows," a bullish signal that the long-term downtrend has ended. Consolidation Range: For the past few months (late 2025 to Jan 2026), the price has been oscillating between £0.340 (Support) and £0.365 (Resistance). It is
From Bottoming to Breaking Out: The 2026 Roadmap for Elite UK REIT

Are S-REITs Finally a "Buy" in 2026? Kenny Loh Breaks Down the Winners

Summary of “Money & Me” radio interview with Michelle Martin on MoneyFM89.3 Radio Station 1. The 2026 Outlook: A "Turning Point" Year The narrative for 2026 is one of recovery and transition. After two years of "restrictive" interest rates, the sector is entering what analysts call a two-year earnings upgrade cycle (2026–2027). 3 Key Turning Points Below: Rate Cut Impact: With the US Fed and domestic 3M SORA rates projected to settle around 1.2%–1.3% in 2026, the "cost-of-debt" drag is finally reversing. Dividend Uplift: Markets are forecasting low single digit uplift in DPU (Distribution Per Unit) as REITs replace maturing high-interest loans with cheaper financing. Price Potential: I anticipate a potential 10-15% price upside across the sector as yields normalize and the spread over
Are S-REITs Finally a "Buy" in 2026? Kenny Loh Breaks Down the Winners

Bullish Momentum: UHREIT Technical Update: 52-Week High Reached as Bullish Momentum Decouples

$UtdHampshReitUSD(ODBU.SI)$ United Hampshire US REIT (ODBU) has cleared a major technical hurdle, breaking out of a multi-month Symmetrical Triangle pattern. The REIT is currently trading at its 52-week high of US$0.530, riding a bullish wave above its key moving averages. With the 20-day MA (US$0.512) and 50-day MA (US$0.505) trending upwards, the technical backdrop is increasingly supportive. Fundamentally, the stock remains attractive, offering a distribution yield of ~8.0% and trading at an undervalued P/NAV of 0.71x. Support: Immediate floor at US$0.510 (breakout zone). Resistance: Immediate hurdle at US$0.540; analyst price targets extend to US$0.70. With the FY2025 results release approaching following the January 12 notification, watch
Bullish Momentum: UHREIT Technical Update: 52-Week High Reached as Bullish Momentum Decouples

Technical & Bullish: LREIT Eyes 52-Week Breakout: Bulls Targeting $0.66 and Beyond

‌Lendlease Global Commercial REIT (JYEU) is exhibiting a clear bullish trend, currently trading at S$0.64. The price is holding firmly above its key moving averages, with the 20-day and 50-day MAs converging at S$0.62, creating a strong support zone. This follows a significant recovery from 2025 lows of S$0.44. $Lendlease Reit(JYEU.SI)$ ‌ The REIT is now testing the S$0.66 resistance level (52-week high). A high-volume breakout here could trigger a re-rating toward analyst targets of S$0.70 – S$0.75. Fundamental sentiment is supported by the JEM office divestment, which is expected to lower gearing to approximately 36.7%. Support: Immediate floor at S$0.62; major long-term support at S$0.57 (200-day MA). Resistance: Critical hurdle at S$0.66; p
Technical & Bullish: LREIT Eyes 52-Week Breakout: Bulls Targeting $0.66 and Beyond

Make-or-Break: Can Keppel DC REIT Reclaim its 200-Day MA?

Keppel DC REIT (AJBU) is currently in a critical "make-or-break" zone. After retreating from its late-2025 highs, the price is hovering at S$2.24, testing the 200-day Moving Average (Green) as immediate resistance. $Keppel DC Reit(AJBU.SI)$ The technical setup remains cautious. Following the December breakdown (Circle 2), the stock is struggling to clear overhead supply. While the 20-day MA (Red) offers short-term support near S$2.22, the 50-day MA (Blue) at S$2.28 remains a formidable ceiling, keeping the medium-term trend bearish. Support: Key floor at S$2.19 – S$2.21. A break below this could signal further downside toward S$2.10. Resistance: Bulls need a decisive daily close above S$2.26 (200-day MA) to flip sentiment. With earnings approac
Make-or-Break: Can Keppel DC REIT Reclaim its 200-Day MA?

The Evolution of the S-REIT Investor: Why Retail Capital Was “Buying Safe” in 2025

In the world of Singapore Real Estate Investment Trusts (S-REITs), the narrative has long been dominated by institutional “smart money.” However, a closer look at retail capital flows between 2024 and 2025 reveals a profound shift in mindset. What retail investors are refusing to buy today tells a far more compelling story than what they are actually holding.    From “Buying Cheap” to “Buying Safe” The data points to a retail investor base that has clearly matured after several years of volatility. Published market figures show a clear divergence between retail and institutional behaviour across the top 10 S-REITs.   The Great Divide: 2024 vs. 2025 In 2024, retail investors injected approximately S$1.6 billion into S-REITs, attempting to catch a falling knife as higher inter
The Evolution of the S-REIT Investor: Why Retail Capital Was “Buying Safe” in 2025

UOB: The Sleeping Giant Wakes Up – Is the Laggard Finally Joining the Party?

With the STI hitting record highs today, all eyes have been on the "big brothers" of the banking sector. But for those of us watching the laggards, the technical setup on United Overseas Bank (UOB) as of January 6, 2026, is finally flashing a clear "buy" signal. $UOB(U11.SI)$ After months of underperformance due to concerns over asset quality in Greater China, UOB has officially staged a decisive bullish breakout from the descending channel that has capped its price action since mid-2025. UOB Technical Chart The Breakout and Momentum The price action today at $35.91 is significant because it marks a clean exit from a long-term period of distribution. Looking at the Volume, we can see a noticeable spike accompanying this move. In technical analys
UOB: The Sleeping Giant Wakes Up – Is the Laggard Finally Joining the Party?
Singapore REITs 2025 Wrap up Follow @REITsavvy
@REITsavvy:The REITsavvy 2025 Review:The S-REIT Rate-Driven Renaissance
avatarKenny_Loh
2025-12-22

2025: S-REITs' Best Year Since 2019 | 2026 Market Outlook

(1) Review of 2025 Singapore REITs Performance (The Wrap-Up) Key Takeaway: A Strong Rebound driven by rate stabilization and the start of SORA decline. Overall Performance: 2025 is shaping up to be the best year for S-REITs since 2019, with total returns (price gain + dividend) projected to be around 12-15% YTD (as of Dec 2025). This marks a significant rebound from the challenging high-rate environment of 2023/2024. Driver: The primary catalyst has been the stabilisation and decline of borrowing costs. The 3-month Compounded SORA in Singapore has trended down (e.g., from a peak near 4.5% to around $1.28% by late 2025), significantly easing the refinancing burden. Fundamental Stability: Most S-REITs demonstrated stable operating performance in 2025, with resilient occupancy rates and posit
2025: S-REITs' Best Year Since 2019 | 2026 Market Outlook
avatarKenny_Loh
2025-12-22

✨ 𝓦𝓲𝓼𝓱𝓲𝓷𝓰 𝓨𝓸𝓾 𝓪 𝓢𝓮𝓪𝓼𝓸𝓷 𝓸𝓯 𝓙𝓸𝔂 𝓪𝓷𝓭 𝓛𝓲𝓰𝓱𝓽 ✨

As the year draws to a close and the holiday lights begin to twinkle, I wanted to take a moment to pause and send a heartfelt #MerryChristmas to my entire network! This season is such a beautiful reminder of the things that truly matter: gratitude, kindness, and the joy of connection. Whether you are spending the day surrounded by family, enjoying a quiet moment of reflection, or celebrating traditions old and new, I hope your heart is full and your spirit is bright. May your home be filled with laughter, your heart with peace, and your life with abundant blessings as we look forward to a brand-new year. To my colleagues, partners, and friends: Thank you for being part of my journey this year. You make the hard work rewarding and the successes even sweeter. Wishing you all a very Merry Chr
✨ 𝓦𝓲𝓼𝓱𝓲𝓷𝓰 𝓨𝓸𝓾 𝓪 𝓢𝓮𝓪𝓼𝓸𝓷 𝓸𝓯 𝓙𝓸𝔂 𝓪𝓷𝓭 𝓛𝓲𝓰𝓱𝓽 ✨
avatarKenny_Loh
2025-12-21

Buy the Base? Charting Mapletree Industrial Trust’s Year-End Floor

$Mapletree Ind Tr(ME8U.SI)$ Current Price Action: The stock is trading at $2.04, successfully holding above the psychological $2.00 support level. Trendline Health: It is currently testing an ascending trendline (the black diagonal line in your chart). A sustained close below $2.02 would be a cautionary signal, potentially invalidating the recovery trend started in mid-2025. Resistance: Immediate overhead resistance is at $2.08, with a more significant barrier at $2.172. Fundamental Context: Investors are weighing a recent 5.6% drop in DPU against the growth potential of new Tokyo data center acquisitions. Direction: Sideway Consolidation until a breakout (either up or down). Kenny Loh is a distinguished MAS Private Wealth Advisor with a specia
Buy the Base? Charting Mapletree Industrial Trust’s Year-End Floor
avatarKenny_Loh
2025-12-19

S-REIT Concluding 2025: Navigating the Recovery and Spotting the Winners

The tide is finally turning for Singapore Real Estate Investment Trusts (S-REITs). After a challenging period, the combination of falling interest rates and resilient operational fundamentals has breathed new life into the sector. As we look toward 2026, the focus for investors is shifting from "surviving" to "thriving." You can read the article below, alternatively you can google and listen to the radio interview by google search the below keywords on MoneyFM 89.3 Money and Me with Michelle Martin.  1. 2025 Performance Review: The Standout Performers In 2025, REITs with predominantly Singapore-based assets have led the charge. Performance has been particularly strong in the industrial and diversified commercial sub-sectors Key Highlights: ·       Industr
S-REIT Concluding 2025: Navigating the Recovery and Spotting the Winners
avatarKenny_Loh
2025-12-18
Do take note of the US estate tax for holding US stocks. Executors or beneficiaries are responsible to file and pay the tax within 9 months. Do NOT leave the liability to your loved one. Plan it properly!
@Kenny_Loh:Navigating U.S. Estate Tax on U.S. Stock Holdings: A Guide for Singapore Investors
avatarKenny_Loh
2025-12-17

Parkway Life REIT: Testing Support Amidst a Short-Term Technical Correction

Based on the chart as of December 17, 2025, $ParkwayLife Reit(C2PU.SI)$ is exhibiting a bearish-to-neutral short-term trend within a long-term ascending channel. ‌ Key Observations: Moving Averages: The price ($4.01) is currently trading below its 50-day (blue) and 20-day (red) MAs, which are sloping downward. A "Death Cross" (short-term MA crossing below long-term MA) recently occurred near $4.10, acting as dynamic resistance (blue arrow). Support & Resistance: The REIT is testing a critical psychological support level at $4.00. Below this, the primary structural support sits at $3.716. Long-term Trend: The stock remains within a multi-year uptrend channel (black diagonal line). Historical "buy zones" (orange circles) suggest that touches
Parkway Life REIT: Testing Support Amidst a Short-Term Technical Correction
avatarKenny_Loh
2025-12-15

The Money Ladder: How to Build Consistent Income That Pays You Every Month

Are you a retiree looking for dependable passive income? Or an investor who wants your investments to generate cash flow to cover monthly expenses? The “money laddering” strategy is a simple, structured way to achieve this goal by creating predictable, repeating cash flow.View the Cash Flow Generation using Laddering Strategy on CNA Money Mind.What is a Money Laddering Strategy?Laddering is the process of splitting your total investment capital into smaller parts (or “rungs”). Instead of putting all your money into one asset that pays out once a year, you invest in multiple assets that mature or pay out at different, staggered times.The Key Benefit: This ensures money flows into your bank account regularly, often monthly or quarterly, instead of waiting a full year or more for returns. Thi
The Money Ladder: How to Build Consistent Income That Pays You Every Month

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