To The Moon

For many retail investors, the headline Distribution Per Unit (DPU) is the ultimate scorecard. It is the number that flashes on the screen, dictates the yield, and often determines whether a REIT earns a place in a retirement portfolio. However, as REIT specialist Kenny Loh warns, focusing exclusively on this headline figure can lead to a dangerous "Transparency Gap." The headline DPU is often the financial equivalent of "Gross Salary vs. Take-Home Pay." A high figure on a contract looks impressive, but once you strip away the accounting maneuvers and one-off "bonuses" used to inflate the optics, the actual "spendable" cash generated by the properties can be significantly smaller. To protect your capital, you must look past the "financial engineering" toolkit and identify the red

1. Executive Summary: The Industrial Landscape in 2026 In 2026, the Singapore industrial sector is characterized by a "Flight to Quality." While traditional general industrial space faces supply pressure, high-specification assets—those housing regional HQs, life sciences, and advanced manufacturing—continue to command premium rents. UIB REIT enters this market as a "New Economy" specialist, competing directly with the scale of CLAR and the yield of ESR REIT, while offering superior debt protection. $UIBREIT(UIBU.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $ESR REIT(9A4U.SI)$ $AIMS APAC Reit(O5RU.SI)$

The military strikes in late February and early March 2026 between Iran and Israel have sent ripples through the Singapore market. While our local REITs are thousands of miles away from the kinetic conflict, the financial "aftershocks"—specifically oil price surges and interest rate volatility—are very much a local concern.‌ For the S-REIT investor, the question isn't just about geography; it’s about resilience. Here is how the sector is holding up and which trusts are best positioned to weather a potential "higher-for-longer" interest rate environment. ‌ 1. The Macro Picture: The "Inflation Shock" The immediate impact of the conflict has been a flight to safety. Crude oil (Brent) has spiked above US$82, raising fears that the inflation cooling we saw in late 2025 might reverse. The Fed Fa

$Keppel DC Reit(AJBU.SI)$ ‌ As of February 22, 2026, Keppel DC REIT (SGX: AJBU) is demonstrating robust growth driven by strategic acquisitions and strong organic performance within the data centre sector. ‌ Technical Analysis (TA) The technical outlook for Keppel DC REIT is currently positive, with the stock showing signs of recovery and momentum. Current Price Action: As of February 20, 2026, the unit price closed at $2.27, showing a slight daily increase of 0.44%. Trend Analysis: The stock has been on a recovery path since a preferential offering in late 2025, which initially caused some dilution but was well-received, being 168.2% subscribed. Support & Resistance: Resistance: Immediate resistance is seen at $2.28 - $2.30. A sustained br

$Alpha Integrated REIT(M1GU.SI)$ ‌The chart depicts a classic bullish trend reversal followed by a strong momentum phase. 1. Trend and Moving Averages Golden Cross: In late 2024, the 50-day moving average (blue) crossed above the 200-day moving average (green), signaling a long-term trend shift from bearish to bullish. Price Action: The price is currently trading at $0.490, well above its 200-day MA ($0.438) and slightly above its 20-day ($0.484) and 50-day ($0.480) MAs. This indicates that both short-term and long-term momentum are firmly in favor of the bulls. Higher Highs: Since the bottom in mid-2024 (approx. $0.320$), the REIT has consistently formed higher highs and higher lows, a textbook definition of an uptrend. 2. Support and Resistan

Source: MoneyFM 89.3 Midday Show - Money and Me As we move into 2026, the Singapore REIT (S-REIT) landscape is undergoing a massive transformation. After years of battling a "high-for-longer" interest rate environment, the sector is finally seeing a resurgence. However, as I discussed on MoneyFM 89.3, the narrative has shifted from "Can they survive?" to "Who is actually thriving?" If you missed the live segment, here is a summary of the key takeaways on why this recovery is fragmented and how investors should navigate the "new normal." 1. The "Refinancing Recovery" is Here If 2024 was about survival and 2025 was about stabilization, 2026 is officially the year of the Refinancing Recovery. We have moved past the peak of the interest rate mountain. For the "Thrivers," this means the "cost-o

Mixed performance across the sector this week as major REITs released FY2025 and 3Q results: 🔹 AIMS APAC REIT: Strong 3Q performance with NPI up 4.1% YoY. Portfolio occupancy rose to 95.4% with healthy 8.0% rental reversions. $AIMS APAC Reit(O5RU.SI)$ 🔹 CapitaLand Ascendas REIT (CLAR): FY2025 distributable income grew 1.4% YoY. However, DPU dipped slightly to 15.005 cents due to an enlarged unit base from recent fundraising. $CapLand Ascendas REIT(A17U.SI)$ 🔹 Digital CORE REIT: FY2025 DPU stood at 3.60 U.S. cents. The REIT expanded its footprint into Japan with a 20% interest acquisition in an Osaka data center. $DigiCore Reit USD(DCRU.SI)$ 🔹 First REIT:

In the heat of a market crash, the "red" on your screen can feel like a physical weight. Whether it’s a sudden 10% dip in stocks or a 40% "flash crash" in crypto, the psychological toll is real. However, history shows that for retail investors, the most expensive mistakes aren't made by the market—they are made by the investor in the moments following a crash. $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $iShares Russell 2000 ETF(IWM)$ $Straits Times Index(STI.SI)$ $SPDR Gold ETF(GLD)$ $NVIDIA(NVDA)$ Here is a practical guide on h

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

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