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
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.
📈 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
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
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
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
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
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
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
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