I expect Mapletree REITs to report average or uninspiring financial results, potentially due to various factors such as market conditions, competition, or internal challenges.
As a GLC, they are not incentivised to generate returns for shareholders and their DPU growth has been very disappointing.
I predict that the REIT sector as a whole will experience a lackluster performance, due to external factors such as the Rising US 10-year yield.
The increasing yield on US 10-year Treasury bonds might lead to a rise in interest rates, making borrowing more expensive for REITs and reducing their attractiveness to investors.
Reits have shown to trade inversely with the 10 year yield; with Reit prices down as the yield climbs.
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