S-REITs 52-Week Highs! Dividend Kings or Value Traps?
Last week, we reviewed different types of S-REITs, and many tigers shared your favorite picks in the comments section. Click here for details: S-REITs Hit 52 Week High! Why Do We Invest in REITs?
As it turns out, the REITs selected by tigers have all performed well in the first half of the year! This week, let’s take a look at the S-REITs that have hit all-time highs or 52-week highs year-to-date.
In the first half of 2025, retail investors were net buyers of S-REITs, with total net inflows of approximately SGD 400 million as of June 26. In contrast, institutional investors were net sellers, with more than SGD 500 million in net outflows.
Several S-REITs, including CapitaLand Integrated Commercial Trust (CICT), Frasers Centrepoint Trust (FCT), and Parkway Life REIT stood out by attracting net institutional inflows despite the broader sell-off trend.
1. $Frasers HTrust(ACV.SI)$ reached an all-time high of SGD 0.705 today, with a YTD gain of 21.53%.
Frasers Hospitality Trust is the first S-REIT focused on global hotels and serviced residences, with properties located in major cities around the world. Its annual dividend yield is approximately 3.2% (TTM).
2. $CapLand IntCom T(C38U.SI)$ reached a new 52-week high of SGD 2.25 in early July, with a YTD gain of 15.38%.
CapitaLand Integrated Commercial Trust (CICT) is the largest integrated commercial REIT in Singapore, primarily holding shopping malls and office complexes such as Raffles City and ION Orchard. With stable rental income, its distributions have been steadily growing, and its dividend yield is around 4.9% (TTM).
3. $First Reit(AW9U.SI)$ reached a new 52-week high of SGD 0.275 in early July, with a YTD gain of 12.70%.
First REIT focuses on healthcare facilities in Southeast Asia, including hospitals and nursing homes, with resilient demand boosted by the pandemic. Its properties are secured by long-term leases, generating stable cash flows, and the dividend yield remains high at approximately 8.5%.
4. $Frasers Cpt Tr(J69U.SI)$ reached a new 52-week high of SGD 2.29 in early July, with a YTD gain of 7.63%.
Frasers Centrepoint Trust (FCT) is a core retail REIT that owns suburban malls such as Northpoint and Causeway Point, serving Singapore’s heartland residential communities. Its dividend yield (TTM) stands at 5.53%.
5. $Keppel DC Reit(AJBU.SI)$ reached a new 52-week high of SGD 2.35 in early July, with a YTD gain of 3.59%.
Keppel DC REIT specializes in data center infrastructure, with a portfolio spanning the Asia-Pacific and North America. Its assets benefit from long-term leases and high-entry-barrier properties supported by demand from cloud computing and digital services. The dividend yield ranges between 4% and 5%.
What do you think?
Which of these high-performing REITs do you believe still have room to grow in the second half of 2025?
With retail investors buying and institutions selling, whose side are you on and why?
Many REITs have yet to recover from the post-2020 decline.
Compared to equities, do S-REITs lack growth potential?
What percentage of your portfolio would you allocate to REITs?
REWARDS
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With the fed expected to cut rates, SREITs would have room to rise so im definitely on the side of retail investors.
Compared to US and China/HK equities, SREITs do lack growth potential but that is not the main aim. The aim of SREITs is their great dividend, often at least 4%. This is decent and my aim is to continue adding to them so that I have a decent dividend to rely on for retirement. I allocate about 10% to SREITs as I am still young and would still like to chase some good returns.
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In the first half of 2025, retail investors were net buyers of S-REITs, with total net inflows of approximately SGD 400 million as of June 26. In contrast, institutional investors were net sellers, with more than SGD 500 million in net outflows.
Several S-REITs, including CapitaLand Integrated Commercial Trust (CICT), Frasers Centrepoint Trust (FCT), and Parkway Life REIT stood out by attracting net institutional inflows despite the broader sell-off trend.
Which of these high-performing REITs do you believe still have room to grow in the second half of 2025?
With retail investors buying and institutions selling, whose side are you on and why?
Many REITs have yet to recover from the post-2020 decline.
REWARDS
All valid comments will receive 5 Tiger Coins (5-50 coins; depend on comment qualit)
Tag your friends to win another 5 Tiger Coins
A17U :have total assets under management from S$18 billion to S$17.6 billion and increase its Singapore exposure to 67% of the portfolio.
CLAR’s data centre exposure will grow from S$1.4 billion to S$1.9 billion, with 54% of this now based in Singapore.
Dividend Yield: 5.5%
ME8U: Data centers represent 56% of its portfolio, with significant assets in North America at 46.1%. Overall portfolio occupancy from stand at 92.1%, rooms to improve.
Dividend Yield: 6.7%
CapitaLand investment outlined its growth strategy, targeting a significant increase in funds under management (FUM) from $99 billion in 2023 to $200 billion by 2028.
Dividend Yield:4.3%
Despite institutional selling, I side with retail investors who have been steadily buying. The steady inflows reflect confidence in S-REITs' resilience and dividend yields. It is also telling that some REITs, like CICT and Parkway Life, attracted net institutional inflows, hinting at selective institutional support.
S-REITs may not match equities in growth, but their stability and income appeal are strong. I allocate about 20 to 25 percent of my portfolio to REITs for diversification and consistent dividend income, especially in uncertain markets.
@Tiger_comments @TigerStars @Tiger_SG
However not all SReits are created equal. My favourite SReit is $CapLand IntCom T(C38U.SI)$ which is currently the largest SReit in Singapore with a market capitalisation of SGD 16.02 billion.
Being the largest SReit matter because it means better liquidity, easier to trade and more likely to be held by big institutions and ETFs. It is also backed by Temasek Holdings.
CICT's scale gives it pricing power, tenant diversity and resilience, making it one of my core holdings for income focused investors like me.
With a current dividend yield of 4.98%, it is money in my pockets while I sleep, not forgetting capital growth. Maximum power at minimum cost!
@Tiger_SG @Tiger_comments @TigerStars @CaptainTiger
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@Huat99
至于“散户买、机构卖”的现象，我个人更倾向于保持中立偏谨慎。机构可能是出于再平衡、锁利，散户则是看中高股息入场。我不盲目跟风任何一方，而是更关注个别REIT的资产质量和债务结构。
确实，目前不少REIT仍未完全从2020年疫情后的冲击中恢复，尤其是零售和酒店类。我认为REIT本身的增长性确实不如科技股或成长股，更多是偏向“收租股”的稳定派息角色。
因此，在我的投资组合中，大约会分配**15%-20%**给S-REITs，作为现金流的来源，但不会作为核心增长配置。简单说：它适合养老，但不适合“暴富”。选得好，它是稳稳的幸福；选错了，可能就是慢性亏损。
@Tiramisu2020
儘管出現了更廣泛的拋售趨勢，但包括凱德綜合商業信託(CICT)、Frasers Centrepoint信託(FCT)和Parkway Life REIT在內的多家S-REIT仍吸引了機構淨流入。
儘管出現了更廣泛的拋售趨勢，但包括凱德綜合商業信託(CICT)、Frasers Centrepoint信託(FCT)和Parkway Life REIT在內的多家S-REIT仍吸引了機構淨流入。
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