S-Reits

Alpha Integrated Reit H2 DPU rises 20.4% to S$0.0183 on higher rent, occupancy

The Reit’s growth in net property income is mainly from positive rental reversions and an overall increase in occupancy rate

Boustead’s specific divestment involves selling its interests in various industrial assets to the Reit.

Boustead gets SGX nod for Reit listing, eyes S$154.6 million gain from divestments

The initial portfolio of UI Boustead Reit will have 23 properties valued at about S$1.9 billion

Aims Apac Reit's logistics and warehouse property at 20 Gul Way. The Reit's portfolio occupancy as at end-December stood at 95.4%.

Aims Apac Reit 9M DPU rises 2.5% to S$0.0725 on higher rental reversions, cost efficiencies

The distribution will be paid on Mar 26, after the record date on Feb 16

20 Tuas South Avenue 14 (pictured), was acquired by ESR-Reit in 2024.

ESR-Reit eyes S$8 billion AUM over five years, targets 8-10% unitholder returns

These goals will be achieved through selective redevelopments and acquisitions, while actively paring short land lease assets

Mapletree Industrial Trust is a key beneficiary of structural demand tailwinds in the industrial and logistics sector.
INVESTING GLOBALLY & PROFITABLY

Pockets of strength in S-Reits

The tide is rising for S-Reits, but the recovery favours those with strong balance sheets and the right sector exposure

Singapore, Hong Kong, Japan and Australia Reits in 2025 posted price gains for the first time since the Covid-19 pandemic.
BROKERS’ TAKE

S-Reits set for first DPU recovery in four years: Julius Baer

Singapore’s retail and office sectors are well placed to benefit in 2026, says analyst

Macquarie has initiated coverage on three “alpha” picks – Bumitama Agri, Frencken Group, and UOB-Kay Hian – all with an "outperform" rating.

Macquarie names under-the-radar stock picks it says can deliver total returns of 24%

Favourable factors include stock market reforms, lower rates and a strengthening Singapore dollar

Keppel Reit is expected to benefit from the tightening Singapore office market.
BROKERS’ TAKE

‘Steepest discount’: Analysts bullish on office picks after S-Reits’ best run since 2019

Office S-Reits are undervalued, trading at the steepest discount to book value among this asset class