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In REITS we TRUST
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JurongW
Elite |
16-Mar-2026 16:06
Yells: "Earnings give weight, Chart give wings" |
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A more hawkish tone from the Fed this week could further weaken sentiment towards real estate investment trusts Iran war may hasten Reits' waning popularity - The Business Times   |
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JurongW
Elite |
12-Mar-2026 17:23
Yells: "Earnings give weight, Chart give wings" |
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S-Reits Q4 beat: Office landlords shine - The Business Times |
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JurongW
Elite |
20-Feb-2026 16:31
Yells: "Earnings give weight, Chart give wings" |
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Analyst target price post result annoucement range from 41 to 45 cents. Let' s see if the target price are raised as a result of this possible sale.
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aragosta
Supreme |
20-Feb-2026 16:22
Yells: "BBs never say why when they buy; never tell when they sell" |
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 this is it.... this is whats it' s all about..... hope my twin supporters, D & S have this one..... 40 no problem, 50 very likely..... 60 every possibility 
 
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JurongW ( Date: 29-Jan-2026 14:27) Posted:
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aragosta ( Date: 30-Jan-2026 13:09) Posted:
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Supreme
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If it does work out, suppose it will be a marriages between the similar asset types of the several Capitaland and Mapletree reits / trust?
 
Elite
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Supreme
Yells: "BBs never say why when they buy; never tell when they sell"
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we have absolutely no doubt......
Trump says he&rsquo ll announce Fed chair pick on Friday morning.  He reiterated that the next leader of the central bank would lower interest rates. 
https://www.businesstimes.com.sg/companies-markets/banking-finance/trump-says-hell-announce-fed-chair-pick-friday-morning
Elite
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08-56-29_OUE REIT (OUEI.SI) cu_28jan2026.pdf
JurongW ( Date: 30-Jan-2026 00:50) Posted:
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Elite
Yells: "Earnings give weight, Chart give wings"
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From: Maybank Research 
Stabilised performance with lower finance cost
Lift TP to SGD0.45 on better debt/hospitality metrics  OUEREIT reported FY25 DPU of SGD2.23c, up +8.3% YoY. The strong growth was underpinned by a 17.6% YoY saving in finance expense and resilient rental reversion. Debt metrics strengthened, with declines in both gearing and cost of debt following debt repayment. We raise our FY26/27E DPU by 2% on an improving hospitality segment contribution and a lower cost of equity. We lift our DDM-based TP by 18% to SGD0.45, and maintain BUY.
aragosta ( Date: 29-Jan-2026 21:23) Posted:
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Supreme
Yells: "BBs never say why when they buy; never tell when they sell"
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CGSI raises target price on OUE Reit to S$0.41 on better-than-expected 2025 earnings, positive outlook. 
https://www.businesstimes.com.sg/companies-markets/cgsi-raises-target-price-oue-reit-s0-41-better-expected-2025-earnings-positive-outlook
OUE REIT tp $0.41
https://rfs.cgsi.com/api/download?file=950dfa33-79bd-4bb8-94b1-bc2dbd8e8803
Since we are on a roll...... Might as well post the others&hellip ..
Fraser CPT tp $2.86
https://rfs.cgsi.com/api/download?file=39fcf445-098f-4ac3-8ac2-26b294452c44
Suntec tp $1.58
https://rfs.cgsi.com/api/download?file=f67f89e7-286c-4f56-a11c-9dd1363fe2ef
Mapletree Logistics Trust tp $1.68
https://rfs.cgsi.com/api/download?file=38dccc96-4a0b-4fd7-bbd2-662c07bc5c1c
JurongW ( Date: 29-Jan-2026 14:27) Posted:
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Supreme
Yells: "BBs never say why when they buy; never tell when they sell"
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This site is a " sponsored" site, but still is worth a read because generally it' s in line with the black market&rsquo s thinking.....In case you are wondering which 5 REITs it is referring to: they are Mapletree Industrial Trust, Mapletree Logistics Trust, NTT DC REIT, CapitaLand Ascendas REIT, and CapitaLand Ascott Trust. These high-quality names led a broad-based rally for the sector in the second half of 2025.....
S-REITs in Q4 2025: Strong Rally and Double-Digit Gains. Looking ahead, S-REITs enter 2026 on a strong footing. The combination of high-yield income and potential capital gains positions them attractively amid expectations of further monetary easing.
https://www.syfe.com/magazine/singapore-reits-performance-q4-2025-strong-rally-double-digit-gains/
Elite
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WHAT' S NEXT TO RALLY ON REITS
Elite
Yells: "Earnings give weight, Chart give wings"
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So expect about 2.5 cents full year dividend for FY26 if it can maintain the same DPU.  This will translate to distribution yield of 6.5% based on share price of 38 cents.  Quite attractive.
Its leverage has dropped from 39.9% to 38.5%, cost of borrowing drop from 4.7% to 3.9%.    Office and retail assets shows positive rental reversion of 9.1% and 12.4% respectively.
NAV of 56 cents translates to P/B of 0.68, which is undervalued, so if it can trade up to 50 cents, P/B is still less than 0.9
Its share price should do well this year.
aragosta ( Date: 29-Jan-2026 11:09) Posted:
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Supreme
Yells: "BBs never say why when they buy; never tell when they sell"
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Elite
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It' s divvy season again ...
aragosta ( Date: 29-Jan-2026 00:35) Posted:
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Supreme
Yells: "BBs never say why when they buy; never tell when they sell"
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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
https://www.businesstimes.com.sg/companies-markets/reits-property/s-reits-set-first-dpu-recovery-four-years-julius-baer
' Sweet spot' , in 2026: Maybank lists top picks among Reits and stocks to tap yield and growth.    Reits sector is a major beneficiary of the steep decline in interest rates (around 200 bps drop in base rates), which lowers funding costs and supports accretive deals. CICT is among its picks
https://www.businesstimes.com.sg/singapore/sweet-spot-2026-maybank-lists-top-picks-among-reits-and-stocks-tap-yield-and-growth
The projection that data center investments could reach nearly $7 trillion by 2030 is a forecast from a McKinsey & Company report. This substantial investment is primarily driven by the enormous demand for compute power to support artificial intelligence (AI) and traditional IT applications. 
https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-cost-of-compute-a-7-trillion-dollar-race-to-scale-data-centers  https://www.businesstimes.com.sg/startups-tech/technology/data-centre-race-singapore-betting-quality-over-scale-say-observers
CPF vs REITs: Which Builds a Stronger Retirement Income Stream in 2026?  CPF offers certainty and safety, while REITs provide higher income potential. As retirement planning evolves in 2026, we compare how each stacks up as a long-term income stream.
https://thesmartinvestor.com.sg/cpf-vs-reits-which-builds-a-stronger-retirement-income-stream-in-2026/
The Smart Investor' s Guide to the Best Singapore REITs in 2026.  As interest rates ease and income investing regains appeal, these four Singapore REITs (CICT, FCT, PLR, KDCR) stand out for their resilience, balance-sheet strength, and ability to deliver sustainable distributions into 2026.
https://thesmartinvestor.com.sg/the-smart-investors-guide-to-the-best-singapore-reits-in-2026/
Some market watchers believe Singapore-listed real estate investment trusts (S-Reits) could have a strong run, potentially outshining the trio of local banks as they turn in their report cards for the fourth quarter ended December 2025.
https://www.businesstimes.com.sg/companies-markets/s-reits-turn-shine-q4-lower-interest-rates-fuel-returns
Expected interest rate cuts will likely boost S-REIT prices, with each sector offering different opportunities. Here are ten Singapore REITs with the strongest trading and investing potential for 2026. Each has been selected based on asset quality, management track record, growth potential and sector outlook.
https://www.ig.com/sg/trading-strategies/top-5-singapore-reits-to-trade-in-2025-250717#:~:text=Real%20estate%20investment%20trusts%20(REITs)%20are%20publicly,access%20to%20real%20estate%20income%20and%20capital
Best Singapore REITS in 2026. After a challenging stretch of high interest rates and tightening credit, Singapore REITs are entering 2026 on much steadier ground. The takeaway is simple: Quality REITs distinguish themselves through disciplined capital management and operational excellence &ndash not just during the good years, but especially through the challenging ones.
https://sg.finance.yahoo.com/news/smart-investor-guide-best-singapore-060000850.html
Singapore REITs are at an inflection point with falling funding costs, active capital recycling, and portfolio reconstitution preferred sub-sectors are industrial, commercial, and hospitality, with top picks including CICT, CLAR, CLAS, LREIT, MLT, OUEREIT, and SUN.
https://www.minichart.com.sg/2026/01/20/singapore-market-outlook-2026-top-reits-telco-picks-and-investment-strategies-from-maybank-research-1/#:~:text=Singapore%20REITs%20are%20at%20an,MLT%2C%20OUEREIT%2C%20and%20SUN.
S-REIT dividends seen rising 2.5% in 2026, analysts say. Singapore REITs are expected to enter a two-year earnings upgrade cycle in 2026&ndash 2027, driven primarily by low domestic interest rates that reduce borrowing costs and support higher distributions per unit (DPU), according to DBS analysts. 
https://sbr.com.sg/in-focus/s-reit-dividends-seen-rising-25-in-2026-analysts-say
The prime office sector in Singapore is a " top pick" for real estate investors in 2026 as tightening vacancies and a shift towards a favourable environment for landlords drive renewed investor conviction, said JLL.
https://www.businesstimes.com.sg/property/singapore-prime-offices-top-pick-2026-vacancies-fall-jll
' 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
https://www.businesstimes.com.sg/companies-markets/reits-property/steepest-discount-analysts-bullish-office-picks-after-s-reits-best-run-2019
SGX CORPORATE RESULTS REPORTING
Release Dates for REITS & TRUSTS
AIMS 3Q biz update 3/2
AI-REIT FY results 13/2 ath
CLAR FY results 5/2 ath
CLAS FY results 29/1 bth
CICT FY results 6/2 bth
CLCT FY results 5/2 bth
CLINT FY results 2/2 ath
DCR FY results 12/2 ath
ESR FY results 4/2 bth
FCT 1Q biz update 23/1
FLCT 1Q biz update 3/2
IREIT FY results 25/2 ath
KIT FY results 3/2 bth
KDCR FY results 30/1 bth 
KREIT FY results 4/2 ath
MIT 3Q results 28/1 ath
MLT3Q results 26/1 ath
MPACT 3Q results 30/1 ath
OUEREIT FY results 29/1 ath
PARKWAYLIFE FY results 2/2 ath
SGREIT 2Q results 29/1 ath
Elite
Yells: "Earnings give weight, Chart give wings"
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Supreme
Yells: "BBs never say why when they buy; never tell when they sell"
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Tata set to invest US$11 billion in Maharashtra AI Innovation City.  The investment will include a data centre.
https://www.businesstimes.com.sg/international/tata-set-invest-us11-billion-maharashtra-ai-innovation-city
CapitaLand India Trust (CLINT)  is highly likely to benefit indirectly from the Tata Group' s investment due to its existing presence and development of data centers and business parks in  Navi Mumbai  and  Pune, Maharashtra. The large-scale tech investment in the region is expected to drive overall demand for related real estate assets
https://www.businesstimes.com.sg/international/tata-set-invest-us11-billion-maharashtra-ai-innovation-city
CapitaLand India Trust (CLINT)  is highly likely to benefit indirectly from the Tata Group' s investment due to its existing presence and development of data centers and business parks in  Navi Mumbai  and  Pune, Maharashtra. The large-scale tech investment in the region is expected to drive overall demand for related real estate assets
- Regional Synergy: Tata' s project is near CLINT' s existing and developing data centers in Navi Mumbai.
- Increased Market Demand: The large tech investment is expected to boost overall demand for data centers, business parks, and related real estate in the area.
- Strategic Alignment: The project reinforces Maharashtra' s push to be a tech hub, aligning with CLINT' s strategy and existing agreements with the state government to develop similar assets.
- Portfolio Support: The regional growth strengthens the long-term outlook for CLINT' s   diversified investments in new economy assets within Maharashtra.

