Capland Ascendas (A17U), Mapletree Ind trust (ME8U), CapitaLand investment
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%
S-REITs 52-Week Highs! Dividend Kings or Value Traps?
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.
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?
Compared to equities, do S-REITs lack growth potential?
What percentage of your portfolio would you allocate to REITs?
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