CapLand 52-W Highs: Are SREIT ETFs Smart Play?

Tiger_SG
2025-08-27
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Singapore’s REIT market has been shining in 2025.

$CapLand IntCom T(C38U.SI)$ recently hit a fresh 52-week high, with YTD gains of 23%. Not only that, several other S-REITs have also set new highs this year.

Click to learn more: S-REITs 52-Week Highs! Dividend Kings or Value Traps?

Looking at the indices, over the past year the iEdge S-REIT Index rose 10.5%, while the global benchmark FTSE EPRA Nareit Index returned 12.5%, highlighting the overall resilience and appeal of the REIT sector.

For investors, the challenge with picking individual REITs is:

  • Different property types (retail, office, logistics, data centers) show wide performance divergence;

  • Rental cycles and interest rate environments affect each REIT differently.

If you don’t want to spend too much time stock-picking, there’s a simpler option: REIT ETFs.

As of June 30, 2025, the five REIT ETFs listed in Singapore delivered an average one-year return of 10.7%. Compared with single REITs, they offer better diversification and stable dividends.

📌 Representative 5 ETFs:

For Singapore investors, REITs have long been synonymous with steady cash flow and high dividends. With Singapore’s tax advantages, REIT ETFs could become an even more important tool for long-term portfolio allocation.

Discussion

  1. Do you think it’s safer to buy individual REITs or go with ETFs?

  2. If you could only pick one REIT ETF, which would you choose—and why?

  3. With S-REITs hitting new highs, would you still chase now, or wait for a pullback?

  4. How do you think a Fed rate cut would impact REITs?

To learn more about SREITs, welcome to follow @Kenny_Loh.

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CapLand 52-W Highs: Are SREIT ETFs Smart Play?
Singapore’s REIT market has been shining in 2025. For Singapore investors, REITs have long been synonymous with steady cash flow and high dividends. With Singapore’s tax advantages, REIT ETFs could become an even more important tool for long-term portfolio allocation. Do you think it’s safer to buy individual REITs or go with ETFs? If you could only pick one REIT ETF, which would you choose—and why? With S-REITs hitting new highs, would you still chase now, or wait for a pullback? How do you think a Fed rate cut would impact REITs?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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Comments

  • Tiger_SG
    2025-09-02
    Tiger_SG
    Thanks for participating in discussion.
    The tiger coins have been sent. You can check them in the tiger coin center “history“.
    @Jezza67
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    @北极篂
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  • koolgal
    2025-08-29
    koolgal
    🌟🌟🌟I am so happy that $CapLand IntCom T(C38U.SI)$ has just hit its 52 week high today at SGD 2.28.    Capitaland Integrated Commercial Trust isn't just a REIT, it is The REIT.  It holds the crown as Singapore's largest REIT by market capitalisation, with Assets Under Management of SGD 17.26 billion.

    What it means :  I own a piece of the benchmark as CICT is the anchor of the iEdge SReit Index and a heavyweight in the ST Index.  When institutions want exposure to Singapore's commercial real estate, they start with CICT.

    Market Leadership equals Stability.  Its size gives it access to better financing, stronger deal flow and resilience in downturns.

    CICT owns and manages the best commercial real estate in Singapore.  From ION Orchard to CapitaSpring, its portfolio is a curated map of Singapore's urban evolution.

    With CICT, I have invested in the very space that defines Singapore - A jewel in South East Asia.

    @Tiger_SG @Tiger_comments @CaptainTiger @TigerStars @TigerClub

  • 北极篂
    2025-08-28
    北极篂
    我個人覺得,從風險分散角度來看,REIT ETF相比單隻REIT更安全。ETF本身就是把多個REIT組合在一起,即便某一隻物業或管理公司表現不佳,整體影響有限;而單隻REIT雖然股息可能更高,但集中風險也大,對普通投資者來說波動承受力要求更高。


    如果只能選一隻REIT ETF,我會傾向選擇覆蓋面廣、流動性好、管理費低的ETF,比如跟蹤新加坡主要S-REIT指數的產品。這樣的ETF不僅包含辦公樓、工業、零售和住宅等多種物業類型,還能平衡不同租賃週期和地域風險,更適合長期穩健投資。


    至於當前市場,S-REITs已經創下新高,我個人不會盲目追漲,而是傾向等待回調或採用分批建倉策略。高位追漲意味着風險溢價較低,一旦市場波動回落,可能損失較大。通過分批買入,可以在控制風險的同時抓住上漲機會。


    美聯儲降息通常對REITs有利。降息降低融資成本,提高收益率吸引力,同時刺激房地產市場活躍度,租金和物業價值可能同步改善。不過仍需關注全球經濟和市場情緒的影響,不能單靠降息預期做決策。


    總體來看,ETF更穩健,高位不宜追漲,降息利好REIT收益,但操作上仍需謹慎分散風險。
  • ECLC
    2025-08-28
    ECLC
    Have been buying individual reits and not ETFs as can learn more on different reits. Took profits selling CICT last year and used funds for other stocks. Okay with small profits and Tiger is glad too with more transactions.
  • LiverpoolRed
    2025-08-28
    LiverpoolRed
    1. I think both are safe to buy as Singapore reits are safe and give high dividends.
    2. I will choose $CSOP iEdge SREIT ETF S$(SRT.SI)$ as it is giving out high dividend. I had already bought some.
    3. I will still buy now.
    4. US cut nterest rate, the reits will even going up to the highest record.
  • hd87
    2025-08-28
    hd87
    Singapore’s REIT market has performed strongly in 2025, with CapLand IntCom T reaching a 52-week high and S-REIT ETFs delivering solid returns averaging around 10.7% over the past year. Choosing between individual REITs and REIT ETFs depends on your preference for active stock-picking versus diversification. Individual REITs vary widely by property type and sensitivity to rental cycles and interest rates, which can complicate selection. REIT ETFs offer broader diversification, stable dividends, and reduce single-asset risk, making them a smart choice for investors seeking less hands-on management. If I had to pick one, LION-Phillip S-REIT ETF remains a strong option for size and yield, while UOB APAC Green REIT ETF impresses with sustainability and performance. With prices near highs, I’d lean towards waiting for pullbacks before buying to avoid chasing. A Fed rate cut could boost REITs by lowering borrowing costs, making them more attractive for income-focused portfolios.

    @BillyR

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