Singapore Home Sales Hit a Four-Year High: REITs Are Smart Trade?

In 2025, total new private home sales (excluding ECs) reached 10,821 units, up 67.3% year-on-year from 6,469 units in 2024 — the highest level since 2021. For stock market participants, S-REITs offer a more liquid and flexible way to express a view on property fundamentals while trading interest-rate expectations and cash-flow re-rating. Which REIT theme are you watching next? Will Singapore’s housing market remain strong? After a solid performance last year, can S-REITs continue to push to new highs this year?

avatarWeChats
01-18 20:39
🏠 SG Property on Steroids (+67%): Why the "Smart Money" is Pivoting to REITs in 2026 The bears just got silenced. If you were waiting for a property crash to deploy capital, you missed the boat. The data is out: New home sales in Singapore exploded by 67.3% in 2025, hitting 10,821 units—the highest level since 2021. This isn’t just a "dead cat bounce." This is a structural confirmation that Singapore’s liquidity is massive, and buyer confidence is practically bulletproof. But here is the twist: While retail investors are queuing at showflats to lock up millions in illiquid assets, sophisticated traders are looking at the massive valuation gap in the stock market. Here is the deep dive on why S-REITs might be the trade of the year. 1️⃣ The "Great Divergence" Opportunity We are currently see
I prefer buying REITs than buying a physical property for investment as it allows me to better manage risk and the amount of capital I want to put in.
I prefer buying REITs than buying a physical property for investment as it allows me to better manage risk and the amount of capital I want to put in.
avatarHeokbt
12:16
Low intetest rate will ppl still buy house?
avatarMrzorro
09:18
S-REITs definitely will be the stars of 2026. I personally will be focus on data centre such as $Keppel DC Reit(AJBU.SI)$ and $Mapletree Ind Tr(ME8U.SI)$
avatarTiger_SG
01-17 17:15

Singapore Home Sales Hit a Four-Year High: REITs Are Smart Trade?

In 2025, total new private home sales (excluding ECs) reached 10,821 units, up 67.3% year-on-year from 6,469 units in 2024 — the highest level since 2021.At the same time, residential prices continued to edge higher. For the full year, prices rose by approximately 3.4% — not an aggressive surge, but clearly maintaining an upward trend.New home transactions surged, but the more tradable opportunity could be in REITs.For investors: the opportunity is trading REITs?Strong home sales do not mean investors need to buy physical property.For stock market participants, S-REITs offer a more liquid and flexible way to express a view on property fundamentals while trading interest-rate expectations and cash-flow re-rating.The key takeaway from the housing rebound is not price momentum, but: demand re
Singapore Home Sales Hit a Four-Year High: REITs Are Smart Trade?
avatarkoolgal
01-18 05:32

SReits: The Smart Accessible Way to Ride Singapore's Property Momentum

🌟🌟🌟Singapore home sales have just hit a 4 year high and the property market is striding into 2026, poised for greater heights.  Right behind it is SReits, offering a liquid, flexible and accessible way for every day Singaporeans to participate in the property cycle without needing a 6 figure downpayment or a tolerance for renovation dust. This cycle is getting interesting and the themes emerging now deserve a closer look. Why SReits Still Matter Especially For Regular Singaporeans  SReits remain one of the most practical and inclusive ways to invest in real estate: No need for huge capital:  You don't need a huge sum of money for downpayment.  You can start with a few hundred dollars and still own a slice of Grade A offices, logistics hubs, hotels and malls. Instant Div
SReits: The Smart Accessible Way to Ride Singapore's Property Momentum
Strong home sales in Singapore reflect tight supply and resilient underlying demand, not speculation. Cooling measures and high rates have tempered excesses, but stable employment and limited new launches are keeping prices supported. View: Prices likely to consolidate rather than correct sharply; selectively positive on quality developers and core residential assets.
avatarPatmos
07:20
Troy's will increase in value as available credit is high 
This stocks is amazing and maybe it can fly 
avatarMHh
01-18 20:14
I will be watching data centres mainly as AI and technology will remain key global theme for the year and I think data centres will continue to do well, especially in land scarce Singapore. Retail and office space have pretty much recovered though expected rate cuts will continue to lift most reit prices. Logistics and industrial should continue to recovery as demand picks up. Singapore housing market has always been strong, driven by the limited supply and ever increasing demand as the population grows, along with more singles and unmarried people wanting their own space, especially after covid. As long as there is no recession or major global shocks, I believe that SREITs will continue to do well which will lift the stock prices. Further rate cuts are definitely going to be helpful a
. Which reit theme am I watching next: residential housing demand & data centres 2. Yes data centres are forecast to outperform broader reits 3. $Keppel DC Reit(AJBU.SI)$
avatarAqa
01-18 20:06
Since 2H 2025, trading activity has picked up meaningfully for mid-cap S-REITs, such as $Sasseur Reit(CRPU.SI)$ and $OUEREIT(TS0U.SI)$, driven by events, operational data, and shifting expectations. With interest rates starting to fall extending to 2026, Singapore REITs could be among the biggest beneficiaries as financing conditions improve. Falling Rates will continue to improve the outlook for REITs such as CapitaLand Integrated Commercial Trust (SGX: C38U), and Mapletree Pan Asia Commercial Trust (SGX: N2IU). Open Tiger Cash Boist Account today and enjoy access to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. Thanks
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avatarCH88
01-18 23:34
Maybe this is a gem (MANULIFE GLOBAL FUND - ASIA PACIFIC REIT S (G) MDIST SGD-H). Maybe this is not a gem. It was $1 back and now at 0.5X. With interest going down and low at current, REITS should be financing their loans or debts. Improving their revenue and operating expenses. We are near or at 1 year high. Should be catching more attention eventually since everything is high now other than REITS. 
avatarkoolgal
01-18 15:18
🌟🌟🌟In 2025 SReits staged a strong rebound, delivering a 12% to 15% total returns. This recovery was driven by stabilising interest rates, easing SORA & resilient operating metrics across retail, industrial & logistics. Can SReits push to new highs in 2026? Analysts are cautiously optimistic as interest rate cuts maybe slower than previously expected. SReits valuations remain undemanding but their upside depends heavily on the pace of Fed cuts & bond yields. I believe that SReits can push higher in 2026 but the rally maybe selective & not broadbased. My top pick is $Frasers Cpt Tr(J69U.SI)$ as it is the King of Singapore's suburban malls
Factors Influencing S-REITs and the Singapore Housing Market Economic Growth and Stability Singapore's economic growth significantly impacts both the housing market and S-REITs. Strong GDP growth, like the 4.8% seen in 2025, typically supports demand for residential properties and commercial spaces, benefiting REITs. Singapore's macro resilience and stability amid global political risks and uneven growth can attract capital, acting as a safe haven. Interest Rate Environment Interest rates play a crucial role for REITs, as they often rely on borrowing for expansion and refinancing. Higher interest rates increase financing costs, potentially affecting profitability and dividend payouts. The Monetary Authority of Singapore (MAS) may maintain a hawkish hold at policy meetings and could increas
avatarSuccess88
01-18 20:36
BTO hard to get all going for condominium instead. I see in this 5 year REITS is still in dmands. Can buy and keep
avatar闪电侠08
01-18 21:36
Okkkkk
avatarShyon
01-18 12:06
I see the 2025 housing rebound as a sign of demand resilience rather than a reason to chase property prices. Strong new home sales don’t mean I need to buy physical assets—S-REITs offer a more liquid way to trade property fundamentals and interest-rate expectations, and they usually react faster when easing rates are priced in. The themes I’m watching are logistics & industrial and data centres. Industrial REITs provide more defensive cash flows, while data centres benefit from long-term digital and AI demand, with select opportunities also emerging in stabilizing office and integrated commercial names. Overall, I expect Singapore’s housing market to stay stable, not overheated. That backdrop supports S-REITs, but upside will be selective, led by REITs with clear catalysts, improving