13 Aug 2025 - SGX Auditorium Navigating 2H2025 Investment Landscape: From Falling Yield to REIT Opportunities in Singapore - Falling Yields on Safe-Haven Products: Yields on Singapore Treasury Bills (T-bills) and Singapore Savings Bonds (SSBs) have declined to multi-year lows, with 6-month T-bills falling below 2% and SSBs offering an average of around 2.49%. As these rates become less competitive prompting investors to seek alternative options for parking with Cash Where to Park Your Money Now: Explore how recent rate cuts impact REITs and what they mean for investors seeking better returns Singapore REITs: Although Singapore REITs have underperformed US equities in recent years, they are showing signs of recovery in 2025, supported by resilient fundamentals, attractive va

🪙CapitaLand Ascendas Trust - Distributable income for 1H 2025 was stable year-on-year at S$331.1 million $CapLand Ascendas REIT(A17U.SI)$ 🪙CapitaLand Integrated Commercial Trust - Acquire the remaining 55% interest in CapitaSpring’s premium Grade A office tower for S$1,045.0 million $CapLand IntCom T(C38U.SI)$ 🪙 ParkwayLife REIT - DPU increased 1.5% year-on-year to 7.65 Singapore cents for 1H 2025 $ParkwayLife Reit(C2PU.SI)$ 🪙Mapletree Pan Asia Commercial Trust - Pricing of S$200,000,000 2.45% Fixed Rate Senior Green Notes due 2032 $Mapletree PanAsia Com Tr(N2IU.SI)$ 🪙CNA938 Rewind - Will NTT DC Reit rec

$Mapletree PanAsia Com Tr(N2IU.SI)$ Bull Case Technical Breakout: The completion of the inverted head and shoulders pattern and breakout above neckline resistance signal a major reversal, with current price action supported by rising moving averages and an established uptrend channel. Continued movement above the new support could lead to sustained bullish momentum. Attractive Valuation: At a 0.74 price-to-NAV, MPACT trades well below net asset value, historically a level that invites value-driven buying interest. Strong Operating Metrics: High occupancy (96.3%) and attractive 6.0% yield support both income investors and sentiment for stability. Regional Recovery Potential: As Asia’s commercial property markets stabilize post-pandemic, stronger

$Mapletree PanAsia Com Tr(N2IU.SI)$ (MPACT) is trading at SGD 1.32 as of August 7, 2025. This REIT primarily invests in retail and office properties across Asia and holds a moderate investment risk profile. Let's break down its prospects with both fundamental and technical lenses, using the provided data. Fundamental Analysis Key Metrics: Yield: 6.0% Gearing: 37.9% (moderate) P/NAV: 0.74 (discount to net asset value) Occupancy Rate: 96.3% (high, signals strong leasing performance) WALE: 2.3 years (Weighted Average Lease Expiry – moderate timeframe) Interest Cost: 2.9% (on the higher side, so interest rate sensitivity present) Market Cap: SGD 6.9B Source: REITsavvy REIT Screener Strengths: Strong Leasing Management: High occupancy and diversifie

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🪙Mapletree Industrial Trust - DPU decreased by 4.7% year-on-year to 3.27 cents in 1QFY25/26. $Mapletree Ind Tr(ME8U.SI)$ 🪙CapitaLand Ascott Trust - Core Distribution per Stapled Security for 1H2025 remained relatively stable at 2.40 cents $CapLand Ascott T(HMN.SI)$ 🪙Keppel Pacific Oak US REIT (KORE) - Income available for distribution 16.2% lower than 1H 2024. No distribution is declared for 1H 2025. 🪙Keppel REIT - 1H 2025 property income and NPI increased 9.1% and 11.8% year-on-year. $KEPPEL REIT(K71U.SI)$ 🪙CapitaLand China Trust- Lower DPU resulted from a decline in NPI and the weakening of the RMB against SGD $

𝑲𝒆𝒚 𝒐𝒃𝒔𝒆𝒓𝒗𝒂𝒕𝒊𝒐𝒏𝒔: Downtrend and Base Formation: The index experienced a clear downtrend until late 2023, followed by a period of sideways consolidation. This is visualized by the series of lower lows and lower highs, which started to stabilize as we moved into 2024. 𝑰𝒏𝒗𝒆𝒓𝒕𝒆𝒅 𝑯𝒆𝒂𝒅 𝒂𝒏𝒅 𝑺𝒉𝒐𝒖𝒍𝒅𝒆𝒓𝒔 𝑷𝒂𝒕𝒕𝒆𝒓𝒏: Highlighted in the lower right section of the chart, there is an annotated inverted head and shoulders formation—a classic bullish reversal pattern. The left shoulder, head, and right shoulder are clearly marked, with the neckline (around the 2000 SMA) acting as a resistance level. 𝑩𝒓𝒆𝒂𝒌𝒐𝒖𝒕 𝑪𝒐𝒏𝒇𝒊𝒓𝒎𝒂𝒕𝒊𝒐𝒏: Recently, the index has broken above the neckline resistance, which is traditionally interpreted as a bullish signal. This breakout implies the potential for further upward mo

🪙Mapletree Logistics Trust - Lower DPU YoY mainly due to absence of one-off divestment gains and weaker regional currencies $Mapletree Log Tr(M44U.SI)$ 🪙Keppel DC REIT 1H 2025 DPU increased 12.8% year-on-year to 5.133 cents $Keppel DC Reit(AJBU.SI)$ 🪙Mapletree Pan Asia Commercial Trust divests Two Japan Office Buildings $Mapletree PanAsia Com Tr(N2IU.SI)$ 🪙Suntec REIT Achieved Resilient Performance in First Half 2025 $Suntec Reit(T82U.SI)$ 🪙Upcoming Events at SGX Auditorium - Aug 13 & Aug 26. Registration link can be found at REITsavvy website REITsavvy.com ‌ 👉Follow

📈 Technically, Singapore REITs sector is currently testing the neckline resistance of an Inverted Head and Shoulders, breaking resistance may propel the S-REIT sector into bullish trend. 🔥 Total Market Cap = S$91.77B (⬆️from S$86.45Billion) 🎯 Average Price/NAV = 0.78 (⬆️ from 0.76) 🎯 Average Distribution Yield = 5.86% (⬇️ from 5.99%) 🎯 Market Cap Weighted Average Distribution Yield = 5.74% (⬇️ from 6.08%) 🎯 Average Gearing Ratio = 39.81% (⬇️ from 39.94%) 💹 Average Yield Spread (vs 10 years SG Gov yield) = 3.90% (⬇️ from 3.95%) 𝗕𝘂𝗹𝗹 / 𝗕𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗦-𝗥𝗘𝗜𝗧 𝗦𝗲𝗰𝘁𝗼𝗿 (𝗜𝗻 𝗚𝗲𝗻𝗲𝗿𝗮𝗹): 🐮Valuation (22% discount to Market Fair Value) 🐮🐻 Technical Momentum (testing a critical resistance) 🐮 Interest Rate Direction (IF there is 50 bps cut by end 2025) 🐻US 10 Year Risk Free Rate @4.44% which has strong inv

🪙 $Frasers Cpt Tr(J69U.SI)$ renewed Property Management Agreement In Relation To Northpoint City South Wing 🪙AIMS Financial Group Boosts Stake In $AIMS APAC Reit(O5RU.SI)$ To 18.66% In Strategic Acquisition - Reinforcing The Sponsor's Long-Term Commitment And Confidence 🪙  $Mapletree Log Tr(M44U.SI)$ - Completion of Divestment of 31 Penjuru Lane and Subang 2 in Malaysia 🪙 $Frasers L&C Tr(BUOU.SI)$ divest 357 Collins Street in Melbourne for A$192.1 million 🪙 Upcoming Events at SGX Auditorium - Aug 13 & Aug 26. Registration link can be found at REITsavvy website. #reitnews #SGREITsweeklyupdate #SGR

A majority of S-REITs have strategically extended their debt maturity profiles beyond two years and secured over 70% of borrowings at fixed rates. These proactive measures were designed to mitigate the impact of prior rate hikes. As a result, while the current environment of potential interest rate cuts may offer some tailwinds, not all REITs will benefit equally due to their hedging positions and capital structure. 👉Follow Kenny Loh Source: REITsavvy $CapLand IntCom T(C38U.SI)$ $Mapletree Ind Tr(ME8U.SI)$ $Mapletree PanAsia Com Tr(N2IU.SI)$

We explored the key differences between these investment approaches, weighing the pros and cons to help investors make informed decisions. ‌Here’s a quick breakdown: ‌🏢 𝗥𝗘𝗜𝗧𝘀 ✔️ Lower capital outlay—start with just a few hundred dollars on the SGX ✔️ High liquidity—buy/sell units instantly on the market ✔️ Diversification across multiple property sectors ✔️ Hands-off management—professionals handle operations ⚠️ Subject to market volatility, limited investor control ‌🏡 𝗣𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 ✔️ Direct property ownership with potential for appreciation ✔️ Generates rental income (though taxable in Singapore) ✔️ Full control over tenant selection, renovations, and sales ⚠️ High upfront costs (down payment, stamp duties, legal fees) ⚠️ Requires active management, less liquidity.‌ Conclusion REI

🪙NTT DC REIT IPO 9.8x oversubscribed on Singapore Public Offer, Overall 4.6x oversubscribed. 🪙 $NTT DC REIT USD(NTDU.SI)$ will start trading on 14 Jul 2025 with NTDU.SI 🪙 $Prime US ReitUSD(OXMU.SI)$ Signs 120,000 Square Feet Lease At Re-Branded Waterfront At Washingtonian In Gaithersburg 🪙Singapore REITs Monthly Update (19 Jun 2025) - Check out at REITsavvy.com 👉 Follow Kenny Loh for more Singapore REITs market update. ‌See detail announcements here:https://reitsavvy.com/insights/s-reits-week-28-2025 ‌ #reitnews #SGREITsweeklyupdate #SGREITsPulse#reitsavvy #reit

🪙 $EliteComREIT GBP(MXNU.SI)$ - Entry Into New Property Management Agreement 🪙 $Frasers Cpt Tr(J69U.SI)$ - Pursuant To The S$3,000,000,000 Multicurrency Debt Issuance Programme 🪙NTT DC REIT is set to debut on the Singapore Exchange (SGX) on July 14, 2025, marking the largest REIT listing in Singapore since 2013 $NTT DATA GROUP CORPORATION(NTTDF)$ NTT Inc.(NTTYY) 🪙Singapore REITs Monthly Update (19 Jun 2025) - Check out at https://ttm.financial/post/447777794552032 🪙2H 2025 Singapore REITs Market Outlook - Check out at https://ttm.financial/post/452279551660048 Follow Kenny Loh here https://ttm.financial/personal/3563967154363605/ #reitnews #SGREITsweeklyup

If you're in your 20s or 30s and just starting to build your investment portfolio, you’ve probably heard about stocks, ETFs, and maybe even crypto. But there’s one underrated asset class that deserves a serious look—Singapore REITs (S-REITs). Kenny Loh, a Certified REIT Specialist and Wealth Advisory Director at Financial Alliance, breaks down why REITs aren’t just for retirees—they’re a smart move for young investors too. 🔑 6 Reasons REITs Belong in Your Portfolio 💧 Liquidity Unlike physical property, REITs are traded on the SGX—buy and sell anytime, no lock-in. 📈 High Dividend Yields Many REITs offer 5–9% annual yields. That’s passive income you can reinvest to compound faster. 🧾 Tax Efficiency REIT distributi

$KEPPEL REIT(K71U.SI)$ broke the 200D SMA resistance from a Double Bottom, a trend reversal chart pattern, and starts an uptrend. ‌Price Target for this breakout is $0.935.‌ TTM DPU Yield = 6.2% Price/NAV = 0.70 Gearing Ratio = 42.1% Occupancy Rate = 96% WALE = 4.7 Years WADM =2.6 Years ICR = 2.5x