Kenny_Loh

SGX SREITS Specialist.REITsavvy Funder. Investment & Legacy Specialist.

    • Kenny_LohKenny_Loh
      ·12-22 20:49

      2025: S-REITs' Best Year Since 2019 | 2026 Market Outlook

      (1) Review of 2025 Singapore REITs Performance (The Wrap-Up)Key Takeaway: A Strong Rebound driven by rate stabilization and the start of SORA decline.Overall Performance: 2025 is shaping up to be the best year for S-REITs since 2019, with total returns (price gain + dividend) projected to be around 12-15% YTD (as of Dec 2025). This marks a significant rebound from the challenging high-rate environment of 2023/2024.Driver: The primary catalyst has been the stabilisation and decline of borrowing costs. The 3-month Compounded SORA in Singapore has trended down (e.g., from a peak near 4.5% to around $1.28% by late 2025), significantly easing the refinancing burden.Fundamental Stability: Most S-REITs demonstrated stable operating performance in 2025, with resilient occupancy rates and positive
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      2025: S-REITs' Best Year Since 2019 | 2026 Market Outlook
    • Kenny_LohKenny_Loh
      ·12-22 13:30

      ✨ 𝓦𝓲𝓼𝓱𝓲𝓷𝓰 𝓨𝓸𝓾 𝓪 𝓢𝓮𝓪𝓼𝓸𝓷 𝓸𝓯 𝓙𝓸𝔂 𝓪𝓷𝓭 𝓛𝓲𝓰𝓱𝓽 ✨

      As the year draws to a close and the holiday lights begin to twinkle, I wanted to take a moment to pause and send a heartfelt #MerryChristmas to my entire network! This season is such a beautiful reminder of the things that truly matter: gratitude, kindness, and the joy of connection. Whether you are spending the day surrounded by family, enjoying a quiet moment of reflection, or celebrating traditions old and new, I hope your heart is full and your spirit is bright. May your home be filled with laughter, your heart with peace, and your life with abundant blessings as we look forward to a brand-new year. To my colleagues, partners, and friends: Thank you for being part of my journey this year. You make the hard work rewarding and the successes even sweeter. Wishing you all a very Merry Chr
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      ✨ 𝓦𝓲𝓼𝓱𝓲𝓷𝓰 𝓨𝓸𝓾 𝓪 𝓢𝓮𝓪𝓼𝓸𝓷 𝓸𝓯 𝓙𝓸𝔂 𝓪𝓷𝓭 𝓛𝓲𝓰𝓱𝓽 ✨
    • Kenny_LohKenny_Loh
      ·12-21 21:22

      Buy the Base? Charting Mapletree Industrial Trust’s Year-End Floor

      $Mapletree Ind Tr(ME8U.SI)$ Current Price Action: The stock is trading at $2.04, successfully holding above the psychological $2.00 support level. Trendline Health: It is currently testing an ascending trendline (the black diagonal line in your chart). A sustained close below $2.02 would be a cautionary signal, potentially invalidating the recovery trend started in mid-2025. Resistance: Immediate overhead resistance is at $2.08, with a more significant barrier at $2.172. Fundamental Context: Investors are weighing a recent 5.6% drop in DPU against the growth potential of new Tokyo data center acquisitions. Direction: Sideway Consolidation until a breakout (either up or down). Kenny Loh is a distinguished MAS Private Wealth Advisor with a specia
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      Buy the Base? Charting Mapletree Industrial Trust’s Year-End Floor
    • Kenny_LohKenny_Loh
      ·12-19

      S-REIT Concluding 2025: Navigating the Recovery and Spotting the Winners

      The tide is finally turning for Singapore Real Estate Investment Trusts (S-REITs). After a challenging period, the combination of falling interest rates and resilient operational fundamentals has breathed new life into the sector. As we look toward 2026, the focus for investors is shifting from "surviving" to "thriving." You can read the article below, alternatively you can google and listen to the radio interview by google search the below keywords on MoneyFM 89.3 Money and Me with Michelle Martin.  1. 2025 Performance Review: The Standout Performers In 2025, REITs with predominantly Singapore-based assets have led the charge. Performance has been particularly strong in the industrial and diversified commercial sub-sectors Key Highlights: ·       Industr
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      S-REIT Concluding 2025: Navigating the Recovery and Spotting the Winners
    • Kenny_LohKenny_Loh
      ·12-18
      Do take note of the US estate tax for holding US stocks. Executors or beneficiaries are responsible to file and pay the tax within 9 months. Do NOT leave the liability to your loved one. Plan it properly!

      Navigating U.S. Estate Tax on U.S. Stock Holdings: A Guide for Singapore Investors

      @Kenny_Loh
      Introduction $Apple(AAPL)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Microsoft(MSFT)$ Amazon …… many of us, especially younger investors, are drawn to these US Stocks, known for their stellar performance over the years. The S&P 500 has delivered an average annual return of 10.33% since 1957 (Investopedia). However, did you know that owning these stocks directly as a non-U.S. person (like us) can trigger a significant tax burden upon death? This tax, the U.S. estate tax, can claim up to 40% of the value of your US assets, drastically reducing the wealth passed on to your beneficiaries.
      Navigating U.S. Estate Tax on U.S. Stock Holdings: A Guide for Singapore Investors
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    • Kenny_LohKenny_Loh
      ·12-17

      Parkway Life REIT: Testing Support Amidst a Short-Term Technical Correction

      Based on the chart as of December 17, 2025, $ParkwayLife Reit(C2PU.SI)$ is exhibiting a bearish-to-neutral short-term trend within a long-term ascending channel. ‌ Key Observations: Moving Averages: The price ($4.01) is currently trading below its 50-day (blue) and 20-day (red) MAs, which are sloping downward. A "Death Cross" (short-term MA crossing below long-term MA) recently occurred near $4.10, acting as dynamic resistance (blue arrow). Support & Resistance: The REIT is testing a critical psychological support level at $4.00. Below this, the primary structural support sits at $3.716. Long-term Trend: The stock remains within a multi-year uptrend channel (black diagonal line). Historical "buy zones" (orange circles) suggest that touches
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      Parkway Life REIT: Testing Support Amidst a Short-Term Technical Correction
    • Kenny_LohKenny_Loh
      ·12-15

      The Money Ladder: How to Build Consistent Income That Pays You Every Month

      Are you a retiree looking for dependable passive income? Or an investor who wants your investments to generate cash flow to cover monthly expenses? The “money laddering” strategy is a simple, structured way to achieve this goal by creating predictable, repeating cash flow.View the Cash Flow Generation using Laddering Strategy on CNA Money Mind.What is a Money Laddering Strategy?Laddering is the process of splitting your total investment capital into smaller parts (or “rungs”). Instead of putting all your money into one asset that pays out once a year, you invest in multiple assets that mature or pay out at different, staggered times.The Key Benefit: This ensures money flows into your bank account regularly, often monthly or quarterly, instead of waiting a full year or more for returns. Thi
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      The Money Ladder: How to Build Consistent Income That Pays You Every Month
    • Kenny_LohKenny_Loh
      ·12-10

      🚀 Invaluable Catch-Up with CapitaLand's REIT Leaders!

      Had a fantastic day deep-diving into the strategic initiatives of three major CapitaLand REITs! It was great to connect with Serene Teo (CLAS), Gerry Chan (CLCT), and Gauri Shankar Nagabhushanam (CLINT). Huge thanks to Denise and XinYi for the seamless coordination. $CapLand Ascott T(HMN.SI)$ $CapitaLandInvest(9CI.SI)$ $CapLand India T(CY6U.SI)$ $CapLand China T(AU8U.SI)$ My thoughts on the session: CLAS: It’s great to see the continued stability in execution. Serene’s update reinforces my confidence in their ability to maintain steady distributions. CLCT & CLINT: Leadership transitions can be a pivotal tim
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      🚀 Invaluable Catch-Up with CapitaLand's REIT Leaders!
    • Kenny_LohKenny_Loh
      ·12-05

      Keppel DC REIT: Is the Long-Term Uptrend Broken or Just Pausing at Key Support?

      Based on the provided chart for $Keppel DC Reit(AJBU.SI)$ , here is a technical analysis: Long-Term Trend: The stock has been in a clear long-term uptrend since early 2023, as indicated by the consistently rising 200-day Moving Average (MA) (green line). Recent Price Action (Late 2025): After peaking around S$2.40, the price has experienced a significant pullback. Key Support Test: The current price action (at S$2.25) is testing the critical support level of the 200-day MA (green line). The horizontal dashed line at S$2.25 coincides with this MA, making this a pivotal point. Historically, the 200-day MA has provided strong support (e.g., circled areas in late 2024 and mid-2025), leading to subsequent rallies. Moving Average Crossover: The 50-da
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      Keppel DC REIT: Is the Long-Term Uptrend Broken or Just Pausing at Key Support?
    • Kenny_LohKenny_Loh
      ·12-05

      Frasers Cpt Tr (FCT): Key Test at Long-Term Trendline Support

      Based on the provided chart for $Frasers Cpt Tr(J69U.SI)$ (FCT):The stock has been in a long-term uptrend since late 2022, defined by the ascending black trendline, which has consistently provided support (highlighted by orange/blue circles).‌ The price action suggests a consolidation phase in 2024 and 2025, largely trading between the S$2.22 support and a resistance around S$2.45 . The current price is near the S$2.22 support level and the 200-day Moving Average (green line), suggesting a key test. A bounce here would reinforce the long-term trend, while a break below may indicate a deeper correction. ‌ Disclaimer: This is a technical analysis based solely on the provided chart and is not investment advice. Kenny Loh is a distinguished MAS Pri
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      Frasers Cpt Tr (FCT): Key Test at Long-Term Trendline Support
       
       
       
       

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