REITsavvy

An SG based all-in-one platform that combines REITs screener and education content.

    • REITsavvyREITsavvy
      ·10-30

      💰S-REITs Opportunity After Rate Cut & Case Study of Sasseur REIT

      Welcome to review the Tiger Live Stream on Oct 21, 2025.1. The Future of S-REITs: Catalysts and Opportunities in a Shifting Rate EnvironmentThe landscape for Singapore REITs (S-REITs) is at a pivotal moment. With domestic and global interest rate trajectories signalling a shift, S-REITs are poised to benefit from multiple positive catalysts. This summary, based on insights from a recent live stream featuring Kenny Loh, a Private Wealth advisor and REIT specialist, and the incoming CEO of Sasseur REIT, delves into the market outlook, opportunities, and risks for retail investors.The Interest Rate TailwindsThe consensus on interest rates, both in
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      💰S-REITs Opportunity After Rate Cut & Case Study of Sasseur REIT
    • REITsavvyREITsavvy
      ·08-29

      Singapore REITs: Ready to Take Over from Banks in 2H 2025?

      — A conversation with REIT expert Kenny Low ( Michelle Martin ,MoneyFM89.3)Executive SummaryWith bank valuations near historical highs and the U.S. 10-year yield still above 4.2%, Singapore REITs (S-REITs) are flashing a “technical breakout + dividend yield premium” signal. The sector, however, still needs two catalysts: (1) institutional money flowing back and (2) clear Distribution Per Unit (DPU) recovery. Kenny Loh’s advice:Do not “sell all banks and go all-in REITs”; rebalance gradually.Focus on individual names with visible DPU inflection points or repaired balance sheets.1. Macro & Index: S-REITs Just Exited a Two-Year DowntrendIndex performance: After “down-sideways-up” from 2H 2024 to 1H 2025, the FTSE ST REIT Index hit a fresh high of 689 in August.12-month total return: 10.5
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      Singapore REITs: Ready to Take Over from Banks in 2H 2025?
     
     
     
     

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