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S-REITs 52-Week Highs! Dividend Kings or Value Traps?
@Tiger_SG:
Last week, we reviewed different types of S-REITs, and many tigers shared your favorite picks in the comments section. Click here for details: S-REITs Hit 52 Week High! Why Do We Invest in REITs? As it turns out, the REITs selected by tigers have all performed well in the first half of the year! This week, let’s take a look at the S-REITs that have hit all-time highs or 52-week highs year-to-date. In the first half of 2025, retail investors were net buyers of S-REITs, with total net inflows of approximately SGD 400 million as of June 26. In contrast, institutional investors were net sellers, with more than SGD 500 million in net outflows. Several S-REITs, including CapitaLand Integrated Commercial Trust (CICT), Frasers Centrepoint Trust (FCT), and Parkway Life REIT stood out by attracting net institutional inflows despite the broader sell-off trend. 1. $Frasers HTrust(ACV.SI)$ reached an all-time high of SGD 0.705 today, with a YTD gain of 21.53%. Frasers Hospitality Trust is the first S-REIT focused on global hotels and serviced residences, with properties located in major cities around the world. Its annual dividend yield is approximately 3.2% (TTM). 2. $CapLand IntCom T(C38U.SI)$ reached a new 52-week high of SGD 2.25 in early July, with a YTD gain of 15.38%. CapitaLand Integrated Commercial Trust (CICT) is the largest integrated commercial REIT in Singapore, primarily holding shopping malls and office complexes such as Raffles City and ION Orchard. With stable rental income, its distributions have been steadily growing, and its dividend yield is around 4.9% (TTM). 3. $First Reit(AW9U.SI)$ reached a new 52-week high of SGD 0.275 in early July, with a YTD gain of 12.70%. First REIT focuses on healthcare facilities in Southeast Asia, including hospitals and nursing homes, with resilient demand boosted by the pandemic. Its properties are secured by long-term leases, generating stable cash flows, and the dividend yield remains high at approximately 8.5%. 4. $Frasers Cpt Tr(J69U.SI)$ reached a new 52-week high of SGD 2.29 in early July, with a YTD gain of 7.63%. Frasers Centrepoint Trust (FCT) is a core retail REIT that owns suburban malls such as Northpoint and Causeway Point, serving Singapore’s heartland residential communities. Its dividend yield (TTM) stands at 5.53%. 5. $Keppel DC Reit(AJBU.SI)$ reached a new 52-week high of SGD 2.35 in early July, with a YTD gain of 3.59%. Keppel DC REIT specializes in data center infrastructure, with a portfolio spanning the Asia-Pacific and North America. Its assets benefit from long-term leases and high-entry-barrier properties supported by demand from cloud computing and digital services. The dividend yield ranges between 4% and 5%. What do you think? Which of these high-performing REITs do you believe still have room to grow in the second half of 2025? With retail investors buying and institutions selling, whose side are you on and why? Many REITs have yet to recover from the post-2020 decline. Compared to equities, do S-REITs lack growth potential? What percentage of your portfolio would you allocate to REITs? REWARDS All valid comments will receive 5 Tiger Coins (5-50 coins; depend on comment qualit) Tag your friends to win another 5 Tiger Coins Join our topic and post directly or leave your comments to win tiger coins~ Plus, you can stand a chance to get 100 tiger coins & $5 stock vouchers. Event detail to click: Hurray! All $5 Vouchers Have Been Sent Out 🎉 Check Out This Week’s Winners! Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
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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