CapLand 52-W Highs: Are SREIT ETFs Smart Play?
Singapore’s REIT market has been shining in 2025.
$CapLand IntCom T(C38U.SI)$ recently hit a fresh 52-week high, with YTD gains of 23%. Not only that, several other S-REITs have also set new highs this year.
Click to learn more: S-REITs 52-Week Highs! Dividend Kings or Value Traps?
Looking at the indices, over the past year the iEdge S-REIT Index rose 10.5%, while the global benchmark FTSE EPRA Nareit Index returned 12.5%, highlighting the overall resilience and appeal of the REIT sector.
For investors, the challenge with picking individual REITs is:
Different property types (retail, office, logistics, data centers) show wide performance divergence;
Rental cycles and interest rate environments affect each REIT differently.
If you don’t want to spend too much time stock-picking, there’s a simpler option: REIT ETFs.
As of June 30, 2025, the five REIT ETFs listed in Singapore delivered an average one-year return of 10.7%. Compared with single REITs, they offer better diversification and stable dividends.
📌 Representative 5 ETFs:
$LION-PHILLIP S-REIT(CLR.SI)$: Singapore’s first and largest S-REIT ETF, with AUM over SGD 540 million and a 5.8% dividend yield. YTD 10.19%.
$NikkoAM-STC Asia REIT(CFA.SI)$: Covers 43 REITs across seven Asian markets, with Singapore weight at 68%.
$UOB APAC Green REIT ETF(GRN.SI)$ : Best performer among five ETFs - 18.02% total return YTD, focusing on sustainable, yield-driven REITs.
$CSOP iEdge SREIT ETF S$(SRT.SI)$ : Offers the highest dividend yield among the five, at 6.0%, tracking iEdge S-REIT Leaders Index.
$PHIL AP DIV REIT S$D(BYJ.SI)$: Invests in 31 APAC ex-Japan REITs, with valuation down to 0.8x PB, offering attractive entry levels.
For Singapore investors, REITs have long been synonymous with steady cash flow and high dividends. With Singapore’s tax advantages, REIT ETFs could become an even more important tool for long-term portfolio allocation.
Discussion
Do you think it’s safer to buy individual REITs or go with ETFs?
If you could only pick one REIT ETF, which would you choose—and why?
With S-REITs hitting new highs, would you still chase now, or wait for a pullback?
How do you think a Fed rate cut would impact REITs?
To learn more about SREITs, welcome to follow @Kenny_Loh.
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What it means : I own a piece of the benchmark as CICT is the anchor of the iEdge SReit Index and a heavyweight in the ST Index. When institutions want exposure to Singapore's commercial real estate, they start with CICT.
Market Leadership equals Stability. Its size gives it access to better financing, stronger deal flow and resilience in downturns.
CICT owns and manages the best commercial real estate in Singapore. From ION Orchard to CapitaSpring, its portfolio is a curated map of Singapore's urban evolution.
With CICT, I have invested in the very space that defines Singapore - A jewel in South East Asia.
@Tiger_SG @Tiger_comments @CaptainTiger @TigerStars @TigerClub
如果只能选一只REIT ETF，我会倾向选择覆盖面广、流动性好、管理费低的ETF，比如跟踪新加坡主要S-REIT指数的产品。这样的ETF不仅包含办公楼、工业、零售和住宅等多种物业类型，还能平衡不同租赁周期和地域风险，更适合长期稳健投资。
至于当前市场，S-REITs已经创下新高，我个人不会盲目追涨，而是倾向等待回调或采用分批建仓策略。高位追涨意味着风险溢价较低，一旦市场波动回落，可能损失较大。通过分批买入，可以在控制风险的同时抓住上涨机会。
美联储降息通常对REITs有利。降息降低融资成本，提高收益率吸引力，同时刺激房地产市场活跃度，租金和物业价值可能同步改善。不过仍需关注全球经济和市场情绪的影响，不能单靠降息预期做决策。
总体来看，ETF更稳健，高位不宜追涨，降息利好REIT收益，但操作上仍需谨慎分散风险。
2. I will choose $CSOP iEdge SREIT ETF S$(SRT.SI)$ as it is giving out high dividend. I had already bought some.
3. I will still buy now.
4. US cut nterest rate, the reits will even going up to the highest record.
@BillyR