The themes I’m watching are logistics & industrial and data centres. Industrial REITs provide more defensive cash flows, while data centres benefit from long-term digital and AI demand, with select opportunities also emerging in stabilizing office and integrated commercial names.
Overall, I expect Singapore’s housing market to stay stable, not overheated. That backdrop supports S-REITs, but upside will be selective, led by REITs with clear catalysts, improving balance sheets, and visible DPU recovery.
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