Can SReits push to new highs in 2026?
Analysts are cautiously optimistic as interest rate cuts maybe slower than previously expected.
SReits valuations remain undemanding but their upside depends heavily on the pace of Fed cuts & bond yields.
I believe that SReits can push higher in 2026 but the rally maybe selective & not broadbased.
My top pick is $Frasers Cpt Tr(J69U.SI)$ as it is the King of Singapore's suburban malls. Its properties such as Northpoint & Causeway Point have strong footfall & positive rental reversions. FCT also pays a nice juicy dividend of 5.5%.
Analysts are bullish on FCT with average target price of SGD2.68, an upside potential of 17%.
2025 was the warm up.2026 is the main event for SReits.
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