To The Moon

Said a lot but said nothing 😵‍💫

Time to wait   and add as soon 

Industrial REITs in Singapore have long been a market favorite, with stable demand and inflation-linked leases.But with US tariffs looming and the critical August 1 date casting a shadow over trade flows and manufacturing rents, investors are watching first-half results closely for signs of a slowdown in the industrial REIT sector.Meanwhile, $NTT DC REIT USD(NTDU.SI)$ and Centurion's upcoming accommodation REITs are also attracting attention.Here are eight questions I answered on Money FM 89.3's Money and Me show last Friday, July 18:Q1. Who leads and who lags in the performance of Singapore REITs in the first half of 2025?I summarize it in five points.First: In terms of trend, the iEdge S-REIT Index has been sideways in the first half of the y

📈 Technically, Singapore REITs sector is currently testing the neckline resistance of an Inverted Head and Shoulders, breaking resistance may propel the S-REIT sector into bullish trend. 🔥 Total Market Cap = S$91.77B (⬆️from S$86.45Billion) 🎯 Average Price/NAV = 0.78 (⬆️ from 0.76) 🎯 Average Distribution Yield = 5.86% (⬇️ from 5.99%) 🎯 Market Cap Weighted Average Distribution Yield = 5.74% (⬇️ from 6.08%) 🎯 Average Gearing Ratio = 39.81% (⬇️ from 39.94%) 💹 Average Yield Spread (vs 10 years SG Gov yield) = 3.90% (⬇️ from 3.95%) 𝗕𝘂𝗹𝗹 / 𝗕𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗦-𝗥𝗘𝗜𝗧 𝗦𝗲𝗰𝘁𝗼𝗿 (𝗜𝗻 𝗚𝗲𝗻𝗲𝗿𝗮𝗹): 🐮Valuation (22% discount to Market Fair Value) 🐮🐻 Technical Momentum (testing a critical resistance) 🐮 Interest Rate Direction (IF there is 50 bps cut by end 2025) 🐻US 10 Year Risk Free Rate @4.44% which has strong inv

Replying to @Tiger_SG:Thank you//@Tiger_SG:coins have been sent~//@MHh:I believe CICT and Keppel dc reit would still have room to grow in the second half of 2025. CapitaLand holds most of the malls that Singaporeans are familiar with and with limited entertainment and nature in Singapore, it has become the favourite pastime for Singaporeans. I believe Keppel dc reit will be able to continue to ride the AI and tech wave, with increased demand yet limited supply in land scarce singapore. With the fed expected to cut rates, SREITs would have room to rise so im definitely on the side of retail investors. Compared to US a

【SRT】 Gains over the week were led by industrial, data centre, and office by subsector and KDCREIT, CLAR, and MLT by individual REIT. KDCREIT rose amid Maybank Research’s initiation of a buy coverage. As for CLAR, Bloomberg analyst said 1H25 NPI could rise on rent hikes and contributions from acquisitions, developments and renovations, albeit partially offset by lower occupancy and disposals. Given 1Q’s +11% rent reversion, 2Q’s reversion could be strong and CLAR could guide 2025 rent reversion higher to mid-single-digit. $CSOP iEdge SREIT ETF S$(SRT.SI)$ 2025 WTD Total Return: +1.51% 【MMF】 As a result of headlines surrounding Trump’s threats to replace Fed Chair Powell, the US Treasury market saw volatility over the week. Even though Trump dism

The first half of 2025 has painted a fascinating picture in the Singapore Real Estate Investment Trust (S-REIT) market. Retail investors have been notably enthusiastic, contributing to net inflows of around SGD 400 million as of June 26. On the other hand, institutional investors have taken a more cautious stance, withdrawing over SGD 500 million in net outflows during the same period. This stark divergence in behavior underscores a growing uncertainty about where S-REITs stand today—are they still the reliable “Dividend Kings” many believe in, or have they become overpriced value traps? The Appeal of S-REITs: Why I’m Interested I must confess, despite the appeal, I don’t currently hold any S-REITs. Yet, I find myself watching this sector with growing interest. The reason is simple: S-REIT

🪙 $Frasers Cpt Tr(J69U.SI)$ renewed Property Management Agreement In Relation To Northpoint City South Wing 🪙AIMS Financial Group Boosts Stake In $AIMS APAC Reit(O5RU.SI)$ To 18.66% In Strategic Acquisition - Reinforcing The Sponsor's Long-Term Commitment And Confidence 🪙  $Mapletree Log Tr(M44U.SI)$ - Completion of Divestment of 31 Penjuru Lane and Subang 2 in Malaysia 🪙 $Frasers L&C Tr(BUOU.SI)$ divest 357 Collins Street in Melbourne for A$192.1 million 🪙 Upcoming Events at SGX Auditorium - Aug 13 & Aug 26. Registration link can be found at REITsavvy website. #reitnews #SGREITsweeklyupdate #SGR

$DBS(D05.SI)$  $PropNex(OYY.SI)$   Mortgage rates coming down Hdb resale index and private property prices look poised to spike Banks will do good business with more new loans Property agents will huat the most Recession? Dont bet on it.  Bears sound smart but bulls make money

S-REITs are not shooting-star growth plays, yet they are far from yesterday’s story. With valuations still below the ten-year norm and borrowing costs easing, quality names such as Keppel DC, Ascendas, CICT, FCT, and AA-REIT look positioned to extend their run in the back half of 2025. Pick selectively, reinvest the distributions if you are still in accumulation mode, and let the Singapore property managers do the heavy lifting while you enjoy the passive income down here in Aotearoa. This is commentary, not personalised financial advice, so do your own homework or chat with a licensed adviser if needed.

I would say it is just trading at the right value level. More to come!

A majority of S-REITs have strategically extended their debt maturity profiles beyond two years and secured over 70% of borrowings at fixed rates. These proactive measures were designed to mitigate the impact of prior rate hikes. As a result, while the current environment of potential interest rate cuts may offer some tailwinds, not all REITs will benefit equally due to their hedging positions and capital structure. Source: REITsavvy $CapLand IntCom T(C38U.SI)$ $Mapletree Ind Tr(ME8U.SI)$ $Mapletree PanAsia Com Tr(N2IU.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $Mapletree

Value trap. Investing in SG stocks are a waste of time and money. Unless you started 30 years ago in banking stocks, the other SG stocks has no hope.

I believe REIT still have room to grow in 2025.

Dividends king and also have to look whether the finances are in order 

Dividend kings or value trap depends on your entry and exit point of course, and your time horizon.  It was not working out for me, maybe in the high rates environment I lost some patience, so I have reshuffled my portfolio to be more trading and less investing; more short term and less long term. 

I believe $CapLand Ascendas REIT(A17U.SI)$ REIT will go up as interest rate ease. This ticker the dividend also not bad.

🌟🌟🌟Are SG Reits Dividend Kings or Value Traps?  To me SReits are income focused vehicles, not moonshot growth plays.  SReits offer me a great source of passive income with nice, juicy dividends which is heaps better than putting money in   savings deposits. However not all SReits are created equal.  My favourite SReit is $CapLand IntCom T(C38U.SI)$ which is currently the largest SReit in Singapore with a market capitalisation of SGD 16.02 billion. Being the largest SReit matter because it means better liquidity, easier to trade and more likely to be held by big institutions and ETFs.  It is also backed by Temasek Holdings. CICT's scale gives it pricing power, tenant diversity and resilience, making it one of my c

Compared to equities, while S-REITs may not offer the same explosive growth potential as some equities, they can still be a valuable part of a diversified investment portfolio, particularly for investors seeking income and diversification benefits。。。 Tag : @Huat99

🔥 Retail Investors Are Loading Up 💸, Institutions Are Exiting 📤—Is This the Last Great REIT Rally or a Trap in Disguise? Over SGD 400 million of retail buying has poured into Singapore REITs just this month… while institutional investors quietly offloaded nearly SGD 500 million. That’s not just a flow mismatch — that’s a full-on sentiment split. And it’s happening right as multiple S-REITs are punching through 52-week highs. So here’s the million-dollar question: are we witnessing the return of the dividend king — or walking into a well-camouflaged value trap? 🏢 S-REITs Soaring – But Why? It’s impossible to miss the REIT rebound if you’ve opened your SGX watchlist lately. From commercial to logistics to hospitality REITs, names across the board are breaking out. Retail investors are chasin

Industrial REITs in Singapore have long been a market favorite, with stable demand and inflation-linked leases.But with US tariffs looming and the critical August 1 date casting a shadow over trade flows and manufacturing rents, investors are watching first-half results closely for signs of a slowdown in the industrial REIT sector.Meanwhile, $NTT DC REIT USD(NTDU.SI)$ and Centurion's upcoming accommodation REITs are also attracting attention.Here are eight questions I answered on Money FM 89.3's Money and Me show last Friday, July 18:Q1. Who leads and who lags in the performance of Singapore REITs in the first half of 2025?I summarize it in five points.First: In terms of trend, the iEdge S-REIT Index has been sideways in the first half of the y

Said a lot but said nothing 😵‍💫

【SRT】 Gains over the week were led by industrial, data centre, and office by subsector and KDCREIT, CLAR, and MLT by individual REIT. KDCREIT rose amid Maybank Research’s initiation of a buy coverage. As for CLAR, Bloomberg analyst said 1H25 NPI could rise on rent hikes and contributions from acquisitions, developments and renovations, albeit partially offset by lower occupancy and disposals. Given 1Q’s +11% rent reversion, 2Q’s reversion could be strong and CLAR could guide 2025 rent reversion higher to mid-single-digit. $CSOP iEdge SREIT ETF S$(SRT.SI)$ 2025 WTD Total Return: +1.51% 【MMF】 As a result of headlines surrounding Trump’s threats to replace Fed Chair Powell, the US Treasury market saw volatility over the week. Even though Trump dism

📈 Technically, Singapore REITs sector is currently testing the neckline resistance of an Inverted Head and Shoulders, breaking resistance may propel the S-REIT sector into bullish trend. 🔥 Total Market Cap = S$91.77B (⬆️from S$86.45Billion) 🎯 Average Price/NAV = 0.78 (⬆️ from 0.76) 🎯 Average Distribution Yield = 5.86% (⬇️ from 5.99%) 🎯 Market Cap Weighted Average Distribution Yield = 5.74% (⬇️ from 6.08%) 🎯 Average Gearing Ratio = 39.81% (⬇️ from 39.94%) 💹 Average Yield Spread (vs 10 years SG Gov yield) = 3.90% (⬇️ from 3.95%) 𝗕𝘂𝗹𝗹 / 𝗕𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗦-𝗥𝗘𝗜𝗧 𝗦𝗲𝗰𝘁𝗼𝗿 (𝗜𝗻 𝗚𝗲𝗻𝗲𝗿𝗮𝗹): 🐮Valuation (22% discount to Market Fair Value) 🐮🐻 Technical Momentum (testing a critical resistance) 🐮 Interest Rate Direction (IF there is 50 bps cut by end 2025) 🐻US 10 Year Risk Free Rate @4.44% which has strong inv

Time to wait   and add as soon 

Replying to @Tiger_SG:Thank you//@Tiger_SG:coins have been sent~//@MHh:I believe CICT and Keppel dc reit would still have room to grow in the second half of 2025. CapitaLand holds most of the malls that Singaporeans are familiar with and with limited entertainment and nature in Singapore, it has become the favourite pastime for Singaporeans. I believe Keppel dc reit will be able to continue to ride the AI and tech wave, with increased demand yet limited supply in land scarce singapore. With the fed expected to cut rates, SREITs would have room to rise so im definitely on the side of retail investors. Compared to US a

Singapore’s REIT market is on fire, with top performers like Frasers Hospitality Trust, CapitaLand Integrated Commercial Trust, and First REIT hitting 52-week highs in H1 2025. Retail investors poured SGD 400 million into S-REITs as of June 26, 2025, drawn by juicy dividend yields, while institutions sold off SGD 500 million, wary of high valuations and interest rate risks. With the iEdge S-REIT Leaders Index up 11.7% since April, the question looms: Are these high-flying S-REITs dividend kings poised for more gains in H2 2025, or are they value traps waiting to trip investors? This report dives into their performance, growth prospects, investor dynamics, and strategic investment approaches to capitalize on this rally while managing risks. S-REITs’ H1 2025 Performance: A Resilient Rally Th

Have you ever dreamed of being a landlord, just sitting back and collecting rent? But in reality, buying a property to rent out comes with high costs, management hassles, and considerable risks.Why not consider a low-barrier investment tool that helps you realize that “rental income” dream — REITs (Real Estate Investment Trusts)? Annual dividend yields of 5%–7% are not uncommon.REITs are professionally managed, with rental income from properties as their main revenue source, and profits are regularly distributed to investors. Unlike regular stocks, Singapore regulations require REITs to distribute at least 90% of their taxable income as dividends to shareholders — allowing REITs to deliver a stable and long-term cash flow.🇸🇬 What types of REITs are popular in Singapore?Diversified REITs –

The first half of 2025 has painted a fascinating picture in the Singapore Real Estate Investment Trust (S-REIT) market. Retail investors have been notably enthusiastic, contributing to net inflows of around SGD 400 million as of June 26. On the other hand, institutional investors have taken a more cautious stance, withdrawing over SGD 500 million in net outflows during the same period. This stark divergence in behavior underscores a growing uncertainty about where S-REITs stand today—are they still the reliable “Dividend Kings” many believe in, or have they become overpriced value traps? The Appeal of S-REITs: Why I’m Interested I must confess, despite the appeal, I don’t currently hold any S-REITs. Yet, I find myself watching this sector with growing interest. The reason is simple: S-REIT

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 Cen

$NTT DC REIT USD(NTDU.SI)$ Singapore’s NTT DC REIT USD stumbled out of the gate, raising $773 million in the city-state’s largest IPO in four years, only to disappoint with a lackluster debut. Backed by Japanese telecom titan NTT Ltd, this data center real estate investment trust (REIT) boasts six properties across Austria, Singapore, and the United States, valued at $1.6 billion. But with investor enthusiasm lukewarm, the question looms: Are data center REITs still a hot ticket? How does NTT DC stack up against Keppel Data Center, and which REIT type deserves your money? Let’s break it down. Why Data Center REITs Are Worth Watching Data center REITs are riding a wave of explosive demand for digital infrastructure. Cloud computing, artificial i

$NTT DC REIT USD(NTDU.SI)$ ’s mega listing, which marks one of Asia’s largest Data Centre REIT IPOs, broadens the opportunities for investors to gain exposure to assets driving the artificial intelligence (AI) boom.Scheduled to commence trading at 2PM on July 14, the REIT has an IPO market capitalisation of US$1.03 billion and it will be the third pure-play data centre real estate investment trust (REIT) that is listed in Singapore.It joins $DigiCore Reit USD(DCRU.SI)$ , which listed in Dec 2021, and $Keppel DC Reit A(X1JU.SI)$ (KDC), which rejoined the Straits Times Index (STI) last month. In total, the pure-play Data Centre S-REITs listed on SGX provid

NTT DC Debut: Will You Buy Data Center REIT? 💻 Singapore just witnessed its largest IPO in four years — and it was all about digital infrastructure. NTT DC REIT raised a strong US$773M, backed by Japan’s telecom giant NTT, offering investors rare exposure to the fast-growing world of data centres. But instead of a breakout, the stock opened with a whimper. So here’s the question smart investors are asking: Was this just a bad day to list — or a long-term play misunderstood by the market? 📉 IPO Recap: Why the Tepid Debut? Despite solid fundamentals, sentiment around REITs remains shaky. With interest rates still elevated and uncertainty over the next SORA move, institutional buyers are cautious about yield-heavy products. Add in global IPO fatigue and rising utility costs for data centre op

🔥 Retail Investors Are Loading Up 💸, Institutions Are Exiting 📤—Is This the Last Great REIT Rally or a Trap in Disguise? Over SGD 400 million of retail buying has poured into Singapore REITs just this month… while institutional investors quietly offloaded nearly SGD 500 million. That’s not just a flow mismatch — that’s a full-on sentiment split. And it’s happening right as multiple S-REITs are punching through 52-week highs. So here’s the million-dollar question: are we witnessing the return of the dividend king — or walking into a well-camouflaged value trap? 🏢 S-REITs Soaring – But Why? It’s impossible to miss the REIT rebound if you’ve opened your SGX watchlist lately. From commercial to logistics to hospitality REITs, names across the board are breaking out. Retail investors are chasin

Honored to be invited as a guest to witness the NTT DC REIT IPO debut on SGX today. It was a great pleasure meeting many VIPs and key figures at SGX. Excited to see such a landmark listing and the bright future ahead for data centre REITs! Key Highlights Largest REIT IPO on SGX in a Decade: $NTT DC REIT USD(NTDU.SI)$, a data centre-focused real estate investment trust sponsored by NTT Group, debuted on the Singapore Exchange (SGX) today, marking the largest REIT listing on the exchange in ten years. IPO Details: Offer Price: US$1.00 per unit Total Funds Raised: US$773 million Units Offered: About 600 million units (569.9 million via international placement, 30 million via Singapore public offer at S$1.276 per unit). Market Capitalisation at Lis

Lately, I've been keeping a close eye on LION-PHILLIP S-REIT (SGX: CLR.SI), a Singapore-listed exchange-traded fund (ETF) that offers investors exposure to a diversified basket of Singapore Real Estate Investment Trusts (S-REITs). Traded in Singapore dollars, the ETF closed at $0.798 today, registering a modest 0.13% decline from the previous session. Over the past 52 weeks, its price has ranged from a low of $0.710 to a high of $0.884—a relatively wide band that reflects the broader volatility in real estate and financial markets. LION-PHILLIP S-REIT (CLR.SI) While the current price is on the higher end of its recent range, I’ve chosen to hold off on buying for now. Still, this ETF has earned a spot on my watchlist as a potential income-generating asset for future consideration, especiall

I recently came across the news about Singapore's NTT DC REIT USD $NTT DC REIT USD(NTDU.SI)$  , a data centre real estate investment trust, which had a lacklustre market debut on Monday after raising 773 million dollars in the city-state's biggest IPO in four years. I find it interesting that despite the significant capital raised, the initial market response was not as enthusiastic as one might expect. This makes me curious about the factors influencing investor sentiment towards this particular REIT. I learned that NTT DC REIT, backed primarily by NTT Ltd, which is part of the Japanese telecommunications giant Nippon Telegraph and Telephone Corp, manages six data centres across Austria, Singapore, and the United States, with a total valu

Overview NTT DC REIT is launching Singapore’s largest real estate investment trust (REIT) IPO in over a decade, seeking to raise approximately US$773 million. The offering comprises 599.9 million units priced at US$1.00 per unit for institutional and international investors, and 30 million units at S$1.276 for the Singapore public. NTT Limited, the sponsor, will retain a 25% stake through a concurrent subscription of 257.6 million units, while GIC, Singapore’s sovereign wealth fund, emerges as a key cornerstone investor with a 9.8% stake. The REIT's cornerstone investors also include AM Squared, UBS, Hazelview, and others. Trading is expected to commence on July 14, 2025, on the SGX Mainboard. Prospectus | Product Highlights Sheet Fundamental and Financial Ratios Type: Data Centers (Carrie

We explored the key differences between these investment approaches, weighing the pros and cons to help investors make informed decisions. ‌Here’s a quick breakdown: ‌🏢 𝗥𝗘𝗜𝗧𝘀 ✔️ Lower capital outlay—start with just a few hundred dollars on the SGX ✔️ High liquidity—buy/sell units instantly on the market ✔️ Diversification across multiple property sectors ✔️ Hands-off management—professionals handle operations ⚠️ Subject to market volatility, limited investor control ‌🏡 𝗣𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 ✔️ Direct property ownership with potential for appreciation ✔️ Generates rental income (though taxable in Singapore) ✔️ Full control over tenant selection, renovations, and sales ⚠️ High upfront costs (down payment, stamp duties, legal fees) ⚠️ Requires active management, less liquidity.‌ Conclusion REI

Strengths of NTT DC REITExposure to High-Growth Data Centre Sector:NTT DC REIT is a pure-play data centre REIT, the third of its kind on the SGX, following Keppel DC REIT and Digital Core REIT. The global data centre market is experiencing strong growth, driven by demand for digital infrastructure and artificial intelligence (AI) applications. The prospectus notes a projected 27.5% compound annual growth rate in power usage by data centres from 2024 to 2027, reflecting robust demand. The REIT’s portfolio includes six operational data centres across the US (four in California and Virginia), Austria (Vienna), and Singapore, with a total appraised value of US$1.57 billion and a capacity of 90.7 megawatts. This geographic diversification across key markets (US: 72%, Europe: 17%, Singapore: 9%