To The Moon

In 2025, total new private home sales (excluding ECs) reached 10,821 units, up 67.3% year-on-year from 6,469 units in 2024 — the highest level since 2021.At the same time, residential prices continued to edge higher. For the full year, prices rose by approximately 3.4% — not an aggressive surge, but clearly maintaining an upward trend.New home transactions surged, but the more tradable opportunity could be in REITs.For investors: the opportunity is trading REITs?Strong home sales do not mean investors need to buy physical property.For stock market participants, S-REITs offer a more liquid and flexible way to express a view on property fundamentals while trading interest-rate expectations and cash-flow re-rating.The key takeaway from the housing rebound is not price momentum, but: demand re

Okkkkk

🏠 SG Property on Steroids (+67%): Why the "Smart Money" is Pivoting to REITs in 2026 The bears just got silenced. If you were waiting for a property crash to deploy capital, you missed the boat. The data is out: New home sales in Singapore exploded by 67.3% in 2025, hitting 10,821 units—the highest level since 2021. This isn’t just a "dead cat bounce." This is a structural confirmation that Singapore’s liquidity is massive, and buyer confidence is practically bulletproof. But here is the twist: While retail investors are queuing at showflats to lock up millions in illiquid assets, sophisticated traders are looking at the massive valuation gap in the stock market. Here is the deep dive on why S-REITs might be the trade of the year. 1️⃣ The "Great Divergence" Opportunity We are currently see

BTO hard to get all going for condominium instead. I see in this 5 year REITS is still in dmands. Can buy and keep

I will be watching data centres mainly as AI and technology will remain key global theme for the year and I think data centres will continue to do well, especially in land scarce Singapore. Retail and office space have pretty much recovered though expected rate cuts will continue to lift most reit prices. Logistics and industrial should continue to recovery as demand picks up. Singapore housing market has always been strong, driven by the limited supply and ever increasing demand as the population grows, along with more singles and unmarried people wanting their own space, especially after covid. As long as there is no recession or major global shocks, I believe that SREITs will continue to do well which will lift the stock prices. Further rate cuts are definitely going to be helpful a

Since 2H 2025, trading activity has picked up meaningfully for mid-cap S-REITs, such as $Sasseur Reit(CRPU.SI)$ and $OUEREIT(TS0U.SI)$, driven by events, operational data, and shifting expectations. With interest rates starting to fall extending to 2026, Singapore REITs could be among the biggest beneficiaries as financing conditions improve. Falling Rates will continue to improve the outlook for REITs such as CapitaLand Integrated Commercial Trust (SGX: C38U), and Mapletree Pan Asia Commercial Trust (SGX: N2IU). Open Tiger Cash Boist Account today and enjoy access to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. Thanks

🌟🌟🌟In 2025 SReits staged a strong rebound, delivering a 12% to 15% total returns. This recovery was driven by stabilising interest rates, easing SORA & resilient operating metrics across retail, industrial & logistics. 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

I see the 2025 housing rebound as a sign of demand resilience rather than a reason to chase property prices. Strong new home sales don’t mean I need to buy physical assets—S-REITs offer a more liquid way to trade property fundamentals and interest-rate expectations, and they usually react faster when easing rates are priced in. 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

Singapore housing market will definitely remain strong in the short term. Don’t really see any signs of it slowing down. For REITs, looking forward to all these I that have scooped up during the high interest season. Can’t wait for the recovery. Data centres (AJBU / ME8U) Logistics & industrial (M44U) Office & integrated commercial (C38U / A17U / N2IU)

And we shall towards it Wow this is crazy 

I believe S-REITs will continue to grow upward and become profitable!

Reits will head higher availability of credit is higher 

🌟🌟🌟Singapore home sales have just hit a 4 year high and the property market is striding into 2026, poised for greater heights.  Right behind it is SReits, offering a liquid, flexible and accessible way for every day Singaporeans to participate in the property cycle without needing a 6 figure downpayment or a tolerance for renovation dust. This cycle is getting interesting and the themes emerging now deserve a closer look. Why SReits Still Matter Especially For Regular Singaporeans  SReits remain one of the most practical and inclusive ways to invest in real estate: No need for huge capital:  You don't need a huge sum of money for downpayment.  You can start with a few hundred dollars and still own a slice of Grade A offices, logistics hubs, hotels and malls. Instant Div

yes Singapore housing will remain strong

Key to investing in Reits real estate investment trusts in signapore is understanding the Themes and understanding the market. $Lendlease Reit(JYEU.SI)$ and other reits are holding vehicles for investments in real estate. Key themes for 2025 include data centres, logistics, industrial, all sectors offer unique real estate opportunities due to limited land availability for residential land and sales

The biggest point has to be that property prices are not going up much especially in the end of 2025. The government likely wants to continue curbing the housing market, but it feels a little too late, especially in Singapore where cost of living is high, but income do not keep up. However, I'm curious how it went for commercial properties though, that would speak more about the investment aspect.

With doubt on rate cut expectation in 2026, probably not much upside for reit prices. Good to buy on dips to collect dividends.

Factors Influencing S-REITs and the Singapore Housing Market Economic Growth and Stability Singapore's economic growth significantly impacts both the housing market and S-REITs. Strong GDP growth, like the 4.8% seen in 2025, typically supports demand for residential properties and commercial spaces, benefiting REITs. Singapore's macro resilience and stability amid global political risks and uneven growth can attract capital, acting as a safe haven. Interest Rate Environment Interest rates play a crucial role for REITs, as they often rely on borrowing for expansion and refinancing. Higher interest rates increase financing costs, potentially affecting profitability and dividend payouts. The Monetary Authority of Singapore (MAS) may maintain a hawkish hold at policy meetings and could increas

yes, I said before. REITS on the rise. I go for S REITS. SG bo leh.  Ascendas, Capitaland, Frasers,. What is listed here works..

Next--> Data Centers

🏠 SG Property on Steroids (+67%): Why the "Smart Money" is Pivoting to REITs in 2026 The bears just got silenced. If you were waiting for a property crash to deploy capital, you missed the boat. The data is out: New home sales in Singapore exploded by 67.3% in 2025, hitting 10,821 units—the highest level since 2021. This isn’t just a "dead cat bounce." This is a structural confirmation that Singapore’s liquidity is massive, and buyer confidence is practically bulletproof. But here is the twist: While retail investors are queuing at showflats to lock up millions in illiquid assets, sophisticated traders are looking at the massive valuation gap in the stock market. Here is the deep dive on why S-REITs might be the trade of the year. 1️⃣ The "Great Divergence" Opportunity We are currently see

🌟🌟🌟Singapore home sales have just hit a 4 year high and the property market is striding into 2026, poised for greater heights.  Right behind it is SReits, offering a liquid, flexible and accessible way for every day Singaporeans to participate in the property cycle without needing a 6 figure downpayment or a tolerance for renovation dust. This cycle is getting interesting and the themes emerging now deserve a closer look. Why SReits Still Matter Especially For Regular Singaporeans  SReits remain one of the most practical and inclusive ways to invest in real estate: No need for huge capital:  You don't need a huge sum of money for downpayment.  You can start with a few hundred dollars and still own a slice of Grade A offices, logistics hubs, hotels and malls. Instant Div

I will be watching data centres mainly as AI and technology will remain key global theme for the year and I think data centres will continue to do well, especially in land scarce Singapore. Retail and office space have pretty much recovered though expected rate cuts will continue to lift most reit prices. Logistics and industrial should continue to recovery as demand picks up. Singapore housing market has always been strong, driven by the limited supply and ever increasing demand as the population grows, along with more singles and unmarried people wanting their own space, especially after covid. As long as there is no recession or major global shocks, I believe that SREITs will continue to do well which will lift the stock prices. Further rate cuts are definitely going to be helpful a

Since 2H 2025, trading activity has picked up meaningfully for mid-cap S-REITs, such as $Sasseur Reit(CRPU.SI)$ and $OUEREIT(TS0U.SI)$, driven by events, operational data, and shifting expectations. With interest rates starting to fall extending to 2026, Singapore REITs could be among the biggest beneficiaries as financing conditions improve. Falling Rates will continue to improve the outlook for REITs such as CapitaLand Integrated Commercial Trust (SGX: C38U), and Mapletree Pan Asia Commercial Trust (SGX: N2IU). Open Tiger Cash Boist Account today and enjoy access to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. Thanks

Okkkkk

BTO hard to get all going for condominium instead. I see in this 5 year REITS is still in dmands. Can buy and keep

In 2025, total new private home sales (excluding ECs) reached 10,821 units, up 67.3% year-on-year from 6,469 units in 2024 — the highest level since 2021.At the same time, residential prices continued to edge higher. For the full year, prices rose by approximately 3.4% — not an aggressive surge, but clearly maintaining an upward trend.New home transactions surged, but the more tradable opportunity could be in REITs.For investors: the opportunity is trading REITs?Strong home sales do not mean investors need to buy physical property.For stock market participants, S-REITs offer a more liquid and flexible way to express a view on property fundamentals while trading interest-rate expectations and cash-flow re-rating.The key takeaway from the housing rebound is not price momentum, but: demand re

🌟🌟🌟In 2025 SReits staged a strong rebound, delivering a 12% to 15% total returns. This recovery was driven by stabilising interest rates, easing SORA & resilient operating metrics across retail, industrial & logistics. 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

I see the 2025 housing rebound as a sign of demand resilience rather than a reason to chase property prices. Strong new home sales don’t mean I need to buy physical assets—S-REITs offer a more liquid way to trade property fundamentals and interest-rate expectations, and they usually react faster when easing rates are priced in. 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

Factors Influencing S-REITs and the Singapore Housing Market Economic Growth and Stability Singapore's economic growth significantly impacts both the housing market and S-REITs. Strong GDP growth, like the 4.8% seen in 2025, typically supports demand for residential properties and commercial spaces, benefiting REITs. Singapore's macro resilience and stability amid global political risks and uneven growth can attract capital, acting as a safe haven. Interest Rate Environment Interest rates play a crucial role for REITs, as they often rely on borrowing for expansion and refinancing. Higher interest rates increase financing costs, potentially affecting profitability and dividend payouts. The Monetary Authority of Singapore (MAS) may maintain a hawkish hold at policy meetings and could increas

Singapore housing market will definitely remain strong in the short term. Don’t really see any signs of it slowing down. For REITs, looking forward to all these I that have scooped up during the high interest season. Can’t wait for the recovery. Data centres (AJBU / ME8U) Logistics & industrial (M44U) Office & integrated commercial (C38U / A17U / N2IU)

And we shall towards it Wow this is crazy 

I believe S-REITs will continue to grow upward and become profitable!

Reits will head higher availability of credit is higher 

Key to investing in Reits real estate investment trusts in signapore is understanding the Themes and understanding the market. $Lendlease Reit(JYEU.SI)$ and other reits are holding vehicles for investments in real estate. Key themes for 2025 include data centres, logistics, industrial, all sectors offer unique real estate opportunities due to limited land availability for residential land and sales

yes Singapore housing will remain strong

The biggest point has to be that property prices are not going up much especially in the end of 2025. The government likely wants to continue curbing the housing market, but it feels a little too late, especially in Singapore where cost of living is high, but income do not keep up. However, I'm curious how it went for commercial properties though, that would speak more about the investment aspect.

With doubt on rate cut expectation in 2026, probably not much upside for reit prices. Good to buy on dips to collect dividends.

yes, I said before. REITS on the rise. I go for S REITS. SG bo leh.  Ascendas, Capitaland, Frasers,. What is listed here works..

Next--> Data Centers