REIT-TIREMENT - REITs Investing & Personal Finance

REITs investing & personal finance

Sunday, May 25, 2025

SREITs Fundamental Review @ 25 May 2025

Overview

* CapitaLand India Trust is a Business Trust

Key Statistics

* SREITs in foreign currencies are converted to SGD for Market Cap 

** Dividend yields are based on REIT Major Sector


Related Parties' Shareholdings


Lease Profile

* Freehold or land lease tenure with more than 99 years is considered as 99 years in the Weighted Average Land Lease Expiry calculation.


Debt Profile


Diversification Profile


Key Financial Metrics


Distribution Components



52 Weeks Range, Dividend Yield & P/NAV

Below is the list of REITs with 6 out of 8 (or 4 out of 6 for newly listed) being +2SD/+1SD Dividend Yield and -2SD/-1SD P/NAV over the past 1 year, 3 years, 5 years or 10 years:

  1. CapitaLand India Trust
  2. CDL Hospitality Trusts
  3. ESR-REIT
  4. Far East Hospitality Trust
  5. Frasers Logistics & Commercial Trust
  6. IREIT Global
  7. Lendlease Global Commercial REIT
  8. Mapletree Industrial Trust
  9. Mapletree Logistics Trust
  10. Mapletree Pan Asia Commercial Trust
  11. Sasseur REIT

* MCFK counters are bolded


Wrap-Up

S-REIT prices remained mostly sideways in May, with the median Price-to-NAV holding at 0.71. Seven REITs are trading above book value. Median dividend yield is steady at 7.12%, with one REIT yielding above 10%. Four REITs have suspended distributions, and one REIT continues to distribute only ~10% of available income.


The upcoming FOMC meeting on 17–18 June is expected to see no change in interest rates, according to CME FedWatch projections.


For more information, check out:

S-REITs Dashboard - Detailed information on individual Singapore REIT

S-REITs Data - Overview and detail of Singapore REITs

S-REIT Comparison - Comparison among Singapore REITs

REIT Review - List of previous REIT review posts


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*Disclaimer: The information presented on this blog is for educational and informational purposes only. The materials, including research and opinions, are based solely on my findings and should not be considered professional financial advice or a definitive statement of fact. I cannot guarantee the accuracy, completeness, or reliability of the information provided. I shall not be held liable for any errors, omissions, or losses that may occur as a result of using the information presented on this blog. It should be noted that the information presented on this blog does not constitute a buy, sell, or hold recommendation for any security. It is crucial to conduct your own thorough research and due diligence before making any investment decisions.

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