Overview
Key Statistics
* All S-REITs with foreign currency exposure are converted to SGD for Market Cap comparison.
** Dividend yields are grouped based on the REIT’s Major Sector classification.
Related Parties' Shareholdings
Lease Profile
* For lease tenures longer than 99 years (or freehold), they are treated as 99 years in the Weighted Average Land Lease Expiry calculation for consistency.
Debt Profile
Diversification Profile
Key Financial Metrics
Distribution Components
52 Weeks Range, Dividend Yield & P/NAV
Below is the list of REITs with 2 out of 8 being +2SD/+1SD Dividend Yield and -2SD/-1SD P/NAV over the past 1 year, 3 years, 5 years or 10 years:
- CapitaLand India Trust
- CDL Hospitality Trusts
- Frasers Logistics & Commercial Trust
- IREIT Global
- Keppel Pacific Oak US REIT, USD
- Lippo Malls Indonesia Retail Trust
- Manulife US REIT, USD
- Mapletree Industrial Trust
- Mapletree Logistics Trust
- Mapletree Pan Asia Commercial Trust
* MCFK counters are bolded
Wrap-Up
S-REIT prices continued to strengthen this month, supported by the release of quarterly results. The median Price-to-NAV ratio has risen to 0.80, with 9 REITs now trading above book value. At the same time, the median dividend yield has compressed to 6.55%, reflecting price appreciation. Still, 8 REITs are offering yields above 8%. On the downside, 4 REITs remain suspended from distribution, and 1 REIT is currently distributing only around 10% of its available income.
Looking ahead, the upcoming FOMC meeting next week is widely expected to see rates held steady, based on current 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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