REITirement - SG REITs

https://www.theedgesingapore.com/news/kopi-c-company-brew/cio-tan-parkway-life-reits-manager-art-waiting-right-moment?utm_source=dlvr.it&utm_medium=twitter

Money and Me: Investors calling for better Forward Guidance Should S-REIT managers tell investors more about what lies ahead?   Michelle Martin speaks with Kenny Loh, REIT Specialist and Wealth Advisory Director, about the push for stronger forward guidance from Singapore REITs and whether greater transparency could lead to better investment decisions.   What would constitute meaningful guidance?   What are investors currently hearing  from investor-relations teams?   Could more guidance improve management accountability, or encourage short-term decision-making simply to hit a number?   And should REITs that communicate more transparently ultimately command higher valuations? https://reitsavvy.com/insights/money-and-me-investors-calling-for-better-forward-guidance

https://www.theedgesingapore.com/capital/results/sert-reports-1hfy2026-dps-6642-euro-cents-considering-measures-enhance-value

https://www.theedgesingapore.com/capital/reits/cict-lifts-1hfy2026-dpu-71-y-o-y-602-cents-despite-larger-unit-base?utm_source=email&utm_medium=WeekdayEDM&utm_campaign=FREE&utm_source=ActiveCampaign&utm_medium=email&utm_content=CICT%20lifts%201HFY2026%20DPU%20by%207%201%20%20y-o-y%20to%206%2002%20cents%20despite%20larger%20unit%20base&utm_campaign=SMR%20-%20WEEKDAY%20NEWSLETTER%20-%2012%20Aug

https://www.businesstimes.com.sg/companies-markets/reits-property/digital-core-reit-us315-9-million-asset-sale-fund-singapore-osaka-expansion

Last call if you have not done your poll yet. I will be sharing this poll result on MoneyFM89.3 radio interview with Michelle this Thursday morning.

https://www.theedgesingapore.com/news/artificial-intelligence/singapore-based-data-centre-operator-said-confidentially-file-us5-bil

50 people are diagnosed with cancer every day in Singapore. The good news: 2 in 3 now survive at least five years. The catch: surviving means years of treatment and reduced income. Medical insurance pays the hospital. It doesn’t pay your mortgage or your salary. 👉Top up your Cancer Drug treatment today! Click the link https://digital.fa.com.sg/singlife-cancer-cover-plus-ii.php?a_aid=kennyloh@fapl.sg to get yourself insured up to S$1.5M per policy year in excess of deductible.

https://www.theedgesingapore.com/news/reits/esr-reit-divest-15-gul-way-169-above-valuation-default-rent-payment-three-australian?utm_source=dlvr.it&utm_medium=linkedin

https://www.businesstimes.com.sg/companies-markets/reits-property/centurion-accommodation-reit-eyes-sponsor-pipeline-acquisitions-h1-results-beat-ipo-forecast?utm_campaign=li&utm_medium=social-organic&utm_source=linkedin

https://www.linkedin.com/posts/kennyloh-investment-retirement_singaporeequities-sti-nationalday2026-activity-7491485200535875584-MA3z?utm_source=share&utm_medium=member_desktop&rcm=ACoAAB9r7jcBY8PaZhn5B5rwYcnFxftJp0vwnZQ

https://www.theedgesingapore.com/capital/reits/acrophyte-hospitality-trust-suspend-distribution-payout-stapled-securityholders-till?utm_source=dlvr.it&utm_medium=linkedin

https://www.businesstimes.com.sg/companies-markets/capitaland-china-trust-h1-dpu-falls-1-6-s0-0245

https://www.businesstimes.com.sg/companies-markets/parkway-life-reit-posts-14-6-rise-h1-dpu-s0-0877

I encourage all my followers to participate in this poll so that I can share your voice to the REIT management. Thank you!

Higher interest rates, weaker sentiment, and concerns over property valuations have caused many investors to stay on the sidelines. But what if the biggest opportunities emerge when sentiment is at its weakest? With interest rates now easing, financing pressures moderating and valuations still trading at attractive levels, investors are asking an important question: Are REITs positioning for a comeback? Join our exclusive sharing session titled “Portfolio Perspectives: Q3 Market Outlook in a Market of Uncertainty” where our in-house portfolio managers from Investment Solutions Department (ISD) will share their views on the current REITs market and how fixed income solutions can help your client. In This Session, you get to learn: •            Have REITs underperformed and whether the concerns are still valid. •            What falling interest rates could mean for distributions and valuations. •            Key risks investors should continue to watch. •            How portfolio managers are navigating the current environment.   Join us to gain insights into how you can help your clients navigate through this market of uncertainty! Invited by KENNY LOH https://poems-sg.zoom.us/webinar/register/WN_x80LNiggTCOEgHDPN6K7Ag#/registration

When UI Boustead REIT recently reported its maiden financial results post-listing, the market's initial reaction followed a predictable media script: Net Property Income (NPI) had fallen 4.3% below its prorated IPO forecast. Predictably, short-term observers focused heavily on the variance. Yet a closer look under the hood revealed a remarkably resilient business. Portfolio occupancy improved meaningfully, the Japan assets achieved full committed occupancy, Singapore rental reversions remained firmly positive, property operating expenses came in below budget, and joint venture contributions exceeded expectations by a wide margin. The 4.3% NPI shortfall was driven almost entirely by two macro and operational factors: a weakening Japanese Yen and a minor delay in lease commencement at one Japanese property—both reasonable explanations that reflect transient friction rather than structural degradation. This outcome raises a fundamental question for Singapore’s financial market: Is the market's fixation on binary 'beats' and 'misses' obscuring the true strategic value of forward earnings guidance? https://reitsavvy.com/insights/beyond-the-beat-or-miss-why-singapore-reits-must-reclaim-forward-earnings-guidance

https://www.theedgesingapore.com/capital/results/cdlhts-1hfy2026-dps-rises-86-y-o-y-215-cents?utm_source=dlvr.it&utm_medium=linkedin