𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐑𝐄𝐈𝐓𝐬 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐔𝐩𝐝𝐚𝐭𝐞 (Sep 2025)
📈 Technically, Singapore REITs sector(FTSE ST REIT Index) is trading on a bullish uptrend channel and currently testing a resistance at about 720
🔥 Total Market Cap = S$99.78B (⬆️from S$94.67 Billion)
🎯 Average Price/NAV = 0.85 (⬆️ from 0.82)
🎯 Average Distribution Yield = 5.49% (⬇️ from 5.63%)
🎯 Market Cap Weighted Average Distribution Yield = 5.32% (⬇️ from 5.58%)
🎯 Average Gearing Ratio = 39.89% (⬇️ from 40.39%)
💹 Average Yield Spread (vs 10 years SG Gov yield) = 3.89% (⬆️ from 3.66%)
𝗕𝘂𝗹𝗹 / 𝗕𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗦-𝗥𝗘𝗜𝗧 𝗦𝗲𝗰𝘁𝗼𝗿 (𝗜𝗻 𝗚𝗲𝗻𝗲𝗿𝗮𝗹):
🐮Valuation (15% discount to Market Fair Value)
🐮Technical Momentum is bullish
🐮Interest Rate Direction (IF there is 50 bps cut by end 2025)
🐻US 10 Year Risk Free Rate @4.13% which has strong inversed correlation to REIT index.
More detail can be found here:
https://reitsavvy.com/insights/singapore-reits-monthly-update-21-sep-2025
📈 Technically, Singapore REITs sector(FTSE ST REIT Index) is trading on a bullish uptrend channel and currently testing a resistance at about 720
🔥 Total Market Cap = S$99.78B (⬆️from S$94.67 Billion)
🎯 Average Price/NAV = 0.85 (⬆️ from 0.82)
🎯 Average Distribution Yield = 5.49% (⬇️ from 5.63%)
🎯 Market Cap Weighted Average Distribution Yield = 5.32% (⬇️ from 5.58%)
🎯 Average Gearing Ratio = 39.89% (⬇️ from 40.39%)
💹 Average Yield Spread (vs 10 years SG Gov yield) = 3.89% (⬆️ from 3.66%)
𝗕𝘂𝗹𝗹 / 𝗕𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗦-𝗥𝗘𝗜𝗧 𝗦𝗲𝗰𝘁𝗼𝗿 (𝗜𝗻 𝗚𝗲𝗻𝗲𝗿𝗮𝗹):
🐮Valuation (15% discount to Market Fair Value)
🐮Technical Momentum is bullish
🐮Interest Rate Direction (IF there is 50 bps cut by end 2025)
🐻US 10 Year Risk Free Rate @4.13% which has strong inversed correlation to REIT index.
More detail can be found here:
https://reitsavvy.com/insights/singapore-reits-monthly-update-21-sep-2025
Reitsavvy
Singapore REITs Monthly Update (21 Sep 2025)
Stay ahead of the curve with our monthly REITs and market updates for Jun 2025. Get the latest insights on REITs performance, market trends, and expert analysis delivered directly to your inbox.
Forwarded from SGX Invest
Tomorrow, we list the first pure-play purpose-built living accommodation REIT.
Not malls. Not offices.
But accommodation for people who build cities.
Accommodation for students who will build the future.
Centurion Accommodation REIT joins SGX with a clear proposition: essential living as investable infrastructure.
🏘️ Purpose built worker accommodation in Singapore.
👩🎓 Purpose built student accommodation across the UK and Australia.
📈 A seasoned sponsor with deep operating roots and a visible pipeline.
It’s different by design.
Scaled from day one with a diversified portfolio and set up for long term stewardship of places where people actually live, learn and rest.
Tomorrow is listing day. We’re ready.
For more information, visit bit.ly/3W5lrC9
Not malls. Not offices.
But accommodation for people who build cities.
Accommodation for students who will build the future.
Centurion Accommodation REIT joins SGX with a clear proposition: essential living as investable infrastructure.
🏘️ Purpose built worker accommodation in Singapore.
👩🎓 Purpose built student accommodation across the UK and Australia.
📈 A seasoned sponsor with deep operating roots and a visible pipeline.
It’s different by design.
Scaled from day one with a diversified portfolio and set up for long term stewardship of places where people actually live, learn and rest.
Tomorrow is listing day. We’re ready.
For more information, visit bit.ly/3W5lrC9
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Centurion Accommodation REIT IPO market opens at SGX
S-REITs Recap - Week 39 (2025)
🪙 Centurion Accommodation REIT (YTD: – | 5D: –)
25 Sept – Newly listed on SGX. We welcome Centurion Accommodation REIT, Singapore’s newest accommodation-focused REIT!
🪙 Keppel DC REIT (YTD: +8.72% | 5D: +0.42%)
22 Sept – Announced the acquisition of a hyperscale data centre in Inzai City, Greater Tokyo. The freehold, newly built facility is fully contracted to a leading global hyperscaler on a 15-year lease with annual escalations. The deal is DPU-accretive, increases AUM to S$5.7b across 25 data centres, and further deepens KDCREIT’s Japan presence.
🪙 CapitaLand Integrated Commercial Trust (YTD: +17.10% | 5D: -1.31%)
25 Sept – Issued S$300m 2.25% fixed rate Green Notes due 2032 under its US$7b Euro-Medium Term Note programme, reinforcing its commitment to sustainable financing.
🪙 Prime US REIT (YTD: +16.96% | 5D: -9.09%)
26 Sept – Completed a private placement raising ~US$25m at US$0.1935 per new unit. The equity raise strengthens balance sheet flexibility amid U.S. office headwinds.
See detailed announcements here:
reitsavvy.com/insights/s-reits-week-39-2025
🪙 Centurion Accommodation REIT (YTD: – | 5D: –)
25 Sept – Newly listed on SGX. We welcome Centurion Accommodation REIT, Singapore’s newest accommodation-focused REIT!
🪙 Keppel DC REIT (YTD: +8.72% | 5D: +0.42%)
22 Sept – Announced the acquisition of a hyperscale data centre in Inzai City, Greater Tokyo. The freehold, newly built facility is fully contracted to a leading global hyperscaler on a 15-year lease with annual escalations. The deal is DPU-accretive, increases AUM to S$5.7b across 25 data centres, and further deepens KDCREIT’s Japan presence.
🪙 CapitaLand Integrated Commercial Trust (YTD: +17.10% | 5D: -1.31%)
25 Sept – Issued S$300m 2.25% fixed rate Green Notes due 2032 under its US$7b Euro-Medium Term Note programme, reinforcing its commitment to sustainable financing.
🪙 Prime US REIT (YTD: +16.96% | 5D: -9.09%)
26 Sept – Completed a private placement raising ~US$25m at US$0.1935 per new unit. The equity raise strengthens balance sheet flexibility amid U.S. office headwinds.
See detailed announcements here:
reitsavvy.com/insights/s-reits-week-39-2025
Empowering estate planning: wills, trusts, LPA, CPF nomination, scam risks & legacy protection—clarity meets action.
Seminar Synopsis:
As Singapore’s population ages and personal asset portfolios grow more complex, timely and comprehensive estate planning has never been more critical. This seminar aims to raise public awareness and empower attendees to take decisive action through a structured Holistic Estate Planning framework—covering key pillars such as Will creation, Trust setup, Lasting Power of Attorney (LPA), and CPF Nomination.
Participants will gain insights into emerging challenges such as financial scams, cognitive decline, tax implications, and fragmented asset ownership. The session will explore how these risks impact estate planning and highlight how Trust structures can offer effective, long-term solutions to safeguard assets and intentions.
A key highlight of the session includes on-the-spot CPF Nomination checking, assistance to make an online nomination and as well witnessing, ensuring attendees leave with actionable progress toward safeguarding their legacy. This seminar is a call to action for responsible, forward-looking estate planning—anchored in clarity, protection, and peace of mind.
Register early at the link below:
https://www.eventbrite.sg/e/the-art-of-nominations-leaving-a-legacy-not-a-lawsuit-tickets-1749858065579?aff=oddtdtcreator
Seminar Synopsis:
As Singapore’s population ages and personal asset portfolios grow more complex, timely and comprehensive estate planning has never been more critical. This seminar aims to raise public awareness and empower attendees to take decisive action through a structured Holistic Estate Planning framework—covering key pillars such as Will creation, Trust setup, Lasting Power of Attorney (LPA), and CPF Nomination.
Participants will gain insights into emerging challenges such as financial scams, cognitive decline, tax implications, and fragmented asset ownership. The session will explore how these risks impact estate planning and highlight how Trust structures can offer effective, long-term solutions to safeguard assets and intentions.
A key highlight of the session includes on-the-spot CPF Nomination checking, assistance to make an online nomination and as well witnessing, ensuring attendees leave with actionable progress toward safeguarding their legacy. This seminar is a call to action for responsible, forward-looking estate planning—anchored in clarity, protection, and peace of mind.
Register early at the link below:
https://www.eventbrite.sg/e/the-art-of-nominations-leaving-a-legacy-not-a-lawsuit-tickets-1749858065579?aff=oddtdtcreator
Eventbrite
The Art of Nominations – Leaving a Legacy, Not a Lawsuit
Empowering estate planning: wills, trusts, LPA, CPF nomination, scam risks & legacy protection—clarity meets action.
S-REITs Recap - Week 41 (2025)
🪙 CapitaLand Ascendas REIT (YTD: +10.51% | 5D: -0.35%)
🗓 7 Oct – Announced accretive acquisition of three fully occupied industrial and logistics properties in Singapore for ~S$565.8m.
Properties include 2 Pioneer Sector 1, Tuas Connection, and 9 Kallang Sector. This move strengthens its local presence and brings total investments in 2025 to ~S$1.3b. Completion expected by 1Q 2026.
🪙 Keppel REIT (YTD: +14.94% | 5D: -3.85%)
🗓 8 Oct – Launched private placement to raise no less than ~S$113m, with ~97% allocated for partial financing of a new acquisition, and 3% for related fees.
🗓 9 Oct – Announced pricing and allotment results of the private placement.
🪙 OUE REIT (YTD: +22.81% | 5D: +2.94%)
🗓 8 Oct – Issued S$150m 2.75% 7-year investment-grade green notes.
Strong demand with a peak orderbook of S$412.8m led to a final pricing cut of 30 bps. Debt metrics improved: average debt maturity extended to 3.6 years and weighted average cost of debt reduced to 4.0% p.a. Only 16.2% of total debt matures in 2026.
🪙 Starhill Global REIT (YTD: +13.00% | 5D: -1.74%)
🗓 10 Oct – Issued S$100m 3.25% subordinated perpetual securities under its S$2b multicurrency debt issuance programme.
See detailed announcements here:
https://reitsavvy.com/insights/s-reits-week-41-2025
🪙 CapitaLand Ascendas REIT (YTD: +10.51% | 5D: -0.35%)
🗓 7 Oct – Announced accretive acquisition of three fully occupied industrial and logistics properties in Singapore for ~S$565.8m.
Properties include 2 Pioneer Sector 1, Tuas Connection, and 9 Kallang Sector. This move strengthens its local presence and brings total investments in 2025 to ~S$1.3b. Completion expected by 1Q 2026.
🪙 Keppel REIT (YTD: +14.94% | 5D: -3.85%)
🗓 8 Oct – Launched private placement to raise no less than ~S$113m, with ~97% allocated for partial financing of a new acquisition, and 3% for related fees.
🗓 9 Oct – Announced pricing and allotment results of the private placement.
🪙 OUE REIT (YTD: +22.81% | 5D: +2.94%)
🗓 8 Oct – Issued S$150m 2.75% 7-year investment-grade green notes.
Strong demand with a peak orderbook of S$412.8m led to a final pricing cut of 30 bps. Debt metrics improved: average debt maturity extended to 3.6 years and weighted average cost of debt reduced to 4.0% p.a. Only 16.2% of total debt matures in 2026.
🪙 Starhill Global REIT (YTD: +13.00% | 5D: -1.74%)
🗓 10 Oct – Issued S$100m 3.25% subordinated perpetual securities under its S$2b multicurrency debt issuance programme.
See detailed announcements here:
https://reitsavvy.com/insights/s-reits-week-41-2025
Overview
Learn how to maximize your investment returns in this low-interest rate environment with industry experts!
https://www.eventbrite.sg/e/strategize-your-investments-in-a-low-interest-environment-tickets-1752997736419?
Learn how to maximize your investment returns in this low-interest rate environment with industry experts!
https://www.eventbrite.sg/e/strategize-your-investments-in-a-low-interest-environment-tickets-1752997736419?
Eventbrite
Strategize Your Investments in a Low - Interest Environment
Learn how to maximize your investment returns in this low-interest rate environment with industry experts!
美联储已正式宣布降息25个基点，市场格局正式进入新的阶段。
许多投资者都在思考，下一步该如何部署自己的投资组合。
这是一个充满挑战，但也蕴含机遇的时期。为了帮助大家深入解读这次降息带来的影响与机遇，我将举办一场关于S-REITs及多元资产投资的线下学习会。
这次，我很高兴能与我的合作伙伴Alson与我一同分享。
我们将结合市场宏观分析与个人理财规划的视角，为大家提供一个全面的投资思路。
本次活动专为希望在新市场格局中把握机遇的投资者设计。
【讲座详情】
• 📅 日期: 2025年10月19日 (星期日)
• ⏰ 时间: 下午 2:00 - 4:00
• 📍 地点: 150 Beach Road #12-01/08
席位有限，仅限30人。欢迎通过以下链接报名，期待与你在线下交流。
https://forms.gle/V2Tgc2LXqX9Y3mpb8
许多投资者都在思考，下一步该如何部署自己的投资组合。
这是一个充满挑战，但也蕴含机遇的时期。为了帮助大家深入解读这次降息带来的影响与机遇，我将举办一场关于S-REITs及多元资产投资的线下学习会。
这次，我很高兴能与我的合作伙伴Alson与我一同分享。
我们将结合市场宏观分析与个人理财规划的视角，为大家提供一个全面的投资思路。
本次活动专为希望在新市场格局中把握机遇的投资者设计。
【讲座详情】
• 📅 日期: 2025年10月19日 (星期日)
• ⏰ 时间: 下午 2:00 - 4:00
• 📍 地点: 150 Beach Road #12-01/08
席位有限，仅限30人。欢迎通过以下链接报名，期待与你在线下交流。
https://forms.gle/V2Tgc2LXqX9Y3mpb8
Google Docs
线下投资学习会 Event Registration
欢迎报名参加我们的独家线下投资学习会！我们很期待与你一同探讨在降息环境下的市场新机遇。
请在下方填写信息以预留您的席位。
活动详情:
📅 日期: 2025年10月19日 (星期日)
⏰ 时间: 下午 2:00 - 4:00
📍 地点: 150 Beach Road, #12-01/08, Singapore
为确保交流质量，本次活动席位有限。成功提交后，您将收到一封确认信息。我们到时见！
请在下方填写信息以预留您的席位。
活动详情:
📅 日期: 2025年10月19日 (星期日)
⏰ 时间: 下午 2:00 - 4:00
📍 地点: 150 Beach Road, #12-01/08, Singapore
为确保交流质量，本次活动席位有限。成功提交后，您将收到一封确认信息。我们到时见！
Tiger Kenny Sasseur REIT Live Stream3.jpg
179.6 KB
Join us for a live stream exploring Singapore’s shifting yield landscape and emerging investment opportunities. With T-bills and SSBs hitting multi-year lows, we’ll discuss alternative assets and spotlight the rebound in Singapore REITs offering ~5-6% yields.
Gain insights into navigating macro risks and selecting REITs with strong fundamentals—plus an exclusive conversation with the new CEO of Sasseur REIT, known for its low gearing and high DPU yield.
Don’t miss this timely session packed with actionable strategies and expert perspectives.
📅 Oct 21, 2025 (Tuesday)
🕒 3pm Singapore Time
Join the live stream with the link below:
https://ttm.financial/m/live/1845931123455035/?name=RNLive&rndata=%7B%22liveId%22%3A%221845931123455035%22%2C%22type%22%3A2%7D
Gain insights into navigating macro risks and selecting REITs with strong fundamentals—plus an exclusive conversation with the new CEO of Sasseur REIT, known for its low gearing and high DPU yield.
Don’t miss this timely session packed with actionable strategies and expert perspectives.
📅 Oct 21, 2025 (Tuesday)
🕒 3pm Singapore Time
Join the live stream with the link below:
https://ttm.financial/m/live/1845931123455035/?name=RNLive&rndata=%7B%22liveId%22%3A%221845931123455035%22%2C%22type%22%3A2%7D