REITirement - SG REITs
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Build Retirement Portfolio with S-REIT by Kenny Loh (RNF LKK300389588) (Representing Financial Alliance)
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Collaboration with Tiger Broker
I will provide 1 hour complimentary portfolio review when you open an account with Tiger Broker.

Sign up for a Tiger Brokers account using my link and unlock amazing welcome rewards! Don't miss out! https://www.itiger.com/sg/marketing/fa_diy_referal_campaign_to_client?lang=en_US&noPromotion&noService&invite=80567
I recently held a Live Stream Webinar on Tiger Brokers Singapore - To The Moon platform, with the topic 'S-REITs Rebound? Yield, Value and Outlook after Interest Rate Cuts — Insights with Sasseur REIT'. And together with me was, Hsing Yuen Cheng (CEO of Sasseur REIT).

Summary of the key sharing points:
✅The Interest Rate Tailwinds
✅US Rate Outlook and Global Impact
✅Singapore REITs Market Opportunity and Risk
✅Sasseur REIT as case study of Alpha Play in Singapore REITs

Financial Ratio of Sasseur REIT (CRPU.SI) at a glance
🟢Last Trading Price = S$0.69
🟢P/NAV = 0.88
🟢DPU Yield = 8.7% (one of the highest)
🟢Gearing Ratio = 25.8% (the lowest)
🟢WADM = 4.2years
🟢Interest Coverage Ratio = 4.7x

👇Check below for more detail information.
https://reitsavvy.com/insights/s-reits-opportunity-after-rate-cut-case-study-of-sasseur-reit
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
S-REITs Recap - Week 44 (2025)

🪙 Keppel Pacific Oak US REIT (YTD +12.20% | 5D +2.22%)
3Q 2025 update: Occupancy stable at 88% with strong leasing momentum (168k sf, +36% rental reversion). Refinancing progress ahead, securing early commitments for 59% of 2026 loans. Signs of US office market stabilisation; REIT targets to resume distributions in 1H 2026 with a conservative payout.

🪙 CapitaLand Integrated Commercial Trust (YTD +22.80% | 5D –1.25%)
3Q 2025 business update: Rent reversion +7.8% (Retail) and +6.8% (Office). Portfolio occupancy 97.2%, WALE 3.2 years, leverage 39.2%, and cost of debt 3.3%.

🪙 Mapletree Logistics Trust (YTD +5.51% | 5D +3.08%)
2Q FY25/26 results: DPU +0.2% QoQ, portfolio occupancy 96.1%, rental reversion +2.5% (ex-China). Cost of debt lowered; 69% of GFA green-certified, solar capacity +52% YoY to 108 MWp.

🪙 First REIT (YTD +9.80% | 5D –1.75%)
9M 2025 update: Revenue –2.0% YoY, DPU 1.65c (–7.3% YoY), mainly due to Indonesian Rupiah depreciation. Gearing at 41.4%, ICR 3.8x, and no refinancing needs until 2026.

🪙 Keppel REIT (YTD +20.69% | 5D +1.94%)
3Q 2025 results: NPI +8.6%, rental reversion +12%, occupancy 96.3%. Announced 75% acquisition of Top Ryde City Shopping Centre, expanding into retail. All portfolio assets now green-certified.

🪙 Lippo Malls Indonesia Retail Trust (Dividend Halted)
3Q 2025: Portfolio occupancy 84.4%, rental reversion +4.6%. Gearing improved to 43.3% post-rights issue to repay loans and fund upgrades.

🪙 Starhill Global REIT (YTD +16.00% | 5D +0.00%)
1Q FY25/26: Gross revenue S$48.3m (+0.7% YoY), NPI S$37.9m (+0.2% YoY). Portfolio occupancy 94.8%, WALE 7.4 years, leverage 36.7%, cost of debt 3.9%.

🪙 Mapletree Industrial Trust (YTD –3.62% | 5D –2.29%)
2Q FY25/26: DPU 3.18c (–7.3% YoY) as divestments and FX headwinds reduced income. Revenue –6.2%, NPI –7.8%. Higher contributions from Japan and Osaka data centres helped cushion the impact.

reitsavvy.com/insights/s-reits-week-44-2025