✨ 𝓦𝓲𝓼𝓱𝓲𝓷𝓰 𝓨𝓸𝓾 𝓪 𝓢𝓮𝓪𝓼𝓸𝓷 𝓸𝓯 𝓙𝓸𝔂 𝓪𝓷𝓭 𝓛𝓲𝓰𝓱𝓽 ✨

As the year draws to a close and the holiday lights begin to twinkle, I wanted to take a moment to pause and send a heartfelt hashtag#MerryChristmas to my entire network!

https://www.linkedin.com/posts/kennyloh-investment-retirement_merrychristmas-seasonofblessings-gratitude-activity-7408740094544666624-uMG5?utm_source=share&utm_medium=member_desktop&rcm=ACoAAB9r7jcBY8PaZhn5B5rwYcnFxftJp0vwnZQ

🏙️ REIT Watch - 10 S-REITs which garnered over S$1B in total retail net inflows in 2025

With seven trading days remaining in 2025, the Straits Times Index (STI) has delivered a year-to-date price return of 20.7% as at Dec 18, while Singapore REITs (S-REITs) have gained 9.0%. Including dividends, total returns for the STI and S-REITs reached 26.7% and 14.4% respectively - placing S-REITs on track for their strongest annual performance since 2019 as previously highlighted in this column.

Investor flows reflected continued strong retail participation, with retail net inflows of S$961 million, contrasting with institutional net outflows of S$1.3B. Retail investors have remained consistent net buyers since 2019.
The 10 S-REITs which attracted the largest net retail inflows include were Mapletree Industrial Trust, NTT DC REIT, CapitaLand Ascendas REIT, Keppel DC REIT and Frasers Centrepoint.

▶️ Read more about the REITs with the highest net retail inflows: bit.ly/4sqUUyr

Singapore REITs in 2025: From Headwinds to a Great Rebound! 🚀
‌

The 2025 performance of Singapore REITs (S-REITs) was a landmark recovery year, as highlighted in our 2025 S-REIT Annual Review.‌
✅ Strong Total Returns: The iEdge S-REIT Index staged a robust comeback, delivering a 9.73% total return and reversing the downward trend of the previous two years.‌
✅ Blue-Chip Resilience: Large-cap stalwarts like CICT and Suntec REIT led the charge, recording gains of up to 23% in certain quarters.‌
✅ The Rate Pivot Catalyst: The fall in the 10Y Singapore bond yield from 2.885% to 2.223% acted as a massive tailwind, significantly narrowing the yield spread.‌
‌

While the "Great Rebound" dominated 2025, there are even more compelling reasons for optimism as we look into 2026.‌
📈 Valuation Re-rating: Trading at a 0.75x P/B ratio (vs. a historical average of 1.1x), the sector still offers significant upside potential for a valuation catch-up.‌
📈 Institutional Flows: As risk-free rates stabilize at lower levels, we anticipate a strong return of institutional capital into high-quality REITs.‌
‌

Check out the full 2025 Review over here:
https://reitsavvy.com/insights/the-reitsavvy-2025-annual-review

S-REITs are on track for their strongest year since 2019, delivering double-digit returns as borrowing costs ease and yields remain compelling, but looking ahead, what do investors need to keep an eye on for 2026?

The episode explores standout S-REIT sectors, the key metrics that matter most in a falling-rate world, and how income investors can position portfolios today.

We also unpack what Hong Kong Land’s move into private funds means for listed REITs like Keppel REIT - and whether dilution risks are rising.


Joining the conversation is Kenny Loh, REIT Specialist and Wealth https://reitsavvy.com/insights/money-and-me-s-reits-at-the-turning-point-income-opportunity-and-the-new-owners-of-property

#REITs #passiveincome #investingtips

Building a Singapore REITs (S-REITs) portfolio with $100,000 requires a strategic approach to diversification, risk management, and income generation. Here’s a step-by-step guide to help you construct a well-balanced portfolio:



https://engage.fa.com.sg/kennyloh/from-capital-to-cashflow-crafting-a-100k-singapore-reit-portfolio/

About the Webinar
In our 2026 Market Outlook, we examine why global markets may outperform a potentially range-bound US market, driven by a weaker US dollar and evolving global trade dynamics.

We will discuss the possibility of “swan” events—such as an AI-driven market bubble—that could reshape the investment landscape.

The session also highlights why we believe emerging markets and gold remain well-positioned for continued outperformance, and what investors can do to stay resilient amid surprises and rapid market shifts.

Register with the link below:
https://nudge.sg/webinar.php?wid=89826381413&a_aid=kennyloh@fapl.sg

𝐘𝐨𝐮𝐫 𝐖𝐢𝐥𝐥 𝐢𝐬 𝐍𝐨𝐭 𝐄𝐧𝐨𝐮𝐠𝐡!

𝐓𝐡𝐞 𝐠𝐫𝐞𝐚𝐭𝐞𝐬𝐭 𝐛𝐮𝐫𝐝𝐞𝐧 𝐲𝐨𝐮 𝐜𝐚𝐧 𝐥𝐞𝐚𝐯𝐞 𝐲𝐨𝐮𝐫 𝐟𝐚𝐦𝐢𝐥𝐲 𝐢𝐬𝐧'𝐭 𝐝𝐞𝐛𝐭—𝐢𝐭'𝐬 𝐚 𝐜𝐡𝐚𝐨𝐭𝐢𝐜 𝐞𝐬𝐭𝐚𝐭𝐞. 𝐖𝐡𝐢𝐥𝐞 𝐲𝐨𝐮'𝐫𝐞 𝐠𝐨𝐧𝐞, 𝐭𝐡𝐞𝐲'𝐥𝐥 𝐛𝐞 𝐩𝐥𝐚𝐲𝐢𝐧𝐠 𝐝𝐞𝐭𝐞𝐜𝐭𝐢𝐯𝐞 🕵️ 𝐰𝐢𝐭𝐡 𝐲𝐨𝐮𝐫 𝐛𝐚𝐧𝐤 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐬 𝐚𝐧𝐝 𝐥𝐞𝐠𝐚𝐥 𝐩𝐚𝐩𝐞𝐫𝐬. 𝐈𝐭'𝐬 𝐭𝐢𝐦𝐞 𝐭𝐨 𝐭𝐮𝐫𝐧 𝐭𝐡𝐚𝐭 𝐦𝐞𝐬𝐬 𝐢𝐧𝐭𝐨 𝐚 𝐥𝐞𝐠𝐚𝐜𝐲.

https://engage.fa.com.sg/service/kennyloh/holistic-estate-and-legacy-planning-services-for-family/

2026: What Might Happen in the Markets - And What Can You Do About It
📅Thurs, 22 Jan 2026
⏱️6.00 PM - 9.00 PM

Register the seminar at the link below (seats are limited)
https://engage.fa.com.sg/2026-investor-seminar/?a_aid=kennyloh@fapl.sg