Exclusive Webinar on 2nd March 2026

What Can REITS Clients Expect with Falling Interest Rate

Getting lots of questions about falling interest rates?

Or looking for a stronger angle to position managed solutions?


Join our upcoming webinar on the REITs Managed Account and discover how this strategy can help you deepen client conversations, address income needs, and position a professionally managed solution with confidence.

Register the webinar at the following link (Invited by Kenny Loh)
https://poems-sg.zoom.us/webinar/register/WN_ilI6C4PMSQaC85D1Q-PuaA#/registration

The Iran–US Conflict: Should Investors Be Worried?

This session explores whether the current Iran–US tensions represent a short-term geopolitical shock or a deeper structural economic risk.

We will examine how markets have historically reacted during major crises - such as the Gulf War, the September 11 attacks, and the Russia-Ukraine War - and assess whether volatility typically creates temporary dislocations or longer-lasting economic damage.

A key focus will be on energy markets, particularly the strategic importance of the Strait of Hormuz, a vital artery for global oil shipments. We will discuss how disruptions could impact oil prices, inflation expectations, central bank policy paths, and broader asset classes.

Finally, we will outline portfolio positioning strategies to help investors navigate uncertainty and elevated volatility - balancing risk management with the discipline required to stay invested during turbulent periods.

This session is designed to provide clarity, context, and actionable insights for investors seeking to make informed decisions amid geopolitical uncertainty.

Register at the link below:
https://nudge.sg/webinar.php?wid=83473709509&a_aid=kennyloh@fapl.sg

The military strikes in late February and early March 2026 between Iran and Israel have sent ripples through the Singapore market. While our local REITs are thousands of miles away from the kinetic conflict, the financial "aftershocks"—specifically oil price surges and interest rate volatility—are very much a local concern.

For the S-REIT investor, the question isn't just about geography; it’s about resilience. Here is how the sector is holding up and which trusts are best positioned to weather a potential "higher-for-longer" interest rate environment.

https://reitsavvy.com/insights/conflict-in-the-middle-east-what-it-means-for-your-s-reit-portfolio

1. Executive Summary: The Industrial Landscape in 2026

In 2026, the Singapore industrial sector is characterized by a "Flight to Quality." While traditional general industrial space faces supply pressure, high-specification assets—those housing regional HQs, life sciences, and advanced manufacturing—continue to command premium rents.

UIB REIT enters this market as a "New Economy" specialist, competing directly with the scale of CLAR and the yield of ESR REIT, while offering superior debt protection (long WADM).

https://reitsavvy.com/insights/ui-boustead-reit-a-comparison-with-existing-industrial-reits

Are investors focusing too much on headline DPU when evaluating Singapore REITs? Michelle Martin examines why the familiar distribution-per-unit number may not tell the full story.

In this episode of Money and Me, we explore whether investors should shift their focus from the quantity of distributions to the quality and sustainability behind them.

REIT specialist and Wealth Advisory Director Kenny Loh introduces a new framework - the Management Efficiency Index (MEI) - meant to help investors evaluate how effectively REIT managers generate and protect long-term income.

The conversation also unpacks the risks behind 100% payout strategies, accounting optic moves, and the impact of management fees paid in units.

With AGM season approaching, Kenny shares the key questions retail investors should ask management teams to better understand the resilience of distributions.

Any investor heading to a REIT AGM would benefit from knowing the right questions to ask to dive beyond the numbers to get at management "sweat equity".



You can listen to the podcast over here.

https://reitsavvy.com/insights/money-and-me-is-headline-dpu-hiding-the-truth-about-your-reit

Understanding the Three Life States
To appreciate the need for a robust structure, we must first recognize that estate planning addresses more than just death. It must manage your affairs across three distinct scenarios:

Good Health: This is where you are now—active, capable, and in control. The goal here is organization and laying the groundwork for the future.

Mental Incapacity: This is the oft-ignored middle ground. Due to accident, illness, or age, you may become alive but unable to make your own decisions. Without a plan, your family faces a legal nightmare just to pay your bills or make medical choices for you.

Death: The final state. The focus here shifts to the efficient, harmonious transfer of your legacy to the next generation.


https://engage.fa.com.sg/kennyloh/beyond-the-will-why-a-robust-estate-planning-structure-is-your-familys-ultimate-safety-net/