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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Forwarded from The Business Times
US Fed hikes rates in search of ‘timelier’ drop in inflation, one more hike expected this year

The Federal Reserve raised interest rates on Sept 16 and flagged further increases in borrowing costs in coming months.

https://bt.sg/EkWA
S-REITs in 2026: Buying Opportunity, Value Trap or Time to Move On?
Yesterday I was on air with Michelle Martin on MoneyFM 89.3 for a market analysis on where S-REITs stand right now.
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With average yields around 6.2% tempting income investors, many are asking if they are still being "paid to wait" or simply holding deteriorating balance sheets.
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Key takeaways covered in the session:
- Market Temperature: Share prices across the board remain under rate pressure, but operational winners are quietly growing their DPUs through lower domestic SORA rates, AEIs, and capital recycling.
- Where to Average Down (and Where Not To): Why segments like suburban retail, logistics, and prime data centres offer resilient fundamentals, while high-yield offshore assets may be pricing in rights issues or asset write-downs.
- Red Flags for Value Traps: Looking closely at debt refinancing walls, Interest Coverage Ratios (ICR), and manager-sponsor alignment.
- Income Alternatives: How Singapore banks, S$ corporate bonds, and dividend ETFs stack up against REITs in a barbell income strategy.



For the full operational breakdown and audio recording, check out the write-up here: 👉 Full Insights & Podcast Link: https://reitsavvy.com/insights/money-and-me-s-reits-buying-opportunity-value-trap-or-time-to-move-on
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