Subramanyan
01-19

I thonk SG housing market can be expected to remain strong in 2026, with private home prices projected to rise by a moderate ~5%. S-REITs are poised for a pivotal recovery year in 2026 - analysts forecast an earnings upgrade cycle and potential price upside. 

S-REITs can continue to push to new highs in 2026, supported by attractive valuations and the income generating appeal to investors rotating from other asset classes. The potential for a 10-15% price upside is anticipated as yields normalize. However, performance will likely be mixed across different sub-sectors and individual REITs, emphasizing the need for selective investing focused on quality, balance sheet strength, and exposure to secular growth trends. Look at the long term rather than the short.

Singapore Home Sales Hit a Four-Year High: REITs Are Smart Trade?
In 2025, total new private home sales (excluding ECs) reached 10,821 units, up 67.3% year-on-year from 6,469 units in 2024 — the highest level since 2021. For stock market participants, S-REITs offer a more liquid and flexible way to express a view on property fundamentals while trading interest-rate expectations and cash-flow re-rating. Which REIT theme are you watching next? Will Singapore’s housing market remain strong? After a solid performance last year, can S-REITs continue to push to new highs this year?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment