As a REIT investor entering since 2024 for the recovery play,  the gradual rate cut is slowly working it's magic and the REIT bears have slowly retreated back to their caves or have changed camp. It's no doubt that the reversal has started and we are at the cusps of the next reitup cycle. 

🐯 Singapore Home Sales Hit 4-Year High: Are S-REITs the Smart Trade? 🏙️📈 Singapore’s private housing market just sent a strong signal. In 2025, total new private home sales (ex-ECs) hit 10,821 units, up +67.3% YoY — the highest since 2021. That’s not a marginal rebound. That’s a cycle revival. For equity investors, this matters — not because developers are suddenly cheap, but because S-REITs offer a cleaner, more liquid way to express views on: • Property fundamentals • Interest-rate expectations • Cash-flow re-rating The question now: Is this strength durable — and can S-REITs push higher from here? ⸻ 🧠 Why Housing Strength Matters for REITs Residential sales don’t flow directly into REIT earnings, but they anchor confidence across the property ecosystem: • Signals household balance-sheet

Cheap money low interest returning so will go up

Fingers crossed, watching the trend to late last year, hopefully continue to be in favour

Great questions. 2025’s private new-home sales rebound is a strong signal that demand is still there when supply, pricing, and financing conditions align. For listed markets, S-REITs remain the “tradeable proxy” for property and rates, but the winners will likely be sector-specific, not broad-based. 1) Which S-REIT theme I’m watching next Theme A: “Rates stabilise → quality REITs re-rate” (the core trade) If 2026 is a gentler rate environment (or even just less hawkish), the most consistent upside usually comes from: Prime retail (resilient shopper traffic, tenant sales, positive reversions) Best-in-class integrated assets (pricing power, low vacancy) Logistics / industrial with strong sponsors (but only if debt is well-managed) This is the “boring but reliable” theme: cost of capital ease

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.

My personal view, the private residential property purchase still remains strong this tear but the resale is likely hard to resale due to new government measures and high tax hard to pass on to new customer and also Jeffs hard to get loan now. This create boo 👎 for investing in property with very thin margin too profit.  I'll suggest invest with minimal sum for housing property but for industrial going strong for sure,  can invest

I prefer buying REITs than buying a physical property for investment as it allows me to better manage risk and the amount of capital I want to put in.

I prefer buying REITs than buying a physical property for investment as it allows me to better manage risk and the amount of capital I want to put in.

Low intetest rate will ppl still buy house?

S-REITs definitely will be the stars of 2026. I personally will be focus on data centre such as $Keppel DC Reit(AJBU.SI)$ and $Mapletree Ind Tr(ME8U.SI)$

Troy's will increase in value as available credit is high 

This stocks is amazing and maybe it can fly 

Strong home sales in Singapore reflect tight supply and resilient underlying demand, not speculation. Cooling measures and high rates have tempered excesses, but stable employment and limited new launches are keeping prices supported. View: Prices likely to consolidate rather than correct sharply; selectively positive on quality developers and core residential assets.

. Which reit theme am I watching next: residential housing demand & data centres 2. Yes data centres are forecast to outperform broader reits 3. $Keppel DC Reit(AJBU.SI)$

tigerbrokerstigerbrokerstigerbrokerstigerbrokerstigerbrokers

Maybe this is a gem (MANULIFE GLOBAL FUND - ASIA PACIFIC REIT S (G) MDIST SGD-H). Maybe this is not a gem. It was $1 back and now at 0.5X. With interest going down and low at current, REITS should be financing their loans or debts. Improving their revenue and operating expenses. We are near or at 1 year high. Should be catching more attention eventually since everything is high now other than REITS. 

Okkkkk

🏠 SG Property on Steroids (+67%): Why the "Smart Money" is Pivoting to REITs in 2026 The bears just got silenced. If you were waiting for a property crash to deploy capital, you missed the boat. The data is out: New home sales in Singapore exploded by 67.3% in 2025, hitting 10,821 units—the highest level since 2021. This isn’t just a "dead cat bounce." This is a structural confirmation that Singapore’s liquidity is massive, and buyer confidence is practically bulletproof. But here is the twist: While retail investors are queuing at showflats to lock up millions in illiquid assets, sophisticated traders are looking at the massive valuation gap in the stock market. Here is the deep dive on why S-REITs might be the trade of the year. 1️⃣ The "Great Divergence" Opportunity We are currently see