Kenny_Loh
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Tiger Certification: SGX SREITS Specialist.REITsavvy Funder. Investment & Legacy Specialist.
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From Floor to Flight: Is Prime US REIT Ready for a Major Re-Rating?

Overview: Prime US REIT (SGX: OXMU) $Prime US ReitUSD(OXMU.SI)$ is a Singapore-listed real estate investment trust that provides investors with a "pure-play" exposure to high-quality Class A office real estate across key primary markets in the United States. Its portfolio currently features 13-14 freehold properties located in high-growth tech and business hubs such as Salt Lake City, Denver, Atlanta, and the San Francisco Bay Area. After a challenging period for the US office sector, Prime is currently positioned as a turnaround play. With a significant portion of its debt recently refinanced and a strategic shift to increase its distribution payout ratio (from 10% to 50%+), the REIT is attracting attention for its deep value—trading at a stee
From Floor to Flight: Is Prime US REIT Ready for a Major Re-Rating?
avatarKenny_Loh
2025-08-28

Singapore REITs Monthly Update: Analysis of 38 SREITs

Technical Analysis of FTSE ST REIT Index (FSTAS351020)FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 660.49 to 674.37 (2.10%) compared to last month's update. The index has recovered steadily since the April low, and is now consolidating just below the 684 level (previous high attained on 30 July). The 200D SMA is mostly reversed, suggesting improved market sentiment. Resistance around 675–680 has been for the past one month; a breakout above this zone could pave the way toward 700. The 50D SMA (663) and the 200D SMA (645) provide immediate support. Stronger support remains at 620, tested multiple times in 2024–2025.$CSOP iEdge SREIT ETF S$(SRT.SI)$ $CSOP iEdge SREIT ETF US
Singapore REITs Monthly Update: Analysis of 38 SREITs
avatarKenny_Loh
2025-06-18

Money and Me: REITs Among Upcoming IPO's and what you need to know

Could 2025 be the year Singapore's REIT market regains its shine? With $Centurion(OU8.SI)$ gearing up for a REIT IPO backed by worker and student housing, $Keppel DC Reit(AJBU.SI)$ reclaiming a spot on the STI, and Singapore office REITs posting resilient Q1 numbers, the landscape is shifting fast. Hosted by Michelle Martin with guest Kenny Loh, REIT Specialist and Wealth Advisory Director, this episode explores what’s hot, what’s risky, and whether investor appetite can absorb a new wave of IPOs in an already liquidity-sensitive market. REITs mentioned in the interview: $EliteComREIT GBP(MXNU.SI)$ $Stoneweg EUTrus
Money and Me: REITs Among Upcoming IPO's and what you need to know
avatarKenny_Loh
2025-11-07

CapitaLand Investment (CLI): Charting a Course from Real Estate Owner to Global Asset Manager

$CapitaLandInvest(9CI.SI)$ CapitaLand Investment (CLI) is undergoing a significant transformation, moving aggressively from a capital-intensive real estate development model to an asset-light, fee-income-driven global real asset manager. This shift, coupled with the potential for a transformational merger, places CLI at a critical inflection point, with both the technical chart and its fundamental business segments signaling high volatility and high potential. Technical Analysis: Poised for a Breakout Current chart for CLI (9CI.SG) provides a clear technical picture that aligns with its current high-stakes fundamental news flow. Strong Support: The stock recently found solid footing, rebounding firmly from a critical support level around S$2.60.
CapitaLand Investment (CLI): Charting a Course from Real Estate Owner to Global Asset Manager
avatarKenny_Loh
2025-11-17

💡𝐊𝐞𝐲 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐀𝐦𝐮𝐧𝐝𝐢'𝐬 2026 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐥𝐨𝐨𝐤

Great to attend the Amundi Investment Solutions #MarketOutlook, offering a comprehensive view on what to expect after a surprisingly resilient 2025 marked by strong equity performance despite persistent tariffs. The general mood is cautiously optimistic, advocating for diversification amidst shifting geopolitical and technological landscapes. Kenny Loh, CFP® AEPP® IBFA MBAKenny Loh, CFP® AEPP® IBFA MBA Kenny Loh, CFP® AEPP® IBFA MBAKenny Loh, CFP® AEPP® IBFA MBA 𝐆𝐥𝐨𝐛𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 & 𝐏𝐨𝐥𝐢𝐜𝐲 𝐒𝐭𝐚𝐧𝐜𝐞 🟢Resilience continues: The global economy is proving resilient, with expectations that the US will avoid a hard landing in 2026, though fiscal policy will be doing much of the heavy lifting. 🟢Inflation & Rates: While inflation is sticky, it's no longer rising, allowing for the continuation of
💡𝐊𝐞𝐲 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐀𝐦𝐮𝐧𝐝𝐢'𝐬 2026 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐥𝐨𝐨𝐤
avatarKenny_Loh
2025-11-17

S-REITs Recap - Week 46 (2025)

🪙 Prime US REIT (YTD +15.79% | 5D +0.51%) 3Q 2025 update: Committed occupancy rose to 80.7%, with 92,000 sq ft of new leases signed in the quarter and 6.4% rental reversion for 9M 2025. Major new leases include X-Energy (120,000 sq ft, 11 years) and a 20-year U.S. government lease. Raised US$25m equity in October to fund capex and boost debt headroom; aims to normalise distributions in 2026. $Prime US ReitUSD(OXMU.SI)$ 🪙 United Hampshire US REIT (YTD +6.32% | 5D +3.06%) 3Q 2025 results: Gross revenue +1.4%, NPI +5.7% YoY, occupancy 97%, and self-storage 94.9%. Maintains low leverage (37.8%) and long WALE (7.5 years), with minimal near-term lease expiries. $UtdHampshReitUSD(ODBU.SI)$ 🪙 Stoneweg Europ
S-REITs Recap - Week 46 (2025)
avatarKenny_Loh
2025-12-15

The Money Ladder: How to Build Consistent Income That Pays You Every Month

Are you a retiree looking for dependable passive income? Or an investor who wants your investments to generate cash flow to cover monthly expenses? The “money laddering” strategy is a simple, structured way to achieve this goal by creating predictable, repeating cash flow.View the Cash Flow Generation using Laddering Strategy on CNA Money Mind.What is a Money Laddering Strategy?Laddering is the process of splitting your total investment capital into smaller parts (or “rungs”). Instead of putting all your money into one asset that pays out once a year, you invest in multiple assets that mature or pay out at different, staggered times.The Key Benefit: This ensures money flows into your bank account regularly, often monthly or quarterly, instead of waiting a full year or more for returns. Thi
The Money Ladder: How to Build Consistent Income That Pays You Every Month
avatarKenny_Loh
2025-08-17

Singapore REITs: How to Turn $100,000 into Monthly Passive Income

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: 1. Diversify Across Sectors S-REITs cover various property sectors, each with unique risk-return profiles. Aim for diversification to mitigate sector-specific risks: Retail REITs: E.g., $CapLand IntCom T(C38U.SI)$, Frasers Centrepoint Trust. Industrial REITs: E.g., $Mapletree Log Tr(M44U.SI)$, $CapLand Ascendas REIT(A17U.SI)$ Office REITs: E.g., Keppel REIT. $Suntec Reit(T82U.SI)$ Hosp
Singapore REITs: How to Turn $100,000 into Monthly Passive Income
avatarKenny_Loh
2025-09-21

Centurion Accomodation REIT IPO: Prospectus & Summary

I attended the Analyst Presentation for Centurion Accommodation REIT on 19 September 2025, where I had the opportunity to engage with both the CEO and CFO. It was an insightful session that offered valuable perspectives on the REIT’s strategy and growth outlook.   cd142fed-9637-47f4-af0b-3bcae9e688ba-1   Overview Centurion Accommodation REIT (CAREIT) is launching an initial public offering (IPO) on the SGX Mainboard to raise approximately S$771.1 million, marking Singapore’s first pure-play purpose-built living accommodation REIT. The Offering consists of 262.2 million units priced at S$0.88 per unit for investors. Cornerstone investors, including global and regional real estate funds and long-only institutions such as FIL Investment Management, abrdn Asia, UBS, Eastspring, and o
Centurion Accomodation REIT IPO: Prospectus & Summary
avatarKenny_Loh
2023-01-02

Singapore REITs (Jan 2023)

Technical Analysis of FTSE ST REIT Index (FSTAS351020)FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 723.18 to 725.07 (0.26%) compared tolast month’s update. The REIT Index has rebounded from the sell-off in September and October and since early November has been within the range of 714 and 742. It has been moving sideways for the past 2 months. This is a typical flag pattern after a strong move.Short-term direction:Sideways (20D SMA is moving sideways)Medium-term direction:Sideways (50D SMA is moving sideways)Long-term directionDown (200D SMA is sloping down)Immediate Support at 714Immediate Resistance at 742Fundamental Analysis of 38 Singapore REITsThe following is the compilation of 38 Singapore REITs with colour-coding of the Distribution Yield, Gea
Singapore REITs (Jan 2023)

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