I was impressed by ESR REIT and Keppel Infrastructure Trust. ESR showed strong revenue and NPI growth, while Keppel Infra’s distributable income surged with its energy transition exposure. These names offer both yield and growth. In contrast, First REIT and KepPacOak struggled with FX risks and cost pressures — a reminder to be cautious with overseas-heavy portfolios.
I prefer REITs with stable gearing, solid occupancy, and proactive management. A mix of local and well-hedged overseas exposure works best for me. While yield is important, I’m also on the lookout for capital upside from undervalued REITs with improving fundamentals.
@Tiger_SG @Tiger_comments @TigerStars @MillionaireTiger
@icycrystal @koolgal @nomadic_m
Modify on 2025-07-31 09:21
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- AdelaideFox·2025-07-31Great insights1Report