S-REITs Recap - Week 33 (2025)
🪙REITs Forum (26 Aug 2025,📍SGX Auditorium)The REITs Investment Forum 2025 will explore Singapore and global REIT market outlooks, featuring expert insights on stability, income, and growth. Designed for investors and advisors, it covers domestic resilience and international opportunities.
🪙Keppel DC REIT (YTD: +5.96% | 5D: +0.00%)Proposed sale of NetCo Bonds (S$88.7m) and Preference Shares (S$1m) originally subscribed in 2021. These provided annual payments and board representation; the sale marks a rebalancing move. $Keppel DC Reit(AJBU.SI)$
🪙CapitaLand Ascendas REIT (YTD: +4.67% | 5D: -1.1%)Announced S$350.1m investment in first UK logistics developments across Manton Wood and Towcester. Also completed 9 Tai Seng Drive acquisition and issued S$300m green perpetual securities under EMTN programme. $CapLand Ascendas REIT(A17U.SI)$
🪙Mapletree Logistics Trust (YTD: -9.45% | 5D: -0.86%)Agreed to divest 28 Bilston Drive, Victoria, Australia for AUD60m (~S$50.4m). The divestment supports portfolio optimisation amid ongoing headwinds. $Mapletree Log Tr(M44U.SI)$
🪙Frasers Logistics & Commercial Trust (YTD: +1.14% | 5D: +0.56%)Issued S$100m 2.45% notes due 2034 under its S$1b debt programme. Proceeds boost financing flexibility and long-term capital structure. $Frasers L&C Tr(BUOU.SI)$
🪙Prime US REIT (YTD: +0.58% | 5D: +0.00%)Posted 1H2025 NPI of US$35.8m (+1.1%) and distributable income of US$16.7m (+12.3%). Leasing demand improved with return-to-office trends; declared 0.12 US cents/unit distribution, maintaining a 10% payout. $Prime US ReitUSD(OXMU.SI)$
🪙EC World REIT (Currently Suspended)In an S-REIT first, posted a negative Net Asset Value / Unit of (0.10) and a record high Gearing Ratio of 72.4% due to a drop in property valuation compared to 1H2025.
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Modify on 2025-08-22 10:06
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- snuggix·2025-08-18Thanks for the insightful recapLikeReport
- FranklinMorley·2025-08-18Amazing insights! Keep it up! [Cool]LikeReport