I believe that the DPU growth trend will continue across the sector. Rate cuts would have reduced the costs. Also, the painful years earlier would have forced many of the reits to relook and cut down their operational costs as there is no way of predicting when the pain of high rates would ever end. Also, the economy of many countries have remained robust and which the long lease years of many SREITs’ properties have continued to generate income and kept occupancy rate high.


A rate cut environment is definitely favourable to SREITs in driving down borrowing cost and hopefully this will translate to higher DPU.


I believe AJBU will keep its streak of earning beats. AI and technology have been in the spotlight since covid which will help to drive the demand for data centres. Thus, with strong demand to provide rental income against a backdrop of reduced borrowing costs, AJBU should do well. @SR050321 @LuckyPiggie @Success88 @Fenger1188 @Wayneqq @HelenJanet @Universe宇宙 come join