General S-REITs Discussion Thread

[twinbaby]

Nowadays, with a lot of people working from home and adaption of cloud computing, is reit still good?

 

[Euqorab]

Nowadays, with a lot of people working from home and adaption of cloud computing, is reit still good?

Depends on what (sector of) reits you are looking at?

 

[DevilPlate]

Nowadays, with a lot of people working from home and adaption of cloud computing, is reit still good?

Keppel reit (sg office) still solid

 

[limster]

Nowadays, with a lot of people working from home and adaption of cloud computing, is reit still good?

ask in REIT thread whether REIT is good, you get one answer
ask in Crypto thread whether REIT is good, you get another answer.

 

[SpeedingBullet]

now all fly liao duno which to buy

 

[Dividends Warrior]

Wwjbh!

Song Song gao Zoolong!

 

[Dividends Warrior]

Nowadays, with a lot of people working from home and adaption of cloud computing, is reit still good?

Go for data centre REIT perhaps? KDC just had a successful PO.

 

[lunafan]

Nowadays, with a lot of people working from home and adaption of cloud computing, is reit still good?

What is your definition of “good” even?
That term is so subjective by itself

 

[athulican]

Keppel DC Reit&rsquo s 9-month distributable income rises 55.5%

[SINGAPORE] Keppel DC Reit : AJBU 0% reported distributable income of S$195.3 million for the nine months ended Sep 30, up 55.5 per cent from S$125.6 million a year earlier.

Its distribution per unit (DPU) over the same period rose 8.8 per cent to S$0.0767 from S$0.0705.

The DPU takes into account the expanded unit base due to the additional 180.6 million new pro-rata preferential offering units listed on Oct 22, 2025.

The higher distributions came from contributions from its acquisitions as well as strong portfolio performance, said the real estate investment trust&rsquo s (Reit) manager in its Q3 business update on Friday (Oct 24).

Revenue for the period climbed to S$322.4 million, up 37.7 per cent from S$234.1 million.

Similarly, net property income (NPI) rose 42.2 per cent to S$280.2 million from S$197.1 million.

The manager said that the higher NPI was due mainly to acquisitions of Keppel DC Singapore 7 and 8 and Tokyo Data Centre.

Higher contributions from contract renewals and escalations also boosted the Reit&rsquo s NPI.

However, the contributions were partially offset by divestments of its Intellicentre Campus in Australia and Kelsterbach Data Centre in Germany, as well as the absence of its one-off dispute settlement sum at Keppel DC Singapore 1 received in 2024.

Its finance costs for the period dropped by 6.4 per cent. The manager attributed the fall to lower interest rates and interest savings from loan repayments, although the savings were partially offset by new acquisition loans in 2024.

For Q3, its cost of debt stood at 2.9 per cent, down from 3.3 per cent a year earlier.

Meanwhile, aggregate leverage for the Reit stood at 29.8 per cent for Q3.

Portfolio occupancy stood at 95.8 per cent, while the Reit posted a 10 per cent portfolio reversion with no major contract renewals in Q3.

 

[DevilPlate]

ask in REIT thread whether REIT is good, you get one answer
ask in Crypto thread whether REIT is good, you get another answer.

Many here owned multiple asset class leh.

But i have to repeat again that Sreits is for retirement and Not for building wealth

 

[audiovideo]

Nowadays, with a lot of people working from home and adaption of cloud computing, is reit still good?

how cloud is cloud

 

[havetheveryfun]

Nowadays, with a lot of people working from home and adaption of cloud computing, is reit still good?

go those shopping malls owned by Frasers or Capitaland and see for yourself loh..

 

[demoforce1]

go those shopping malls owned by Frasers or Capitaland and see for yourself loh..

how to see industrial reit

 

[havetheveryfun]

how to see industrial reit

cannot see then avoid buying loh..

 

[elvintay07]

Many here owned multiple asset class leh.

But i have to repeat again that Sreits is for retirement and Not for building wealth

If you believe in PAP, then this is good. But we have to remember Singapore entrepreneurs all buay kan and no idea one. To keep all the price flat is already big bonus. I don’t expect them to move the price up. Haha

 

[Dividends Warrior]

how to see industrial reit

See the quarterly updates.
Looks fine in the last quarter.
https://www.edgeprop.sg/property-ne...ise-05-3q2025-capping-five-years-steady-gains

 

[elvintay07]

I think probably last chance to whack reits already. After that whack will be dangerous

 

[homer123]

Only some foreign sampan reits are still cheap like stoneweg, digicore , Daiwa Logistic and ireit if you dare to buy..

 

[TehSi99]

Only some foreign sampan reits are still cheap like stoneweg, digicore , Daiwa Logistic and ireit if you dare to buy..

For mid to long term investing, try not to buy sanpam reitsm

 

[highsulphur]

Cfa holders, any levels you guys will sell to take profit?