4 Blue-Chip Singapore REITs That Can Help You Coast Through Your Retirement
The Smart Investor·2025-09-28 23:30

Core Insights - The article emphasizes the importance of investing in blue-chip REITs, particularly those listed on the Straits Times Index, for reliable dividends and steady income during retirement [1][2]. Group 1: CapitaLand Integrated Commercial Trust (CICT) - CICT is a retail and commercial REIT with a portfolio of 26 properties across Singapore, Germany, and Australia, with total assets under management (AUM) of S$25.9 billion as of December 31, 2024 [3]. - The REIT has shown consistent growth in distribution per unit (DPU), which increased by 3.5% year on year to S$0.0562 for the first half of 2025, despite a slight decline in gross revenue and net property income (NPI) [4]. - CICT's retail and office portfolios experienced positive rental reversions of 7.7% and 4.8%, respectively, with high occupancy rates of 96.3% as of June 30, 2025 [5]. Group 2: CapitaLand Ascendas REIT (CLAR) - CLAR is an industrial REIT with a diversified portfolio of 229 properties across multiple countries, with an AUM of S$16.8 billion as of June 30, 2025 [7]. - For the first half of 2025, CLAR reported a gross revenue of S$754.8 million, down 2% year on year, while NPI decreased by 0.9% to S$523.4 million [8]. - The DPU fell by 0.6% year on year to S$0.07477, but the REIT maintained a healthy portfolio occupancy of 91.8% and a positive rental reversion of 9.5% [8]. Group 3: Keppel DC REIT - Keppel DC REIT focuses on data centers, with a portfolio of 24 data centers across 10 countries and an AUM of approximately S$5 billion as of June 30, 2025 [10]. - The REIT experienced significant growth, with gross revenue increasing by 34.4% year on year to S$211.3 million and NPI rising by 37.8% to S$182.8 million for the first half of 2025 [11]. - DPU increased by 12.8% year on year to S$0.05133, supported by a remarkable portfolio reversion of around 51% [11]. Group 4: Frasers Centrepoint Trust (FCT) - FCT is a retail REIT with a portfolio of nine suburban retail malls and an office building in Singapore, with an AUM of around S$7.1 billion as of March 31, 2025 [13]. - For the first half of fiscal 2025, FCT reported a gross revenue of S$184.4 million and NPI of S$133.7 million, reflecting year-on-year increases of 7.1% and 7.3%, respectively [14]. - The REIT achieved a high retail committed portfolio occupancy of 99.9% and saw increases in shopper traffic and tenant sales by 2.1% and 4.4% year on year [15].