华泰苏州恒泰租赁住房REIT2025年度首次分红，保租房REITs热度持续攀升

Core Viewpoint - The first rental housing REIT in Jiangsu Province, Suzhou Hengtai Rental Housing REIT, has announced its first dividend distribution for the year 2025, reflecting a strong performance in the rental housing sector and a growing trend in the REIT market [2][3][6]. Summary by Sections Dividend Distribution - The Suzhou Hengtai Rental Housing REIT will distribute a total of 16.185 million yuan, with a distribution ratio of 99.97%, based on a distributable amount of 16.189 million yuan as of June 30, 2025 [2][3]. Fund Performance - The fund reported a revenue of 20.2092 million yuan and a net profit of 4.4257 million yuan for the period from April 25, 2025, to June 30, 2025, with a cash flow distribution rate of 0.77% and an annualized cash flow distribution rate of 4.21% [3][4]. Asset Details - The underlying assets of the REIT include the largest talent rental housing community in Suzhou Industrial Park, comprising 28 public rental housing buildings and a total rental area of 250,500 square meters, with a rental occupancy rate of 95.49% [4][6]. Market Trends - The rental housing REIT sector is experiencing high demand, with all eight listed rental housing REITs showing high occupancy rates and stable revenues. The average unit monthly rent for the second quarter of 2025 increased by 1.6% year-on-year, outperforming the overall market [6][7]. Future Outlook - The market for rental housing REITs is expected to expand, driven by strong housing demand and supportive policies. The recent inclusion of market-oriented rental housing in public REITs is anticipated to create new investment opportunities [8][9].