Real Estate Investment Trusts

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新加坡房地产比特、字节和杠铃策略
Ubs Securities· 2025-05-14 10:50
ab 14 May 2025 Global Research Singapore Property Bits, bytes and barbell bets Overview This report summarises statistics on valuations, performance, and capital structures of the 40 Real Estate Investment Trusts (REIT) and Business Trusts listed in Singapore, with a combined market capitalisation of US$70.6bn. In terms of YTD price performance, SREITs are down 0.9% and Developers are up 2.8%. Key statistics SREITs are trading at a 6.18% 2025E yield, +375bps to 10Y Govt bonds. We expect SREIT DPU growth of ...