Singapore REITs came out of the June quarter with stable occupancy, positive rental reversions and disciplined balance sheets. Share prices tell a different story. The REIT Index is still in negative territory year-to-date while the broader STI is up more than 10 per cent, with high interest rates and rising bond yields keeping the sector under pressure. We ask what's holding it back, whether pure-play data centre REITs are outperforming the diversified ones, and where the house view sees value going forward. We speak to Krishna Guha, Equity Analyst at Maybank Research, Singapore.


Image Credit: Shutterstock

Singapore REITs came out of the June quarter with stable occupancy, positive rental reversions and disciplined balance sheets. Share prices tell a different story. The REIT Index is still in negative territory year-to-date while the broader STI is up more than 10 per cent, with high interest rates and rising bond yields keeping the sector under pressure. We ask what's holding it back, whether pure-play data centre REITs are outperforming the diversified ones, and where the house view sees value going forward. We speak to Krishna Guha, Equity Analyst at Maybank Research, Singapore. Image Credit: Shutterstock

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.