Centurion Accomodation REIT IPO - New Asset Class
Centurion Accomodation REIT (CAREIT SP) (CAREIT) plans to raise around US$600m in its Singapore listing. In this note, we talk about the REIT's...
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NTT DC REIT IPO - Decent Yield, Strong Local Backing, a Few Issues
Ntt Dc Reit (NTTDCR SP) (NDC), a data center REIT, aims to raise up to US$810m in its Singapore IPO. In this note, we look at its portfolio and...
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The Rate Hike and Capital Flow: 5 Conviction Trades in Asian Real Estate
We analyzed the impact of rate hike to Asia real estate, with recent capital flow and underlying drivers. We recommended SHORT NWD, LINK, and LONG...
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The 51% Rent Reversion Anomaly: Backing Keppel DC REIT Amidst Singapore's Data Center Power Squeeze
Keppel DC REIT reported a 51% rental reversion and 13.2% DPU growth for Q1 update, which is impressive. The REIT remains as our conviction LONG...
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Primer: Keppel DC REIT (KDCREIT SP) - Apr 2026
Keppel DC REIT is strategically positioned as a primary beneficiary of the structural shift towards artificial intelligence, with a...
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