Blood in the Water: S-REIT Distress Unlocks Generational M&A Trades
We think Manulife US REIT and Keppel Pacific Oak US REIT are potential M&A targets in S-REIT sector due to high distress, potential turnaround, and...
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Primer: KORE US (KORE SP) - Aug 2026
KORE US REIT is navigating a challenging US office market by focusing its portfolio on growth-oriented submarkets and tenants in the technology...
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Singapore Office REITs: Interest Rate Easing Cycle Provides Earnings and DPU Upside
The interest rate cycle in Singapore typically correlates with the Fed. According to June’s FOMC Summary of Economic Projections, based on median...
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S-REITs: Climate Disclosures and Inclusion in ESG-Related Equity Indexes
New SGX climate-related disclosure requirements based on ISSB's standards are more stringent than current requirements, most notably regarding...
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ASEAN Builder's Scoop (28Jul22) - CICT Rising Energy Cost a Concern
KORE declining reversions continue; Orchard Bel-Air en-bloc sale for S$587.5m; SIRI to launch 31 projects worth THB31.2bn; BLOOM tops off Solaire...
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