Singapore Reits Sector: Return ON Capital or Return OF Capital?
Investors view REITs as high-yield instruments. However, they may be just receiving (only partially, in some cases) the very capital they put in,...
136 Views
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...
87 Views
ASEAN Builder's Scoop (4Aug22) - MUST Hotelisation Trend Emerging
PRIME operations holding up well for now; ARAUS significant recovery in RevPAR; Ascott first lyf brand in Tokyo; CBD office rents up 0.4% QoQ in...
332 Views
ASEAN Builder's Scoop (12May22) - CLI Flat FUM but Lodging Picking Up
SASSR weathering the storm; BHGREIT robust occupancy; CERT office remains weak; IREIT active leasing ongoing; PRIME slowing reversions; DHLT steady...
334 Views
ASEAN Builder's Scoop (17Feb22) - OUECT Persistent Weakness in MG and LP
OUECT persistent weakness in MG and LP; PRIME strong reversions continue; Condo/HDB rents continued rising in Jan22; ALCO introducing FY23E...
358 Views