In today’s briefing:
- REIT Watch – S-REITs maintain pockets of resilience despite headwinds in H1
- Cohen & Steers Crosses CAREIT Threshold, LC Capital Adds to PC Partner
REIT Watch – S-REITs maintain pockets of resilience despite headwinds in H1
- AIMS APAC REIT led the iEdge S-REIT index with a 10.3% total return, 2.2% revenue growth, and 5.7% net property income growth in FY26.
- Retail investors were net buyers of S$1 billion in S-REITs, while institutional investors were net sellers of a similar amount.
- CAREIT attracted institutional interest, with Cohen & Steers increasing its stake, and added 3,112 beds through acquisitions and expansions.
Cohen & Steers Crosses CAREIT Threshold, LC Capital Adds to PC Partner
- Over five sessions, directors and CEOs reported 14 acquisitions and 11 disposals, while substantial shareholders recorded eight acquisitions and four disposals.
- Geo Energy Resources initiated a share buyback programme, purchasing 637,500 shares at S$0.519 per share, representing 6.7% of daily traded volume.
- Cohen & Steers became a substantial unitholder of CAREIT, increasing its deemed interest to 5.004% through an acquisition of 154,000 units.
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