- The S-REITs Index fell 1.5% in April 2025, following a 4.8% gain the previous month. The top performer for the month was Frasers Hospitality Trust which gained 10.1%, while the worst performer was Mapletree Logistics Trust which down 14.5%. The retail sub-sector was the best performer in April, rising 2.3%, while the worst-performing sub-sector was overseas commercial, which declined 5.8%.
- - Read this at SGinvestors.io -
- - Read this at SGinvestors.io -
- We prefer S-REITs with all or most of their assets located overseas and offering attractive yields of ~9%, such as Stoneweg REIT, Elite UK REIT, and First REIT. These compare favourably to larger-cap S-REITs such as CapitaLand Ascendas REIT and Mapletree Industrial Trust which, despite having Singapore exposure, also have 35% and 52% of their assets overseas, respectively, but are trading at significantly lower yields of ~5%-6%.
S-REITs Sector Round-up
- Read more at SGinvestors.io.
