Singapore REITs - OCBC Investment Research 2025-08-29: Reaching An Inflection Point On Growth

• Share prices of the S-REITs sector have rebounded in tandem with global equities, but they have continued to underperform the broader Singapore market. Using the FTSE ST All-Share REITs Index (FSTREI) as a benchmark, total returns stood at 11.7% year-to-date, based on last close prices as at 28 Aug 2025, versus 16.6% for the Straits Times Index (STI) and 23.3% for the MSCI Singapore Index during the same period. We believe the underperformance was driven partly by ongoing concerns over inflationary pressures and impact on future federal funds rate trajectory.
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S-REITs sector still seeing net outflows from institutional funds.

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• A more benign interest rate environment and expected inflection point on DPU growth next year could help drive a reversal in fund flows for the sector.

Soft 2Q25 results but DPU growth expected to turn positive in FY2.

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Above is an excerpt from a report by OCBC Investment Research.
Clients of OCBC Securities may be the first to access the full PDF report @ https://www.iocbc.com/.

Read More Analysis On Singapore REITs (S-REITs):
Analyst Reports on Singapore REIT Sector

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S-REIT Share Price Performance
S-REIT Target Prices & Ratings