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

Singapore REITs: Reaching An Inflection Point On Growth

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Singapore REITs - OCBC Investment Research | SGinvestors.io
  • 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.
  • - Read this at SGinvestors.io -

S-REITs sector still seeing net outflows from institutional funds.

  • - Read this at SGinvestors.io -
  • 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.

S-REITs Institutional Fund Flow By Weeks (as of 2025-09-05) | SGinvestors.io
S-REITs Institutional Fund Flow By Weeks (as of 2025-09-05) | SGinvestors.io

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

  • Read more at SGinvestors.io.



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/.



OCBC Research Team OCBC Investment Research | https://www.iocbc.com/ 2025-08-29



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

Check Out Also The Summary Of:
S-REIT Share Price Performance
S-REIT Target Prices & Ratings






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