Keppel Pacific Oak US REIT - RHB Research 2025-10-28: Steadying The Ship

• Management of Keppel Pacific Oak US REIT expects to start with a low dividend payout next year and gradually increase it to a stable 60-80% level. Keppel Pacific Oak US REIT's share price is likely to remain range-bound in the absence of a strong catalyst.
• - Read this at SGinvestors.io -

Valuations to remain largely stable at the upcoming year-end valuation.

• - Read this at SGinvestors.io -
• It is also actively engaging with lenders to refinance the remaining loans due next year. All-in financing costs inched up to 4.8% for 3Q25 (up 35bps from 1H25) and is expected to creep up to slightly above 5.0% for next year, mainly due to the expiry of debt hedges.
• Gearing stands at 43%. We expect valuations to remain largely stable at the upcoming year-end valuation. Keppel Pacific Oak US REIT is not looking at any potential asset sale or additional equity fundraising at this juncture.

Occupancy likely to tick lower in 4Q25

• Read more at SGinvestors.io.

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

Read also RHB's most recent report:
2026-04-17 KORE US REIT - Positive Leasing Outlook; BUY.

Previous report by RHB:
2026-02-04 KORE US REIT - Restarting Dividend Payments; Upgrade To BUY.

Price targets by 2 other brokers at Keppel Pacific Oak US REIT Target Prices.

Listing of research reports at Keppel Pacific Oak US REIT Analyst Reports.

Relevant links:
Keppel Pacific Oak US REIT Share Price History,
Keppel Pacific Oak US REIT Announcements,
Keppel Pacific Oak US REIT Dividend Payout Dates & Corporate Actions,
Keppel Pacific Oak US REIT News