Singapore REITs 3Q25 Round-Up - UOB Kay Hian 2025-11-27: Poised For An Upturn

• Two out of the 16 large cap S-REITs under our coverage surpassed expectations.
  • Frasers Logistics & Commercial Trust (SGX:BUOU) saw occupancy for logistics properties in Australia gain 4.3ppt q-o-q to 100% in 4QFY25.
  • - Read this at SGinvestors.io -
• Majority of S-REITs met expectations while CDL Hospitality Trusts (SGX:J85) and Mapletree Industrial Trust (SGX:ME8U) missed expectations.

Retail: Domestic consumption boosted by CDC and SG60 vouchers.

• - Read this at SGinvestors.io -
• Frasers Centrepoint Trust (SGX:J69U) clocked positive rental reversion of 7.8% in FY25. Portfolio-wide occupancy cost remains healthy at 16.1%. The exit of Cathay Cineplexes from Causeway Point and Century Square caused portfolio occupancy to dip 1.8ppt q-o-q to 98.1% in 4QFY25.

Office: Limited supply supports positive rental reversion.

• Read more at SGinvestors.io.

Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.

Read More Analysis On Singapore REITs (S-REITs):
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