- 2026 will be the year for the value unlocking beneficiaries. Singapore property developers have staged a robust comeback in 2025, but the rally is far from over. There remains meaningful room for developers to re-rate, underpinned by the various value unlocking initiatives they can execute to narrow the unjustifiably deep discounts they have been trading at over the past few years. More importantly, we see signs of a strategic pivot across the sector.
- - Read this at SGinvestors.io -
Redevelopments for rejuvenation
- The planned redevelopment of Marina Square stands out as a major value-creation initiative for UOL and Singapore Land, with potential value uplift of up to 3.5-4.5x for the development. See report: Marina Square - A Triple Bagger Opportunity; Hidden Value To Be Unleash. Progress has been reported through an internal restructuring exercise to consolidate ownership of a land parcel within the complex, and greater clarity is expected in 1H26.
- - Read this at SGinvestors.io -
- For City Developments, the group is currently undertaking two major redevelopment projects – Union Square and Newport Plaza – and could undertake the redevelopment of Delfi Orchard in the medium-term.
Acceleration of portfolio recycling
- Read more at SGinvestors.io.
