Singapore REITs Monthly - Phillip Securities 2026-02-27: Improved Operations, Lower Funding Costs Lifted DPU

• The S-REITs Index rose 0.7% in January 2026, matching the 0.7% gain in December 2025. Prime US REIT was the top performer for the month, rising 14.2% on anticipation of a higher payout ratio, which was increased to 65% from 4Q25. Frasers Centrepoint Trust was the worst performer, falling 3.9% as investors worried about potential retail sales leakage from the upcoming JB-SG RTS, which we believe is overdone.
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• FY25 results for S-REITs were broadly in line with expectations. Singapore-focused commercial names outperformed our estimates, driven by stronger domestic operating performance and material savings in finance costs (Suntec REIT, OUE REIT). On average, S-REITs under our coverage delivered ~2% DPU growth, supported by improved asset-level performance and prudent capital management.
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Sector round-up

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

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