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While the shifting interest rate stance poses uncertainty, it is accompanied by improving GDP growth outlook and ample liquidity in Singapore. Resilient sub-sector fundamentals suggest continued organic growth.
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Meanwhile, coverage REITs are scouting for inorganic growth, sizeable asset enhancements and developments while retaining financial flexibility.
- - Read this at SGinvestors.io -
Continued distribution growth
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We expect REITs under coverage to post 2.5% and 3.1% DPU growth in FY26-27. Growth is broad-based with only 4 names (ESR REIT, Far East Hospitality Trust, Mapletree Industrial Trust, Mapletree Logistics Trust) expected to register lower distribution for known reasons.
- - Read this at SGinvestors.io -
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Our base case remains that S-REITs should be able to offset the impact of potentially higher rates by riding on the resilient economy, flush liquidity, healthy demand-supply dynamics for most sub-sectors and nimble interest rate and portfolio management.
Healthy sub-sectors; improving portfolio resilience
- Read more at SGinvestors.io.
Above is an excerpt from a report by Maybank Research.
Clients of Maybank Securities may be the first to access the full PDF report @ https://www.maybanktrade.com.sg/.
Krishna Guha Maybank Research | Liu Miaomiao Maybank Research | https://www.maybanktrade.com.sg/ 2026-07-17
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