REITs and rates have a love-hate relationship. What is clear, however, is that the rate tightening cycle has begun. The US Federal Reserve (Fed) has already articulated at least three rate hikes — possibly even four — in the Fed Funds Rate this year. Risk free rates, which are the 10-year US Tre...

Investors looking to invest in Singapore REITs (S-REITs) should remain focused on the re-opening theme, such as retail, office and hospitality S-REITs in FY2022. This is as it continues to see favour in the new year, say DBS Group Research analysts Geraldine Wong, Derek Tan, Rachel Tan and Dale Lai....

In 2022, DBS Group Research analysts Yeo Kee Yan, Janice Chua and Woon Bing Yong estimate that Singapore’s gross domestic product (GDP) will grow to 3.5%. Inflation during the year may average around 2.4%, predict the analysts in a Jan 3 report. “2022 is the year where investors juggle between...

LENDLEASE Global Commercial Reit (LReit) has been looking to pick up its pace of growth amid Covid-19, with Australia and Europe key markets of interest, the real estate investment trust (Reit)'s manager told The Business Times.

This year is the year of the e-commerce boom. Last year, during the beginning and the height of the Covid-19 pandemic, the retail industry struggled as stores were forced to close to control the virus outbreak in Singapore. Several brands struggled to stay relevant as physical shopping activities gr...

While the emergence of Omicron viral strain is a setback for Singapore’s reopening plans, DBS Group Research analysts Derek Tan, Rachel Tan, Dale Lai and Geraldine Wong do not see domestic clampdown as a base case scenario for now. "With the Singapore economy still strong, we see stronger domestic...

UOB Kay Hian has added Sembcorp Marine and BRC Asia to its alpha picks portfolio on Dec 6. “We have added Sembcorp Marine as we believe that the current share price has already priced in most of the company’s negatives and the outlook for the offshore renewables and drilling sector has improved ...

SINCE CapitaLand Mall Trust became the first Reit to be listed on the Singapore Exchange (SGX) in 2002, the exchange has become the third largest market for Reits in Asia-Pacific. As at July 31, 2021, the total market capitalisation of Reits, business trusts and stapled trusts listed on SGX ...

PHILLIP Securities has upgraded its call on Lendlease Global Commercial Reit (Lendlease Global Reit) from "neutral" to "accumulate" with a revised target price of S$0.97, up S$0.10 or 11.5 per cent from the previous target price of S$0.87.

CGS-CIMB Research analysts Eing Kar Mei and Lock Mun Yee have maintained their “add” call and target price of 95.6 cents for Lendlease Global Commercial REIT, pointing at “encouraging” 1QFY2022 rental reversions. In a Nov 9 report, Lock and Eing note that the occupancy rate for the REIT rema...