Analysis and commentaries on REITs.
Exposure to luxury segment weighs down SPH REIT’s recovery
The flow of pedestrian traffic into malls across Singapore is expected to gradually improve, now…
Browsing: Analysis
CapitaLand Mall Trust better poised to benefit from returning office crowd, says DBS
Suburban-heavy REITs may currently be benefiting from shopper traffic recovery, but returning office crowds in…
CapitaLand Malaysia Mall Trust upgraded on Gurney Plaza, East Coast Mall prospects
The movement control order (MCO) that was enacted by the Malaysian government on 18 March…
Singapore REITs sell-off is overdone, says Morgan Stanley
The sharp sell-off that affected Singapore-listed REITs over the past looks overdone, says Morgan Stanley,…
REITs will be defensive again despite correlated sell-off, says Principal Global Investors
Singapore investors witnessed a relatively significant REITs sell-off in mid-March 2020, amid the worsening COVID-19…
Select Malaysia REITs to remain resilient despite COVID-19 outbreak
Despite the ongoing COVID-19 outbreak, a select group of Malaysia-listed is expected to remain resilient,…
Morgan Stanley warns of headwinds facing retail, hotel REITs
The global spread of COVID-19 will stifle the performance of hospitality, and retail-related REITs, warns…
DBS downgrades Keppel DC REIT as price hits lofty heights
DBS has downgraded its rating on Singapore-listed data centre landlord, Keppel DC REIT. The REIT…
Institutional investors will lean towards larger REITs in 2020, says Morgan Stanley
A low interest rate outlook will continue to benefit Singapore REITs in 2020. However, institutional…
Expect US healthcare REITs to acquire strongly in 2020, says Mizuho Securities
A combination of low interest rates, and improved cost of equity will support a strong…