Update on the S-REIT Re-Allocation Trade
The S-REIT Re-Allocation Basket is +5.3%(TR) from close after I wrote (25 July) to yesterday. Not enough excess value has traded. Should it run?...
324 Views
REIT Watch - Data centre, industrial as well as diversified S-Reits leading Q3 2022 performance
GLOBAL stock markets have been led by technology, consumer cyclicals and Reit sectors in Q3 2022-to-date. These 3 sub-segments averaged 12 per...
108 Views
ASEAN Builder's Scoop (5Aug22) - FLT Robust Reversions +ve Surprise
ELITE higher mid-year portfolio valuation; AREIT buys Philips APAC Centre at +0.3% DPU accretion; BSDE 1H22 mktg sales reached 61% FY target; FLI...
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Large Potential S-REIT Flows in the Next Two Weeks
There may be a large inflow into S-REITs next week. It could range from 7-25 days of ADV or more for a large number of higher-yielding REITs and...
430 Views
REIT Watch - S-Reits which took part in the 2021 GRESB real estate assessment
Eighteen S-Reits out of over 1,500 property companies, Reits, funds and developers participated in the 2021 GRESB Real Estate...
496 Views