Industrial REITs are steady, yields are juicy, and rates are falling - so is now the moment to move?
Hosted by Michelle Martin, this episode breaks down why industrial S-REITs have held firm with strong occupancy and rental reversions.
We explore how the wider S-REIT universe has staged a 2025 rebound on easing debt costs and a friendlier rate outlook.
With T-bills slipping near 1.37 - 1.4%, Kenny Loh weighs in on whether REIT yields of 5 - 6% still offer real value.
Is this rally just a “rates are going down” trade - or the early innings of a broader re-rating?
Kenny also shares clear strategies for conservative investors navigating income, risk and timing.
