Guiding You On REITs

S-REITs - Week 29 - 2025

Written by REITsavvy Team | Jul 20, 2025 2:00:00 AM

Let's have a quick dive into this week REITs update from Frasers Centrepoint Trust, AIMS APAC REIT, Mapletree Logistics Trust, Frasers Logistics & Commercial Trust

S-REITs Recap - Week 29

 14 Jul - 20 Jul 2025

Upcoming Events

 

13 Aug 2025 - SGX Auditorium

Navigating 2H2025 Investment Landscape: From Falling Yield to REIT Opportunities in Singapore - Click here to register

You will gain insights on:

  • Falling Yields on Safe-Haven Products: Yields on Singapore Treasury Bills (T-bills) and Singapore Savings Bonds (SSBs) have declined to multi-year lows, with 6-month T-bills falling below 2% and SSBs offering an average of around 2.49%. As these rates become less competitive prompting investors to seek alternative options for parking with Cash

  • Where to Park Your Money Now: Explore how recent rate cuts impact REITs and what they mean for investors seeking better returns

  • Singapore REITs: Although Singapore REITs have underperformed US equities in recent years, they are showing signs of recovery in 2025, supported by resilient fundamentals, attractive valuations, and dividend yields around 6%. Amid global uncertainty and interest rate sensitivity, investors should focus on REITs with strong balance sheets, low gearing, and sustainable distributions to balance risk and opportunity.

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26 Aug 2025 - SGX Auditorium

REITs Forum: Beyond Borders: Outlook for Global REITs - Click here to register

Gain fresh perspectives on the REITs market—both at home and abroad—at the REITs Investment Forum 2025!

As the real estate investment landscape evolves, REITs continue to play a pivotal role in offering investors a unique blend of stability, income, and long-term growth.

The REITs Investment Forum 2025 brings together leading experts and stakeholders from both the Singapore and global REIT ecosystems for a deep-dive into what lies ahead for the sector.

This dual-session event is designed to provide a comprehensive view of the REITs market—starting with Singapore’s homegrown resilience and expanding to the challenges and opportunities in international markets.

Whether you are a seasoned REIT investor, a financial advisor, or simply looking to diversify your portfolio, this forum delivers valuable insights to help guide your strategy in 2025 and beyond.

 Frasers Centrepoint Trust

( YTD: +3.79% | 5D: +0.00%)

14 Jul - Renewal Of The Property Management Agreement In Relation To Northpoint City South Wing

For more information, please click here

 AIMS APAC REIT

( YTD: +8.80% | 5D: +2.26%)

14 Jul - AIMS Financial Group Boosts Stake In AIMS APAC REIT To 18.66% In Strategic Acquisition - Reinforcing The Sponsor's Long-Term Commitment And Confidence

AIMS APAC REIT Management Limited (the “Manager”) as manager of AIMS APAC REIT (“AA REIT”) is pleased to announce that its Sponsor, AIMS Financial Group, has strategically acquired an additional 7.00% stake of 57,163,098 AA REIT units to bring its total ownership to 18.66%. The units were acquired from substantial unitholder, ESR HK Management Limited, which is part of ESR Group Limited.

For more information, please click here

 Mapletree Logistics Trust

( YTD: -7.09% | 5D: +1.72%)

15 Jul -  Completion of Divestment of 31 Penjuru Lane

For more information, please click here

17 Jul -  Completion of Divestment of Subang 2 in Malaysia

For more information, please click here

 Frasers Logistics & Commercial Trust

( YTD: -3.41% | 5D: +0.59%)

18 Jul - Frasers Logistics & Commercial Trust to divest 357 Collins Street in Melbourne for A$192.1 million

  • Strategic divestment of an Australian commercial asset to further enhance portfolio focus on logistics & industrial properties

  • Asset valuation has remained at approximately A$191.0 million since September 2024, reflecting challenging market conditions in the Melbourne CBD office sector

  • Divestment of 357 Collins Street represents a strategic exit from the Melbourne CBD office market

For more information, please click here

Recent Article 

 

Singapore REITs Monthly Update (18 Jul 2025)

 

Technical Analysis of FTSE ST REIT Index (FSTAS351020)

FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 638.78 to 660.49 (3.40%) compared to last month's update. It has continued to trade between 622 and 665 (660 currently) following the April flash crash caused by “Liberation Day” announced by US President Donald Trump. The resistance of 665 has been tested 2 times, and a breakout may be possible if the resistance is broken and the uptrend continues. Immediate support is at 622, tested 5 times between April 2024 and most recently in June.

  • Short-term direction: Up
  • Medium-term direction: Sideways
  • Long-term direction: Sideways
  • Immediate Support: Blue Support Line (622), followed by 586 (Mar 2020 crash)
  • Immediate Resistance: 665

Read more here

 

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Money and Me: Are S-REITs Still Worth the Risk in 2025?

Singapore’s REIT market is shifting—do you know where the real yields are?

Hosted by Michelle Martin, this episode breaks down the mid-year outlook for Singapore REITs with expert Kenny Loh.

From the mixed debut of NTT DC REIT to Centurion’s upcoming Accommodation REIT, we assess IPO appetite and the rising appeal of niche sectors.

What impact will looming U.S. tariffs have on industrial REITs?

Are cold storage and warehouse assets under threat?

And should investors rotate out or double down?

Tune in for deep analysis and smart guidance on navigating macro headwinds in search of yield.

Listen to the podcast here 

STI Index constituents
REITs in STI
Frasers Centrepoint Trust
18 Mar 2024
CapitaLand Ascendas REIT
CapitaLand Integrated Commercial Trust 
Frasers Logistics & Commercial Trust
Mapletree Industrial Trust
Mapletree Logistics Trust
Mapletree Pan Asia Commercial Trust
Keppel DC REIT
23 Jun 2025
 
REITs in STI Reserve List
Keppel REIT
Suntec REIT
Capitaland Ascott Trust
REITracker Highlights
REIT Name Status
Keppel Pacific Oak US REIT Halt Dividend since 14 Feb 2024
Manulife US REIT Halt Dividend since 14 Aug 2023
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Lippo Malls Indonesia Retail Trust Halt Dividend since 20 Mar 2023
EC World REIT Halt Trading since 31 March 2023
Eagle Hospitality Trust Halt Trading since 24 March 2020
Paragon Reit Delisted on 6 Jun 2025
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