Guiding You On REITs

S-REITs - Week 46 - 2025

Written by REITsavvy Team | Nov 16, 2025 2:00:01 AM

Let's have a quick dive into this week REITs update from Prime US REIT, United Hampshire US REIT, BHG Retail Reit

S-REITs Recap - Week 46

 10 Nov - 16 Nov 2025

 Prime US REIT

( YTD: +15.79% | 5D: +0.51%)

11 Nov - 3Q2025 Key Business & Operational Updates

  • Key Highlights

    • Normalising distribution policy backed by improvement in committed occupancy and high degree of visibility on future contractual cash flows

    • Added liquidity from US$25 million equity fund raise in October to fund capital expenditure, tenant incentives, improves debt headroom

    • PRIME secured approximately 92,000 square feet of leases, further extending the portfolio’s weighted average lease expiry (“WALE”) to 4.9 years, from 4.7 years in the previous quarter.

    • For the 9 months ended 2025, a total of 492,000 square feet of leases was signed, and average rental reversion of 6.4% was recorded.

    • Portfolio committed occupancy improved further to 80.7% as at 30 September 2025.

    • Secured large leases such as the 11-year lease for at least 120,000 square feet with X-Energy at the rebranded Waterfront at Washingtonian (asset occupancy increased from 33% to above 85%), followed by a 20-year lease for 61,000 square feet with the U.S.

    • Amid accelerating leasing momentum and growing institutional interest, PRIME successfully completed an equity fund raise of US$25 million via private placement with the new units issued on 6 October 2025.

For more information, please click here

 United Hampshire US REIT

( YTD: +6.32% | 5D: +3.06%)

14 Nov - 3Q2025 Operational Updates

  • 3Q 2025 Gross Revenue and Net Property Income increase by 1.4% and 5.7% y-o-y, respectively
  • Demonstrated portfolio resilience with 97% committed occupancy across Grocery & Necessity Properties, a long WALE of 7.5 years, and robust tenant retention of 90%
  • Minimal lease expiries ahead, with only 0.3%1 and 3.2%1 of leases expiring in 2025 and 2026, respectively
  • Self-Storage occupancy remained high at 94.9%
  • Low net aggregate leverage of 37.8% provides headroom for organic growth initiatives and acquisitions

For more information, please click here

 Stoneweg Europe Stapled Trust

( YTD: -2.56% | 5D: -3.18%)

11 Nov - Stoneweg Europe Stapled Trust ("SERT") Exits Slovakia For EUR70.0 Million And Completes EUR11.4 Million Sale In Italy

For more information, please click here

 BHG Retail REIT

( YTD: -2.22% | 5D: -%)

11 Nov - 3Q 2025 Business Updates

  • Summary
    • Gearing Ratio: 42%
    • Average Cost of Debt: 4.4%
    • Interest Coverage Ratio: 1.8x
    • WALE by Gross Rental Income: 2.3 years
    • WALE by Commited NLA: 4.4 years

For more information, please click here

Recent Article

 

S-REITs Opportunity After Rate Cut & Case Study of Sasseur REIT

Tiger Live Stream Re-cap

Kenny recently held a Live Stream Webinar on Tiger - To The Moon platform, with the topic 'S-REITs Rebound? Yield, Value and Outlook after Interest Rate Cuts — Insights with Sasseur REIT'. And together with him was, Cheng Hsing Yuen, Income CEO of Sasseur REIT.

Click here for the full details 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
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
Sabana REIT Proposed Internalization is in progress since 17 Aug 2023
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
CapitaLand Ascott Trust Removed from STI Reserve list on 22 Sept 2025
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