
Let's have a quick dive into this week REITs update from Elite UK REIT, Keppel DC REIT, Alpha Integrated REIT, Lendlease Global Commercial REIT,
S-REITs Recap - Week 7
9 Feb - 15 Feb 2026
Elite UK REIT
|
|
( YTD: +0.00% | 5D: +0.00%)
|
|
9 Feb - Full Yearly Results
- Early entry into £24.3 million of new lease agreements for DWP-occupied properties a key milestone in enhancing diversification of the REIT’s lease expiry profile and supporting a long portfolio WALE of 7.2 years
- Effective capital and treasury management lowers borrowing costs by 20 basis points to 4.7% from a year ago and improves net gearing1 ratio by 1.8 percentage points to 40.7% as at 31 December 2025
- Portfolio valuation increased to £424.7 million as at end-2025, underpinned by ongoing value creation initiatives and acquisition of three government-leased properties
For more information, please click here
12 Feb - Elite UK REIT Secures Planning Consent For Major Data Centre Development At Peel Park, Blackpool
- Proposed state-of-the-art data centre facility to be developed on land adjacent to DWP-occupied office buildings
- Peel Park, Blackpool benefits from proximity to National Grid and renewable energy infrastructure as well as national fibre networks and transatlantic subsea data cables
For more information, please click here
|
| Keppel DC REIT |
|
( YTD: +0.89% | 5D: +0.44%)
|
|
10 Feb - Pricing of Euro 50,000,000 Floating Rate Notes Due 2031
For more information, please click here
12 Feb - Completion of the Acquisition of remaining interests in the data centres and Use of Proceeds
For more information, please click here
|
| Alpha Integrated REIT |
|
( YTD: +2.08% | 5D: +1.03%)
|
|
13 Feb - Full Yearly Results
- Internalisation fully completed in 2H2025
- 2H2025 DPU increased by 20.4% y-o-y to 1.83 cents with FY2025 DPU up by 23.4% y-o- y to 3.53 cents
- Successfully secured refinancing for the S$75.0 million loan maturing in March 2026
- All-in financing cost reduced to 4.36% p.a. from 4.42% p.a.
- Gearing lowered to 35.8% from 37.4% which provides debt headroom for portfolio expansion
- Interest Coverage Ratio (“ICR”) increased to 3.6x from 3.0x
- Increase in committed occupancy rate to 90.3% with positive rental reversion of 11.8%
- NAV per unit increased by 6.0% y-o-y to 53 cents, reflecting the high-quality portfolio and cost savings from internalisation
- AI-REIT continues to benefit from cost efficiencies, improved governance, and stronger unitholder alignment
For more information, please click here
|
| Lendlease Global Commercial REIT |
|
( YTD: -0.81% | 5D: -4.65%)
|
|
13 Feb - Full Yearly Results
- Lower weighted average cost of debt1 at 2.90% per annum while the interest coverage ratio (“ICR”)2 increased to 1.8 times3 .
- Gearing ratio lowered to 38.4%4 in 1H FY2026.
- Positive retail rental reversion of 10.4%5 achieved in 1H FY2026.
- Tenant sales grew 7.2%6 year-to-date. Excluding the inclusion of PLQ Mall, tenant sales recorded a 1.1% increase, reflecting steady underlying performance.
- Reconfiguration of retail spaces at PLQ Mall has commenced, with the enhancements expected to drive an uplift in rental rates.
- Secured a two‑year energy tariff contract for the Singapore portfolio at a lower rate, effective 1 July 2026, with estimated reduction in electricity expenses by approximately 15% per annum.
For more information, please click here
|
| Prime US REIT |
|
( YTD: +1.02% | 5D: -13.48%)
|
|
11 Feb - Full Yearly Results
-
Total 2H2025 DPU was 0.49* US cents (2H2024: 0.11 US cents), on higher distributable income payout ratio underpinned by improved cash flow visibility
-
Portfolio valuation rose 3.5% year-on-year to US$1.4 billion
-
Signed 121,000 square feet 15-year lease at Park Tower, with a U.S. county government tenant
-
Committed occupancy increased to 82.7% at 31 December 2025
For more information, please click here
|
| Far East Hospitality Trust |
|
( YTD: +2.46% | 5D: +0.00%)
|
|
11 Feb - Full Yearly Results
-
Gross Revenue for 2H 2025 and FY 2025 increased by 9.0% and 2.5% respectively.
-
Income Available for Distribution for 2H 2025 and FY 2025 increased by 13.0% and 1.9% respectively.
-
Core distribution from taxable income for 2H 2025 improved 14.8% year-on-year.
For more information, please click here
|
| United Hampshire US REIT |
|
( YTD: +8.74% | 5D: +1.82%)
|
|
11 Feb - Full Yearly Results
-
Gross Revenue for 2H 2025 and FY 2025 increased by 9.0% and 2.5% respectively.
-
Income Available for Distribution for 2H 2025 and FY 2025 increased by 13.0% and 1.9% respectively.
-
Core distribution from taxable income for 2H 2025 improved 14.8% year-on-year.
For more information, please click here
|
| Recent Article |
|
Money and Me: S-REITs Are Back - But Not All Recoveries Are Equal
As we move into 2026, the Singapore REIT (S-REIT) landscape is undergoing a massive transformation. After years of battling a "high-for-longer" interest rate environment, the sector is finally seeing a resurgence. However, as I discussed on MoneyFM 89.3, the narrative has shifted from "Can they survive?" to "Who is actually thriving?"
If you missed the live segment, here is a summary of the key takeaways on why this recovery is fragmented and how investors should navigate the "new normal."
1. The "Refinancing Recovery" is Here If 2024 was about survival and 2025 was about stabilization, 2026 is officially the year of the Refinancing Recovery. We have moved past the peak of the interest rate mountain. For the "Thrivers," this means the "cost-of-debt" drag is finally turning into a tailwind as they replace expensive debt with more favorable rates.
....
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 |
Alpha Integrated REIT previously Sabana Industrial 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 |
| Exclusive REITsavvy Newsletter |