Skip to content
menu-toggle
menu-close
menu-toggle
menu-close

2026_REITSavvy_Logo

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
Gain financial insights on REITs in minutes

The newsletter that keeps you up-to-date on REITs in minutes.