( YTD: -22.22% | 5D: +0.00%)
Halt Dividend since 20 Mar 2023

25 Feb - FY ended 31 December 2025

• Active asset rejuvenation and tenant optimisation support leasing momentum, with portfolio occupancy rising to 86.5% from 81.2% in the prior year

• Disciplined capital management with gearing at a stable 43.54% as at end Dec 2025. Oversubscribed rights issue concluded in January 2026 with proceeds mainly for debt repayment, further strengthening capital structure

• LMIR Trust to adopt a new corporate identity as Landmark REIT, with the Manager concurrently rebranded as Landmark REIT Management Ltd

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( YTD: -8.48% | 5D: -3.72%)

 27 Feb - CapitaLand Ascendas REIT Deepens Europe Portfolio With Accretive Acquisition Of Six Prime Logistics Assets In Spain For S$185.4 Million

• CapitaLand Ascendas REIT (CLAR) has deepened its presence in Europe with its first acquisition of a prime logistics portfolio (the Portfolio) in Spain for a total gross purchase consideration of approximately S$185.4 million (€124.0 million).
  
  
• The Portfolio comprises two Grade A logistics assets in Madrid, Spain’s capital, and four Grade A logistics properties in Barcelona, Spain’s second largest city.
  
  
• The acquisition is expected to be distribution per unit (DPU)-accretive for CLAR on a pro forma basis and will further enhance CLAR’s stable income stream.
  
  
• Assuming the acquisition was completed on 1 January 2025, the DPU accretion is expected to be approximately 0.014 Singapore cents or 0.1%.
  
  
• The first-year net property income (NPI) yield3 of the acquisition is expected to be 6.3% pre-transaction costs and 6.5% post-transaction costs.

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( YTD: -8.62% | 5D: -3.64%)

 26 Feb - Full Yearly Results

• FY2025 results affected by vacancy at Berlin Campus after the lease expiry of main tenant on 31 December 2024
  
  
• Portfolio occupancy rate was 89.4% as at 31 December 2025, an improvement from 88.5% achieved a year ago
  
  
• Construction works for first phase of repositioning project progressing well and targeted to complete in the second quarter of 2027
  
  
• Successfully refinanced German Portfolio in October 2025 to extend maturity to July 2029 and is targeting to finalise refinancing agreement for Spanish Portfolio in the second half of 2026

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( YTD: -4.00% | 5D: -4.64%)

 4 Mar - Divest 8 Senoko South Road In Singapore For S$15.0 Million,

• The sale price of S$15.0 million represents an 11.1% premium to the Property’s latest valuation of S$13.5 million as at 28 February 2026. The Property is a part three and part six-storey single user industrial development.

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Conflict in the Middle East: What it Means for Your S-REIT Portfolio

The military strikes in late February and early March 2026 between Iran and Israel have sent ripples through the Singapore market. While our local REITs are thousands of miles away from the kinetic conflict, the financial "aftershocks"—specifically oil price surges and interest rate volatility—are very much a local concern.

For the S-REIT investor, the question isn't just about geography; it’s about resilience. Here is how the sector is holding up and which trusts are best positioned to weather a potential "higher-for-longer" interest rate environment.

1. The Macro Picture: The "Inflation Shock"

The immediate impact of the conflict has been a flight to safety. Crude oil (Brent) has spiked above US$82, raising fears that the inflation cooling we saw in late 2025 might reverse.

• The Fed Factor: If Middle East tensions keep energy prices high, the US Federal Reserve may delay the rate cuts many were banking on for 2026.
• Borrowing Costs: S-REITs are debt-heavy by nature. A delay in rate cuts means that the "refinancing relief" expected this year might be postponed, putting pressure on Distributions per Unit (DPU).
• Sector Sentiment: Hospitality REITs are facing the most immediate headwinds due to travel uncertainty and rising jet fuel costs, while suburban retail and industrial REITs remain the defensive "anchors" of the sector.

2. The Defense Strategy: Weighted Average Debt Maturity (WADM)

In a volatile rate environment, the most important metric is WADM. This tells us how long a REIT can "hide" from current high market rates before they have to refinance.

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