Event Review - Singapore REITs Outlook: What’s ahead for 2025

On the 8 Jan 2025, REITsavvy hosted the annual event for Singapore REITs Outlook: What’s ahead for 2025, jointly organised with SGX. We want to extend our greatest appreciation to our sponsor; Philip Capital, Sassuer REIT and Elite UK REIT.

We also extend our sincerest gratitude for your gracious presence. Your attendance greatly contributed to the resounding success of the event.

Your enthusiasm truly made it a remarkable experience！

As usual, Kenny Loh, kick off the event with his expertise on the 2025 market outlook for Singapore REITs.

We also honoured to have Emelia Tan, Director, Research & FinLit from SGX Group, Cecilia Tan, CEO of Sasseur REIT and Josh Liaw, CEO of Elite UK REIT.

The panelists' expertise and insightful perspectives significantly enriched our discussions, offering valuable insights to all attendees. Their engaging participation fostered an interactive and enjoyable experience, enhancing the depth and breadth of our event. We are deeply grateful for their meaningful contributions, making it a truly enriching experience for everyone.

In addition, we've enlisted the expertise of Jeremy Ng, Portfolio Manager, and Kwek Yong, Co-Chied Investment Officer, from Phillip Capital Management.

They shared valuable insights on how investors can adeptly navigate the current interest rate environment. Furthermore, they'll provide their opinions on investing in REITs, in either a REIT Managed Account or REIT ETF.

Now, let's have a quick recap on the key takeaways on REITs 2025 Outlook

• Interest has peaked and US Fed has cut 100 bps interest rate since Q3 2024.
• Boost in DPU due to reduction in interest expense.
• Rotation may go back to Yield Asset Classes under low interest rate environment.
• Currently Singapore REITs are trading at huge discount.
• REIT Sector historically outperforms other asset classes under rate cut environment.
• Opportunity for Investors to lock in high yield at discounted share price.
• Technical Chart may have found a Bottom.
• Risks: The Return of Inflation and US Fed Reserve Increases Interest Rate.
  

Once more, a heartfelt thank you to all REIT investors for your tremendous support during this event, from the REITsavvy team. We trust that each of you has compiled a watchlist of potential REITs to consider adding to your portfolio. See all of you next year!