Singapore's REITs Expected to Remain Resilient to Trade Uncertainty -- Market Talk

Dow Jones

2025/07/18

0318 GMT - Singapore's real estate investment trusts look attractively valued, Morningstar analysts say in a report. They note sell-offs in industrial and logistics REITs in 2Q amid concerns U.S. tariffs could disrupt regional supply chains. Still, "Singapore REITs proved resilient during the previous trade war, and we expect them to remain robust through the current one as well," they say.Morningstar's top picks are Keppel REIT and Frasers Logistics & Commercial Trust, which offer appealing dividend yields of 6.4% and 7.1%, respectively. Keppel REIT's office portfolio and healthy balance sheet should enable it to weather economic uncertainty. FLCT's logistics and industrial assets should benefit from healthy leasing demand and strong occupancy. Morningstar has fair value estimates of S$1.16 on Keppel REIT and S$1.08 on FLCT. They are at S$0.90, and S$0.85, respectively. (megan.cheah@wsj.com)

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July 17, 2025 23:18 ET (03:18 GMT)

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They note sell-offs in industrial and logistics REITs in 2Q amid concerns U.S. tariffs could disrupt regional supply chains. Still, \"Singapore REITs proved resilient during the previous trade war, and we expect them to remain robust through the current one as well,\" they say.Morningstar's top picks are <a href=\"https://laohu8.com/S/KREVF\">Keppel REIT</a> and Frasers Logistics &amp; Commercial Trust, which offer appealing dividend yields of 6.4% and 7.1%, respectively. <a href=\"https://laohu8.com/S/BN4.SI\">Keppel</a> REIT's office portfolio and healthy balance sheet should enable it to weather economic uncertainty. FLCT's logistics and industrial assets should benefit from healthy leasing demand and strong occupancy. Morningstar has fair value estimates of S$1.16 on Keppel REIT and S$1.08 on FLCT. They are at S$0.90, and S$0.85, respectively. (megan.cheah@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 17, 2025 23:18 ET (03:18 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore's REITs Expected to Remain Resilient to Trade Uncertainty -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore's REITs Expected to Remain Resilient to Trade Uncertainty -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-18 11:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0318 GMT - Singapore's real estate investment trusts look attractively valued, <a href=\"https://laohu8.com/S/MORN\">Morningstar</a> analysts say in a report. They note sell-offs in industrial and logistics REITs in 2Q amid concerns U.S. tariffs could disrupt regional supply chains. Still, \"Singapore REITs proved resilient during the previous trade war, and we expect them to remain robust through the current one as well,\" they say.Morningstar's top picks are <a href=\"https://laohu8.com/S/KREVF\">Keppel REIT</a> and Frasers Logistics &amp; Commercial Trust, which offer appealing dividend yields of 6.4% and 7.1%, respectively. <a href=\"https://laohu8.com/S/BN4.SI\">Keppel</a> REIT's office portfolio and healthy balance sheet should enable it to weather economic uncertainty. FLCT's logistics and industrial assets should benefit from healthy leasing demand and strong occupancy. Morningstar has fair value estimates of S$1.16 on Keppel REIT and S$1.08 on FLCT. They are at S$0.90, and S$0.85, respectively. (megan.cheah@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 17, 2025 23:18 ET (03:18 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1242518931.SGD","symbol_name":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2552045621","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2552045621","pubTimestamp":1752808680,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0318 GMT - Singapore's real estate investment trusts look attractively valued, Morningstar analysts say in a report. They note sell-offs in industrial and logistics REITs in 2Q amid concerns U.S. tariffs could disrupt regional supply chains. Still, \"Singapore REITs proved resilient during the previous trade war, and we expect them to remain robust through the current one as well,\" they say.Morningstar's top picks are Keppel REIT and Frasers Logistics & Commercial Trust, which offer appealing dividend yields of 6.4% and 7.1%, respectively. Keppel REIT's office portfolio and healthy balance sheet should enable it to weather economic uncertainty. FLCT's logistics and industrial assets should benefit from healthy leasing demand and strong occupancy. Morningstar has fair value estimates of S$1.16 on Keppel REIT and S$1.08 on FLCT. They are at S$0.90, and S$0.85, respectively. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK6132":"办公室房地产信托","SG9999002950.SGD":"United Asian Growth Opportunities SGD","SGXZ24219693.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","CFA.SI":"NikkoAM-STC Asia REIT","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","BN4.SI":"吉宝有限公司","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","BK6099":"办公房地产投资信托","BUOU.SI":"星狮物流工业信托","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SG9999001135.SGD":"United ASEAN Fund SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","K71U.SI":"吉宝房地产信托","BK6512":"房地产股","BK6133":"工业房地产信托","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999001127.SGD":"United Singapore Growth Fund SGD","SGXZ43160589.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) ACC","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","BK6082":"工业房地产投资信托","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","BK6111":"工业集团企业","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","SG9999014302.SGD":"RHB Singapore Income Fund SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","CFA":"VictoryShares US 500 Volatility Wtd ETF","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK6523":"ESG概念","BK6505":"周期性消费品与消费者服务","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","SG9999013478.USD":"利安新加坡股息基金","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SG9999002406.SGD":"利安新加坡信托基金"},"translate_title":"新加坡房地产投资信托基金预计将对贸易不确定性保持弹性——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CFA":1,"CFA.SI":1,"K71U.SI":0.9,"BN4.SI":0.9,"BUOU.SI":0.9},"content_text":"0318 GMT - Singapore's real estate investment trusts look attractively valued, Morningstar analysts say in a report. They note sell-offs in industrial and logistics REITs in 2Q amid concerns U.S. tariffs could disrupt regional supply chains. Still, \"Singapore REITs proved resilient during the previous trade war, and we expect them to remain robust through the current one as well,\" they say.Morningstar's top picks are Keppel REIT and Frasers Logistics & Commercial Trust, which offer appealing dividend yields of 6.4% and 7.1%, respectively. Keppel REIT's office portfolio and healthy balance sheet should enable it to weather economic uncertainty. FLCT's logistics and industrial assets should benefit from healthy leasing demand and strong occupancy. Morningstar has fair value estimates of S$1.16 on Keppel REIT and S$1.08 on FLCT. They are at S$0.90, and S$0.85, respectively. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 17, 2025 23:18 ET (03:18 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}