REIT Watch - S-REITs maintain pockets of resilience despite headwinds in H1

sgx.com

07/13

Top 5 Performing S-REITs in 1H2026NameStock CodeMarket Cap (S$B)1H26 Total Returns (%)Distribution Yield (%)P/B RatioAIMS APAC REITO5RU1.310.36.51.3Sasseur ReitCRPU0.94.99.10.9Suntec REITT82U4.33....

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S-REITs maintain pockets of resilience despite headwinds in H1","media":"sgx.com","content":"<div>\n<p>Top 5 Performing S-REITs in 1H2026NameStock CodeMarket Cap (S$B)1H26 Total Returns (%)Distribution Yield (%)P/B RatioAIMS APAC REITO5RU1.310.36.51.3Sasseur ReitCRPU0.94.99.10.9Suntec REITT82U4.33....</p>\n\n<a href=\"https://www.sgx.com/research-education/market-updates/20260713-reit-watch-s-reits-maintain-pockets-resilience-despite\">网页链接</a>\n\n</div>\n","source":"sgx_market_highlight","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>REIT Watch - S-REITs maintain pockets of resilience despite headwinds in H1</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nREIT Watch - S-REITs maintain pockets of resilience despite headwinds in H1\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">sgx.com</strong><span class=\"h-time small\">2026-07-13 00:00</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Top 5 Performing S-REITs in 1H2026NameStock CodeMarket Cap (S$B)1H26 Total Returns (%)Distribution Yield (%)P/B RatioAIMS APAC REITO5RU1.310.36.51.3Sasseur ReitCRPU0.94.99.10.9Suntec REITT82U4.33....</p>\n\n<a href=\"https://www.sgx.com/research-education/market-updates/20260713-reit-watch-s-reits-maintain-pockets-resilience-despite\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.sgx.com/research-education/market-updates/20260713-reit-watch-s-reits-maintain-pockets-resilience-despite\">sgx.com</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0577902454.USD","symbol_name":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","start_time":0,"source_url":"https://www.sgx.com/research-education/market-updates/20260713-reit-watch-s-reits-maintain-pockets-resilience-despite","article_id":"2651839140","we_media_id":null,"thumbnails":[],"rights":{"source":"sgx_market_highlight","url":"https://www.sgx.com/research-education/market-updates/20260713-reit-watch-s-reits-maintain-pockets-resilience-despite","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2651839140","pubTimestamp":1783872000,"columns":[],"sourceInfo":{"source_id":"sgx_market_highlight","name":"SGX Research"},"weMediaInfo":null,"summary":"Top 5 Performing S-REITs in 1H2026NameStock CodeMarket Cap(S$B)1H26 Total Returns(%)Distribution Yield(%)P/B RatioAIMS APAC REITO5RU1.310.36.51.3Sasseur ReitCRPU0.94.99.10.9Suntec REITT82U4.33.55.30.7","collect":0,"end_time":0,"defaultTopTitle":"sgx.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0577902454.USD":"FULLERTON LUX FUNDS - 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尽管上半年面临逆风，S-REITs 仍保持一定的弹性","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"REIT":0.9,"JJJ.SI":0.6,"RIET":1.5,"C38U.SI":0.9,"CFA":1.5,"SRU.SI":0.6,"CFA.SI":1.5,"PSCF":1.5,"SRT.SI":0.6,"GLS.SI":0.6,"IVRA":1.5,"MDIV":1.5,"URE":1.5,"8C8U.SI":1.5,"CRPU.SI":0.9,"IQRA":1.5,"GRI":1.5,"CLR.SI":0.6,"O5RU.SI":0.63,"DCRU.SI":0.9,"RJMG":1.5,"T82U.SI":0.9,"D05.SI":0.63},"content_text":"Top 5 Performing S-REITs in 1H2026NameStock CodeMarket Cap (S$B)1H26 Total Returns (%)Distribution Yield (%)P/B RatioAIMS APAC REITO5RU1.310.36.51.3Sasseur ReitCRPU0.94.99.10.9Suntec REITT82U4.33.55.30.7Digital Core REITDCRU0.83.17.10.6CapitaLand Integrated Commercial TrustC38U18.92.73.41.1Top 5 Institutional Net Buy S-REITs in 1H26NameStock CodeMarket Cap (S$B)Insti Net Inflow (S$M)Distribution Yield (%)P/B RatioAIMS APAC REITO5RU1.318.16.51.3Suntec REITT82U4.39.45.40.7Centurion Accommodation REIT8C8U1.98.47.5*1.3CapitaLand Integrated Commercial TrustC38U18.94.93.41.1Prime US REITOXMU0.34.13.10.3Top 5 Retail Net Buy S-REITs in 1H26NameStock CodeMarket Cap (S$B)Retail Net Inflow (S$M)Distribution Yield (%)P/B RatioCapitaLand Ascendas REITA17U12.4331.27.51.1Keppel REITK71U4.3123.65.90.7Mapletree Industrial TrustME8U5.592.66.41.1UI Boustead REITUIBU1.169.87.8*1.1ParkwayLife REITC2PU2.663.63.81.6Source: SGX, Bloomberg (data as of 30 June 2026). *Distribution yield for Forecast Year 2026 taken from CAREIT, UI Boustead REIT IPO prospectuses.Singapore Real Estate Investment Trusts (S-REITs) trailed the broader Singapore market in the first half of 2026 amid a backdrop of higher bond yields, elevated oil prices and ongoing geopolitical uncertainty. Even so, there were still pockets of resilience within the sector, with nine S-REITs recording positive total returns for the year-to-date.The iEdge S-REIT Index recorded a total return of -3.9 per cent year-to-date, compared with 13.7 per cent total return for the Straits Times Index over the same period. Investors were more cautious as they assessed the interest rate outlook, with the US Federal Reserve maintaining its benchmark rate at 3.5–3.75 per cent in June.Analysts from DBS Group Research noted in July that most investors recognise that valuations for S-REITs remain attractive, at around 0.9 times price-to-book ratio, even as sentiment remains cautious as macro factors continue to overshadow resilient real estate fundamentals.AIMS APAC REIT led the iEdge S-REIT index outperformers with a total return of 10.3 per cent. AIMS APAC REIT recorded 2.2 per cent revenue growth and 5.7 per cent net property income growth to S$190.7 million and S$141.3 million respectively in FY26, and DPU increased 2.6 per cent to 9.85 Singapore cents. DBS Group Research analyst Dale Lai expects positive operating performance to continue, supported by strong operating metrics, and sees further growth in organic income driven by proactive portfolio management. In term of fund flows, retail investors were net buyers of approximately S$1 billion worth of S-REITs in the year to date, while institutional investors were net sellers of a similar amount. Against this backdrop, AIMS APAC REIT stood out as one of the few REITs to record net institutional inflows, attracting inflows of about S$18 million.Another REIT that has attracted institutional interest is Centurion Accommodation REIT (CAREIT). CAREIT recorded net institutional inflows year-to-date and recently saw global real estate investment manager Cohen &amp; Steers become a substantial unitholder after increasing its deemed interest from 4.995 per cent to 5.004 per cent on 2 July. Analysts have also highlighted CAREIT's long-term growth potential. In May, CGS International Research analysts Li Jialin and Lock Mun Yee noted CAREIT's growth runway, highlighting that 3,112 additional beds had been added through Westlite Toh Guan, Westlite Mandai and the acquisition of EPIISOD Macquarie Park in Sydney. The analysts added that CAREIT could further increase its operational purpose-built worker accommodation (PBWA) bed count through the Westlite Mandai Expanded Capacity project, which is pending approval under the Foreign Employee Dormitories Act.Looking ahead, market observers remain selective on the sector. Beansprout analyst Gerald Wong noted that segments such as Singapore office, data centres and purpose-built accommodation continue to benefit from relatively stable demand, while REITs with overseas assets that actively manage currency risks may be better positioned. He added that investors may wish to focus on REITs with clear distribution growth drivers, such as CapitaLand India Trust, Digital Core REIT and Stoneweg European REIT, while AIMS APAC REIT and Parkway Life REIT continue to offer defensive income resilience.For more research and information on Singapore’s REIT sector, visit sgx.com/research-education/sectors for the SREITs & Property Trusts Chartbook.REIT Watch is a regular column on The Business Times, read the original version.Enjoying this read?Subscribe now to our SGX My Gateway newsletter for a compilation of latest market news, sector performances, new product release updates, and research reports on SGX-listed companies.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}