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

Dow Jones

Jul 18, 2025

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":"BK6133","symbol_name":"工业房地产信托","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":{"BK6133":"工业房地产信托","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","CFA.SI":"NikkoAM-STC Asia REIT","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","BK6082":"工业房地产投资信托","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","SG9999014302.SGD":"RHB Singapore Income Fund SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","SG9999013478.USD":"利安新加坡股息基金","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","BK6111":"工业集团企业","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SG9999002406.SGD":"利安新加坡信托基金","SGXZ43160589.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) ACC","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SG9999002950.SGD":"United Asian Growth Opportunities SGD","SGXZ24219693.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) INC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK6523":"ESG概念","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","BK6505":"周期性消费品与消费者服务","K71U.SI":"吉宝房地产信托","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","BK6132":"办公室房地产信托","BUOU.SI":"星狮物流工业信托","BK6099":"办公房地产投资信托","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","BN4.SI":"吉宝有限公司","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","SG9999001127.SGD":"United Singapore Growth Fund SGD","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","BK6512":"房地产股","CFA":"VictoryShares US 500 Volatility Wtd ETF","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"},"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":{"BN4.SI":0.9,"CFA":1,"K71U.SI":0.9,"BUOU.SI":0.9,"CFA.SI":1},"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"}}}