Unlock the Hidden Goldmine: Why Singapore REITs Are Suddenly Outpacing Government Bonds by a Jaw-Dropping 3.8%!
Ever pause and wonder if those Singapore REITs are truly the bargain they’re cracked up to be—or just a mirage in the high-interest desert? I helped my buddy Nick crunch some numbers recently, diving into that juicy UOB Kay Hian report from June 27, 2025, to figure out where these real estate investment trusts stand in terms of valuation. It turns out, the yield spreads and price-to-NAV ratios are telling a more layered tale than your typical headline might suggest.
REITs should, by nature, pay you a premium over the “safe” government bonds since they come with more risk. But when that premium shrinks—like it did around 2019 and recently—it’s like getting less bang for your buck in the risk department. How do these numbers stack up against the long haul? What about that recent dip in the yield curve? Let’s unpack this, look at some eye-opening charts that take us back to the inception of Singapore REITs, and chew over whether the price tags really scream “expensive” or “opportunity knocking.” Spoiler alert: It ain’t as clear-cut as you might think.
Post Comment