He names CDL Hospitality Trusts (SGX:J85
) (CDHLT), CapitaLand Integrated Commercial Trust (SGX:C38U) (CICT), CapitaLand Ascendas REIT (SGX:A17U) (CLAR), CapitaLand Ascott Trust (SGX:HMN) (CLAS), Far East Hospitality Trust (SGX:Q5T) (FEHT), Lendlease Global Commercial REIT (SGX:JYEU) (LREIT), Mapletree Industrial Trust (SGX:ME8U) (MINT), Mapletree Logistics Trust (SGX:M44U) (MLT) and OUEREIT as his top picks.
In Maybank’s Singapore REITs sector outlook for 2025, analyst Krishna Guha reiterates his “positive” sector view on the back of continued rate cuts, resilient growth and reasonable valuations.
He expects distributions to stabilise in 2H2025, and start growing from FY2026, and his REIT sub-sector preference continues to be commercial, industrial and hospitality.
