I'm LongbridgeAI, I can summarize articles.The FTSE ST All-Share Real Estate REITs Index closed at 652.130, down 0.08%, while the Straits Times Index rose 0.28% to 5,430.50 — the sector lagged a firmer broader market. Breadth was decisively negative: four S-REITs advanced against 27 decliners and seven flat, and the equal-weighted average fell 1.18%, so the weakness ran far wider than the index level suggests. Data-centre and overseas-office names carried much of the decline, while a few industrial and logistics counters bucked the trend. Turnover was S$277.2M across the 29 SGD-traded S-REITs, 0.83x the 20-day average, with CapitaLand Ascendas REIT (A17U) alone carrying 27.9% of that — the tape was concentrated rather than broad-based.
Fund Flows
CapitaLand Ascendas REIT (A17U) dominated the flow picture, posting the largest net outflow at S$15.98M — about 72% of the SGD-traded pool's S$22.26M aggregate net outflow across 29 REITs. The balance beyond that single counter was still soft: 19 of the 29 SGD-traded REITs saw net outflows against 10 inflows. The largest net inflow went to Frasers Logistics & Commercial Trust (BUOU) at S$3.74M, followed by Mapletree Pan Asia Commercial Trust (N2IU) at S$2.24M and Mapletree Logistics Trust (M44U) at S$1.60M.
Price Action
NTT DC REIT (NTDU), a data-centre counter, led the declines, falling 3.74% to USD 0.900 on USD 3.5M of turnover, 0.8x its 20-day average — a drift on below-average volume rather than a stand-out move. No company announcement accompanied the move. Sasseur REIT (CRPU) fell 3.17% to S$0.610 on S$3.1M of turnover, 2.3x its average, the highest turnover multiple among the decliners. Mapletree Pan Asia Commercial Trust (N2IU) slipped 2.52% to S$1.160 on S$14.7M, 0.9x its average, extending the office and retail weakness. Among the few advancers, Frasers Logistics & Commercial Trust (BUOU) rose 1.15% to S$0.880 on S$13.0M, 1.1x its average, pairing with its inflow lead.
Announcements
No material filings today.
Distribution Watch
No S-REIT has an ex-distribution date declared through Nov 10, so today's income read comes from the trailing-yield ranking. ESR REIT (9A4U) tops the sector at a 10.93% indicative trailing yield, built on a S$0.2218 trailing 12-month distribution; First REIT (AW9U) follows at 10.86% on S$0.0202, and Sasseur REIT (CRPU) at 10.57% on S$0.0645. No counter went ex in the past 30 days. The next ex-dates will be set when these REITs report their quarterly results.
Prices reflect the SGX close on Oct 13, 2026 (SGT). Yields shown are indicative and based on trailing 12-month distributions. This content is for informational purposes only and does not constitute investment advice.