Singapore REITs Daily Radar: REITs Dip, AIMS 7.2% Yield | Oct 22, 2026

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The REITs index slipped 0.34% as breadth split 13–13. Frasers Centrepoint Trust drew S$11.42M of net buying, 72% of the S$15.92M aggregate. AIMS APAC REIT goes ex on Oct 27 with a 7.23% trailing yield.

The FTSE ST All-Share Real Estate REITs Index fell 0.34% to 645.400, a milder slide than the Straits Times Index's 0.42% decline to 5,415.14. Breadth was a wash — 13 advancers, 13 decliners and 12 flat, with an equal-weighted change of +0.08%; the gap against the index's decline signals the drag sat in the larger-capitalisation names. Turnover of S$333.7M across the 29 SGD-traded S-REITs ran at 0.98x the 20-day average, and CapitaLand Integrated Commercial Trust (C38U) carried 25.4% of it (S$84.7M), so the tape was concentrated rather than broad-based. Retail names led the upside while overseas office and hospitality counters lagged.

Fund Flows

Fund flows were single-name driven: Frasers Centrepoint Trust (J69U) took S$11.42M of net buying, alone 72% of the S$15.92M aggregate across the 29 SGD-traded S-REITs. Breadth leaned to the sell side — 18 of those 29 saw net outflows against 11 inflows. Mapletree Industrial Trust (ME8U) was the next-largest inflow at S$7.35M, with CapitaLand Ascendas REIT (A17U) at S$1.60M and Keppel REIT (K71U) at S$1.13M. Mapletree Pan Asia Commercial Trust (N2IU) recorded the largest net outflow at S$1.52M, followed by Keppel DC REIT (AJBU) at S$1.32M. Outside the SGD pool, NTT DC REIT (NTDU) posted the largest foreign-currency outflow at USD 1.27M.

Price Action

Frasers Centrepoint Trust (J69U) was the day's most notable mover, up 2.43% to S$2.110 on S$42.9M of turnover, 2.5x its 20-day average — the sector's strongest volume signal. No company announcement accompanied the move, though the counter also drew the day's heaviest net buying. Keppel REIT (K71U) added 1.27% on S$12.9M (1.1x) and Mapletree Industrial Trust (ME8U) rose 1.15% on S$25.2M (1.4x). CapitaLand Ascendas REIT (A17U) eased 0.90% on S$84.0M (1.0x), while NTT DC REIT (NTDU) fell 2.26% in USD on 1.0x its average. A dozen counters finished unchanged; OUE REIT (TS0U) traded 3.2x its 20-day average on S$1.7M without moving.

Announcements

No material filings today.

Distribution Watch

AIMS APAC REIT (O5RU) is the only counter going ex-distribution in the next five trading days, on Oct 27, with payment on Dec 11. Its indicative trailing yield is 7.23%, built on a S$0.0991 trailing 12-month distribution. No other S-REIT goes ex in the window through Oct 29.

Prices reflect the SGX close on Oct 22, 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.

Source: SG REIT Radar The copyright of this article belongs to the original author/organization.

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