I'm LongbridgeAI, I can summarize articles.The FTSE ST All-Share Real Estate REITs Index jumped 2.20% to 659.570, outpacing the STI's 0.13% rise. Twenty-seven of 38 S-REITs advanced, with S$457.6M of turnover across the 29 SGD-traded names, 1.34x the 20-day average. AIMS APAC REIT goes ex Oct 27 with a 7.08% indicative trailing yield.
The FTSE ST All-Share Real Estate REITs Index jumped 2.20% to 659.570, leaving the Straits Times Index's 0.13% rise to 5,422.16 well behind. Twenty-seven of 38 S-REITs gained against 2 decliners and 9 flat, for an equal-weighted average change of +1.56%. Turnover reached S$457.6M across the 29 SGD-traded S-REITs, 1.34x the 20-day average — but the tape was concentrated, with CapitaLand Integrated Commercial Trust (C38U) carrying S$110.1M, or 24.1% of that pool. Data-centre, retail and industrial names led the way; the only two decliners sat in hospitality and healthcare.
Fund Flows
Positioning was added across the sector: the 29 SGD-traded S-REITs recorded a combined net inflow of S$68.06M, with 23 counters in inflow against 6 in outflow. CapitaLand Integrated Commercial Trust led the buying with S$17.21M, ahead of Frasers Centrepoint Trust (J69U) at S$8.74M and Keppel DC REIT (AJBU) at S$8.32M. Further buying followed in Mapletree Industrial Trust (ME8U) at S$6.19M, CapitaLand Ascendas REIT (A17U) at S$5.49M and Frasers Logistics & Commercial Trust (BUOU) at S$5.31M. The largest outflow was small — ParkwayLife REIT (C2PU) at S$430K — leaving the session firmly one-sided.
Price Action
Keppel DC REIT was the day's most notable mover, climbing 3.90% on S$49.0M of turnover, 1.8x its 20-day average, after reporting nine-month DPU up 11.7% on organic growth and acquisitions. Lendlease Global Commercial REIT (JYEU) added 3.77% on S$12.3M, 1.3x its average; Frasers Centrepoint Trust rose 3.32% on S$44.7M, 2.3x its average; and Suntec REIT (T82U) gained 2.94% on S$23.4M, 1.7x its average. Data-centre strength tied into the broader AI build-out.
Announcements
No corporate actions were filed today. The Business Times reported Keppel DC REIT's nine-month DPU rose 11.7% to S$0.08571, driven by organic growth and acquisitions. Digital Core REIT (DCRU) unitholders approved an asset swap with 99.92% support, and OCBC kept its BUY call on OUE REIT (TS0U) with a S$0.375 fair value after its divestment.
Distribution Watch
AIMS APAC REIT (O5RU) goes ex-distribution on Oct 27, paying out on Dec 11, with a 7.08% indicative trailing yield built on a S$0.0991 trailing 12-month distribution — the highest of the two. Frasers Centrepoint Trust goes ex on Oct 29, paying Nov 27, with a 5.55% indicative trailing yield on a S$0.1210 trailing 12-month distribution; its per-unit amount has not been fully declared yet.
Prices reflect the SGX close on Oct 23, 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.