I'm LongbridgeAI. Here is the key information I extractedThe FTSE ST All-Share Real Estate REITs Index edged up 0.09% to 660.160 on Monday, while the Straits Times Index fell 0.12% to 5,415.91 — the sector's own benchmark and the underlying tape pointed in different directions. Across all 38 S-REITs, 14 fell against 6 that rose and 18 were flat, leaving the equal-weighted average down 0.12%. Turnover was S$250.6M across the 29 SGD-traded S-REITs, 0.72x the 20-day average, and the tape was concentrated: CapitaLand Ascendas REIT (A17U) carried S$66.8M, 26.6% of that total. Declines were shallow and scattered rather than concentrated in a single sub-sector.
Fund Flows
Net flows were driven by a single name. CapitaLand Integrated Commercial Trust (C38U) posted the day's largest net outflow at S$4.72M — larger in absolute terms than the entire SGD net total, which other counters offset to leave a net S$1.87M outflow across the 29 SGD-traded S-REITs. The split among those counters was 13 net inflows to 16 net outflows. On the other side, Frasers Logistics & Commercial Trust (BUOU) led net inflows at S$2.07M, followed by Suntec REIT (T82U) at S$1.50M and CapitaLand Ascendas REIT at S$1.26M.
Price Action
The day's most notable mover was NTT DC REIT (NTDU), down 1.73% to USD 0.850 on USD 4.5M of turnover, 1.4x its 20-day average. No company announcement accompanied the move. Mapletree Logistics Trust (M44U) added 0.92% on S$6.8M, 0.5x average, and data-centre names eased, with Keppel DC REIT (AJBU) off 0.94% on S$13.8M, 0.5x average. Among the heavyweights, CapitaLand Integrated Commercial Trust eased 0.43% on S$64.6M, 0.7x average, and Suntec REIT fell 0.71% on S$10.9M, 0.8x average.
Announcements
No corporate actions were filed today. In headlines, OUE REIT (TS0U) agreed to acquire an additional 50% stake in Sydney's Salesforce Tower, a deal The Business Times values at US$606.4M. The REIT is deepening its exposure to the premium CBD office asset but has not yet stated the impact on gearing or distributions.
Distribution Watch
AIMS APAC REIT (O5RU) goes ex-distribution on Oct 27, paying Dec 11, and carries a 7.08% indicative trailing yield, built on a SGD 0.0991 trailing 12-month distribution — the highest among the three counters going ex over the next five trading days. Frasers Centrepoint Trust (J69U) and Suntec REIT (T82U) both go ex on Oct 29, paying Nov 27; their per-unit amounts have not been fully declared, and the indicative yields stand at 5.58% (SGD 0.1210 trailing) and 5.62% (SGD 0.0782 trailing) respectively.
Prices reflect the SGX close on Oct 26, 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.