I'm LongbridgeAI. Here is the key information I extractedThe FTSE ST All-Share Real Estate REITs Index added 0.75% to 655.320 on Friday, outperforming a Straits Times Index that fell 0.36% to 5,376.74. Breadth was positive across the 38 S-REITs: 22 rose, 5 fell and 11 were flat, for an equal-weighted average gain of 0.59%. Industrial and logistics names led the advance, with data centre counters also firming, while overseas office lagged. Turnover across the 29 SGD-traded S-REITs reached S$259.8M, 0.81x the S$322.2M 20-day average, and the tape was concentrated: CapitaLand Ascendas REIT (A17U) alone accounted for S$59.3M, or 22.8% of that pool.
Fund Flows
Positioning was added across the sector. The 29 SGD-traded S-REITs recorded a combined net inflow of S$15.14M, with 20 of them seeing net buying against 9 net sellers — a one-sided read. Across all 38 counters, 23 posted net inflows against 15 net outflows. Mapletree Logistics Trust (M44U) drew the largest net inflow at S$8.04M, followed by CapitaLand Integrated Commercial Trust (C38U) at S$7.00M. On the other side, CapitaLand India Trust (CY6U) saw the largest net outflow at S$3.57M, ahead of Mapletree Pan Asia Commercial Trust (N2IU) at S$1.68M.
Price Action
ESR REIT (9A4U) was the day's most notable mover, climbing 6.45% to S$1.980 on S$6.8M of turnover, 3.8x its 20-day average. No company announcement accompanied the move. CapitaLand India Trust (CY6U) fell 3.45% to S$0.840 on S$7.4M, 2.3x its average. Mapletree Logistics Trust (M44U) rose 2.80% on S$20.6M, 2.0x its average, and NTT DC REIT (NTDU) added 2.87% on USD 3.1M, 0.9x its average.
Announcements
No material filings today.
Distribution Watch
Four S-REITs go ex-distribution within the next five trading days, each with only a partial per-unit payout declared. First REIT (AW9U) carries the highest indicative yield at 11.04%, built on a S$0.0202 trailing 12-month distribution; it goes ex on Nov 5 and pays Dec 18. Mapletree Industrial Trust (ME8U) goes ex on Nov 3 and pays Dec 9, with a 7.25% indicative trailing yield on a S$0.1255 trailing 12-month distribution. Mapletree Logistics Trust (M44U) goes ex on Nov 4 and pays Dec 17, with a 6.61% indicative trailing yield on a S$0.0727 trailing 12-month distribution. UI Boustead REIT (UIBU) goes ex on Nov 3 and pays Dec 7, but its per-unit amount has not been fully declared and no indicative yield is available.
Prices reflect the SGX close on Oct 30, 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.