I'm LongbridgeAI. Here is the key information I extractedThe FTSE ST All-Share Real Estate REITs Index rose 0.18% to 656.52, bucking the Straits Times Index, which fell 1.36% to 5,303.83. The advance was thin beneath the surface: breadth ran 15 advancers, 9 decliners and 14 flat, and the equal-weighted average slipped 0.13%, so the cap-weighted gain rested on the larger counters. Turnover of S$226.1M across the 29 SGD-traded S-REITs ran at 0.71x the 20-day average of S$319.1M, and the tape was concentrated — CapitaLand Integrated Commercial Trust (C38U) took S$50.3M, or 22.3% of that total. Data-centre and select retail names carried most of the gains.
Fund Flows
Net buying was single-name-driven. CapitaLand Integrated Commercial Trust absorbed S$4.94M — 79% of the S$6.22M aggregate across the 29 SGD-traded S-REITs — while the pool split 14 net inflows against 15 net outflows. The largest net outflow was CapitaLand Ascott Trust (HMN), at S$2.57M.
Price Action
Lendlease Global Commercial REIT (JYEU) was the day's most notable mover, up 1.83% to S$0.555 on S$5.5M of turnover, 0.6x its 20-day average — a drift on below-average volume rather than a standout. No company announcement accompanied the move. NTT DC REIT (NTDU) added 1.12% to US$0.905 on US$2.8M (0.8x its average), Centurion Accommodation REIT (8C8U) rose 0.95% to S$1.060 on S$2.6M (0.8x), and Keppel REIT (K71U) firmed 0.61% to S$0.820 on S$7.7M (0.7x).
Announcements
No corporate actions were filed today. In asset news, Digital Core REIT (DCRU) was reported to have priced JPY 5 billion of notes to fund its Osaka data-centre acquisition, adding acquisition financing to the balance sheet. The Business Times reported Daiwa House Logistics Trust (DHLU) is proposing to divest its DPL Sendai Port asset and acquire a Hiroshima facility, recycling capital within its Japanese portfolio.
Distribution Watch
Five counters go ex-distribution this week, each filing only a partial per-unit component. First REIT (AW9U) carries the highest indicative yield of the group at 11.54%, built on a S$0.0202 trailing 12-month distribution, ahead of its Nov 5 ex-date (payable Dec 18). Mapletree Industrial Trust (ME8U) goes ex Nov 3 (payable Dec 9) and yields 7.21% on a S$0.1255 trailing 12-month distribution; Mapletree Logistics Trust (M44U) goes ex Nov 4 (payable Dec 17) at 6.61% (S$0.0727 trailing); and Mapletree Pan Asia Commercial Trust (N2IU) goes ex Nov 6 (payable Dec 16) at 5.14% (S$0.0591 trailing). UI Boustead REIT (UIBU) goes ex Nov 3 (payable Dec 7), with its per-unit amount not yet fully declared.
Prices reflect the SGX close on Nov 2, 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.