I'm LongbridgeAI. Here is the key information I extracted- Net buying across SGD-traded S-REITs reached S$22.48M, with CapitaLand Ascendas REIT leading inflows at S$16.58M.…
The FTSE ST All-Share Real Estate REITs Index (FSTRE) rose 0.12% to close at 657.28 on Nov 3, even as the Straits Times Index fell 0.65% to 5,269.29. The advance was top-heavy: breadth across all 38 S-REITs ran 19 up against 9 down with 10 flat, yet the equal-weighted average slipped 0.10%, so the larger counters did most of the lifting. Turnover across the 29 SGD-traded S-REITs totalled S$321.6M, 1.03x the 20-day average of S$312.7M, and CapitaLand Integrated Commercial Trust (C38U) carried 30.5% of that amount — a concentrated tape, not a broad-based one.
Fund Flows
Across the 29 SGD-traded S-REITs, net buying reached S$22.48M, but a single counter did the work: CapitaLand Ascendas REIT (A17U) drew S$16.58M of inflows, roughly 74% of the SGD total. CapitaLand Integrated Commercial Trust (C38U) posted the largest outflow at S$7.32M. The SGD pool split 16 net inflows against 13 net outflows, with Keppel DC REIT (AJBU) the next-largest buyer at S$4.62M.
Price Action
NTT DC REIT (NTDU) was the day's most notable mover, rising 2.21% to USD 0.925 on USD 3.2M of turnover, 0.9x its 20-day average — a below-average-volume drift rather than a conviction move. No company announcement accompanied the move, though the data-centre group remains a focus amid AI-driven infrastructure demand. Keppel DC REIT (AJBU) added 0.94% on S$23.3M, 1.0x its average, keeping data-centre counters among the day's firmer names.
Announcements
No corporate actions were filed today. Digital Core REIT (DCRU) completed a stake sale in three North America facilities, with no quantified DPU or gearing impact stated.
Distribution Watch
Five counters go ex-distribution within the next five trading days, though none of their per-unit payouts has been fully declared. Mapletree Industrial Trust (ME8U) and UI Boustead REIT (UIBU) went ex on Nov 3, their prices already adjusted for the payouts; ME8U carries a 7.17% indicative trailing yield on a S$0.1234 trailing 12-month distribution and pays Dec 9, while UIBU carries 4.82% on S$0.0371 and pays Dec 7. Mapletree Logistics Trust (M44U) follows on Nov 4, paying Dec 17, at a 6.61% yield on S$0.0727. First REIT (AW9U) goes ex on Nov 5, paying Dec 18, and tops the list with an 11.48% yield on a S$0.0202 trailing 12-month distribution, ahead of Mapletree Pan Asia Commercial Trust (N2IU) on Nov 6, paying Dec 16, at 5.09% on S$0.0591.
Prices reflect the SGX close on Nov 3, 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.