What's on your mind?
Time to nibble..agree, SG Reits seems to show signs of stabilising and slight rebound even.
$CapLand Ascendas REIT(A17U.SG)
Industrial and business park REITs are showing signs of stabilization as market interest rate volatility cools. Holding CapLand Ascendas REIT (A17U) at an average cost of 2.463 SGD, with unrealized drawdown narrowing to -6.21% at 2.310 SGD. Continuing to accumulate via disciplined DCA near support levels.
$CapLand Ascendas REIT(A17U.SG)
Industrial and business park REITs are showing signs of stabilization as market interest rate volatility cools. Holding CapLand Ascendas REIT (A17U) at an average cost of 2.463 SGD, with unrealized drawdown narrowing to -6.21% at 2.310 SGD. Continuing to accumulate via disciplined DCA near support levels.
$CapLand Ascendas REIT(A17U.SG) brought at 2.200 which is a good price from another platform. I might sell or trim it if it becomes over price
$CapLand Ascendas REIT(A17U.SG)
🏆CapitaLand Ascendas REIT (CLAR): Staying the Course with Strong Conviction After 3Q 2026 Results
CLAR has just released its latest 3Q 2026 business update and it continues to show solid operational resilience, plus active portfolio refresh!
Currently, my average cost sits at S$2.43 and I have no plans to PAPER HAND even it trades at S$.2.18 now. I am staying confident based on these latest key metrics:
✅ Higher portfolio occupancy:
Rose to 90.1% as at 30 September 2026, up from 89.1% in June 2026
✅ Strong rental growth:
Positive rental reversion of +9.9% for 3Q 2026 and +9.0% for the first nine months of the year
✅ Smart portfolio moves:
• Completed S$638.1 million worth of Singapore logistics asset acquisitions with yields between 6.6%‑6.9%
• Ongoing divestments totalling S$281.7 million, transacted at roughly a 25% premium above market valuation
✅ Solid capital position:
Total assets under management of S$20.7 billion across five developed markets. 70.1% of debt is locked in at fixed rates, with an average cost of debt of 3.4%
Short‑term price swings do not change these underlying fundamentals for me💪🏽.
I will stay invest and add on to this solid blue chip REITs . Never give up 😁.
Thanks for well documented article that aptly summarises the current market sentiments. @Captain Leo
Welcome back! Results kept coming in fine this week, and share prices kept not caring. Members spent it working out which of the two to believe. 📊🇸🇬 S-REITs — Record Results, Falling Prices@LazyCat · ...
Great chance to buy up some REITs with great fundamentals and yields at a discount.
Welcome back! Results kept coming in fine this week, and share prices kept not caring. Members spent it working out which of the two to believe. 📊🇸🇬 S-REITs — Record Results, Falling Prices@LazyCat · ...
S REITs is good at this moment. P/B is low and price is attractive dividend also good 😊
Welcome back! Results kept coming in fine this week, and share prices kept not caring. Members spent it working out which of the two to believe. 📊🇸🇬 S-REITs — Record Results, Falling Prices@LazyCat · ...
Welcome back! Results kept coming in fine this week, and share prices kept not caring. Members spent it working out which of the two to believe. 📊🇸🇬 S-REITs — Record Results, Falling Prices@LazyCat · ...
S-REITs are holding up well ahead of the Fed meeting. I feel the recent pullback was overdone.
Current valuation for blue chip REITs look too attractive now, especially names like CapitaLand Ascendas, CICT, Keppel DC REIT and Mapletree Logistics.
Meanwhile gold and Bitcoin are seeing a mild dip. I hope things stabilise from here and we see no more selling pressure. Today is Friday. Trade safely. Don’t “Cheong” . Next week is Fed meeting. Market respect Fed before further move.
Happy weekend to everyone.
Western Digital grew revenue 55% and raised its dividend, then fell 6%. Lam Research beat and fell twice as hard. At home, banks slip while REITs bounce. Let's dig in 👇💬 Chip stocks are selling off on...
$CapLand Ascendas REIT(A17U.SG)
Context: Industrial and business park REITs in Singapore are facing extended price pullbacks amid lingering global interest rate uncertainty and defensive asset yield rebalancing.
My trade: Holding shares of CapLand Ascendas REIT (A17U) at an average cost of 2.463 SGD, managing a drawdown of -10.27% as the market price hovers around 2.210 SGD.
Takeaway: Next time, I will separate sector-wide interest rate noise from specific operational metrics like gearing or occupancy, while enforcing tiered entry stops near strong support levels.
