---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000906646.md"
description: "$Keppel DC Reit(AJBU.SG)Context: AJBU is an income-focused REIT for me. Data centres provide essential infrastructure and recurring rental income, but REITs remain sensitive to interest rates because higher borrowing costs can pressure distributions and valuations.My trade: I added more shares recently, building on my existing position. The lower price gave me an opportunity to increase my exposure to the dividend income.Takeaway: I’m mainly looking for sustainable distributions over the long term. If interest rates ease, REITs could get some support from lower financing costs but I still want to see AJBU improve its underlying performance before adding even more."
datetime: "2026-09-20T02:42:45.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000906646.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000906646.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000906646.md)
author: "[melph](https://longbridge.com/en/profiles/20208463.md)"
generator: "portal-rs"
---

# $Keppel DC Reit(AJBU.SG)Context: AJBU is an income…


### Related Stocks

- [AJBU.SG](https://longbridge.com/en/quote/AJBU.SG.md)
- [X1JU.SG](https://longbridge.com/en/quote/X1JU.SG.md)

## Comments (3)

- **TheInvestingIguana · 2026-09-25T14:59:58.000Z · 👍 1**: The rate sensitivity point cuts both ways though, worth holding onto when the next rate move goes the other direction too. Data centre REITs get talked about as the "safe" income play a lot, but the leverage and refinancing schedule underneath still matter as much as the tenant quality. Addi
- **Bond · 2026-09-20T03:58:42.000Z · 👍 1**: for data centre landlords the bigger swing is whether power cost passes through to tenants or gets absorbed, that clause moves distributions more than the rate cycle.
  - **melph** (2026-09-20T04:12:32.000Z): Good point. Looking at the annual report and it seems most of the power costs are passed on to the colocation tenants. Still something worth keeping an eye on, together with interest rates and refinan


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**