Keppel REIT is one of Asia’s leading real estate investment trusts with a portfolio of prime commercial assets in Asia Pacific’s key business districts. Keppel...
Maybank Reaffirms Their Buy Rating on Keppel REIT (KREVF)
Keppel REIT sells Tokyo office for $91m, exits asset
Keppel REIT completes divestment of 98.47% stake in Tokyo’s KR Ginza II
Keppel REIT prices S$200 million 2.6% notes due 2033
Keppel REIT issues 12,609,075 units at S$ 0.87 to pay manager base fee
Keppel Reit’s road to redemption
$Keppel Reit(K71U.SG)
Context: The prospect of Fed hikes is putting pressure on REITs, with higher rates keeping financing costs elevated and limiting near-term upside.
My trade: I’m holding my Keppel REIT position for now, given its quality office portfolio and resilient operating performance.
Takeaway: I’m comfortable holding through the rate uncertainty while waiting for the macro backdrop to improve.
Inflation Just Hit a Two-Year High. Does Your Portfolio Actually Notice?The cost of living just went up for the second month running. The question worth asking isn’t what changed, it’s whether your yi...
$Keppel Reit(K71U.SG)
Context: Keppel REIT’s divestment of KR Ginza II looks encouraging, with the S$90.9m sale price 28.4% above its 2022 purchase price and 9.7% above valuation.
My trade: At S$0.875, I’m still comfortable holding as NPI and distributable income continue to grow, despite lower DPU from the enlarged unit base.
Takeaway: Continued capital recycling should help strengthen the portfolio and unlock value.
