SG REIT Analysis From Dan
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Receive weekly REITs insights, analyst reports and research reports! For more info visit: www.danconsultancy.com For inquiry, PM: @daniellsx Daniel Lee Shao Xuan Certified Financial Planner (CFP®) I help my clients create and manage their
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ژوئیه '26
ژوئیه '26
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| تاریخ | رشد مشترکین | اشارات | کانالها | |
| 20 ژوئیه | 0 | |||
| 19 ژوئیه | 0 | |||
| 18 ژوئیه | 0 | |||
| 17 ژوئیه | +1 | |||
| 16 ژوئیه | 0 | |||
| 15 ژوئیه | 0 | |||
| 14 ژوئیه | 0 | |||
| 13 ژوئیه | 0 | |||
| 12 ژوئیه | 0 | |||
| 11 ژوئیه | 0 | |||
| 10 ژوئیه | 0 | |||
| 09 ژوئیه | +2 | |||
| 08 ژوئیه | 0 | |||
| 07 ژوئیه | +1 | |||
| 06 ژوئیه | 0 | |||
| 05 ژوئیه | 0 | |||
| 04 ژوئیه | 0 | |||
| 03 ژوئیه | 0 | |||
| 02 ژوئیه | 0 | |||
| 01 ژوئیه | 0 |
پستهای کانال
Updated For AR2025/6
FY2025/6 was a year of recovery which is expected to continue moving into FY2026/7.
More details are in the report.
| 2 | For clients: I've uploaded the updated database into the shared folder. Yall should take this time to run through the counters that yall are interested in while the market is still quiet | 274 |
| 3 |  بدون متن... | 267 |
| 4 | Updated For AR2025/6
Performance is expected to be muted due to the negative rental reversion drag from their China's properties coupled with FX losses.
More details are in the report.
For clients, you can download the full version with the intrinsic valuation and interest rate sensitivity analysis model in the shared folder (Personal Report —> 2026) | 287 |
| 5 | Updated For AR2025/6
Reported DPU appeared to be disappointing due to the absence of one off contributions but DPU from operations actually showed otherwise.
That said, their offshore properties are expected to continue to drag down performances though the valuations may make sense for investors to take the risk and ride through this tough time while the management rectify their "cock up"
More details are in the report.
For clients, you can download the full version with the intrinsic valuation and interest rate sensitivity analysis model in the shared folder (Personal Report —> 2026) | 421 |
| 6 | Updated For AR2025/6
Reported DPU appeared to be disappointing due to the absence of one off contributions but DPU from operations actually showed otherwise.
That said, their offshore properties are expected to continue to drag down performances though the valuations may make sense for investors to take the risk and ride through this tough time while the management rectify their "cock up"
More details are in the report. | 1 |
| 7 | Updated for FY2025/6 Annual Report.
Performance in the coming 24 months will be disappointing due to the barrage of structural headwinds from their North America Data Centre "cock-up"
Unless MIT pivots the NA book to hyperscale/colo or exits, the income base shrinks. Execution risk on the rebalancing thesis is the swing factor.
More details are in the report
For clients, you can download the full version with the intrinsic valuation and interest rate sensitivity analysis model in the shared folder (Personal Report —> 2026) | 502 |
| 8 | Fired some shots today, one to average down the other to add position. Definitely not "bargain" prices but arguably its good enough to justify adding some position rather than hoarding cash and trying to pray for more dippy dip.
Updated the trade blotter to adjust next buy in price, having triggered the first round of averaging down for the REITs executed today. | 587 |
| 9 | Updated for FY2025 Annual Report.
Investors looking to gamble on the US Commercial Recovery might have a better chance with KORE.
More details are in the report
For clients, you can download the full version with the intrinsic valuation and interest rate sensitivity analysis model in the shared folder (Personal Report —> 2026) | 570 |
| 10 | Updated for FY2025 Annual Report.
Internalization of management platform was completed on 23 October 2025, making them the first internalized REIT in Singapore.
More details are in the report
For clients, you can download the full version with the intrinsic valuation and interest rate sensitivity analysis model in the shared folder (Personal Report —> 2026) | 562 |
| 11 | Updated for FY2025 Annual Report.
DPU growth in FY2026 is likely going to be driven by the full year contributions of Tokyo DC3.
Overall figures in FY2025 are very messy due to massive portfolio movements but organically, the yield from operation did experience a decent growth as a result of the acquisitions.
More details are in the report
For clients, you can download the full version with the intrinsic valuation and interest rate sensitivity analysis model in the shared folder (Personal Report —> 2026) | 482 |
| 12 | Updated for FY2025 Annual Report.
Though not proven yet, the new management has done a good job thus far in addressing some of the REIT’s prior red flags (i.e. poor financial health & lease concentration)
More details are in the report
For clients, you can download the full version with the intrinsic valuation and interest rate sensitivity analysis model in the shared folder (Personal Report —> 2026) | 407 |
| 13 | Updated for FY2025 Annual Report.
Biggest risk surrounding the REIT deals with higher borrowing cost, weaker yen and an inability to backfill the current vacant properties.
Current valuations are attractive but imo not sufficient to justify the above risks yet. To each of their own.
More details are in the report
For clients, you can download the full version with the intrinsic valuation and interest rate sensitivity analysis model in the shared folder (Personal Report —> 2026) | 458 |
| 14 | Updated for FY2025 Annual Report.
KORE's portfolio is frozen, its CAPEX is defensive, and its sustainable DPU capacity remains near zero on a strict AFFO basis. The 0.25¢ FY 2025 resumed distribution should be read as a regulatory and signalling minimum, not a launchpad.
Any thesis on KORE recovery requires assumptions on cap rate compression and US suburban office market normalisation — both outside management control and not yet evident in 2026 market data.
More details are in the report
For clients, you can download the full version with the intrinsic valuation and interest rate sensitivity analysis model in the shared folder (Personal Report —> 2026) | 399 |
| 15 | Updated for FY2025.
Performance for FY2026 is expected to remain stable or decline slightly due the loss of income from Linton Hall's refurbishment.
More details are in the report | 366 |
| 16 | For clients: if you havent already, the time to put in limit orders might be now. Hopefully we can see more drawdowns to hit our target prices | 404 |
| 17 | Updated for FY2025.
More details are in the report.
For clients, you can download the full version with the intrinsic valuation and interest rate sensitivity analysis model in the shared folder (Personal Report —> 2026) | 513 |
| 18 | For client's, I've also updated the trade blotter to reflect some changes in the target price for the REITs that I'm looking at. | 469 |
| 19 | Updated for FY2025.
Love the underlying properties, hate the valuation.
I'm surprised by the performance of FY2025 which is largely driven by a reduced financial cost (that went against what management communicated in AR2024).
Moving forward, I expect cost of borrowing to remain stable given that there's no much refinancing in FY2026.
More details are in the report.
For clients, you can download the full version with the intrinsic valuation and interest rate sensitivity analysis model in the shared folder (Personal Report —> 2026) | 441 |
| 20 | Updated for FY2025.
Performances past few years have been horrible, largely due the economic and industry weakness.
Current valuations also fail to reflect the recent poor performances and headwinds - specifically within the business park and logistics property.
More details are in the report.
For clients, you can download the full version with the intrinsic valuation and interest rate sensitivity analysis model in the shared folder (Personal Report —> 2026) | 412 |
