Singapore REITs Market Outlook - My Stocks Investing

𝗠𝗼𝗻𝗲𝘆 𝗮𝗻𝗱 𝗠𝗲: 𝗦-𝗥𝗘𝗜𝗧𝘀 𝗥𝗮𝗹𝗹𝘆, 𝗧𝗿𝗲𝗮𝘀𝘂𝗿𝘆 𝗬𝗶𝗲𝗹𝗱𝘀 𝗗𝗿𝗼𝗽, 𝗮𝗻𝗱 𝗖𝗗𝗟’𝘀 𝗙𝗮𝗺𝗶𝗹𝘆 𝗗𝗿𝗮𝗺𝗮

Post author:Marubozu
Post published:March 20, 2025

17 March 2025

Join Michelle Martin on Money and Me as she explores the recent surge in Singapore REITs, with the SREIT Index jumping 5.5% last week.

Hosted by Michelle Martin with guest Kenny Loh, REIT Specialist and Independent Financial Advisor, they discuss whether lower US Treasury yields, cooling fixed deposit rates, and SGX’s $5B stock package signal a long-awaited S-REIT turnaround.

Will investors shift to REITs for better yields?

Plus, an inside look at how the recent power struggle at CDL is affecting CDL Hospitality Trusts and investor sentiment.

“📈 Singapore REITs soar! A spectacular 5.5% rally in the SREIT Index last week sparks renewed optimism in the sector.

Here’s what’s fueling the resurgence (possibly):
1️⃣ Tech Tumble, REIT Revival: As US tech stocks take a dive (about 10%), fund managers are pivoting to REITs as a haven.
2️⃣ US 10-Year Risk-Free Rate: A sharp decline from 4.79% to 4.32% (a 10% drop!) is creating waves of positivity.
3️⃣ SGX’s Game-Changer: A massive S$5 billion stocks package is boosting market sentiment.
4️⃣ Fixed Deposit Rate Plunge: With OCBC’s 12-month fixed deposit at just 2%, eyes are turning to higher-yield opportunities.
5️⃣ Singapore T-Bills Cool Off: Yields on 6-month T-Bills drop to 2.54%, adding fuel to the REIT fire.

Is this the moment REIT investors have been waiting for? 🌟 Time to watch this space closely!”

Note: The above analysis are my own personal views and are NOT buy or sell recommendations. Investors who would like to leverage my extensive research and years of Singapore REIT investing experience can approach me separately for a REIT Portfolio Consultation.

Listen to his previous market outlook interviews here:

2025

2024

2023

2022

2021

2020

Kenny Loh is an Associate Wealth Advisory Director and REITs Specialist of Singapore’s top Independent Financial Advisor. He helps clients construct diversified portfolios consisting of different asset classes from REITs, Equities, Bonds, ETFs, Unit Trusts, Private Equity, Alternative Investments, Digital Assets and Fixed Maturity Funds to achieve an optimal risk adjusted return. Kenny is also a CERTIFIED FINANCIAL PLANNER, SGX Academy REIT Trainer, Certified IBF Trainer of Associate REIT Investment Advisor (ARIA) and also invited speaker of REITs Symposium and Invest Fair.

You can join my Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement

Money and Me: CPF Special Account Closure, Retirement Planning, and Investment Strategies with Kenny Loh

Post author:Marubozu
Post published:March 6, 2025

18 February 2025

Money and Me: CPF Special Account Closure, Retirement Planning, and Investment Strategies with Kenny Loh

Has your CPF account closed already because you turned 55 this year? Join Michelle Martin as she dissects how to make your CPF work for you when you turn 55.

Should you keep your money in the 2.5% earning OA or move what you can to the RA for long-term 4%?
What are the pros and cons of investing with your OA after age 55 either through CPF or in the open market?
If liquidity of your CPF funds are your primary concern, what are your choices and what are the risks associated with each choice?
How can you use your monies to purchase T-bills, dividend stocks, and annuities?
What interest could you get with different asset classes based on today’s market.

Join Michelle and her guest Kenny Loh, Independent Financial Advisor to understand what happens when you turn 55 with your CPF and discover strategies and options to turning your hard earned CPF monies into income for the long-term.

Plus, get smart insights into tax considerations, liquidity needs, and long-term retirement planning strategies.

Key Highlights

[00:00:00] Introduction: Host: Michelle Martin, Guest: Kenny Loh, Independent Financial Advisor
[00:01:30] CPF Special Account Closure: What happens when you turn 55 and your CPF Special Account closes, Options to move money to the Retirement Account
[00:04:20] CPF Interest Rates Recap
[00:05:40] Investment Strategies Post-55: Strategies for investing with your CPF Ordinary Account, Pros and cons of different approaches
[00:07:05] CPFIS: T-Bills, Dividend Stocks, and Annuities: How to use your CPF monies to purchase these assets, Expected returns and associated risks
[00:11:50] Other considerations and Liquidity Needs: Smart insights into tax planning, Liquidity needs in retirement
[00:16:50] Tax considerations for transferring sums
[00:18:10] Long-term Retirement Planning: Strategies for long-term income, Importance of staying informed about market trends

Note: The above analysis are my own personal views and are NOT buy or sell recommendations. Investors who would like to leverage my extensive research and years of Singapore REIT investing experience can approach me separately for a REIT Portfolio Consultation.

Listen to his previous market outlook interviews here:

2025

Money and Me: What is your T-Bill to S-REIT allocation? (January 2025)

2024

2023

2022

2021

2020

Kenny Loh is an Associate Wealth Advisory Director and REITs Specialist of Singapore’s top Independent Financial Advisor. He helps clients construct diversified portfolios consisting of different asset classes from REITs, Equities, Bonds, ETFs, Unit Trusts, Private Equity, Alternative Investments, Digital Assets and Fixed Maturity Funds to achieve an optimal risk adjusted return. Kenny is also a CERTIFIED FINANCIAL PLANNER, SGX Academy REIT Trainer, Certified IBF Trainer of Associate REIT Investment Advisor (ARIA) and also invited speaker of REITs Symposium and Invest Fair.

You can join my Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement

(CNA Interview) Daily Cuts – Cuscaden Peak offers to privatise Paragon Reit for $2.78b

Post author:Marubozu
Post published:February 24, 2025

Cuscaden Peak Investments has proposed to privatise and delist Paragon Reit for $2.78 billion, eyeing major upgrades to Paragon mall. Paragon Reit currently owns Paragon mall, which accounts for 72 per cent of the Reit’s value. Andrea Heng and Hairianto Diman find out this means for the buyer with Kenny Loh, Wealth Advisory Director, REIT specialist and SGX Academy Trainer.

[00:00:00] Introduction: Host: Andrea Heng, Guest: Kenny Loh, Wealth Advisory Director, REIT Specialist, and SGX Academy Trainer
[00:01:10] Overview of the Offer: What does the price of $0.98 mean?
[00:02:20] Overview of the Offer: How is the price of $0.98 derived? And comparison to other Retail-sector REITs
[00:05:45] How can the privitisation strengthen Cuscaden Peak’s portfolio?
[00:08:20] Refurbishment of Paragon: How can Paragon be revived, in the midst of the Orchard Road downturn? The execution of Paragon’s AEI may affect the REIT’s distribution for a while. Privatisation might be a better approach.

Mr. Kenny Loh is a Certified Estate Planning Consultant and also a CERTIFIED FINANCIAL PLANNER (CFP). Kenny has more than 10 years in Holistic Estate Planning experience, using a unique “3-in-1 Will, LPA and Standby Trust” solution, to address his client’s social consideration, legal obligation, emotional needs and family’s harmony in his approach. Kenny has Double Master degree in Business Administration and Electrical Engineering, and also an AEPP (Associate Estate Planning Practitioner) jointly awarded by The Society of Will Writers & Estate Planning Practitioners (SWWEPP) of The United Kingdom, in collaboration with Estate Planning Practitioner Limited (EPPL), the accreditation body for Asia.

Check out Kenny Loh profile here and also Estate Planning Services.