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Continue reading →: 3 Singapore REITs Plunged Below Offer Prices: A Strategic Evaluation of Keppel, Lendlease, and UI Boustead
Executive Summary As of the second quarter of 2026, the Singapore Real Estate Investment Trust (S-REIT) market is navigating a period of significant technical pressure. Three major capital market events—the $1.02 billion IPO of UI Boustead REIT (SGX: UIBU), a $196.6 million preferential offering by Lendlease Global Commercial REIT (SGX:…
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Continue reading →: Mapletree Logistics Trust Analysis: Evaluating Valuation and China Risks in 2026
Executive Summary Mapletree Logistics Trust (MLT) (SGX: M44U), long considered a blue-chip staple of the Singapore REIT (S-REIT) sector, is currently navigating a period of significant market pessimism. Recent financial results have highlighted a “perfect storm” of headwinds, including severe foreign exchange translation losses, a structural downturn in the Chinese…
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Continue reading →: Evaluating Singapore Defensive Stocks: Sembcorp, Sheng Siong, ST Engineering, and NetLink in 2026
Executive Summary As macroeconomic uncertainty and geopolitical tensions elevate market volatility in early 2026, investors are increasingly rotating capital into traditional defensive equities. This search for structural safety often directs focus toward domestic utilities, consumer staples, engineering conglomerates, and commodity players, operating under the assumption that historically resilient business models…
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Continue reading →: S-REITs Pull Back Again: Are Prices Disconnecting from Fundamentals?
Executive Summary Singapore REITs have retreated in early 2026 as bond yields moved sharply higher and expectations for rate cuts were pushed back. The sector’s decline—driven largely by macro repricing—has raised a key question: are falling REIT prices signalling deteriorating fundamentals, or simply reflecting a higher cost of capital? This…
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Continue reading →: CLAR Preferential Offering: Should You Subscribe (vs Lendlease REIT Comparison)
Executive Summary CapitaLand Ascendas REIT (CLAR) (SGX: A17U) recently launched its equity fund raisings with its private placement was oversubscribed, while Lendlease Global Commercial REIT’s (SGX: JYEU) preferential offering saw weak take-up. This divergence reflects a more selective S-REIT market, where capital is directed toward scale, clarity, and credible growth…
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Continue reading →: Elite UK REIT Lease Re-Gear: From a 95% Expiry Cliff to a More Durable Income Profile
Executive Summary Elite UK REIT’s (SGX: MXNU) investment case has shifted materially following a major lease re-gear with its primary tenant, the UK government. Previously, the REIT faced a concentrated lease expiry risk in 2028, where nearly all income was due for renewal at once—creating a structural “cliff” that weighed…
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Continue reading →: Gold at Record Highs: Does Gold Still Belong in a Portfolio, and How Does the LionGlobal Gold ETF Compare?
Executive Summary Gold has surged to repeated record highs, prompting investors to reassess its role in modern portfolios. While traditionally viewed as a hedge against crises, inflation, and monetary instability, its recent strong performance raises an important question: does gold still serve a useful purpose when prices already appear elevated?…
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Continue reading →: Singapore Dividend Stocks and REITs: 10 Ideas for Defensive SGD Income
Executive Summary Periods of geopolitical tension and macro uncertainty often push investors toward assets that offer greater visibility and stability. In recent months, volatility linked to Middle East tensions, energy prices, and global macro shifts has reminded investors that market sentiment can change quickly. Against this backdrop, Singapore has increasingly…
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Continue reading →: Sheng Siong’s Share Price Fell Despite Good FY2025 Results – Temporary Blip, or a Fair Valuation Reset?
Executive Summary This article examines why Sheng Siong’s (SGX: OV8) share price fell more than 10% from its early-February 2026 peak even though the supermarket operator reported solid FY2025 results, raised its dividend, and continued to expand its store network. The central question is whether the decline reflects a market…
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Continue reading →: UI Boustead REIT IPO Analysis: What the Forecast Yield of 7.8% Depends On
Executive Summary UI Boustead REIT (SGX: UIBU) is being positioned as a Singapore-focused industrial platform with a meaningful Japan sleeve, a relatively long WALE, and a forecast yield that stands out within the sector. The central issue, however, is not the headline yield by itself, but whether the portfolio’s sub-90%…
Independent research and analysis on Singapore-listed REITs and income-oriented investments, with a focus on long-term portfolio construction and income durability.
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Welcome to ‘The Dividend Uncle’s Take’ — where I share clear, independent insights on Singapore REITs, dividend stocks, ETFs, and income-focused investing. Everything I write is grounded in my own research and real investing experience. No hype — just long-term thinking and skin in the game. Let’s grow our income portfolios steadily, one dividend at a time.
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