JP Morgan upgraded its rating on S-REITs to “neutral” from “underweight” on Wednesday (12 Mar) resultant of the declining Treasury yields. [1]
"As recession risks rise to 40%, Fed could have at least 2 rate cuts, benefitting S-REITs borrowing costs while widening yield spreads could trigger a REIT rally." [2]
JP Morgen's top picks:
$CapLand IntCom T (C38U.SG)$ $CapLand Ascendas REIT (A17U.SG)$ $Keppel DC Reit (AJBU.SG)$ $Frasers Cpt Tr (J69U.SG)$ $Mapletree Log Tr (M44U.SG)$
...

$Mapletree PanAsia Com Tr (N2IU.SG)$
Start adding position at $1.18
Expect FED to start cutting rate soon.
P/B: 0.68x Dividend Yield: 6.8%

$DBS (D05.SG)$ 48 today ?

$DBS (D05.SG)$ cmoon go up please

$Frasers L&C Tr (BUOU.SG)$ delisting soon.

$Mapletree PanAsia Com Tr (N2IU.SG)$ For this dividend, do we have a choice of Scrip / Cash? just like MLT and MIT? Thanks

$Mapletree PanAsia Com Tr (N2IU.SG)$ it’s ok i still love you, just keep giving consistent dividends