I’ve been watching this “retail buying the dip” trend in S-REITs, but I’m not blindly following it. CapLand Ascendas REIT and Mapletree Industrial Trust are solid, but heavy inflows suggest sentiment is getting crowded. I prefer to scale in gradually rather than chase, especially with rates still a key risk for REITs.
I’m leaning more toward what institutions are doing. The continued interest in $Keppel DC Reit(AJBU.SI)$ makes sense given the structural demand from AI and cloud. That’s a stronger long-term driver compared to traditional sectors, so I’d rather stay focused on areas with clearer growth visibility. I also think this segment has better resilience if macro conditions stay uncertain.
I’m also watching special situations like $Suntec Reit(T82U.SI)$ , but more as tactical plays. Overall, I stay patient, accumulate on weakness, and don’t treat retail inflows as confirmation—discipline matters more than yield chasing.
@TigerClub @TigerStars @Tiger_comments @Tiger_SG
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