S-REITs Recap - Week 46 (2025)
🪙 Prime US REIT (YTD +15.79% | 5D +0.51%) 3Q 2025 update: Committed occupancy rose to 80.7%, with 92,000 sq ft of new leases signed in the quarter and 6.4% rental reversion for 9M 2025. Major new leases include X-Energy (120,000 sq ft, 11 years) and a 20-year U.S. government lease. Raised US$25m equity in October to fund capex and boost debt headroom; aims to normalise distributions in 2026. $Prime US ReitUSD(OXMU.SI)$
🪙 United Hampshire US REIT (YTD +6.32% | 5D +3.06%) 3Q 2025 results: Gross revenue +1.4%, NPI +5.7% YoY, occupancy 97%, and self-storage 94.9%. Maintains low leverage (37.8%) and long WALE (7.5 years), with minimal near-term lease expiries. $UtdHampshReitUSD(ODBU.SI)$
🪙 Stoneweg Europe Stapled Trust (YTD –2.56% | 5D –3.18%) Exited Slovakia for €70m and completed an €11.4m asset sale in Italy, continuing portfolio streamlining in Europe. $Stoneweg EUTrust EUR(SET.SI)$ $Stoneweg EUTrust SGD(SEB.SI)$
🪙 BHG Retail REIT (YTD –2.22%) 3Q 2025 business update: Gearing 42%, cost of debt 4.4%, ICR 1.8x. WALE 2.3 years (by income) and 4.4 years (by NLA); continues prudent capital management amid China retail headwinds. $BHG Retail Reit(BMGU.SI)$
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Kenny Loh is a distinguished Wealth Advisory Director with a specialization in holistic investment planning and estate management. He excels in assisting clients to grow their investment capital and establish passive income streams for retirement. Kenny also facilitates tax-efficient portfolio transfers to beneficiaries, ensuring tax-efficient capital appreciation through risk mitigation approaches and optimized wealth transfer through strategic asset structuring.
In addition to his advisory role, Kenny is an esteemed SGX Academy trainer specializing in S-REIT investing and regularly shares his insights on MoneyFM 89.3. He holds the titles of Certified Estate & Legacy Planning Consultant and CERTIFIED FINANCIAL PLANNER (CFP).
With over a decade of experience in holistic estate planning, Kenny employs a unique “3-in-1 Will, LPA, and Standby Trust” solution to address clients’ social considerations, legal obligations, emotional needs, and family harmony. He holds double master’s degrees in Business Administration and Electrical Engineering, and is an Associate Estate Planning Practitioner (AEPP), a designation jointly awarded by The Society of Will Writers & Estate Planning Practitioners (SWWEPP) of the United Kingdom and Estate Planning Practitioner Limited (EPPL), the accreditation body for Asia.
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