S-REITs in a High-Rate Environment: Top Picks for 1H25

Interest rates are likely to stay higher for longer, with the Fed in no hurry to ease its restrictive stance on monetary policy. Instead of getting distracted by the constant barrage of flip-flopping newsflow from the Trump Administration, we focus on bottom-up analysis of stock-specific catalysts to drive our stock selection.

In our upcoming S-REIT Webinar on 11 March (Tuesday), we will provide a wrap-up of S-REITs' recent 2H24 results and our bottom-up driven top S-REIT picks for 1H25.

Speaker's Profile

Jonathan Koh is a Director, Research with UOB Kay Hian. He currently covers Banks and Real Estate Investment Trusts (REITs) for the Singapore market. He previously covered Healthcare, Technology and Telecommunications sectors. Jonathan has 24 years of experience in equity research and fund management. He is also a qualified Computer Engineer and a Chartered Financial Analyst.