by The Kopi Notes | Aug 19, 2026 | S REITS
AIMS APAC REIT CEO Succession 2026: What It Means for the O5RU Share Price and Your DPU (SGX: O5RU) Russell Ng steps down after nearly five years; internal CFO Lim Joo Lee takes over on 1 October 2026. AIMS APAC REIT (SGX: O5RU) announced on 24 July 2026 that CEO...
by The Kopi Notes | Aug 18, 2026 | S REITS
Mapletree Industrial Trust Gearing Hits 37.5%: What the Falling Hedge Ratio Means for Your DPU (SGX: ME8U) Aggregate leverage jumped from 34.0% to 37.5% and the interest rate hedge ratio fell to 73.3% in 1Q FY26/27 — here is what it actually means for your...
by The Kopi Notes | Aug 18, 2026 | S REITS
Frasers Centrepoint Trust Renews Mall Management Deals to 2031: What It Means for Unitholders (SGX: J69U) FCT just locked in Frasers Property Retail Management as its property manager for Northpoint City, Causeway Point and Waterway Point until 2031 — here’s the...
by The Kopi Notes | Aug 17, 2026 | S REITS
Mapletree Logistics Trust Share Price: Inside the S$154.5M China Divestment (SGX: M44U) How a sponsor-led RMB fund and a S$154.5 million China-Singapore sale fit into MLT’s 40.5% gearing picture, DPU trend, and 2026 outlook. Mapletree Logistics Trust’s...
by The Kopi Notes | Aug 17, 2026 | S REITS
S-REIT Deep Dive · SGX: ME8U Mapletree Industrial Trust: Why It Sold Its Philadelphia Data Centre for US$14.5M — And What It Means for DPU MIT’s Philadelphia exit is a US$14.5 million rounding error on a S$8.3 billion balance sheet. But it’s...
by The Kopi Notes | Aug 16, 2026 | S REITS
Mapletree Industrial Trust Share Price vs Keppel DC REIT: Which Data Centre S-REIT Wins in 2026? MIT has quietly become Singapore’s largest data centre landlord by AUM. Here’s how it stacks up against pure-play Keppel DC REIT on yield, DPU growth and...
