13 September 2024
Bigger Picture: Rate cuts to support S-Reits turnaround
Vijay Natarajan, Research Analyst, RHB Singapore, discusses what REIT investors should focus on in view of impending rate cuts from the Federal Reserve.
Produced/Presented: Ryan Huang

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Listen To His Previous Podcasts:

5 March 2024
Bigger Picture: More pain for US S-Reits?
Vijay Natarajan, Analyst, RHB Singapore, discusses the current woes surrounding US REITs and how poorly they have performed vs others; outlook for the US office sector; and how investors should position themselves in the REITs space
Presented by Ryan Huang
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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1 July 2022
Bigger Picture: What S-REITs to focus on in 2H22
Vijay Natarajan, Analyst, RHB Group shares his second half outlook, as Singapore marks 20 years since the first REIT was listed. He discusses the trends that are playing out in the sector, as well as REITs that are looking attractive in the current backdrop of rising rates and recession talk.

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5 May 2022
Stocks to Watch: Ascendas REIT and CapitaLand Integrated Commercial Trust
With Fed introducing rate hikes, how will this affect the global economy? Moreover, Ascendas REIT’s unit price is down over 4% year to date while CapitaLand Integrated Commercial Trust unit price is up over 11% year to date. What are the risks involved in investing in these stocks? Vijay Natarajan, Analyst, RHB Group discusses these topics with us.

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10 January 2022
What recent mergers in the REIT space mean for investors
With the Reit merger trend not cooling in the local market anytime soon, Prime Time’s Finance Presenter JP Ong speaks to Vijay Natarajan, Analyst, RHB Group who shares his analysis on the proposed ESR-Reit and ALog Trust, and Mapletree mergers.

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21 October 2021
Companies to Watch: Logistics are hot property as ARA Logos could merge with ESR Reit
ARA Logos Logistics Trust -- backed by tycoon John Lim and billionaire Chew Gek Khim’s Straits Trading -- have recently agreed to merge with ESR REIT. It’s been valued at $1.4 billion Singapore dollars, and aims to tap the booming e-commerce demand for warehouses and logistics facilities across the Asia-Pacific. Vijay Natarajan, Analyst, RHB Group shares how this affects current ARA Logos shareholders and the factors strengthening the larger entity’s position and overall business both here in Singapore and Australia.

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16 September 2021
Companies to Watch: CDL’s Divestment in Sincere Property
Real estate group City Developments is divesting its majority stake in Chongqing Sincere Yuanchuang Industry, in the wake of the Chinese developer’s cash troubles. CDL acquired a majority stake in Sincere last April, but the pandemic and China’s “three red lines” policy increased liquidity constraints at the unit. Vijay Natarajan, Analyst, RHB Group shares the possible risk exposures that CDL needs to pay attention to in China's real estate sector and their funds reallocation after writing down almost all of its S$1.92 billion investment in Chongqing Sincere.

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16 August 2021
Reviewing Recent Earnings Results from Singapore's Developers
Though recent earnings from Singapore's property developers were fairly mixed, a number of them showed encouraging signs of recovery and improvement. Vijay Natarajan, RHB's resident Property and REIT analyst, joined us on Prime Time to talk about his key takeaways from the report cards of SIngapore's developers, potential challenges from rising rates and labour and supply chain shortages, and which property developer and which REIT he's watching closely as SIngapore's economy continues to reopen.

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27 May 2021
Companies to Watch: Frasers Logistics & Commercial Trust
Frasers Logistics & Commercial Trust have recently announced that it will purchase 6 freehold companies for $500 million dollars which will add up on their recent portfolio. Vijay Natarajan, Research Analyst, RHB Bank Singapore, provides an insight on how this will serve as a leverage for the company given its future plans.

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30 March 2021
Prospects for Singapore's Property Developers and REITs
Singapore's property space has been fairly busy, with developers reeling from full year losses led to valuation impairments, and the REITs hopeful of a better tomorrow as Singapore continues its gradual economic reopening in April. Vijay Natarajan, RHB's resident property and REIT analyst, joined us on Prime Time to share his thoughts on the recent earnings season for the REITs, what he made of Capitaland's big announcement of a major restructuring, and why he thinks the future looks brighter for both developers and the REITs.

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23 March 2021
Bigger Picture: Capitaland to split into 2, privatise development arm
Vijay Natarajan, Research Analyst, RHB Bank Singapore, shares why he is raising his target price and how the proposed deal makes sense for Capitaland, as developers usually see a larger discount to book value on stock markets.

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23 March 2020
How Hard Have S-REITs Been Hit by the COVID-19 Pandemic?
The COVID-19 pandemic continues to trigger losses, and leave almost no survivors. Not even the once rock-solid S-REITs were spared, with real estate trusts in Singapore losing significant ground in recent weeks. Vijay Natarajan, RHB's resident property and REITs analyst, joined us on Prime Time to discuss how the pandemic is affecting the sector and overall outlook on major REIT sectors. He also reveals which REIT sectors might come out of this downturn better than others.

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24 September 2019
Why Are REITs Taking an Interest in Data Centres?
Data Centre acquistions are becoming a more prevalent play among Singapore's REITs. RHB's property analyst Vijay Natarajan joins us on Prime Time to talk about why the Data Centre play is so appealing, as well as the opportunities and possible risks in the increasingly more active REIT sector.

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1 March 2019
Companies To Watch: APAC Realty
Vijay Natarajan, Analyst - Real Estate & REITs, RHB Research Institute takes a closer look at APAC Realty and shares his analysis.

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