Office S-REITs

Office REITs own commercial towers in Singapore's CBD and overseas markets (notably the US). They are among the most rate- and cycle-sensitive S-REITs, and the local versus US office stories have diverged sharply.

6 trusts S$5.6B combined cap 6.0% median yield 0.37x median P/NAV

Office screen

REITPrice YieldP/NAV Mkt cap
Elite UK REIT
SGX:MXNU · Elite Partners
£0.3408.91% 0.86£208M
IREIT Global
SGX:UD1U · Tikehau / City Developments
S$0.2157.74% 0.43S$289M
Keppel REIT
SGX:K71U · Keppel
S$0.8656.04% 0.68S$4.30B
Prime US REIT
SGX:OXMU · KBS
US$0.1624.37% 0.31US$233M
Keppel Pacific Oak US REIT
SGX:CMOU · Keppel / KPA
US$0.1801.35% 0.26US$188M
Manulife US REIT
SGX:BTOU · Manulife
US$0.053 0.28US$94M

Yield vs P/NAV

Office trusts plotted. Up = higher yield; left = cheaper vs book.

Singapore office benefits from tight Grade-A supply; US office trades at deep discounts on structural and refinancing concerns. The spread between the two is one of the clearest valuation stories on the board.

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What drives the Office sub-sector

Office is a tale of two markets. Singapore CBD Grade-A office has held up on limited new supply and steady demand, supporting occupancy and rents. US-focused S-REITs, by contrast, have been hit by hybrid work, higher-for-longer rates and refinancing stress, and several trade at steep discounts to book with elevated gearing.

When comparing office names, separate the geographies: look at portfolio location, occupancy and WALE, lease-expiry concentration, and — critically for the US names — gearing, debt maturities and valuation trends. These balance-sheet details are where office theses are won or lost.

Office REITs — questions

Why are US office REITs on SGX trading so cheaply?
US office S-REITs have de-rated on structurally weaker demand (hybrid work), falling asset valuations, and refinancing pressure at higher rates — pushing some to very low P/NAV and high gearing. Deep discounts can signal value or distress; the deciding factors are gearing, debt maturities and valuation trajectory.
Is Singapore office a better bet than US office?
The two have diverged: Singapore CBD Grade-A office benefits from tight supply, while US office faces structural headwinds. We don't give advice, but the screener makes the yield and discount gap explicit — and the deal brief adds the gearing and lease detail behind it.

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