I did a Facebook Live with SGX about Mall and Office REITs and thought that it would be useful to replicate the part about Frasers Centrepoint Trust (SGX:J69U) (FCT) here. The disclosure is that I have some holdings in FCT. If you like that I have skin in the game then please read on. I would share why I think FCT is one of the better S-REIT bets now. This is my opinion and feel free to disagree.

Tenants change, Malls remain

Retail is undergoing a big change as we see more companies file for bankruptcies. Covid-19 should not be used as an excuse for the demise of some of the retail failures. The writing has been on the wall when e-commerce gained in popularity. I believe that malls will do fine even as some tenants go out of business. This is because the void will be replaced by new retailers who are better prepared for today’s e-commerce era....