Overall Outlook  Retail REITs bounced back strongly with the announcement of allowing dining for 2 at F&B outlets and Singapore targeted vaccination rate of 67% by National Day (9th Aug'21) which will bring us closer to herd immunity and avoid future lockdowns. The confirmation of delivery of new supplies by Pfizer and Moderna are great news indeed for our national inoculation programme. 
Both SPH REIT and Lendlease REIT are now at an all time high since the COVID-19 outbreak. In addition, SPH REIT and Lendlease REIT are among some of the potential list of Singapore REITs to be included in the FTSE EPRA NAREIT which will no doubt boost allocation by international fund managers into them hence an increased in their demand. 
1. Portfolio 1- CDP held stocks
I made a rather silly blunder here. I was using my own CPF funds...