What happened?

Singapore REITs are stepping up their asset recycling efforts. We previously looked at three REITs making acquisitions that could lift their dividends in 2026. More recently, there are also many REITs that have announced the sale or proposed sale of properties from their portfolios. Selling an asset can help a REIT unlock value, reduce debt, avoid future capital expenditure or redeploy its proceeds into properties with stronger growth prospects. However, a disposal may also reduce rental income, especially when the property being sold is income-producing. With Singapore REITs selling assets at a premium to valuation, many income investors in the Beansprout community are asking what these disposals could mean for unitholders.  In this article, I look at four Singapore REITs making recent disposals and how the deals could affect their distribution per unit, or DPU, and dividend yields, and which REIT may look more attractive for income.

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