S-REITs 2Q25 Results Update: Poised for Upturn

The outlook for US interest rates has turned more dovish due to weak job data and a potential peace deal between Ukraine and Russia. Rate cuts within 4Q25 look like a certainty. The uptick in inflation numbers looks rather mild.

In our upcoming S-REITs Results Update on 3rd September (Wednesday), we will provide a wrap-up of S-REITs’ recent 1H25 results and our bottom-up driven top S-REIT picks for 2H25.

Speaker's Profile

Jonathan Koh is a Director, Research with UOB Kay Hian. He currently covers Banks and Real Estate Investment Trusts (REITs) for the Singapore market. He previously covered Healthcare, Technology and Telecommunications sectors. Jonathan has 30 years of experience in equity research and fund management. He is also a qualified Computer Engineer and a Chartered Financial Analyst.