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Singapore's commercial real estate market is showing signs of recovery as the stalemate between sellers and investors eases. Increased investor activity and changing market dynamics are contributing to this resurgence, according to Bloomberg. Analysts believe this recovery may present new opportunities for both local and international investors as they reassess their strategies amid broader economic trends affecting real estate investments in the region.

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CSOP iEdge SREIT ETF S

FTSE Straits Times Index

FTSE ST All-Share Index - Real Estate REITs

Singapore's Real Estate Market Shows Signs of Recovery

Singapore's property market tends to thrive during global crises, attracting high net-worth individuals seeking safety. The UHNW population in Singapore grew significantly, contributing to a record $40.5 billion in property investment last year. While residential investments are affected by high acquisition costs for foreigners, commercial properties are gaining interest. Rising rental rates may impact local businesses, but Singapore's property price growth remains modest compared to other Asia Pacific cities. Knight Frank's report indicates ongoing strong demand and investment in Singapore's real estate market despite geopolitical concerns.

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Lion-phillip S-Reit

Why Singapore property often benefits when global uncertainty rises

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Auction listings in Q1 2026 rose 8.8% YoY to 148, driven by 103 mortgagee sales, according to Knight Frank Singapore. Total sales value increased 13.7% YoY to $10.3m, with a success rate of 3.4%. The largest sale was a terrace house for $3.5m. Mortgagee listings surged 28.8% from the previous quarter. Residential properties dominated listings, while owner sales decreased. The auction market is expected to remain active, influenced by higher listings but cautious buyer sentiment.

Singapore Business Review

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UOB AP GRN REIT S

AIMS APAC Reit

Auction listings rise 8.8% to 148 as mortgagee sales dominate Q1

In Q1 2026, retail rents in Singapore's central region fell by 0.6%, reversing the previous quarter's increase. The Urban Redevelopment Authority (URA) reported that retail prices rose by 2.2%, up from 1.7% in Q4 2025. Occupied retail space increased by 6,000 sq m, a significant drop from the 34,000 sq m rise in Q4. Retail stock grew by 10,000 sq m, contrasting with a decrease of 4,000 sq m in the prior quarter. The total retail space pipeline reached approximately 605,000 sq m, up from 560,000 sq m in Q4.

- In the first quarter of 2026, retail space rents in Singapore's central region decreased by 0.6%, reversing a 0.6% rise from the previous quarter.  
- The Urban Redevelopment Authority reported a stable island-wide retail vacancy rate and a 2.2% increase in retail space prices, compared to 1.7% in the last quarter.  
- Additionally, there was a modest gain of 6,000 square meters in leased retail space, with total retail supply reaching approximately 605,000 square meters by the end of the quarter.

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Singapore retail rents fall 0.6% in Q1, prices up 2.2%: URA

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The Q1 reporting season for Singapore real estate investment trusts (S-Reits) began positively, with Alpha Integrated Reit and Keppel DC Reit reporting improved financial metrics. Alpha Integrated Reit saw a rise in portfolio occupancy to 91.4% and a 12% rental reversion, while Keppel DC Reit reported a 13.2% increase in distribution per unit. Kore US Reit also showed a 4.3% increase in income available for distribution. Despite a challenging macro environment, analysts remain optimistic about S-Reits' stability and earnings potential.

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Alpha Integrated REIT

Keppel DC Reit

S-Reits commence Q1 reporting season on a positive start

In March, Singapore's non-landed private residential rents increased by 0.4% month-on-month, with leasing transaction volume rising by 27.2%. Compared to February, rents shifted from a decline of 0.2% to growth, with a year-on-year increase of 1.9%. 99.co Chief Data Officer Hakkin stated that the pace of rent increases has slowed, the market is stabilizing, and tenants are price-sensitive, which limits landlords' ability to raise rents. Among different market segments, mid-tier private residential rents rose by 1.1%, luxury private residential rents increased by 0.4%, while mass market private residential rents declined by 0.3%

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Amova Singapore STI ETF

STI ETF

March private residential rents rose by 0.4%, continuing to increase but at a slower pace | Lianhe Zaobao

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Analysts recommend defensive Singapore real estate investment trusts (S-Reits) amid macroeconomic uncertainty. Macquarie Equity Research highlights CapitaLand Integrated Commercial Trust (CICT) and Parkway Life Reit as top picks. CGS International also favors CICT for its growth potential. Despite risks from higher funding costs and macro headwinds, both brokerages maintain an "overweight" rating on S-Reits, citing attractive valuations. The sector has retraced 5% year-to-date, but analysts expect high portfolio occupancy and positive reversions in various segments, with a cautious outlook on the impact of global tensions.

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Defensive S-Reits emerge as analysts’ top picks amid macro jitters

CONFLICT in the Middle East is driving higher inflation as elevated energy costs hurt businesses and consumers. Many Singapore real estate investment trusts (Reits) will be hit by higher energy prices. Property operating expenses could rise thus hurting net property income (npi).Crucially, higher inflation may dash hopes of the US Federal Reserve slashing interest rates even with the looming change in leadership at the Federal Reserve.

Iran war blunts tailwind from lower interest rates, but Singapore properties’ safe haven premium buoys Reits

CSOP iEdge SREIT ETF US(SRU.SG)

Singapore's Real Estate Market Shows Signs of Recovery

Why Singapore property often benefits when global uncertainty rises

Auction listings rise 8.8% to 148 as mortgagee sales dominate Q1

Singapore retail rents fall 0.6% in Q1, prices up 2.2%: URA

S-Reits commence Q1 reporting season on a positive start