🏙️ [S-REIT Ambassador Diaries] : Exclusive Insights from OUE REIT– An Attractive Proxy to Singapore’s Stability and Economic Growth

 

It was a pleasure meeting Ms Mary Ng and Ms ChuXi Fong from OUE REIT over lunch at Chatterbox at Mandarin Gallery – another of their prime assets, located in the heart of Orchard Road.

OUE REIT is well known to many. Its assets include iconic landmarks like OUE Bayfront, just across from Marina Bay Sands, and One Raffles Place – which was even featured in the LEGO Architecture Skyline Collection. See my picures 😉 

 

 Key Takeaways from the Conversation:

**🗝️ 3 Reasons OUE REIT Stands Out** 

1️⃣ **100% Singapore-Centric, 100% Stability** 

 - Forget global volatility. Their iconic assets – **One Raffles Place** (even LEGO immortalized it!), **OUE Bayfront** (Marina Bay Sands’ chic neighbour) – thrive on Singapore’s *AAA-rated stability* and SGD’s safe-haven status. 

*My take*: In a world chasing shiny overseas yields, OUE’s hyper-local focus is a **sleep-well-at-night** play. 

2️⃣ **Office Supply Crunch = Landlord Power** 

 - With *limited new CBD office supply* and hybrid work stabilizing, OUE’s prime towers are poised for **rental upside**. 

 - Fun fact: Their green-certified office buildings now command **premium tenants** – think ESG-driven MNCs and fintech disruptors. Not to forget energy efficient by having built in burners in Mice event pantry.

3️⃣ **Debt Drama? Not Here.** 

 - While others panic over rate cuts, OUE slashed borrowing costs to **4.2%** (March 2025) and sits at **37.1% gearing** assuming debt pare down post-Lippo Plaza divestment. 

 - *Translation*: More room to pivot when opportunities strike. 

What to watch out for?

** Fears on potential rate-cut delay rises – but OUE REIT has substantially lowered its debt cost as of 31 March 2025 – and with further declines expected as SORA continues to trend down.

** Proceeds from Lippo Plaza’s sale are *still unallocated*. Will they repay debt (safe) or look for new opportunities?

 **Tourism’s Slow Burn**: Their hospitality assets (like Crowne Plaza Changi Airport) are recovering, but patience is key as global travel normalizes. 

### **🤝 Let’s Talk Strategy** 

OUE isn’t for thrill-seekers – it’s for investors craving **stability with optionality**. 

*P.S.👉 for proof I was there – yes, check out my pictures

Pls like and comment so I can continue to provide value to you.

Arrange for 1 to 1 review of your investment.

DM me to discuss tailoring a REIT or investment strategy aligned with your goals. 

👉Connect at ohlh@phillip.com.sg

👍 Sreits shared previously:

Post on United Hamsphire US reit: https://lnkd.in/gF_f9kWb

Post on Sasseur reit: https://lnkd.in/gaGgk93T

Post on CICT: https://lnkd.in/gryUxSqh

Post on Suntec reit visit: https://lnkd.in/g69dXApy

 

🚀Ignite Your Portfolio :https://lnkd.in/gu_TBeGb

🚀 Ignite Your Portfolio with Conviction in a World of Noise | SGX REIT Ambassador Insights 🏢

As an SGX-appointed REIT Ambassador and veteran practitioner in wealth management, I’ve navigated the tides of market volatility, information overload, and fleeting trends. 

😇 Here’s the truth: In a sea of data, conviction is your compass—and it’s what separates reactive investors from strategic wealth builders. 

Glad to meet the different CEOS, fellow practitioners and industry leaders. Really appreciate their sharing and valuable insights.👍 Yao Loong Ng, Nupur Joshi, CFA,Chua Hsien Yang, Siew Lu Wong, CFA, CA (Singapore), Russell Ng, Joo Lee Lim,Izlynn CHAN,Denise Wong,Gerry Chan,Zay K,Josh Liaw,Pearl L.,Mary Ng,Lyn Ong,Han Khim Siew,Helen Qiu,Simon Garing, Elena Arabadjieva, Eugenia ong, Emelia Tan, Shimona Wong Hui Shi Neo,Charlene-Jayne Chang, Zachary Soh, Geoff Howie,Hazelle Soon,Kenny Loh, CFP® AEPP® IBFA MBA, Dan, JOHNSON KOH,Edmund Toh,👍 

Why This Matters for You 🌟

In my 2 decades of guiding clients through Singapore’s dynamic REIT landscape, I’ve learned that clarity beats complexity. Let’s cut through the noise:

✅ The Power of Focus:

While others chase headlines, I focus on cash flow resilience, managerial alignment, and sector-specific catalysts.

✅ Conviction ≠ Stubbornness:

It’s about balancing patience with agility.

Case in point: Pivoting from retail REITs to data center REITs in 2020 as hybrid work reshaped demand.

✅ My Edge:

Access to my SGX-backed insights and proprietary frameworks (like my “3C REIT Scorecard”—Cashflow, Catalyst, Conviction).

🤝 Let’s Partner

 Whether you’re a seasoned investor or new to REITs, I’ll help you:

 🔹 Spot hidden risks (e.g., lease expiry cliffs, FX traps).

 🔹 Identify high-conviction plays backed by on-the-ground due diligence.

 🔹 Build a resilient income stream in a 5% rate amid an uncertain, volatile world.

👉 Take Action Today

Follow me for weekly REIT deep dives. Or if you are a leader, CEO and has something important to share, please connect with me too because leadership requires initiative and courage to step up and reach out. 👏 

Arrange for 1 to 1 review of your investment portfolio.

DM me to discuss tailoring a REIT or investment strategy aligned with your goals. And stay tuned for more exciting updates.

Connect at ohlh@phillip.com.sg

Post on United Hamsphire US reit: https://lnkd.in/gF_f9kWb

Post on Sasseur reit: https://lnkd.in/gaGgk93T

Post on CICT: https://lnkd.in/gryUxSqh

Post on Suntec reit visit: https://lnkd.in/g69dXApy

🟦 SREIT Spotlight: 🚀 Exclusive Insights from United Hamspire US REIT– A Hidden Gem SREIT with Resilient US Assets

 

This week, I had the pleasure of meeting Ms. Siew Lu Wong, CFA, (Singapore), Head of Investor Relations at United Hampshire US REIT (“UHREIT), to learn more the market trend and strategic moves about this lesser-known but solid S-REIT with exposure to the US!

While UHREIT may still be under the radar for some, its sponsors are certainly not:
🔹 UOB Global Capital, a subsidiary of United Overseas Bank, a household name we are all familiar with
🔹 The Hampshire Companies, a US real estate specialist with over 60 years of experience
💡That’s where the name "United Hampshire" comes from!

📈 Listed in March 2020, right at the onset of the pandemic, UHREIT recently marked 5 years since IPO—and it’s consistently built a strong track record.

🔑 Key Takeaways from the Conversation:
✅ Resilient and defensive portfolio of grocery-anchored shopping centers, aka strip centers and self-storage assets
✅ High occupancy (97.2%) and strong tenant retention (89%)
✅ Limited new supply of strip centers = positive tailwinds
✅ Consistent YoY portfolio valuation growth since IPO
✅ Long WALE of 7.8 years, with only 5.2 % of leases expiring through 2026 — provides stable income visibility
✅ Attractive valuation – At today’s closing price (19May25) of USD 0.445, Dividend Yield: >9% and P/B: ~0.6x

💪If you're looking for exposure in USD-denominated play, backed by strong sponsors and sturdy assets, this could be one to keep on your radar.

🤝 Why Follow My Journey?
I don’t just analyze spreadsheets—I walk factories, malls, and talk with the management and teams
🔔 Tap into:
- Weekly 😇 market snapshots
- CEO and radio interviews (like my chat with Sasseur’s leadership, United Hamspire US Reit, Money FM 89.3 ).

👉 Follow me here or Contact me @ ohlh@phillip.com.sg

💬 Let’s Discuss!
- Tired of managing your own investment and need help?