🟦 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

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