We’re entering February 2026 and on the surface it finally feels like the environment is getting friendlier to REITs. Interest rates aren’t rising like they used to, financing pressures have eased, and you would expect REIT prices to move in a much easier way. But that’s not quite what happens. Some REITs have risen sharply on good news. Others – including very solid, high-profile names – are still sitting there doing almost nothing. And in between, many investors are asking the same question: is this the recovery, or is it just noise? This month I found myself doing two very different things. I bought a REIT that most people consider boring – precisely because sentiment fell despite fundamentals holding up. I also added a smaller REIT with a higher yield, but very deliberately designated it as a satellite position and not a core bet. At the same time, I stayed away from one of the biggest positive announcements we’ve seen in the REIT space this year – due to the parabolic move in prices. And there’s another high-quality REIT that’s been ignored for so long that it’s quietly starting to interest me again. So in today’s episode, I’ll take you through two Singapore-listed REITs that I recently bought, and two that I’m keeping an eye on in February – but more importantly, I’ll explain why I responded to some opportunities and why I chose to wait for others. As always, I would like to remind you that this video is for informational purposes only and not financial advice. Always do your own research and consult a licensed financial advisor before making any investment decisions. I own some of the REITs discussed, but what works for me may not work for you. Frasers Centrepoint Trust (FCT) (SGX: J69U) United Hampshire US REIT (UHREIT) (SGX: ODBU) Digital Core REIT (SGX: DCRU) Mapletree Industrial Trust (MIT) (SGX: ME8U)…
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