Which Is the Best Singapore Data-Centre REIT to Buy?
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AI and cloud demand are driving record interest in Singapore data-centre REITs. But if you think the biggest name or the highest yield is the obvious buy, think again. Our contributor, KC, put three pure-play Singapore REITs - Keppel DC REIT, Digital Core REIT, and NTT DC REIT - head-to-head across eight key metrics. Is the battle-tested blue chip still the safest bet? Or is an unpolished newcomer with an ~8.4% yield about to steal the crown before the AI boom prices it in? KC broke down valuations, financial safety, tenant risks, and AI growth positioning to find the clear winner. Click here to read the full breakdown and see which DC REIT earned the #1 spot. Sometimes, investing can be simple. Willie Keng, CFA Founder, DividendTitan.com |
Dividend Titan
“Hi Willie, can you have lunch at my home on Thursday? Restrictions kicked in for my office and I’m trying to avoid crowded places and malls at this time… I’ll pack some lunch from Muji.” This was in 2021, just after COVID-19 pandemic aftermath. Sitted across his small round table at the corner of his studio apartment was a man I know worth at least a commercial property in Singapore. He’s a friend and reader of my blog. His “liquid” portfolio is $5 million. Of course, he tells me he can...
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One of my Diligence Wealth Club members asked: "As US Treasury's debt problem grow, it is stepping up its intervention in the bond market. In the scenario where government borrowing goes up and AI infrastructure investment (investment-grade (IG) borrowing) rises at the same time, which we are seeing now, there will be more competition for investor money. The required return could rise further. It'd be interesting to see how this pans out for the equity markets. Willie, with your past...