Reits: DMG recommends sector, tipping it a safer bet in uncertain times. Note that rising inflation, low interest rate, and economic uncertainties are boon to S-REITs .
Currently offers attractive distribution yield of 6.9% and inflation-protection features. House O/w on sector and favour retail REIT with prime suburban exposure due to strong positive rental reversion as well as its defensive nature…
Top pick is Frasers Centrepoint Trust (BUY; TP: $1.77). On the hospitality front, favour CDL HTrusts (BUY; TP: $2.46) to benefit most from SG’s tourism boom.
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