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Saturday, January 31st, 2026

APAC REITs Show Selective Resilience in 2026 Amid Rate Cuts, Inflation Risks & Political Uncertainty 1

Broker Name: DBS

Date of Report: January 2026 (Inferred from context)

Excerpt from DBS report.

  • Report Summary:
  • APAC REITs showed selective resilience, with TH-REITs outperforming due to defensive fund flows amidst ongoing political and geopolitical uncertainty.
  • The Fed’s dovish stance and potential rate cuts in 2026 are supporting regional REITs, with S-REITs expected to benefit from a rate-cut-driven earnings upcycle, while sector preferences include office/industrial for S-REITs, retail for H-REITs and C-REITs, and industrial/hotels for TH-REITs.

Above is an excerpt from a report by DBS. Clients of DBS can be the first to access the full report from the DBS website: https://www.dbs.com

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