Report Summary

• Singapore’s property sector is showing improved investor sentiment and outperformance, driven by a more favorable interest rate environment, strategic value-unlocking initiatives, and government capital market reforms.
• Strong fundamentals and undemanding valuations are seen in several property stocks, with robust screening criteria identifying potential value and privatization candidates; construction demand and property prices are expected to remain resilient, while S-REITs and real estate investment managers benefit from capital recycling and government programs to enhance market liquidity.