Money and Me: REIT Opportunity  & the Mid-Cap Alpha Hunt

Published on 13 Apr 2026
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S-REITs are under pressure - where is smart money quietly stepping towards?

Rising oil prices linked to the Strait of Hormuz are driving costs higher and dragging REIT valuations lower.

The iEdge S-REIT Index has slipped, but analysts say this correction may be opening a rare window of opportunity.

We unpack First REIT’s Indonesian divestment and whether its special distribution is reward - or warning.

Plus, CapitaLand Ascendas REIT’s bold S$900M global data centre bet and why mid-cap REITs could outperform the blue chips.

Where should investors look next 0 and what risks are being mispriced?

Hosted by Michelle Martin with Kenny Loh, REIT Specialist and Wealth Advisory Director.

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