Ten years is a long time in investing.
There will probably be recessions, interest-rate changes and property market downturns along the way. There could also be a few surprises.
So if I am going to hold a real estate investment trust (REIT) until 2036, today’s yield is not enough for me.
I want to see quality assets, healthy occupancy and the ability to raise rents.
A strong balance sheet also matters.
So does management and its ability to find sensible ways to grow the portfolio.
Here are three Singapore REITs I would consider buying today and holding for the next 10 years.
What Makes a REIT Worth Holding for 10 Years?
For a 10-year holding period, I would look beyond the distribution yield.
I want quality assets, healthy occupancy and positive rental reversions.
A sustainable distribution per unit (DPU) and manageable debt also matter.
I would also look at the sponsor and management, whether there is a good track record of growing the portfolio without taking on too much risk.
For me, durability and DPU growth matter more than today’s headline yield.
CapitaLand Integrated Commercial Trust (SGX: C38U)– The Defensive Income Anchor
CapitaLand Integrated Commercial Trust (CICT) is my defensive pick of the three.
Its DPU rose 7.1% year on year (YoY) to $0.0602 in 1H2026.
The portfolio occupancy was 95.6%, and CICT achieved positive rental reversions of 4.0% for retail and 6.5% for office.
Aggregate leverage stood at 37.4%.
At around a 5% annualised distribution yield, CICT is not the highest-yielding REIT around.
But that is not really the point.
I like the combination of growing income, positive rental growth and a balance sheet that gives the trust room to keep investing.
For a 10-year holding period, that is the kind of foundation I would want.
Read Full Article At Source




