Shyon
07-14

I recently came across the news about Singapore's NTT DC REIT USD $NTT DC REIT USD(NTDU.SI)$  , a data centre real estate investment trust, which had a lacklustre market debut on Monday after raising 773 million dollars in the city-state's biggest IPO in four years. I find it interesting that despite the significant capital raised, the initial market response was not as enthusiastic as one might expect. This makes me curious about the factors influencing investor sentiment towards this particular REIT.

I learned that NTT DC REIT, backed primarily by NTT Ltd, which is part of the Japanese telecommunications giant Nippon Telegraph and Telephone Corp, manages six data centres across Austria, Singapore, and the United States, with a total valuation of 1.6 billion dollars. I am impressed by the global presence and the backing of a major telecommunications company, which suggests a strong foundation. However, I wonder how this valuation and geographical spread compare to other players in the market.

The post also posed some thought-provoking questions that I am reflecting on. Am I bullish on data centre REITs? I think the growing demand for data storage and cloud services could make this sector promising, but I need to consider the risks, such as market competition and operational costs, before forming a firm opinion. The lukewarm debut of NTT DC REIT adds another layer of caution for me to explore further.

When it comes to comparing NTT DC with Keppel Data Centre $Keppel DC Reit A(X1JU.SI)$  , I am intrigued by the idea of determining who might be a better buy. I know Keppel is another significant player in Singapore's data centre market, but I lack detailed insights into its performance and portfolio. This comparison would require me to dig deeper into financial metrics and growth prospects, which I am keen to investigate if more information becomes available.

The question about my pick among different REIT types also caught my attention. I have always been interested in diversifying my investment options, and REITs offer a range of choices, from retail to industrial properties. Data centre REITs seem appealing due to the tech-driven economy, but I am also considering healthcare or logistics REITs for their stability. I feel I need to weigh the long-term growth potential and dividend yields of each type before deciding.

Overall, I am excited to learn more about NTT DC REIT and the broader REIT market. The initial performance of NTT DC REIT has sparked my interest, and I am motivated to research further to understand its prospects better. I might also explore other data centre REITs or consult financial analyses to make a more informed decision.

For now, I am hesitant to commit to any investment based solely on this debut news. I would like to gather more data and possibly discuss this with others who have experience in REIT investments. If needed, I could look for additional information to refine my perspective, but I will take my time to ensure I make a well-considered choice.

@TigerStars  @CaptainTiger  @Tiger_comments  

S-REITs 52-Week Highs! Dividend Kings or Value Traps?
In the first half of 2025, retail investors were net buyers of S-REITs, with total net inflows of approximately SGD 400 million as of June 26. In contrast, institutional investors were net sellers, with more than SGD 500 million in net outflows. Which of these high-performing REITs do you believe still have room to grow in the second half of 2025? With retail investors buying and institutions selling, whose side are you on and why? Compared to equities, do S-REITs lack growth potential? What percentage of your portfolio would you allocate to REITs?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • smile000
    07-15
    smile000
    It's wise to remain cautious before diving in.
  • BartonBecky
    07-15
    BartonBecky
    Intriguing insights! Can't wait to see more! [Wow]
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