97.6% Occupancy, 7.9-Year WALE, 10% Dividend Yield: United Hampshire US REIT Delivers Again.

 

Hot from the oven (just released announcement on ....review of United Hampshire US REIT Q3 Ops and financials on 13th November 2026. 

Breaking News- Jensen Huang Admits To Affair With Beautiful Business Partner.

This is a truly shocking headline across many well known news media. Jensen Huang, the CEO of Nvidia admitted to being unfaithful to his wife of many years and an affair with a Chinese business woman, Alice Huang, a senior executive of Megaspeed based in Singapore. The US has asserted that Alice Huang is a Chinese intelligence operative inserted to be with Jensen Huang to gather advanced GPU intelligence as well as arrange covert purchase of such GPU for shipment to China. 

1. Investment Impact

The NASDAQ has crashed. This will be exacerbated with this astonishing admission. Jensen Huang, as head of Nvidia may now be replaced by the Board of Directors. Since Jensen is the heart and soul of Nvidia, I expect the uncertainty to further weaken Nvidia share prices which has already declined significantly during the recent US Tech crash. 

2. Parting Thoughts

Personally, it is now tempting for me to take up a small direct stakes in US Tech ETF or unit trusts to exploit the current downturn. 

Mapletree Industrial Trust: DPU Falling Again. Buy, Hold or Run?

 
Review of latest announcement in Oct 2026.

Riding the HKEX Tech Rally: How I Pocketed HKD 5,732 (17%) from CATL In 2 Weeks.

Hi Folks, welcome back to Investment Income for Life! In an earlier post titled “The Battery KingStumbles-CATL (3750.HK) Down 57% From Its Peak: Bargain or Falling Knife?”, I had shared my analysis of Contemporary Amperex Technology (CATL) listed on HKEX. Towards the 3rd week of October 2026, I had taken up a small position of 100 shares at HKD 337, for a total outlay of HKD 33,758.71 (including fees) while waiting for its price to plunge further and also other business indicators such as net profit margin to stabilize. I was planning to take up a substantial purchase should it plunge further. However, this anticipated huge decline in CATL prices did not materialize and surprisingly, it had since rallied strongly from the trough within a 2 short weeks period.

1. Taking Profit in the Mini Rally
When HKEX tech stocks staged a mini rally, CATL ran up with them. I didn't overthink it. On 6 Nov 2026, I sold all 100 shares at HKD 395.6, receiving HKD 39,490.98 after fees.

2. The Numbers
That works out to a net profit of HKD 5,732.27, or about 17% capital appreciation, in roughly two weeks. Not bad for a short holding period!

3. Back to the Excess Cash Pot
The full proceeds have gone back into my excess cash pot. Sometimes, best not to be too greedy. Keeping dry powder ready means one can pounce when the next good opportunity comes along.

Ok folks, that's all from me today. Happy Deepavali and enjoy this festive period with your loved ones!

SGX REIT Data- As at 6 November 2026 Closing.

 Good news is that SREIT seems to have rebounded from the bottom 2-3 weeks ago. So best to hold long term and not just sell out of fear and then miss the rally. Hope that you folks have managed to add on some SREITs during that down period.

Singapore REITs (S-REITs) — Valuation & Yield Table

Closing prices as at 6 Nov 2026 · Ordered: CapitaLand, Mapletree, Keppel, then A–Z · Scroll sideways and down; No. and Name stay fixed.

No.	Name of REIT	SGX Code (Currency)	Closing Price 6 Nov 2026	NAV per Unit latest	Premium / Discount to NAV	Payout Freq.	Last Distribution Payout (DPU)	Annualised DPU	Forward Dist. Yield	Aggregate Leverage	Sector
1	CapitaLand Integrated Commercial Trust	C38U (SGD)	2.34	2.15 30 Jun 26	+8.8% Premium	HY	6.020 S¢ 1H26	12.040 S¢	5.15%	37.4% 30 Jun 26	Integrated REIT
2	CapitaLand Ascendas REIT	A17U (SGD)	2.26	2.27 30 Jun 26	-0.4% Discount	HY	7.482 S¢ 1H26	14.964 S¢	6.62%	39.7% 30 Jun 26	Industrial
3	CapitaLand Ascott Trust	HMN (SGD)	0.85	1.15 30 Jun 26	-26.5% Discount	HY	2.532 S¢ 1H26	5.064 S¢	5.99%	37.7% 30 Jun 26	Hospitality
4	CapitaLand China Trust	AU8U (SGD)	0.63	1.04 30 Jun 26	-39.9% Discount	HY	2.450 S¢ 1H26	4.900 S¢	7.84%	40.4% 30 Jun 26	Integrated REIT
5	Mapletree Industrial Trust	ME8U (SGD)	1.74	1.62 30 Sep 26	+7.4% Premium	Qtr	2.970 S¢ 2Q FY26/27	11.880 S¢	6.83%	37.7% 30 Sep 26	Industrial
6	Mapletree Logistics Trust	M44U (SGD)	1.11	1.27 30 Sep 26	-12.6% Discount	Qtr	1.816 S¢ 2Q FY26/27	7.264 S¢	6.54%	37.5% 30 Sep 26	Industrial
7	Mapletree Pan Asia Commercial Trust	N2IU (SGD)	1.18	1.73 30 Sep 26	-31.8% Discount	Qtr	1.940 S¢ 2Q FY26/27	7.760 S¢	6.58%	38.1% 30 Sep 26	Integrated REIT
8	Keppel DC REIT	AJBU (SGD)	2.17	1.73 30 Jun 26	+25.4% Premium	HY	5.714 S¢ 1H26	11.428 S¢	5.27%	34.0% 30 Jun 26	Data Centre
9	Keppel REIT *	K71U (SGD)	0.84	1.22 30 Jun 26	-31.6% Discount	HY	2.610 S¢ 1H26	5.220 S¢	6.25%	40.0% 30 Jun 26	Commercial
10	KORE US REIT	CMOU (USD)	0.15	0.70 30 Jun 26	-79.1% Discount	HY	0.400 US¢ 1H26	0.800 US¢	5.48%	43.3% 30 Jun 26	Commercial
11	Acrophyte Hospitality Trust *	XZL (USD)	0.23	0.68 30 Jun 26	-66.9% Discount	HY	Suspended	–	–	43.2% 30 Jun 26	Hospitality
12	AIMS APAC REIT *	O5RU (SGD)	1.40	1.27 30 Jun 26	+10.2% Premium	Qtr	2.571 S¢ 2Q FY27	10.284 S¢	7.35%	24.9% 30 Jun 26	Industrial
13	Alpha Integrated REIT	M1GU (SGD)	0.48	0.53 30 Jun 26	-9.4% Discount	HY	2.030 S¢ 1H26	4.060 S¢	8.46%	34.9% 30 Jun 26	Industrial
14	BHG Retail REIT	BMGU (SGD)	0.41	0.73 30 Jun 26	-44.5% Discount	HY	0.120 S¢ 1H26	0.240 S¢	0.59%	40.1% 30 Jun 26	Retail
15	CDL Hospitality Trusts	J85 (SGD)	0.72	1.37 30 Jun 26	-47.4% Discount	HY	2.150 S¢ 1H26	4.300 S¢	5.97%	35.3% 30 Jun 26	Hospitality
16	Centurion Accommodation REIT	8C8U (SGD)	1.07	0.87 30 Jun 26	+23.0% Premium	HY	3.499 S¢ 1H26	6.998 S¢	6.54%	29.9% 30 Jun 26	Hospitality
17	Daiwa House Logistics Trust	DHLU (SGD)	0.43	0.63 30 Jun 26	-31.7% Discount	HY	1.820 S¢ 1H26	3.640 S¢	8.47%	40.1% 30 Jun 26	Industrial
18	Digital Core REIT	DCRU (USD)	0.46	0.79 30 Jun 26	-41.8% Discount	HY	1.800 US¢ 1H26	3.600 US¢	7.83%	39.2% 30 Jun 26	Data Centre
19	EC World REIT *	BWCU (SGD)	0.28	n.a. n.a.	n.a.	—	Suspended	–	–	n.a. n.a.	Industrial
20	Elite UK REIT	MXNU (GBP)	0.31	0.44 30 Jun 26	-30.7% Discount	HY	1.550 p 1H26	3.100 p	10.16%	34.8% 30 Jun 26	Commercial
21	ESR REIT	9A4U (SGD)	2.09	2.50 30 Jun 26	-16.4% Discount	HY	11.510 S¢ 1H26	23.020 S¢	11.01%	41.4% 30 Jun 26	Industrial
22	Far East Hospitality Trust	Q5T (SGD)	0.52	0.88 30 Jun 26	-41.2% Discount	HY	1.630 S¢ 1H26	3.260 S¢	6.33%	32.8% 30 Jun 26	Hospitality
23	First REIT *	AW9U (SGD)	0.18	0.23 30 Jun 26	-23.9% Discount	Qtr	0.460 S¢ 3Q26	1.840 S¢	10.51%	45.7% 30 Jun 26	Medical
24	Frasers Centrepoint Trust	J69U (SGD)	2.14	2.32 30 Sep 26	-7.8% Discount	HY	6.214 S¢ 2H FY26	12.428 S¢	5.81%	38.7% 30 Sep 26	Retail
25	Frasers Logistics & Commercial Trust *	BUOU (SGD)	0.93	1.12 31 Mar 26	-17.4% Discount	HY	2.950 S¢ 2H FY26	5.900 S¢	6.38%	33.7% 31 Mar 26	Integrated REIT
26	IREIT Global *	UD1U (SGD)	0.17	0.46 30 Jun 26	-63.9% Discount	HY	0.546 S¢ 1H26	1.092 S¢	6.58%	45.5% 30 Jun 26	Integrated REIT
27	Landmark REIT *	D5IU (SGD)	0.007	0.025 30 Jun 26	-72.0% Discount	—	Suspended	–	–	39.6% 30 Jun 26	Retail
28	Lendlease Global Commercial REIT	JYEU (SGD)	0.55	0.70 30 Jun 26	-21.4% Discount	HY	1.850 S¢ 2H FY26	3.700 S¢	6.73%	38.9% 30 Jun 26	Integrated REIT
29	Manulife US REIT *	BTOU (USD)	0.033	0.19 30 Jun 26	-82.6% Discount	—	Suspended	–	–	54.1% 30 Jun 26	Commercial
30	NTT DC REIT *	NTDU (USD)	0.92	1.14 31 Mar 26	-19.7% Discount	HY	3.870 US¢ 2H FY25/26	7.740 US¢	8.46%	29.2% 31 Mar 26	Data Centre
31	OUE REIT	TS0U (SGD)	0.35	0.56 30 Jun 26	-38.4% Discount	HY	1.260 S¢ 1H26	2.520 S¢	7.30%	41.5% 30 Jun 26	Integrated REIT
32	Parkway Life REIT	C2PU (SGD)	4.01	2.57 30 Jun 26	+56.0% Premium	HY	8.770 S¢ 1H26	17.540 S¢	4.37%	33.8% 30 Jun 26	Medical
33	Prime US REIT	OXMU (USD)	0.11	0.53 30 Jun 26	-79.6% Discount	HY	0.500 US¢ 1H26	1.000 US¢	9.26%	44.9% 30 Jun 26	Commercial
34	Sasseur REIT	CRPU (SGD)	0.63	0.82 30 Jun 26	-23.8% Discount	HY	3.366 S¢ 1H26	6.732 S¢	10.77%	25.6% 30 Jun 26	Retail
35	Starhill Global REIT	P40U (SGD)	0.49	0.71 30 Jun 26	-31.7% Discount	HY	1.880 S¢ 2H FY25/26	3.760 S¢	7.75%	35.8% 30 Jun 26	Integrated REIT
36	Stoneweg Europe Stapled Trust	SET (EUR)	1.43	2.02 30 Jun 26	-29.2% Discount	HY	6.642 €c 1H26	13.284 €c	9.29%	43.6% 30 Jun 26	Integrated REIT
37	Suntec REIT *	T82U (SGD)	1.37	2.03 31 Mar 26	-32.5% Discount	Qtr	2.017 S¢ 3Q26	8.068 S¢	5.89%	41.6% 31 Mar 26	Integrated REIT
38	UI Boustead REIT *	UIBU (SGD)	0.78	0.85 IPO	-8.8% Discount	HY	3.710 S¢ 12 Mar–30 Sep 26	6.670 S¢	8.61%	36.4% IPO	Industrial
39	United Hampshire US REIT	ODBU (USD)	0.47	0.73 30 Jun 26	-36.3% Discount	HY	2.160 US¢ 1H26	4.320 US¢	9.29%	40.4% 30 Jun 26	Retail

Prices: SGX closing on 6 Nov 2026; shown to 2 d.p. (3 d.p. where below 0.10). NAV, DPU and price are in the counter's trading currency. NAV and aggregate leverage are from the same latest reporting date. Last DPU is the latest routine payout for a full period (advance distributions from equity raisings are included only as part of the full-period total). Annualised DPU = Qtr × 4 or HY × 2. Forward yield = annualised DPU ÷ closing price. Premium in red, discount in blue; gearing ≥ 45% in red. Business trusts excluded. Source: company SGX filings & results releases. Not investment advice.
Notes:

• Keppel REIT: Adjusted NAV
• Acrophyte Hospitality Trust: Distributions suspended from 1H26
• AIMS APAC REIT: Gearing 37.4% at 30 Sep 26
• EC World REIT: Trading suspended; last traded price
• First REIT: Gearing 27.5% at 30 Sep 26 after divestment
• Frasers Logistics & Commercial Trust: FY26 NAV not yet published; gearing 39.2% at 30 Sep 26
• IREIT Global: DPU €0.37c, converted at S$1.4752/€
• Landmark REIT: Distributions suspended
• Manulife US REIT: Distributions suspended
• NTT DC REIT: 1H FY26/27 results due 11 Nov 26
• Suntec REIT: Gearing 43.0% at 30 Sep 26
• UI Boustead REIT: Maiden DPU pro-rated to 12 months; gearing at 30 Jun 26

Is 13% Yield Too Good to Be True? Inside JEPI & JEPQ and My Personal Pick.

Monthly Income Showdown: JEPI, JEPQ or Allspring Enhanced Income Fund.

Margin Loan Showdown: Online Brokers vs Bank Brokers in Singapore.

Hi Folks, this will be a short post. For those who are also using margin financing strategy. Seems that for SGD financing, Interactive brokers offered the lowest rate. However, my personal preference is to stick to the traditional brokers (Maybank, DBS Vickers, UOB Kay Hian) albeit higher transactional fees as I still feel they are financially stronger and less likelihood of business failure that will lead to unnecessary administrative headaches to settle on custodian ownership release in such an unfortunate black swan event. Also, for those on privileged banking with higher net worth, there is also the possibility of getting a reduced financing rates for margin loan.

Do share also if there are other cheaper options out there (besides the use private home equity loan) in terms of brokers offering. Ok, that's all from me for now on this. Have a great week ahead!