REIT Moves At The Wrong Time! What’s Going On With Frasers Centrepoint Trust and KORE?

Hey fellow REIT investors! Today, I want to talk about something that’s been bugging me a little. You know I usually look at REITs with a long-term lens, but sometimes even the best REITs make certain moves that leave me thinking… “Hmm, is this really the best timing?”

And that’s exactly what’s happening with two familiar names this week – Frasers Centrepoint Trust or FCT and Keppel Pacific Oak US REIT or KORE. Both of them are making significant announcements: FCT’s proposing a major acquisition, and KORE is seeking unitholder approval to change their trust deed. And while the proposals may have their own merits, I can’t help but feel the timing is just… off.

Let’s dive into both cases and I’ll share why I think investors – especially those who’ve held on through tough times – might not be jumping with joy.

But before we dive in, let me remind you that this video is for informational purposes only and not financial advice. Always do your own research and consult a licensed financial adviser before making any investment decisions. I own some of the REITs discussed, but what works for me might not work for you.

Alright, let’s get started!

Read it on my website: https://thedividenduncle.com/2025/03/29/reit-moves-at-the-wrong-time-whats-going-on-with-frasers-centrepoint-trust-and-kore/
Listen on Spotify: https://open.spotify.com/episode/5edXDSJJMjkBK6RjDWjSLt?si=MFltvJ5FTIiro23ZdQntJw

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Price to NAV chart from www.REIT-tirement.com…