One REIT on my entire list is sitting at Zone 1 right now—Sasseur REIT. The yield clears my hurdle by a wide margin, gearing’s low, occupancy’s high, and debt costs are falling. But I’m not calling it locked yet: two forensic questions remain unresolved, and that difference matters for your CPF income.
Key takeaways:
Trailing yield at 9.28% clears both my 4.7% floor and 5.5% Zone 1 threshold
Gearing at 25% and occupancy at 98.5% both pass hard filters cleanly
Interest coverage shows conflicting reads: 5x vs 5.6x—still unverified on my methodology
Earlier soft flags on revenue compression and fair value are now unresolved, not cleared
CTA: Full forensic breakdown on Substack. Early alerts on Telegram.
