42.88% Debt, 77% Rooms Empty | SGX Daily Pulse 27/04/26 | 🦖EP1576

🟢 YOUR 6.9% YIELD SITS ON 39% DEBT. ONE RATE SHOCK CAN HIT YOUR CPF AND SRS INCOME.

The CPF floor is now a hard benchmark for every REIT in a 3% world, but Digital Core REIT has pushed Aggregate Leverage to 39.0% while NPI is shrinking, not growing. A 55–60-year-old investor drawing income from CPF OA and SRS cannot treat this as a sanctuary asset when the interest safety buffer is only 3.3x and moving in the wrong direction. This episode proves a simple forensic truth: yield without balance sheet discipline is not income, it is leverage in disguise.

This is why your apparent 6.9% yield becomes a capital trap when management runs a 39% balance sheet with just 3.3x interest safety and keeps buying back units instead of paying down debt.

📌 What We Cover
🧱 39% Aggregate Leverage = one valuation shock from forced rights issue on your CPF
⚡ 3.3x interest cover = every rate hike slices room before your DPU gets cut
🧨 30.5% tenant concentration = one Fortune 50 decision can derail your retirement income

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Видео 42.88% Debt, 77% Rooms Empty | SGX Daily Pulse 27/04/26 | 🦖EP1576 канала Iggy the Investing Iguana