Malaysian REITs are usually bought for steady income, but this year the sector has lagged the broader market by a wide margin. Rising bond yields and the end of the withholding tax break for retail investors have made REIT payouts look less attractive, and Budget 2027 didn’t bring that break back. So where does the sector go from here, and which corners still look promising? We speak to Aidil Puzi, Equity Research Analyst at RHB Investment Bank.

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