An AI Blueprint to Closing NTT DC REIT’s NAV GapBy Investmoolah • July 29, 2026NTT DC REIT trades at 0.85 times net asset value — a discount that, notably, is not shared broadly across its Singapore-listed peers. A sector-wide re-rating would point to macro forces: rate expectations, capital flows, sentiment toward the asset class as a whole. A REIT-specific discount points somewhere narrower — the market is pricing something particular to this portfolio. That tenant's lease is unusually strong: seven years, with rental escalations and onerous penalty even on early exit. But headline screens used by many analysts and index providers weight concentration by share of income, not by lease enforceability or counterparty credit quality — so a genuinely well-protected exposure still reads, on paper, as a single-name risk.