Roncasa/ Insights/ Commentary

Market insights.

Weekly commentary, real case studies, market data and the occasional bilingual aside. Written by Ron, no AI slop, no agency PR.

163Articles
2014Since
4,210Monthly readers
Commentarynewest firstOct 2025 → Nov 2026
SORA Weekly, Week 44 2026: 3M compounded SORA at 1.30%
— interest rates
SORA Weekly, Week 44 2026: 3M Compounded SORA at 1.30%

3M compounded SORA at 1.30% this week (+3bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

1 min read Read →
SORA Weekly, Week 43 2026: 3M compounded SORA at 1.27%
— interest rates
SORA Weekly, Week 43 2026: 3M Compounded SORA at 1.27%

3M compounded SORA at 1.27% this week (+2bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

1 min read Read →
D15 Freehold Sets New Record at $3,170 psf — What Amber Park's Latest Resale Tells Us About the Market — Roncasa Singapore property analysis
— Amber Park
D15 Freehold Sets New Record at $3,170 psf — What Amber Park's Latest Resale Tells Us About the Market

A $3.52M resale at Amber Park just rewrote the D15 freehold playbook. Here's what $3,170 psf signals for the rest of the district.

4 min read Read →
SORA Weekly, Week 42 2026: 3M compounded SORA at 1.25%
— interest rates
SORA Weekly, Week 42 2026: 3M Compounded SORA at 1.25%

3M compounded SORA at 1.25% this week (+1bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

1 min read Read →
SORA Weekly, Week 41 2026: 3M compounded SORA at 1.23%
— interest rates
SORA Weekly, Week 41 2026: 3M Compounded SORA at 1.23%

3M compounded SORA at 1.23% this week (+0bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

1 min read Read →
Sherman Kwek maps out CDL's next three years: $5 bil to invest, $6 bil to divest — Roncasa Singapore property analysis
— CDL
Sherman Kwek maps out CDL's next three years: $5 bil to invest, $6 bil to divest

CDL commits $3 billion to Singapore GLS under its GET+ strategy while divesting $6B+ globally. Sherman Kwek's three-year playbook signals...

5 min read Read →
Private home prices up 1.4% in 3Q2026 — but new-home sales just hit their worst Q3 since 1998 — Roncasa Singapore property analysis
— 3Q2026
Private home prices up 1.4% in 3Q2026 — but new-home sales just hit their worst Q3 since 1998

URA flash estimates show private home prices rose 1.4% in 3Q2026 — the fastest gain in nearly two years. But new-home sales hit their wea...

4 min read Read →
SORA Weekly, Week 40 2026: 3M compounded SORA at 1.23%
— interest rates
SORA Weekly, Week 40 2026: 3M Compounded SORA at 1.23%

3M compounded SORA at 1.23% this week (+0bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

1 min read Read →
SORA Weekly, Week 39 2026: 3M compounded SORA at 1.23%
— interest rates
SORA Weekly, Week 39 2026: 3M Compounded SORA at 1.23%

3M compounded SORA at 1.23% this week (+1bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

1 min read Read →
30 years. 153% gain. And what the Marina Bay Suites loss is quietly telling D1 buyers. — Roncasa Singapore property analysis
— Ardmore Park
30 years. 153% gain. And what the Marina Bay Suites loss is quietly telling D1 buyers.

Three resale transactions closed in one week: a $7.6M profit at Ardmore Park (153.6% gain, 30 years), a new return record at Glentrees (5...

5 min read Read →
362 Holland Road Gets a Second Life: Co-Living Comes to Holland Village — Roncasa Singapore property analysis
— co-living
362 Holland Road Gets a Second Life: Co-Living Comes to Holland Village

Trans-Orient Services wins the SLA tender for 362 Holland Road — a biophilic co-living concept for professionals and students, 300m from ...

5 min read Read →
SORA Weekly, Week 38 2026: 3M compounded SORA at 1.22%
— interest rates
SORA Weekly, Week 38 2026: 3M Compounded SORA at 1.22%

3M compounded SORA at 1.22% this week (+2bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

1 min read Read →
CCR Resale's Two-Speed Market: Seven Holt Road Won, Marina Collection Still Bleeding — Roncasa Singapore property analysis
— CCR
CCR Resale's Two-Speed Market: Seven Holt Road Won, Marina Collection Still Bleeding

Three condo deals from the week of September 1–8 show CCR resale splitting in two: freehold riverfront compounding quietly, Sentosa Cove ...

6 min read Read →
SORA Weekly, Week 37 2026: 3M compounded SORA at 1.20%
— interest rates
SORA Weekly, Week 37 2026: 3M Compounded SORA at 1.20%

3M compounded SORA at 1.20% this week (+0bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

1 min read Read →
SORA Weekly, Week 36 2026: 3M compounded SORA at 1.20%
— interest rates
SORA Weekly, Week 36 2026: 3M Compounded SORA at 1.20%

3M compounded SORA at 1.20% this week (+2bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

1 min read Read →
Terra Hill’s New PSF Low Isn’t Bad News — It’s Information. Here’s What It’s Telling You. — Roncasa Singapore property analysis
— commentary
Terra Hill’s New PSF Low Isn’t Bad News — It’s Information. Here’s What It’s Telling You.

Terra Hill hit a new PSF low while D20 and D09 hit new highs the same week. Here's the contrast, and what the developer's pricing actuall...

6 min read Read →
HDB vs Private: The Decoupling Is Real, And It Should Change How You Think About Upgrading
— commentary
HDB vs Private: The Decoupling Is Real, And It Should Change How You Think About Upgrading

HDB resale prices eased 0.4% from peak while private homes rose 2% over the same window. HDB upgraders now make up just 3.1% of new lande...

4 min read Read →
SORA Weekly, Week 34 2026: 3M compounded SORA at 1.15%
— interest rates
SORA Weekly, Week 34 2026: 3M Compounded SORA at 1.15%

3M compounded SORA at 1.15% this week (+2bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

1 min read Read →