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Hi Josh, very good analysis on MLT. I just bought into AA Reit which has a decent yield of 7.5%. Much lower gearing and less Fx exposure. Oni has a weak biz park which forms 3% of portfolio.
I am a buyer at this price. China's bad news is already priced in. If 2025 DPU forecast is accurate, then it still represents 6% yield, which is a good yield to hold on to while I wait for the expected rate cuts to play itself out over the next 18 months. In addition the Chinese property market woes seem to have hit bottom. I expect it to stabilize and recover over the next 2-3 years. Therefore in totality, my view is the benefits outweigh the risks. As a dividend investor, I don't try to time the market for a perfect entry. My investment horizon is at least 5-10 years. What happens in the next 2-3 quarters doesn't really matter. So I'm happy to buy, hold and get paid decently while I wait for the recovery.
Mapletree industrial. I own that. In this research I realized the uncertainty of the chain assets in rental for the upcoming period. MLT is the still best logistics reit imo.
Also, don't buy REIT relating to Lendlease as well - they will be pulling out of Asia and planning to sell off their existing business lines over the next 12 to 18 months. For those still holding it - it is better to release early so as to cut down further loses.....
MLT is arguably the best of the logistics reits. But as of this moment there is China lease renewal uncertainty. Singapore malls are inching rent up and much easier. Data centres are new economy assets. Personally I prefer them. Hope it clarifies
Logistics is will be a bad hit. The geopolitics is getting bad to worse. War in Europe is just standing at the edge. Philippines is also at the edge of having war with China. This is what US want. This will help to pump the money back to US.
Logistics business is needed whether there is war or peace. People still need to eat, US or China still need to import or export. Pump money is done through US $ exchange rate. When US interest rate is high, it will attract people to buy USD or buy US Treasuries
Smash the SUBS & LIKE! =) New eBOOK 28days to financial freedom is coming out soon! Stay tuned!
To see updates and polls, join my TELEGRAM "Josh Tan Investment Official Group" here
► joshtan.link/telegram
► Follow Josh Tan on Linkedin to read articles and connect professionally
lnkd.in/gkfid5nG
ENGAGE Josh Tan on a fee for full retirement planning NOW - Hear the IMPROVEMENTS you can make IMMEDIATELY!
► www.theastuteparent.com/josh-tan
Thank you for sharing your view especially Mapletree Log trust which I have held for 2 years 😊🙏🏻
No probs. Hopefully the china part is not as dire as I fear
@@joshconsultancyWAIT THIS SONG JUST CAME UP WHAT DID THEY MEAN FOR THIS MAN LIKE WHY 😊😊😊😊😊😊😊
Very good video. Can you talk about Ascendas too?
Ok smash the subs and stay tuned 👍
Thx for your effort!
🙏🙏
Hi Josh, very good analysis on MLT. I just bought into AA Reit which has a decent yield of 7.5%. Much lower gearing and less Fx exposure. Oni has a weak biz park which forms 3% of portfolio.
Thanks Ivan, AA reit DPU dropped over time, im not sure if they can reverse it
I am a buyer at this price. China's bad news is already priced in. If 2025 DPU forecast is accurate, then it still represents 6% yield, which is a good yield to hold on to while I wait for the expected rate cuts to play itself out over the next 18 months.
In addition the Chinese property market woes seem to have hit bottom. I expect it to stabilize and recover over the next 2-3 years. Therefore in totality, my view is the benefits outweigh the risks.
As a dividend investor, I don't try to time the market for a perfect entry. My investment horizon is at least 5-10 years. What happens in the next 2-3 quarters doesn't really matter. So I'm happy to buy, hold and get paid decently while I wait for the recovery.
No probs, pov noted
I thought you were advocating mapletree logistics REIT earlier
Mapletree industrial. I own that.
In this research I realized the uncertainty of the chain assets in rental for the upcoming period. MLT is the still best logistics reit imo.
Also, don't buy REIT relating to Lendlease as well - they will be pulling out of Asia and planning to sell off their existing business lines over the next 12 to 18 months. For those still holding it - it is better to release early so as to cut down further loses.....
Hmm? Haven’t seen news of it
@@joshconsultancy It's not out in the new yet! side info
@@fb64578it’s 55c let track its future from now
Report him, insider trading.
Maybe potential divestment gains?
No industrial REIT for me. Only retail
I like some of our top malls too =)
RTS start all flock to JB mall.
@@Lancer21899 there's definitely the risks
@@joshconsultancy everyone has own preferences and thus the outcomes for better or worse.
So what are you saying? None of the logistic reits that you mentioned should be bought at this time?
MLT is arguably the best of the logistics reits. But as of this moment there is China lease renewal uncertainty. Singapore malls are inching rent up and much easier. Data centres are new economy assets. Personally I prefer them. Hope it clarifies
Hope japan will not make any move to help Philippines and Taiwan island. Russia is watching Japan.
Logistics is will be a bad hit. The geopolitics is getting bad to worse. War in Europe is just standing at the edge. Philippines is also at the edge of having war with China. This is what US want. This will help to pump the money back to US.
Logistics business is needed whether there is war or peace. People still need to eat, US or China still need to import or export. Pump money is done through US $ exchange rate. When US interest rate is high, it will attract people to buy USD or buy US Treasuries
@@sebastianlim3447 if there is war shipping will be stop. Just like what is happening in middle east.
@@sebastianlim3447 is a South China Sea, it will cut off north Asia.