I already own some of these stocks. How do I learn the strategies, to profit from the present market situation my portfolio has been stagnant for months.
Not all foreign Reit are bad. I invested in Ascendas India Trust or now known as Capitaland India Trust for over 10 Years. I bought it around 90cents. It has been consistently paying around 7 cents to 8 cnets dividend a year. The dividend yield is around 6%.
Good analysis and content. some analysts work out cost/rental yield spreads, gearing ratios and average tenure left. Though it’s the long term historical performance that can be a good indicator for strong REITs. Another level of analysis is what’s the right time to buy and for that we need current vs historical P/B or P/ NAV.
Listen to the video. As Rusmin said - Be selective in buying REITs. ETFs are passively managed so nobody will remove the lousy counters inside the ETF for you.
What if interest rate stays higher for longer in the next ten years? Will it have a long term negative impact on the returns for all the REITs ? We have not been in an era of high interest environment since the first REITs was listed in SGX in 2002.
Interest rates have actually reached this high in 2007 before: www.macrotrends.net/2015/fed-funds-rate-historical-chart There is also research that points to REITs doing relatively well in longer-term higher interest rate environments: www.spglobal.com/spdji/en/documents/research/the-impact-of-rising-interest-rates-on-reits.pdf
@@TheFifthPersonChannel : It is good to invest in Bank stocks , This is because Banks stocks and reit are negatively correlated. While one goes up, the other will come down. So it stabalise your investment porfolio . Banks stock also give you good capital appreciation. My investment in DBS stock range from S$8 a share to S$18 a share. The share price now is above S$33 a share
It is laughable this list does not include Capland India T (previously a-iTrust). This REIT has been a consistent performer in terms of DPU for the last years. If anyone bought this trust at its lows during the 2011-2015 years, one would be handsomely rewarded with a safe moat REIT in today's circumstances. Or maybe I am just being biased for being an ex-Ascendas employee
Yes, CapitaLand India Trust's DPU has improved post-pandemic. But it is technically a business trust, and not a REIT, hence why it wasn't included: www.clint.com.sg/en.html
Can share about Mapletree Logistics Trust and whether it can recover please?
Excellent discussion. Thanks for the dialogue and insights.
Our pleasure! Glad you enjoyed it!
Good analysis again from the team. What are your thoughts 💭 on those Reits which are in the middle of the list, eg: Suntech, CLCT?
In general, they face challenges growing their DPU consistently, which leads to less interest from investors and weaker price performance.
I already own some of these stocks. How do I learn the strategies, to profit from the present market situation my portfolio has been stagnant for months.
Not all foreign Reit are bad. I invested in Ascendas India Trust or now known as Capitaland India Trust for over 10 Years. I bought it around 90cents. It has been consistently paying around 7 cents to 8 cnets dividend a year. The dividend yield is around 6%.
Nicely done!
Good analysis and content. some analysts work out cost/rental yield spreads, gearing ratios and average tenure left. Though it’s the long term historical performance that can be a good indicator for strong REITs.
Another level of analysis is what’s the right time to buy and for that we need current vs historical P/B or P/ NAV.
Thank you! Yes, we cover valuations for our paid subscribers.
Can do a video on Reits ETF ?
Listen to the video. As Rusmin said - Be selective in buying REITs. ETFs are passively managed so nobody will remove the lousy counters inside the ETF for you.
Is it necessary to sell a REIT if it is paying dividend to you regularly?
Would be good to look at 10-yr return, 5-yr return. That might provide a different picture. But great video!
Thank you!
Is there an ETF which streamlines to combine all the good quality SREITs mentioned for simplicity and ease?
You can consider Lion-Phillip S-REIT ETF, but you may not personally agree with all of its holdings.
ParkwayLife is the King of SReits! 💪👑
Very steady!
But div is low about
3%?
What if interest rate stays higher for longer in the next ten years? Will it have a long term negative impact on the returns for all the REITs ? We have not been in an era of high interest environment since the first REITs was listed in SGX in 2002.
Interest rates have actually reached this high in 2007 before: www.macrotrends.net/2015/fed-funds-rate-historical-chart
There is also research that points to REITs doing relatively well in longer-term higher interest rate environments: www.spglobal.com/spdji/en/documents/research/the-impact-of-rising-interest-rates-on-reits.pdf
What happened to Fraser Logistics & Commercial?
It did not pass the 10-year listing criteria to be included in our study.
But the stock price is dropping ?
would it make sense to invest in just reits etf since s-reits are traded below valuation.
If they suit your investment goals and risk profile.
@@TheFifthPersonChannel : It is good to invest in Bank stocks , This is because Banks stocks and reit are negatively correlated. While one goes up, the other will come down. So it stabalise your investment porfolio . Banks stock also give you good capital appreciation. My investment in DBS stock range from S$8 a share to S$18 a share. The share price now is above S$33 a share
Yes! We mentioned hedging REITs with bank stocks at this roundtable
feees keep growing and which reits is not performing in terms of DPU?
What fees are you talking about ??
S Reits are just ok. Should put money into HK REITs ie: Link, Fortune and Hang Luan. Better value.
We did a study on Hong Kong REITs too!
fifthperson.com/top-3-hong-kong-reits-2024/
Which reit was it that you mentioned in the middle that kept growing but yet DPU kept falling? :D
I can't find Aims Apac Reits. I believe it meets the 10-year criteria. Did I miss it?
It's listed as Macarthur Cook Industrial REIT on our table. Sorry for the confusion!
The best time to invest in a REIT is when its price is 25% below its intrinsic value.
please share all your free documents etc thanks
no Sasseur?
It did not pass the 10-year listing criteria for our study.
Surprise that Frasers Hospitality Trust has done so poorly!
It is laughable this list does not include Capland India T (previously a-iTrust). This REIT has been a consistent performer in terms of DPU for the last years.
If anyone bought this trust at its lows during the 2011-2015 years, one would be handsomely rewarded with a safe moat REIT in today's circumstances. Or maybe I am just being biased for being an ex-Ascendas employee
Yes, CapitaLand India Trust's DPU has improved post-pandemic. But it is technically a business trust, and not a REIT, hence why it wasn't included: www.clint.com.sg/en.html
uhh.. if its top 10 SG reits, then might as well be saying all reits are good.
Well... there are over 40 REITs listed in Singapore.
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