Syfe REIT+

[cjaycc]

Yeah, I've noticed this, been in it since Sep/Oct 2020. Not in the negatives yet but steadily dropping in value. Wondering now if it's worth moving into other investments, or wait and see if the vaccine rollout will help..

 

[tidalstorm]

Depends on yr entry point. If u buy high sure drop. Else keep kio dividends loh. Dividends also got 3%.

 

[proton_cannon]

best for is just doing a very small amount DCA from the very beginning, if one had put in a very large lump sum when starting this portfolio will have difficulty recovering the investment amount in short period.

Coming this year, the damage of the Reits by the covid 19 will be re evaluated again. Yes shoppers are back but still without good flow of foreigners, things will still be difficult.

 

[dappermen]

Coming this year, the damage of the Reits by the covid 19 will be re evaluated again. Yes shoppers are back but still without good flow of foreigners, things will still be difficult.

How then did reits started climbing up since jul2020? Cos they followed sgx trends???

all along we knw foreigners wont b in so soon, more so we knew that in jul 2020.....but reits kept climbing up blindly....we also learnt that nite scenes/ktv etc r not allowed to be opend unless they changed an entirely diff model (though govt willing to help)

Some reits dont really depend on foreigners like heartland malls eg tbahru plaza
(Hospitality reits is not the main bulk in it)
Industrial and biz/ iT reits hope they stop
Making us disappted and for sure any kind of stocks on sgx somehow performed erratic exxept for a rare few

https://www.sgx.com/indices/products/sreitlsp#Product Information

So long u purchase your reit+ after xmas, u might be either seeing -ve returns or stagnancy 0%
Or those who purchased at beginning of jun-10th jun 2020 period

I thk now even those purchased at dec can feel the drop liao, be it dca or not.....

https://forums.hardwarezone.com.sg/132470607-post354.html

If u bought just bit by bit , wil end up buying high too and w eg 3-5k dca of a high price (& now it dropped le) that amt wont gain u much dividends, even w bit of dividends accumulated till a time, one shot Syfe will buy into more reits for u (again who knws it is another high and that small amt of dividends wont create much impact)

The amt must b large enugh to create an impact better.... which is why Syfe set some criteria ie if your total syfe investmt (excld cash+) hits 20k or abv, u get to get back the dividends instead of reinvesting them at a “wrong” time
Syfe if to follow iedge s-reit closely may have left out some gd reits! And i knw they dropped some not-too-stable ones like starhill but they have dividends payout soon....

Starhill was previously in (ie one that truly depends on tourists cos ngee ann city w many hi-end brands& near to orch- tourists and both wealthy sporeans luv visiting there esp taka) but it was dropped alrdy- so that sttm of depending on tourisrts do not hold true

Why capita china seemed gd into the future...it is struggling v v v hard (not just this period, the weightage of it is one of the lowest ) : wondering when r they paying divs soon!??
Now knwn as: capitaland china trust as they diversified into more of biz properties and not just retail https://www.sgx.com/securities/equities/AU8U
(Initially started off as CapitaLand Retail China Trust (“CRCT”) is the first and only China shopping mall Real Estate Investment Trust (REIT) in Singapore)
https://www.syfe.com/magazine/index...x-will-become-the-iedge-s-reit-leaders-index/
not in- https://www.theedgesingapore.com/capital/brokers-calls/reit-offers-9-yield-less-us1?utm_source=facebook&utm_medium=dlvr.it&utm_campaign=contentdistribution&utm_content=https://www.theedgesingapore.com/latest-news-echobox.rss&fbclid=IwAR3Gf3pyUL-FBPFvExbvC9GDgmlft6h8760DdnRXelgAkUkrk4e97EjR3r8


So what does syfe said abt 2021 reits?
If it is nt for its div yield what else could it be for???
https://www.syfe.com/magazine/guide_article/are-reits-a-good-investment-in-2021/

many S-REITs are still paying dividends, although some have trimmed payouts to conserve cash.
And compared to other asset classes, S-REITs have significantly higher yields. The average dividend yield for S-REITs is currently at 6.6%.
how to invest for income too : https://www.syfe.com/magazine/4-ways-to-invest-and-earn-income/ (all these r in their latest upgraded app too)


https://www.fool.com/investing/2020/12/29/why-2021-resolution-should-be-buy-more-reit-stock/

Glad that some r holding it for divs/income too: https://forums.hardwarezone.com.sg/132662433-post944.html



some of u asked abt rsp/dca: repostg
https://seedly.sg/questions/does-it-still-make-sense-to-dca-into-this-stock-if-it-has-risen-40
https://seedly.sg/questions/how-to-build-2500-monthly-passive-income

https://seedly.sg/questions/if-i-dc...ense-to-buy-stocks-diy-or-pump-it-into-a-robo
https://seedly.sg/questions/what-ar...f-via-td-ameritrade-since-it-has-0-commission
https://seedly.sg/questions/is-dca-buying-into-a-single-etf-over-the-next-10-to-20-years-a-good-plan

only frugal ans it factually: https://seedly.sg/posts/does-dca-frequency-matter-more-or-time-in-the-market/

Prev i shared here - https://forums.hardwarezone.com.sg/132010266-post867.html

I like Jovan, panzhe, frugal and Lee ‘s ans: same as mine too

U dca when u wish to get into a regular savg/investmt pattern esp when u cannot do a reasonable sum at 1 go....

(DCA is a stratergy made mainly for passive investing. It works on one assumption ie underlying asset always goes up over the long run)

+
https://seedly.sg/questions/should-i-dca-into-sg-blue-chips-or-syfe-reit


other dca / rsp topics: https://seedly.sg/questions/does-it-still-make-sense-to-dca-into-this-stock-if-it-has-risen-40
https://seedly.sg/questions/how-to-build-2500-monthly-passive-income

https://seedly.sg/questions/if-i-dc...ense-to-buy-stocks-diy-or-pump-it-into-a-robo
https://seedly.sg/questions/what-ar...f-via-td-ameritrade-since-it-has-0-commission

https://seedly.sg/questions/is-dca-buying-into-a-single-etf-over-the-next-10-to-20-years-a-good-plan

 

[kurt111494]

Yeah, I've noticed this, been in it since Sep/Oct 2020. Not in the negatives yet but steadily dropping in value. Wondering now if it's worth moving into other investments, or wait and see if the vaccine rollout will help..

Same here bro...I got a feeling the recovery for SREITS will be quite slow. Need to wait for a while before it really goes back to pre COVID times.

Hopefully the dividends can help pull up my portfolio value a little...

 

[tutonic]

Same here bro...I got a feeling the recovery for SREITS will be quite slow. Need to wait for a while before it really goes back to pre COVID times.

Hopefully the dividends can help pull up my portfolio value a little...

Yeah, the recovery will probably be slow, but I think the dividend streams are somewhat reliable at ~4% a year. When the REITs drop, that just means that I'm getting more units for my weekly DCA. That's how I view it. So I'll just stick to my DCA routine for the REIT portfolio.

 

[Abide.]

Any idea when will dividends be credited? Since index of different reits

 

[twinklingstars]

Yeah, the recovery will probably be slow, but I think the dividend streams are somewhat reliable at ~4% a year. When the REITs drop, that just means that I'm getting more units for my weekly DCA. That's how I view it. So I'll just stick to my DCA routine for the REIT portfolio.

I plan to keep this portfolio long term, eg 15 to 20 years til retirement, is it a good plan?

 

[dappermen]

follw - https://www.sgx.com/securities/corporate-actions?pagesize=100&cat=DIVIDEND
u see tt - (i seeing stars nw as tooo late now)

MAPLETREE INDUSTRIAL , cdL , ASCENDAS REAL ESTATE. AIMS APAC REIT MAPLETREE LOGISTICS, keppel , ESR-REIT., CAPITALAND INTEGRATED COMM TR, FIRST REAL ESTATE INV : pays in mar (eg https://links.sgx.com/1.0.0/corporate-actions/606195)
ASCENDAS INDIA TRUST , SUNTEC REAL ESTATE , ASCOTT RESIDENCE TRUST, PARKWAYLIFE REIT- 25&26/2

MOST shd hve ex dte in jan or latest25 Feb 2021 : i notice tt price tend to drop tremendously after ex-date

Any idea when will dividends be credited? Since index of different reits

I plan to keep this portfolio long term, eg 15 to 20 years til retirement, is it a good plan?

sounds gd! just make sure u set aside ur other emergency funds

 

[tutonic]

I plan to keep this portfolio long term, eg 15 to 20 years til retirement, is it a good plan?

Yes, it's a very good plan for the local component of your overall portfolio. For me, personally, I always keep the local portfolio to be around 20-30% of my overall portfolio value. Not much value in over-weighting on SG since returns are pathetic in comparison to overseas equity for the long term. The SG component is only for diversification purposes. I also plan to hold the REIT portfolio long term.

Any idea when will dividends be credited? Since index of different reits

Check the website dividends.sg for all the individual dividend announcement and credit date. For what it's worth, there's little to no delay on Syfe's end. If the website say the credit on 23rd Feb (for example), the latest that it'll appear in your account is the 24th. Usually on 23rd Feb itself will update and show, at the 8pm portfolio update time, since the 2pm portfolio app/website update quite useless. This is based on past experience.

There's one coming up next week and 1st week March, iirc.

 

[dappermen]

All abt s-reit!

https://www.facebook.com/1494800797442605/posts/2894325950823409/?d=n

Some are really not that fantastic although in the top20
Gd ones are not in the top20 selectn, what do u thk? Careful picking is impt:


Broker's Calls :
PhillipCapital maintains 'overweight' * on S-REITs, while DBS says investors should 'buy' S-REITs with growth potential

*: although the FTSE S-REIT Index fell 4.6% m-o-m, in line with the Singapore market.
As i alrdy shared the syfe or the iedge fell is cos sg eqty mkt fell in tandem
This is truly a disapptmt!!!!!
https://forums.hardwarezone.com.sg/132687261-post369.html
Even w “Belief that the retail and hospitality sub-sectors will be the first to benefit from further economic reopening. Vaccine rollout has improved visibility, which is expected to lift the share-price overhang for hospitality REITs,” ... still
Syfe reits+ is more for income/div accumulation , rather than....

How then did reits started climbing up since jul2020? Cos they followed sgx trends???

all along we knw foreigners wont b in so soon, more so we knew that in jul 2020.....but reits kept climbing up blindly....
hope they stop
Making us disappted and for sure any kind of stocks on sgx somehow performed erratic exxept for a rare few[/B]

 

[kurt111494]

Check the website dividends.sg for all the individual dividend announcement and credit date. For what it's worth, there's little to no delay on Syfe's end. If the website say the credit on 23rd Feb (for example), the latest that it'll appear in your account is the 24th. Usually on 23rd Feb itself will update and show, at the 8pm portfolio update time, since the 2pm portfolio app/website update quite useless. This is based on past experience.

There's one coming up next week and 1st week March, iirc.

I switched from dividend payout to reinvestment, but I can no longer see the amount of dividend that will be issued (and reinvested)...

Previously when I chose payout, the amounts will slowly update and add up as the payout date nears.

Any idea if choosing dividend reinvestment can allow me to see the dividend amounts?

 

[tutonic]

I switched from dividend payout to reinvestment, but I can no longer see the amount of dividend that will be issued (and reinvested)...

Previously when I chose payout, the amounts will slowly update and add up as the payout date nears.

Any idea if choosing dividend reinvestment can allow me to see the dividend amounts?

I don't know about the payout routine, but the dividends won't be updated until the payout date if you select reinvestment. You can just click on the Dividends received thing on the app and it'll show you all the dividends you've received.

 

[dappermen]

Syfe mentioned prev income w reits is alwys a stable source- sorry cant find the exact link now


Anyway they blasted us an email on : https://www.syfe.com/magazine/why-s-reits-pullback-is-a-buying-opportunity/

Why Singapore REITs Still Look Attractive

The current pullback in the Singapore REIT (S-REIT) sector is a “healthy correction” rather than the start of a prolonged downturn.

10-year US Treasury yield has been quietly climbing in response to stronger economic growth prospects and the possibility of higher inflation. The yield on the benchmark 10-year US Treasury note is around 1.37% at this time of writing, its highest since February 2020.
Given the close correlation in interest rate movement between US and Singapore, the yield for the Singapore 10-year bond has also risen in tandem to around 1.32%.
The relationship between yields and REIT share prices
This rise in bond yield has weighed on investor sentiment given that S-REIT share prices typically face downward pressure when 10-year yields rise, at least in the short term.
Over a longer time period however, this trend tends to reverse. According to DBS Research, since 2013, S-REITs have outperformed the Straits Times Index (STI) in the subsequent six to 12 months after the hike in 10-year yields starts to taper off. This suggests that investors can benefit from the upside potential if they buy into the current weakness now.


Despite the current pullback, S-REITs are still a fundamentally resilient asset class. Firstly, the value of REITs is well-anchored by physical real estate, which in land scarce Singapore, trends upwards over the long term.
Secondly, REIT rental income tends to be stable, due to the lock-in nature of leases.




Do u agree: While 4.3% represents a lower-than-average yield for Singapore REITs, it is still one of the highest REIT yields globally. The yield also outperforms that of other equity indices in the APAC region. ????

https://www.facebook.com/1494800797442605/posts/2894325950823409/?d=n

Some are really not that fantastic although in the top20
Gd ones are not in the top20 selectn, what do u thk? Careful picking is impt:


Broker's Calls :
PhillipCapital maintains 'overweight' * on S-REITs, while DBS says investors should 'buy' S-REITs with growth potential

*: although the FTSE S-REIT Index fell 4.6% m-o-m, in line with the Singapore market.
As i alrdy shared the syfe or the iedge fell is cos sg eqty mkt fell in tandem
This is truly a disapptmt!!!!!
https://forums.hardwarezone.com.sg/132687261-post369.html
Even w “Belief that the retail and hospitality sub-sectors will be the first to benefit from further economic reopening. Vaccine rollout has improved visibility, which is expected to lift the share-price overhang for hospitality REITs,” ... still
Syfe reits+ is more for income/div accumulation , rather than....

 

[greythorne]

That's what I'm currently doing. Syfe's 100% REITs will represent my local component. That being said, the 100% REITs is overall a better product than the Managed REIT. I have a comparison thread that's been going on for about 4 months now, and the 100% REITs has been in the lead for over 3 months.

Just touching on your points about 100% REITS better than REITS w/Risk Mgmt. since I started on both, the REITS w/Risk Mgmt seems to better than the 100% REITS.

What could be the reason?

Also i am thinking of going 100% REITS and Cash+ and close the REITS w/Risk Mgmt.

 

[revhappy]

This year is year of active. Passive strategies dont work even normally except for US, due to their tech stocks. For Asia and Singapore, just choose a good unit trust, you will do well.

 

[dappermen]

since I started on both, the REITS w/Risk Mgmt seems to better than the 100% REITS.


Also i am thinking of going 100% REITS and Cash+ and close the REITS w/Risk Mgmt.

then y sell offf the Risk Mgmt - doin bettr
it has cushion in weakr times!

 

[tutonic]

Just touching on your points about 100% REITS better than REITS w/Risk Mgmt. since I started on both, the REITS w/Risk Mgmt seems to better than the 100% REITS.

What could be the reason?

Also i am thinking of going 100% REITS and Cash+ and close the REITS w/Risk Mgmt.

How often are you depositing into the portfolios? In my opinion, monthly is too infrequent given the volatile nature of the REITs. Weekly or daily would be best.

That's the only possible reason I can think of, since the 100% REITs have been outperforming the Managed REIT for virtually the entire duration of my comparison, as seen in my comparison thread, even as of yesterday.

 

[dappermen]

S reits will increase in value if the chinese could invest?

Didnt knw they cannot : https://www.businesstimes.com.sg/co...tizens-allowed-to-invest-in-securities-abroad

But this news aint helping https://www.businesstimes.com.sg/go...re-unlikely-to-move-out-of-phase-3-soon-janil

 

[twinklingstars]

Yes, it's a very good plan for the local component of your overall portfolio. For me, personally, I always keep the local portfolio to be around 20-30% of my overall portfolio value. Not much value in over-weighting on SG since returns are pathetic in comparison to overseas equity for the long term. The SG component is only for diversification purposes. I also plan to hold the REIT portfolio long term.



Check the website dividends.sg for all the individual dividend announcement and credit date. For what it's worth, there's little to no delay on Syfe's end. If the website say the credit on 23rd Feb (for example), the latest that it'll appear in your account is the 24th. Usually on 23rd Feb itself will update and show, at the 8pm portfolio update time, since the 2pm portfolio app/website update quite useless. This is based on past experience.

There's one coming up next week and 1st week March, iirc.

Hi, can I check with you, I DCA $250 twice a month, do you specifically DCA when there is a significant drop? Thank you!