General S-REITs Discussion Thread

[ekardo]

It has been a good week.

wah..you have 1m in reits?

 

[weng0202]

No leh… have been putting into T bill and max ssb

Now got chance to buy once interest rates start to drop!

 

[lunafan]

Not so fast, rate cut reits will recover wan. Meanwhile just happily collect dividend.

Don’t have to sell everything. Take their opportunity to do some housekeeping and sell off some sampan reit and rebalance portfolio

 

[iceiscold]

If trump win, REITs going to fall again due to higher interest rate?

 

[DevilPlate]

If trump win, REITs going to fall again due to higher interest rate?

Why would interest rate rise after Trump win?

 

[weng0202]

If trump win, REITs going to fall again due to higher interest rate?

I thought would be the opposite. Trump is pro business so would try and force the fed to drop their interest rates faster.

 

[demoforce1]

I thought would be the opposite. Trump is pro business so would try and force the fed to drop their interest rates faster.

yes, that's correct. pray trump will win

 

[sky1978]

I thought would be the opposite. Trump is pro business so would try and force the fed to drop their interest rates faster.

I think the focus should be more on mid-term ( 3 to 5 years rate). Most REITs report their hedging ratio; if they have a high hedge ratio of 80%, the bulk of their debt is pegged to the mid-term rather than the short-term Fed or SORA rate.

Since 2008, the entire yield curve has been depressed by central banks doing QE. Traditionally, the central bank's rate decisions have the maximum impact on short-term rates, but QE bond buying allows them to buy across the entire duration and push down long-term yield. Going forward, there is still no news of whether and when there will be another QE.

 

[TehSi99]

If trump win, REITs going to fall again due to higher interest rate?

This is not a game leh. Interest rates suka suka up and down. LOL.

 

[Dividends Warrior]

wah..you have 1m in reits?

Not so much. Just half a million roughly.

 

[Dividends Warrior]

If trump win, REITs going to fall again due to higher interest rate?

Simple. Just go back and look at when Trump was previously in office from 2017 to 2021. REITs performed pretty well excluding the pandemic period.

 

[DevilPlate]

Simple. Just go back and look at when Trump was previously in office from 2017 to 2021. REITs performed pretty well excluding the pandemic period.

Not only that, Trump period low interest rate and low inflation.

But then now i hold quite abit of cash….hoping interest rate stay around this level whahahaha

 

[TehSi99]

Hope there will be a rates cut in Sept, then reit prices should start to recover.

Should be. But whether the price substain still depends on their results.

 

[DriftKing]

Simple. Just go back and look at when Trump was previously in office from 2017 to 2021. REITs performed pretty well excluding the pandemic period.

I held on cict, still thinking should sell not when got chance above 2.10 or keep toll result and exdiv, and maybe stay on till actual rate cut

 

[Lasogette]

I thought would be the opposite. Trump is pro business so would try and force the fed to drop their interest rates faster.

I also think is this case. Gogogo for REITs.

 

[Lasogette]

Not so much. Just half a million roughly.

Song sia become the floor space work for u. Lol

 

[Iyarash11]

boat came back

 

[TehSi99]

Going to start DCA into reits ETF.

DPU will rise as Fed cut interest rates into 2025, though maybe uneven and unpredictable if recession comes.

Wish me luck.

 

[DevilPlate]

 

[ctan84]

boat came back

Got meh? Most of the REITS that cui the past few months are still about 10% above the lowest cui level leh..