General S-REITs Discussion Thread

thretiredDad

thretiredDad

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  • Wall of Money” seeking yields becoming increasingly real as “risk free” returns fall further
  • S-REITs reaching inflection point in 2Q25; DPU could improve sequentially, fuelled by lower interest rates while fundamentals remain firm
  • SG banks’ NIMs could face pressure, but tailwind from wealth management buffers income
  • S-REITs outpeformance over banks to continue, pick retail>industrial>office>industrial, within SG Banks, stay the course on those with higher and growing yields
  • Cut-off yield for the latest auction of MAS 6M T-bills dipped another 6bps to 1.79%, and investors seeking better returns from the slightly longer-term 1-2Y duration are unlikely to find any (refer to chart above)
  • Stocks that offer resilient forward yields of >5% are turning even more attractive for investors seeking yield
IMG-7646.png


from DBS insight
 
thretiredDad

thretiredDad

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homer123

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Already mentioned here before .. MIT data center is of poor quality . If you are investing in data center reit, better check what kind of data center they owned.. Not all data centers are equal. The fact that MIT data center occupancy of 86% when data centers demand is all time high is testimony that MIT data center is of the worst type which is completed outdated.
 
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Jirachi

Jirachi

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thretiredDad said:
SG banks’ NIMs could face pressure, but tailwind from wealth management buffers income
Click to expand...
I think I mentioned before. The NIM impact was relatively lower than expected. The Fed cut 100bps or 1pp and the NIM for our 3 local banks hardly changed. But on the contrary, is really nice to see that they are offsetting this with the higher increments from non-interest income as mentioned.

I think this is really good.
 
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ThinkPad70

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thretiredDad said:
Result time now
23/7 - Mapletree log
24/7 - Fraser Cpt Tr
28/7 - Mapletree ind
29/7 - Ascott
4/8 - Ascendas reits
5/8 - Capland intcom
14/8 - CaplandInv
Click to expand...
Thanks for sharing. Wondering which stock will not give dividend after their mid year results…
 
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limster

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limster said:
During the tariff induced correction, I was buying more VWRD and US counters. However, VWRD price has continued to go upwards which means that relatively speaking, REITs are looking cheap again. I finally pulled the trigger and bought a reasonable chunk of FLCT at $0.845 yesterday. (now $0.835 guess I can never catch the bottom).

I am on the lookout to accumulating other REITs as well. Is this the right time? I don't know, but at least REITs look like a better buy now since VWRA/VWRD is becoming more 'expensive.'
Click to expand...

I'm getting nervous about buying more S&P500 at these levels so I added HMN and 9CI (ok not a REIT but pretty close) yesterday. Queued for more FLCT but didn't get filled.

In May I bought a nice chunk of FLCT at $0.845 and it continued to crash, but in the meantime received $0.03 dividend. So 8.3% gain in 2 months based on today's $0.885

Maybe the REIT rally (simply to catch up with the rest of the market) is real this time..... Also, all those people with T-bills maturing need to do something with their cash....
 
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