What REIT to get into now?

antonpoh

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Most of the reits in sg have very low dividend payout.

Checkout this US reit NLY.

Income - 2.91 billion
P/E - 4.21
Dividend - US$1.20 (11.24%)
 

waxqube

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Most of the reits in sg have very low dividend payout.

Checkout this US reit NLY.

Income - 2.91 billion
P/E - 4.21
Dividend - US$1.20 (11.24%)


Are you sure we can compare mortgage reit with reits in sg?
 

waxqube

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That depends.. do you buy it for the dividend?

If yes then of cause we can compare.


Yes... you're right. I realise OP only asked for good dividend yield and not how sustainable or risky the business is.
 

antonpoh

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And nobody else in US believe it is good ? :o

Do you mean whenever i find a good stock I should call everyone I know in the US, and every household should have at least bought some shares or believe it is good before I can buy it? :s22:

Anyway I can't be the only one holding all their shares right?
 

[M]aiev

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Do you mean whenever i find a good stock I should call everyone I know in the US, and every household should have at least bought some shares or believe it is good before I can buy it? :s22:

Anyway I can't be the only one holding all their shares right?

One dun use P/E on Reits.
 

antonpoh

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One dun use P/E on Reits.

It's the same as looking at 'net income'. With a P/E ratio of 4.21 means it take this company 4.21 years of 2.91 billion net income to make 12.3 billion(Mkt Cap).
 

Pesantkie

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It's the same as looking at 'net income'. With a P/E ratio of 4.21 means it take this company 4.21 years of 2.91 billion net income to make 12.3 billion(Mkt Cap).

Eh bro you got go and google what P/E ratio means anot? I doubt so leh.

If a company were currently trading at a multiple (P/E) of 20, the interpretation is that an investor is willing to pay $20 for $1 of current earnings.
 

Pesantkie

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$1.9x usually won’t go wrong unless the the huge market crash .
Got it when Amazon was landing here and the doomsayers said it was the end of retail.
Multiple dividend since.

$1.9x will be waiting for so damn long. If $2.05 i will jump in and keep it for long term lo.
 

antonpoh

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Eh bro you got go and google what P/E ratio means anot? I doubt so leh.

If a company were currently trading at a multiple (P/E) of 20, the interpretation is that an investor is willing to pay $20 for $1 of current earnings.

Yes, and now I'm willing to pay $4.21 for every $1 of current earnings. Isn't it better?
 

havetheveryfun

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For it to drop to below $2 or $2.05 will be a long wait but surely once drop to this level will enter confidently.

dont be too hasty. what if drop because of drop in earnings and lower occupancy rate and drop in DPU? must see drop because of what reasons
 
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