General S-REITs Discussion Thread

[Andrew833]

I have 8 now
Starhill
MapletreeNAC
FLCT
Aims
Ascendas
CICT
Lendlease
Bought back FCT too

All green except starhill

Starhill very slow.
Reits hold how many percent in your portfolio? Mine 56.9%

 

[yumsang]

Starhill very slow.
Reits hold how many percent in your portfolio? Mine 56.9%

mine is 40%

 

[Andrew833]

I have 8 now
Starhill - Retail
MapletreeNAC - Oversea Retail
FLCT - Logistic
Aims - Industrial
Ascendas - Industrial + office
CICT - Retail
Lendlease - Retail + office
Bought back FCT too Retail

All green except starhill

Bro, Your retail reits over exposure!

 

[Andrew833]

Mine
MINT - industrial
MCT - retail + office
MNACT - oversea retail
FLCT - logistic
CRCT - oversea retail + all sectors
Lendlease - retail + office.

I reduce over expose risk.

 

[peppermint7]

mine is 40%

Mine 100%

Sg stocks I keep for dividends. Sg is strong in REITs and 3 banks.. Only US ones are for trades

 

[peppermint7]

Bro, Your retail reits over exposure!

This period retail will blossom.
Must cast my net far and wide

Good article
https://secure.fundsupermart.com/fsm/article/view/rcms219020/not-all-s-reits-are-made-the-same-here-s-what-you-should-look-out-for-in-2021

 

[ashethen]

no. sold last week. though boat left....
today buy back. div should be coming
but wonder why the drop. family quarrel?

One of the cdl kwek director quit that's why drop

Posted from PCWX using SM-N960F

 

[Andrew833]

This period retail will blossom.
Must cast my net far and wide

Good article
https://secure.fundsupermart.com/fsm/article/view/rcms219020/not-all-s-reits-are-made-the-same-here-s-what-you-should-look-out-for-in-2021

Just be-careful if you are keeping for long term. Short term nvm.

 

[peppermint7]

Just be-careful if you are keeping for long term. Short term nvm.

Why leh? Why can't long term? If the dividend is poor i will dump

 

[Andrew833]

Why leh? Why can't long term? If the dividend is poor i will dump

If if another wave of covid, retail will hit badly. Therefore, all your retail reits price will drop. This is risk assessment to minimize the risk of your portfolio.
Same as 100% reits, the risk is there.
You can google about this to understand better.

"Don't put all your eggs in the same basket"

 

[发哨子2020]

Global opportunities drive S-Reits growth in 2020
https://www.businesstimes.com.sg/co...pportunities-drive-s-reits-growth-in-2020?amp

 

[simon_84]

Bro, Your retail reits over exposure!

yup, his portfolio got too much retail reits.
whether sg or overseas, as long as covid doesn't die off, retails reits holders need to prepare for strong possibility that rental income will not improve.

will only have a maximum of 2 retail reits during this period of uncertainty.

maybe he got greater risk appetite.

 

[yumsang]

malls flooded with shoppers

 

[simon_84]

malls flooded with shoppers

crowds more in the suburban malls.

malls in the downtown have somewhat lesser human traffic except during weekends.

 

[revhappy]

crowds more in the suburban malls.

malls in the downtown have somewhat lesser human traffic except during weekends.

Agree, we went to Orchard road in December last week, on a weekday evening, Takashimaya and Metro and both places, hardly any people, the malls felt quite deserted. But if you got Jurong point mall, wow, so crowded.

 

[limchooc]

Thinking of having my dinner at Taka food court yesterday (Sunday) but found out that it close at 8pm. How to survive ?

 

[simon_84]

Agree, we went to Orchard road in December last week, on a weekday evening, Takashimaya and Metro and both places, hardly any people, the malls felt quite deserted. But if you got Jurong point mall, wow, so crowded.

causeway point for FCT and IMM for CICT also scary like hell for human traffic.

 

[Andrew833]

yup, his portfolio got too much retail reits.
whether sg or overseas, as long as covid doesn't die off, retails reits holders need to prepare for strong possibility that rental income will not improve.

will only have a maximum of 2 retail reits during this period of uncertainty.

maybe he got greater risk appetite.

It's seem he didn't know, so it's best to warn him early in case things turn bad.
Agree with max 2 retail reits.

 

[Andrew833]

Agree, we went to Orchard road in December last week, on a weekday evening, Takashimaya and Metro and both places, hardly any people, the malls felt quite deserted. But if you got Jurong point mall, wow, so crowded.

Thinking of having my dinner at Taka food court yesterday (Sunday) but found out that it close at 8pm. How to survive ?

causeway point for FCT and IMM for CICT also scary like hell for human traffic.

Downtown more jialat, FCT and CICT malls should be busy. Even in Jurong point, I saw some changes of tenants. I think it will be worst for SPH reits or similar reits.

 

[limster]

Agree that suburban malls are really popular. I think the market already knows this...

FrasersCT has become one of my portfolio's top holdings, partly due to the rights issue where I took up my allocation at $2.33 but didn't apply excess (except to round up to nearest 1000), followed by the rally thereafter.