General S-REITs Discussion Thread

[demoforce1]

If things turn bad i can always get out or ride it thru if i still see hope in the REIT itself. Make sure i avoid those few notorious ones will do (u know which are the ones ppl have been talking about)

first reit?

 

[peppermint7]

first reit?

Few more pm u cos not so nice to list out here

 

[idiosyncrasy]

Many more pm u cos not so nice to list out here

Share pls so we don’t fall into the trap

Thanks

 

[peppermint7]

Share pls so we don’t fall into the trap

Thanks

As I also hearsay, not an expert in REITs. So i am trying to learn to avoid from others too check your pm

 

[idiosyncrasy]

As I also hearsay, not an expert in REITs. So i am trying to learn to avoid from others too check your pm

Thanks for the list!

Didn’t know the danger coz their yield all very high wor

 

[Andrew833]

Thanks for the list!

Didn’t know the danger coz their yield all very high wor

Never never attract to the high yield without learning why they are so different.
Normally;
Good and stable Reits - 4-5%
Young and growing Reits - 5-6%
This is just a estimation

1st thing to look at Reits, DPU, payout ratio and gearing ratio.

If things turn bad i can always get out or ride it thru if i still see hope in the REIT itself. Make sure i avoid those few notorious ones will do (u know which are the ones ppl have been talking about)

REITs sure up in long run, just diversify.

 

[peppermint7]

Thanks for the list!

Didn’t know the danger coz their yield all very high wor

Some of the sifu also warn us to avoid certain sponsors there's actually a lot to learn if one is interested to dive into it

 

[vsvs24]

UOB Kay Hian is having their analyst week with webinars this week. I attended the one yesterday and found it very informative especially the QnA.

13 Jan Wed 6.30pm topic is on banks and REITs. Speaker is Jonathan Koh. I usually try not to miss his webinar.

I think the talks are open to all but registration is required because a password is provided in the confirmation email.

Can refer to the link below.
https://www.utrade.com.sg/home/AW1H21.html

 

[vsvs24]

As I also hearsay, not an expert in REITs. So i am trying to learn to avoid from others too check your pm

Can PM me ? Thanks.

 

[Spoonies]

As I also hearsay, not an expert in REITs. So i am trying to learn to avoid from others too check your pm

Can pm me the list also, please

 

[peppermint7]

Can pm me the list also, please

Yup can
Vsvs check your pm too

 

[Andrew833]

Yup can
Vsvs check your pm too

Just list it here, if not more and more will ask you for the list
This is S-Reits thread so no problem, just add do your own research

 

[peppermint7]

Just list it here, if not more and more will ask you for the list
This is S-Reits thread so no problem, just add do your own research

I'm not even expert in REITs. I only hear say only you also have seen the article. You commented about ESR not that poor, also not that good either. U know which one I'm refering too

Besides, I'm not the one who wrote it. Not nice to publish others 作品 here

 

[yumsang]

not maple, not fraser, not capital, not cdl

 

[demoforce1]

I'm not even expert in REITs. I only hear say only you also have seen the article. You commented about ESR not that poor, also not that good either. U know which one I'm refering too

Besides, I'm not the one who wrote it. Not nice to publish others 作品 here

thanks for sharing

 

[Andrew833]

I'm not even expert in REITs. I only hear say only you also have seen the article. You commented about ESR not that poor, also not that good either. U know which one I'm refering too

Besides, I'm not the one who wrote it. Not nice to publish others 作品 here

I can't rem which article, maybe you just attach the link.

not maple, not fraser, not capital, not cdl

Errr cannot like that, there are other Reits without these 4 sponsors e.g. Lendlease

 

[Spoonies]

How is everyone's thoughts of keppel infrastructure trust: A7RU?

 

[YLieTat]

How is everyone's thoughts of keppel infrastructure trust: A7RU?

Personally, I feel KIT is more of like a cash cow, ready to be milked from the body itself. When the cow is dried (below $0.50), time to wait for the cow to be fatten up (above $0.55) and milk. Rinse and repeat.

Whatcha everybody think?

 

[yumsang]

Personally, I feel KIT is more of like a cash cow, ready to be milked from the body itself. When the cow is dried (below $0.50), time to wait for the cow to be fatten up (above $0.55) and milk. Rinse and repeat.

Whatcha everybody think?

yes, skinny milk cow

eat no fat

 

[idiosyncrasy]

yes, skinny milk cow


eat no fat

But dividend is nice right?