General S-REITs Discussion Thread

vsvs24

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发哨子2020;133153310 said:
You should go out more & see haunted / quiet the malls are .

Go Bugis/ Bugis+ , CausewayPoint , NorthPointCity and some other popular malls .
See if only online -shopping illiterate ah pek and ah soh in the malls or not .

Northpoint City empty ? So pack lah.
 

发哨子2020

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singqian

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As of today, my SG portfolio got 32.91% is on REITs:-

% on mu portfolio | Stock | Today Stock price

16.93% Mapletree Log Tr M44U 1.870
8.60% NetLink NBN Tr CJLU 0.950
5.43% Frasers L&C Tr BUOU 1.500
1.94% StarhillGbl Reit P40U 0.535

Do i still need to add more REITs to my portfolio? How was other doing on their overall SG portfolio? 60-80% on REITs? or 10-30 on REITs?
 

SatkiSasuke

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As of today, my SG portfolio got 32.91% is on REITs:-

% on mu portfolio | Stock | Today Stock price

16.93% Mapletree Log Tr M44U 1.870
8.60% NetLink NBN Tr CJLU 0.950
5.43% Frasers L&C Tr BUOU 1.500
1.94% StarhillGbl Reit P40U 0.535

Do i still need to add more REITs to my portfolio? How was other doing on their overall SG portfolio? 60-80% on REITs? or 10-30 on REITs?
Netlink isnt a reit..

Sent from null using GAGT
 

TehSi99

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发哨子2020;133159075 said:
I was sarcastic of course.

Many keyboard warriors believe online shopping would make the mall crowds vanished. That’s why I listed the popular malls mostly by FCT /CICT .

So was the doomsday prediction when Amazon Prime arrived and ShengSiong stock toppled.

And United Hampshire US Reit is still doing well.
https://www.theedgesingapore.com/am...hampshire-us-reit-enticing-yield-uob-kay-hian


Shopping mall will not go away. Similarly, my thoughts is office will not go away. People are shopping online more and wfh due to covid is normal and expected. But shopping malls and offices close down due to covid is unlikely.

Human are social animals and want human interactions.
 

limster

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investingnote.com categorized it as REITs...

at least learn to classify it as a business trust instead of following a website blindly.

https://www.netlinknbn.com/trust_structure.html


Some business trusts are commonly regarded as REITs, as long as their main business is in real estate investment. So websites like reitdata and sgshareinvestors will classify business trust under their REIT section as long as the main business is real estate investment/holding property. (eg: CDL Hospitality Trust)

Both Reitdata and Sgshareinvestors classify Netlink as a non-REIT so it sort of puzzled me when singqian claimed IN calls it a REIT. But when I go to investingnote: https://www.investingnote.com/stocks/SGX:CJLU#/all I don't see it being classified as a REIT.

Can Singqian show us the IN webpage where it is called a REIT? Hope he is referring to IN and not some random anonymous guy in IN forums calling it a REIT... got big difference :s22:

Netlink is closer to something like Asia Pay TV Trust rather a REIT.
 

singqian

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Some business trusts are commonly regarded as REITs, as long as their main business is in real estate investment. So websites like reitdata and sgshareinvestors will classify business trust under their REIT section as long as the main business is real estate investment/holding property. (eg: CDL Hospitality Trust)

Both Reitdata and Sgshareinvestors classify Netlink as a non-REIT so it sort of puzzled me when singqian claimed IN calls it a REIT. But when I go to investingnote: https://www.investingnote.com/stocks/SGX:CJLU#/all I don't see it being classified as a REIT.

Can Singqian show us the IN webpage where it is called a REIT? Hope he is referring to IN and not some random anonymous guy in IN forums calling it a REIT... got big difference :s22:

Netlink is closer to something like Asia Pay TV Trust rather a REIT.

investingnote.com, create your portfolio with it, then it will fall under REITs... hope this is clarified.
 

发哨子2020

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Definitely.

Having a Japanese ramen in a Japanese restaurant is different from Grab delivery to eat at home.
That’s why even hawker centres , McDonald all the way to many popular high end restaurants are still crowded.
Many Generation X are still chiong Aston / Korean BBQ.

Human are social animals and want human interactions.
 

yumsang

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online let you have more options, not to do away with shopping.

to me shopping the mall is basic essential and online is good to have add-on
 

SatkiSasuke

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investingnote.com, create your portfolio with it, then it will fall under REITs... hope this is clarified.
Can report bug to IN liao haha. Anyway its fine la. Netlink gives decent dividends anyway.

Sent from null using GAGT
 

soneat

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Interestingly, Capitaland and all its REITs (CCT, CICT, AIT, Ascendas, Ascott) all halted this morning.
 
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