General S-REITs Discussion Thread

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singqian

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Andrew833 said:
1) In form of liquidity, individual stock is better than ETF.
2) Why pay others to manage while you can manage your own portfolio.
3) Mapletree is good to collect all but other may not be the same. So collect only the best not just because of big name.
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So, "only the best" REITs is based on Best/Biggest Market Cap? high DPU as per last report or past few years DPU growth? past few dividend yield %? or any other criteria? type of REITS (office/industry/logistic/commercial) . Let say Singapore only

Collected one only... M44U >.< ...
 
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Andrew833

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singqian said:
So, "only the best" REITs is based on Best/Biggest Market Cap? high DPU as per last report or past few years DPU growth? past few dividend yield %? or any other criteria? type of REITS (office/industry/logistic/commercial) . Let say Singapore only

Collected one only... M44U >.< ...
Click to expand...
Gearing ratio (within 45% but below 40% is better)
DPU (in cents)(increasing trend or at least stable)
Revenue (increasing trend or at least stable)
Net income (increasing trend or at least stable)
Most important is these 4, there are also other factors to consider, e.g. interest rate, margin, ROE etc..

Sectors not really that important, although hospitality sector still slow.
Side note: Management also important.
Example recently Keppel Corp throw M1network assets to Keppel DC. M1 network assets should be to keppel infrastructure trust instead.
 
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limster

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Andrew833 said:
1) In form of liquidity, individual stock is better than ETF.
2) Why pay others to manage while you can manage your own portfolio.
3) Mapletree is good to collect all but other may not be the same. So collect only the best not just because of big name.
Click to expand...

Hold individual REIT can apply for excess rights which is like free money! =:p
 
wira

wira

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dappermen said:
email Cust service they will do it 4 u!!!!! huat ah esp if u r puttg in 20k
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strange they refuse to do it for me and as i had registered using the usual referral code ( free 6 mths management fees) i cannot use this free $200 voucher.
 
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Andrew833

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dappermen said:
yes all! syfe reits is nt an etf
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Gain access to the largest and most tradeable REITs in Singapore. Syfe's new REIT+ portfolio is the first investment offering to closely replicate the performance of the SGX iEdge S-REIT Leaders Index

This is a ETF lol,
 
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