General S-REITs Discussion Thread

[dappermen]

Iedge s reits hard to breakeven if speaking abt capital gains esp when all cheong in to buy at jan 2021 period….. another “high”

 

[snowcrabramyeon]

Iedge s reits hard to breakeven if speaking abt capital gains esp when all cheong in to buy at jan 2021 period….. another “high”

So today Sasseur went to 0.815 can cheong in to buy or notch?

 

[dappermen]

gd buy ! must buy!
xmas sales wait No1

 

[limster]

you will know why if you look at the performance of the S-REIT index:

this volatility shows what most experienced REIT investors know... its better to buy REITS when they are undervalued, rather than blindly DCA even when they are overvalued.

 

[dappermen]

Anyone has??? Starhill indeed has a sudden burst!!!!! Able to sustain !!? Stil a qn mark!!!!!
Not in iedge if i m not wrong!!!

Ara logos yes! Definitely a yes

Dont worry not MLT

First reits- most of u detested it like a hsefly!!!!

Parkway all snatch as if it’s gold!!!




https://thesmartinvestor.com.sg/yea..._fCn1XJ6JZsBQ5lSceiGblScnY99CPRRdtAshEkQ6fAvU

If this is true! And ref to logs
It has to be flct
Or ara logos

 

[dappermen]

1 glance u get it All

Some r consistently poor b it 1 is holding it Long term or not

 

[TehSi99]

this volatility shows what most experienced REIT investors know... its better to buy REITS when they are undervalued, rather than blindly DCA even when they are overvalued.

Yes. Reits are fast to come down but very slow to go up compared to other counters. It really takes time for capital gain in some cases.

 

[vsvs24]

https://thesmartinvestor.com.sg/yea..._fCn1XJ6JZsBQ5lSceiGblScnY99CPRRdtAshEkQ6fAvU

Interesting that Sabana one of them

ESR almost got them at a undervalued price.

 

[dappermen]

ESR almost got them at a undervalued price.

henxe some assumed tht Reit ,Sabana is REal Damned cheap 4 All to Snatch

dd & ss came into play & pushes it as "highest-performing" in terms of price...

Experts here Never fail to emphasize Reits is abt buying them @ very low price!

 

[revhappy]

Any views on this fund?

https://secure.fundsupermart.com/fsm/funds/factsheet/MAM078/
This is their top holdings:

Top Holdings %
CAPITALAND INTEGRATED COMMERCIAL TRUST 8.44
LINK REAL ESTATE INVESTMENT TRUST 7.92
ASCENDAS REAL ESTATE INVESTMENT TRUST 7.75
FRASERS LOGISTICS & COMMERCIAL TRUST 4.96
MAPLETREE LOGISTICS TRUST 4.84
MAPLETREE COMMERCIAL TRUST 4.30
MAPLETREE INDUSTRIAL TRUST 4.27
FORTUNE REAL ESTATE INVESTMENT TRUST 3.61
MAPLETREE NORTH ASIA COMMERCIAL TRUST 3.38
KEPPEL REIT 3.20

 

[TehSi99]

What is the typical return (dividend and capital gain) for a Reits ETF available in SG?

 

[1l92041H]

What is the typical return (dividend and capital gain) for a Reits ETF available in SG?

keen to know this too, typically not a fan of reits but willing to change my mind

 

[dappermen]

What is the typical return (dividend and capital gain) for a Reits ETF available in SG?

keen to know this too, typically not a fan of reits

syfe Reits that follows the iedge is definitely a 4%+ div

 

[revhappy]

What is the typical return (dividend and capital gain) for a Reits ETF available in SG?

As per manulife this the returns for the APAC REITs index is 14.5% per annum since 2008.

https://income.manulifeam.com.sg/en/apreits.html

 

[TehSi99]

As per manulife this the returns for the APAC REITs index is 14.5% per annum since 2008.

https://income.manulifeam.com.sg/en/apreits.html

Interesting.
Wonder how it compares if we randomly pick a few big names like MIT, MLT, CICIT, AReits, FLCT,.....

 

[Andrew833]

Any views on this fund?

https://secure.fundsupermart.com/fsm/funds/factsheet/MAM078/
This is their top holdings:

Top Holdings %
CAPITALAND INTEGRATED COMMERCIAL TRUST 8.44
LINK REAL ESTATE INVESTMENT TRUST 7.92
ASCENDAS REAL ESTATE INVESTMENT TRUST 7.75
FRASERS LOGISTICS & COMMERCIAL TRUST 4.96
MAPLETREE LOGISTICS TRUST 4.84
MAPLETREE COMMERCIAL TRUST 4.30
MAPLETREE INDUSTRIAL TRUST 4.27
FORTUNE REAL ESTATE INVESTMENT TRUST 3.61
MAPLETREE NORTH ASIA COMMERCIAL TRUST 3.38
KEPPEL REIT 3.20

From the Top Holding, doesn't seem great.
Why? SG Top REITs start with Mapletree but only start from 5th place. I didn't see how great is CICT as compare to other SG REITs to be 1st place. (maybe due to merger but should have reduce holding after merged)

 

[revhappy]

Interesting.
Wonder how it compares if we randomly pick a few big names like MIT, MLT, CICIT, AReits, FLCT,.....

I think @Dividends Warrior is one of the best REIT pickers and his portfolio also has similar returns and coincidenly over similar period. I think in the years following the GFC, HK and Australia REITs did better than SG, because SG did various cooling measures and restrictions. But last 2 years HK REITs were hit badly so SG might have done better than the Asia REIT index. I personally think Asia REIT index is safer as it is more diversified.

 

[limster]

As per manulife this the returns for the APAC REITs index is 14.5% per annum since 2008.

https://income.manulifeam.com.sg/en/apreits.html

There are some who are anti-REITs for the longest time:

https://forums.hardwarezone.com.sg/threads/is-it-recommended-to-invest-in-reits-etf.6017898/
Its good to be a data-based investor. Earlier on I already cited a Businesstimes article discussing a study showing that adding REITs to a diversified portfolio improved returns and pointed out that I am still waiting for a article that shows that adding REITs is bad for portfolio returns.

In the end every investor has to DYODD. And just because REITs are good, doesn't mean you should go all-in and get a 100% REIT portfolio. Even DW doesn't hold 100% REITS.

 

[dappermen]

May not be bad entirely?? Wat do u think ?

EC World Real Estate Investment Trust (EC World Reit) : The Reit's potential purchasers have backed out of talks to potentially buy all of its properties, it's manager announced in a bourse filing on Tuesday night.

https://www.businesstimes.com.sg/st...orld-reit-sgx-comfortdelgro-cdl-digilife-tech

 

[yumsang]

早报 said fund running away from reits