General S-REITs Discussion Thread

limster

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This blog regularly posts "if I had $1m how will I invest" sort of posts but there is no evidence that his own investment portfolio follows any of his investment recommendations. It sort of reminds me of motley fool style of posts.... (I can't find his investment portfolio anywhere in the blog.)

Also, if every few months his "if I had $1m what would I buy list" keeps on changing, how reliable is the recommendation? =:p
 

dappermen

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Pr of Reits (up) when Interest rates hike? in fact beat S&P
+ve correlation
while it seemed costs of Debt increase , it is beaten down by the gd performance of Economy, more sourcing for warehse and office space.....
i alwys feel it is high time to squeeze the retailers/users of the space






Quoted from Seeking alpha (but we all knew that even without it) ~ REITs to the rescue

...There is one asset class which tends to outperform during these cycles - REITs.

During a 2.5 year stretch, while the Fed raised rates 17 times, REITs more than doubled the return of the S&P 500. But not all REITs are created equal…


cos they (the new tenants or those who changed locatns or rent new locatns - are being slapped left and right by Inflation and rentals! & centre too (if they get loans from banks to buy equipmt and to invest in their shops)
if they are out? we?
https://www.businesstimes.com.sg/re...-moving-in-tandem-may-put-retailers-in-a-bind

Yes, affected by interest rate, it didnt happen just on this week
the only main risk is they cannot adjust up the i/r as fast
 
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BinaryLord

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Thoughts on investing through syfe reit+? I have been using their service for the past year, main reason due to not having enough time to keep up
 

TehSi99

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Reits has been selling down over last few weeks, dropping to more than 5% and recovering slowly now.

Congrats to those who diamond hands.
 

soneat

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FHT and Fraser Property halted. Something brewing. ;)Looks like they gonna announce something that the mkt has been anticipating....
 
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dappermen

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https://www.businesstimes.com.sg/co...-to-continue-outperformance-cushman-wakefield

Asian industrial Reits to continue outperformance: w 24.7% annualised total return
​

Healthcare Reits recorded an annualised total returns of 22.3 per cent, followed by apartments (19.1 per cent), mixed-use (13.9 per cent) and office (16.1 per cent).

Hotels and retail - investment classes most closely associated with social distancing - recorded 9.4 per cent and 9.8 per cent respectively.
 
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