General S-REITs Discussion Thread

[boliao123]

wah lau just bought CICT and keppel reit this morning before it drop again =__=

 

[apriliasiao]

The Great Singapore Sale is here! chiong ar!

 

[zeroX26]

wah lau just bought CICT and keppel reit this morning before it drop again =__=

Thanks to your post I was able to pick up a few REITs, but small small 1st bullet first, under $5k per counter purchase.

 

[direbmem]

So far haven't really seen any REIT bloggers show their portfolio updates? Usually only show amount of dividends received..

 

[DevilPlate]

So far haven't really seen any REIT bloggers show their portfolio updates? Usually only show amount of dividends received..

Surely in the red unless they bought during 2008 and 2020 bottom.

In between hoard cash for 12 years at very low interest rate also jialat.

 

[luckyplate]

Reits .. which are the strongest now .. I can see keppel DC doing better .maple tree industrial ..

 

[apriliasiao]

So far haven't really seen any REIT bloggers show their portfolio updates? Usually only show amount of dividends received..

No one dare to show la. all of them talk only. The only one i believe in green is only ASSI coz he enter way early ahead of time. The rest will continue to post "What REITS to invest if you have $10000 now" lol

Surely in the red unless they bought during 2008 and 2020 bottom.

In between hoard cash for 12 years at very low interest rate also jialat.

Alot now are reaching even 2020 lows. Gd times ahead for bottom pickers and the adventurous

 

[stanlawj]

The problem with picking bottoms now, is that the UST yield curve has yet to fully un-invert.
https://www.ustreasuryyieldcurve.com

That means the UST 10yr to 30yr yields can continue to rise to 5% or beyond.

 

[weng0202]

The problem with picking bottoms now, is that the UST yield curve has yet to fully un-invert.
https://www.ustreasuryyieldcurve.com

That means the UST 10yr to 30yr yields can continue to rise to 5% or beyond.

No one knows when is the bottom, best to buy when it hits your prices.

 

[Autoluna]

Now buy some is considered win some of your friends liao
hehehehe

 

[revhappy]

 

[DevilPlate]

The problem with picking bottoms now, is that the UST yield curve has yet to fully un-invert.
https://www.ustreasuryyieldcurve.com

That means the UST 10yr to 30yr yields can continue to rise to 5% or beyond.

U yng man chiong magnificient 7 those type of growth stocks lah.
S reits waste time one….cannot huat big big

 

[Senthil1179]

I am following more of the REITS ETF like LION-PHILLIP S-REIT and CSOP iEdge SREIT ETF. I invested some, and I want to do more.

1. On a long term, does anybody feel that it is a not a good way to invest in S-REITS through the ETF route ?
2. On a short to medium term (upto 6 months), do we see more pain here that we should even avoid DCF into these ?

 

[DevilPlate]

I am following more of the REITS ETF like LION-PHILLIP S-REIT and CSOP iEdge SREIT ETF. I invested some, and I want to do more.

1. On a long term, does anybody feel that it is a not a good way to invest in S-REITS through the ETF route ?
2. On a short to medium term (upto 6 months), do we see more pain here that we should even avoid DCF into these ?

1. Im DCAing into CFA and CLR atm…..easier to add and control position sizing compared to individual reits.
I have some individual reits but only average down when prices drop like 10%

2. Nobody has the crystal ball…..if u have no faith in reits in general then look eslewhere

 

[sohguanh]

U yng man chiong magnificient 7 those type of growth stocks lah.
S reits waste time one….cannot huat big big

S-Reit to me is never to huat big big. I treat them as a kind of like Fixed Deposit instrument that will periodically give me dividends (becuz it is mandatory). At the same time the capital gain should be modest at least not dipping into the red after all the years.

Anyone do a verification say you buy the REIT at it's IPO stage and then over the years you take the dividends or increase units as no take dividends. Until today those taken dividends already covered the capital loss? I got quite a few is like that get them when they IPO and hold until now. Maybe retire got more time do such exercise as some of these REIT IPO back in the 2000s means close to 15-20 years of data to work on.

 

[Mephist0pheLes]

With interest higher for longer, u guys can probably expect poorer return for some time

 

[DevilPlate]

With interest higher for longer, u guys can probably expect poorer return for some time

Im actually hoping for 10yr sgs to hit 4% nxt yr. Wana buy some 5yr 10yr SGS. On par with SA quite shiok for me.
Harder to scam too haha

 

[stanlawj]

FCT (J69U) is crashing!
That's totally unexpected for today, given that the UST bond sell-off just stopped yesterday!

 

[DevilPlate]

FCT (J69U) is crashing!
That's totally unexpected for today, given that the UST bond sell-off just stopped yesterday!

where got...make me happy only

 

[weng0202]

FCT (J69U) is crashing!
That's totally unexpected for today, given that the UST bond sell-off just stopped yesterday!

Got crashed meh I'm still waiting to get more, so far no chance.