General S-REITs Discussion Thread

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DevilPlate

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Sian liao…..stop DCA reits this mth liao.

Maybe got chance to buy 3 local banks next year instead.

will start DCA into DBS (<$30), UOB (<$26) and OCBC (<$12)

For our 10y SGS, i think it should still be around 3% in 2024-25 once yield curve un-inverts (such as 1yr Tbill drop to 2.5%)

So, currently bluechip reits yield around 5.5-6% is about right when 10y SGS ~3%
 
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limster

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DevilPlate said:
Sian liao…..stop DCA reits this mth liao.
Click to expand...
I usually bring forward my Dec DCA and do the Nov and Dec DCA in November.
mainly because I am usually on vacation in December, and also because of >50% chance of December rally (Dec rally is not guaranteed but seems to be >50% chance).
 
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sky1978

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TehSi99 said:
FLCT sleeping for some time.... was dancing cha cha before that.
Click to expand...

FLCT is now mainly a Europe and Australia focus REIT, only 10% of its assets are in SG. UK and Germany heading into recession and the Austalia dollar is still very weak.
 
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DevilPlate

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EDMW section was the best indicator to buy into reits…..

1-2 months ago, there was a reits thread over there and it was all doom and gloom.

I commented reits may have bottomed judging from the comments whahahaha

Inverse AK also can whahahahaa
He also said local banks better….well i think next yr can buy cheaper whahahaha

Jinx ML never buy reits but he was spot on for reits bottoming…..
Heng he never buy reits ar!!!!
 
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d5dude

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DevilPlate said:
EDMW section was the best indicator to buy into reits…..

1-2 months ago, there was a reits thread over there and it was all doom and gloom.

I commented reits may have bottomed judging from the comments whahahaha

Inverse AK also can whahahahaa
He also said local banks better….well i think next yr can buy cheaper whahahaha

Jinx ML never buy reits but he was spot on for reits bottoming…..
Heng he never buy reits ar!!!!
Click to expand...

Depends on the reit, those who got into Keppel dc reit won’t be so happy.

The best no brainer buy was long duration bonds, 30 yr USTs are up 30% in just a few weeks. Limited downside with a lot of upside in late October. The “higher forever” crowd totally missed this opportunity.
 
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churnmaster

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d5dude said:
Depends on the reit, those who got into Keppel dc reit won’t be so happy.

The best no brainer buy was long duration bonds, 30 yr USTs are up 30% in just a few weeks. Limited downside with a lot of upside in late October. The “higher forever” crowd totally missed this opportunity.
Click to expand...
Yup, TLT is also up almost 20% . . Rarely get this kinda opportunity in fixed income.
 
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