General S-REITs Discussion Thread

S

stanlawj

Arch-Supremacy Member
Joined
Jul 11, 2021
Messages
10,339
Reaction score
5,582
More good news from Japan. Technical recession now.
BoJ can't stop YCC.
More JPY printing to buy JGBs.
Good for Japanese property and US Treasury (UST) bonds for rest of H1 2024.
UST remains more attractive for investment compared to JGBs.
No yield spike in UST.
 
L

limster

Arch-Supremacy Member
Joined
Oct 31, 2000
Messages
13,110
Reaction score
4,081
limster said:
can also whack some VHYD for more dividends 😅

with tonight's news of hotter than expected inflation, I suppose REITs will get hit again tomorrow. I'll set a $1.05 TP to buy more FLCT.
Click to expand...

No luck, back above $1.10 😅 Looks like a green day today.
 
S

stanlawj

Arch-Supremacy Member
Joined
Jul 11, 2021
Messages
10,339
Reaction score
5,582
Singapore Business Times advertisement today:

Japan properties for sale.
With the super-cheap yen, now's the time to invest!
Freehold, no buying/selling restrictions for foreigners, no extra taxes for foreigners!

:ROFLMAO: :ROFLMAO: You should know what this means.
 
B

BinaryLord

Member
Joined
May 3, 2017
Messages
120
Reaction score
6
Why REITS doing badly? Good time to put in larger sum? Currently using Syfe REITs that follows iEdge S-Reits leaders index
 
L

limster

Arch-Supremacy Member
Joined
Oct 31, 2000
Messages
13,110
Reaction score
4,081
bought a little bit of FLCT at $1.04 this week and some more at $1.02 today. Waiting for $1 and I'll buy more :ROFLMAO:
 
G

gnooliew

Senior Member
Joined
Jul 14, 2009
Messages
596
Reaction score
118
Take it as chance to periodically accumulate more units at lower prices.. anyway many global equity at high now, might as well put it in reits while waiting for correction to come.
 
L

limster

Arch-Supremacy Member
Joined
Oct 31, 2000
Messages
13,110
Reaction score
4,081
TehSi99 said:
https://www.cnn.com/2024/03/01/investing/the-fed-may-not-cut-rates-this-year/index.html

Bad news for Reits.
Click to expand...

gnooliew said:
Take it as chance to periodically accumulate more units at lower prices.. anyway many global equity at high now, might as well put it in reits while waiting for correction to come.
Click to expand...

Yes I agree, its an opportunity to accumulate more good quality REITs.
Higher interest rates will also help to differentiate the weaker from the stronger REITs.
Stronger REITs will emerge even stronger, weaker REITs will disappear / assets get bought over.
 
D

DevilPlate

Arch-Supremacy Member
Joined
Nov 22, 2020
Messages
12,236
Reaction score
5,155
Js be mentally prepared that we might be heading towards a structurally higher IR environment for next 1-2 decades.

AI will take a long way/time to relieve inflationary pressures.
 
H

homer123

Arch-Supremacy Member
Joined
Sep 12, 2004
Messages
10,174
Reaction score
5,114
iEdge S-Reit index almost at 10 years low. Probably will reach new low after most of the reits XD in March...how much lower can it go if Fed decide to hold rate higher for longer by cutting rate less than 3 times
1707bd188a5ee59e84e39fbbeca31bca8eed2d3d.
 
S

stanlawj

Arch-Supremacy Member
Joined
Jul 11, 2021
Messages
10,339
Reaction score
5,582
I also did not expect to see SG REITS dropping so badly this early.

Right now, SREITS are behaving as if another spike in bond yield is coming soon and everyone is scared. Or maybe investors are scared of RECESSION hurting rents again. Or maybe just that projected dividend distribution will remain under pressure as debt refinancings continue at progressively higher rates.

Currently I have not bought any REITS so far.
BinaryLord said:
Why REITS doing badly? Good time to put in larger sum? Currently using Syfe REITs that follows iEdge S-Reits leaders index
Click to expand...
 
You must log in or register to reply here.
Important Forum Advisory Note
This forum is moderated by volunteer moderators who will react only to members' feedback on posts. Moderators are not employees or representatives of HWZ Forums. Forum members and moderators are responsible for their own posts. Please refer to our Community Guidelines and Standards and Terms and Conditions for more information.
Top