General S-REITs Discussion Thread

[thretiredDad]

Exactly my point. unless you are putting a large amount of your money in a single stock, which itself is a risk.

Anyway, if it does make a difference for you, then you should follow through.

Small amount of money
is also a risk
put in fixed deposit better
no risk

 

[thretiredDad]

pick some MINT

not sure is falling knife or not lol

today $2.06/7
Can buy more?

 

[ask_yip]

today $2.06/7
Can buy more?

no bullet liao

wait next quarter XD

 

[thretiredDad]

On Monday, JPMorgan analysts issued a downgrade for Mapletree Industrial Trust (MINT:SP) (OTC: MAPIF) shares, moving from an ' Overweight' rating to ' Underweight.' Accompanying this downgrade is a price target adjustment to SGD1.90, a decrease from the previous SGD2.50 target. The revision comes as the analysts forecast a potential decline in the trust' s distribution per unit (DPU).

The analysts at JPMorgan anticipate a yearly decrease of approximately 4% in DPU over the next two years for Mapletree Industrial Trust. This projection is based on expected vacancies in the trust' s data centers in the United States and Singapore, which could account for 5-6% of its revenue. The new estimates mark a departure from earlier expectations, which had predicted a recovery in FY26 DPU due to positive rental reversions and recent acquisitions in Japan.

Despite the trust having surpassed earnings estimates for the past three quarters and maintaining stable DPU performance for the first nine months of 2025, JPMorgan suggests these factors are overshadowed by the potential decline in DPU. The downgrade reflects concerns over the aging and smaller scale of Mapletree Industrial Trust' s U.S. data centers, as well as the risk of obsolescence, which investors have raised as an increasing challenge.
The lowered price target and rating downgrade reflect a more cautious outlook on Mapletree Industrial Trust' s near-term financial performance. JPMorgan' s analysis indicates that the trust' s current trajectory may not align with the more optimistic views held previously by the market and the firm itself. The report suggests that the trust could face further de-rating if it becomes more difficult to counter the obsolescence risks associated with its properties.

 

[ask_yip]

no wonder MINT today price drop to 52 wk low

 

[duhduhduh]

Wow Mint really drop alot sia zzx

 

[TehSi99]

Gg or opportunity to grab more?

I remembered they issued rights like 3 or 4 years back and its price ia much higher.

 

[ask_yip]

MINT testing $2.00...

 

[limster]

it seems that REIT prices aren't going anywhere. FLCT stuck at around $0.87. Briefly dropped to $0.85 but I didn't manage to fill my order. on the other hand everything else seems to be moving, even BABA .

I think a good strategy would be to load up other everything else first, and then once they are too pricey and you don't want to chase the price upwards, come back and buy REITs because they will be the last to move?

 

[ask_yip]

it seems that REIT prices aren't going anywhere. FLCT stuck at around $0.87. Briefly dropped to $0.85 but I didn't manage to fill my order. on the other hand everything else seems to be moving, even BABA .

I think a good strategy would be to load up other everything else first, and then once they are too pricey and you don't want to chase the price upwards, come back and buy REITs because they will be the last to move?

make sense

 

[stanlawj]

Yes. Very good. That's why "position sizing" is important to ensure money is not stuck in all just one stock/asset class. Not just diversification. But keeping size small enough yet not too small until the absolute gains hardly matter, and large enough yet not too concentrated on just one idea such that portfolio is underperforming due to unexpected lagging performance of idea.
Hold cash when there is no opportunity, instead of staying invested all the time. However, this is going into the domain of trading in the shorter time frame.

it seems that REIT prices aren't going anywhere. FLCT stuck at around $0.87. Briefly dropped to $0.85 but I didn't manage to fill my order. on the other hand everything else seems to be moving, even BABA .

I think a good strategy would be to load up other everything else first, and then once they are too pricey and you don't want to chase the price upwards, come back and buy REITs because they will be the last to move?

 

[DevilPlate]

Yes. Very good. That's why "position sizing" is important to ensure money is not stuck in all just one stock/asset class. Not just diversification. But keeping size small enough yet not too small until the absolute gains hardly matter, and large enough yet not too concentrated on just one idea such that portfolio is underperforming due to unexpected lagging performance of idea.
Hold cash when there is no opportunity, instead of staying invested all the time. However, this is going into the domain of trading in the shorter time frame.

We all need a power crystal ball

 

[DevilPlate]

it seems that REIT prices aren't going anywhere. FLCT stuck at around $0.87. Briefly dropped to $0.85 but I didn't manage to fill my order. on the other hand everything else seems to be moving, even BABA .

I think a good strategy would be to load up other everything else first, and then once they are too pricey and you don't want to chase the price upwards, come back and buy REITs because they will be the last to move?

Hindsight theory

 

[limster]

Hindsight theory

we can confirm by end 2025 whether I can outperform REITs by adopting the 'buy other stuff first, buy REITs later strategy'. Then its no longer hindsight.

Simple benchmark would be SG REIT ETF vs VWRA. DCA VWRA now until it goes up +10%. Then switch over to buy SG REIT ETF. Versus someone only DCA SG REIT ETF. (I prefer to pick my own REIT, but SG REIT ETF / VWRA are better for benchmarking).

 

[DevilPlate]

we can confirm by end 2025 whether I can outperform REITs by adopting the 'buy other stuff first, buy REITs later strategy'. Then its no longer hindsight.

Simple benchmark would be SG REIT ETF vs VWRA. DCA VWRA now until it goes up +10%. Then switch over to buy SG REIT ETF. Versus someone only DCA SG REIT ETF. (I prefer to pick my own REIT, but SG REIT ETF / VWRA are better for benchmarking).

Poor comparison. Reits and vwra serve different purpose.
Last time i engage debate with those condo investment naysayers vs Sgreits whahaha

If i am someone accumulating wealth, i will not consider reits at all. DCA VWRA would be one of the bestest choice among financial assets.
I would rather upgrade to condo or sell hdb buy 2 condo for a couple instead of reits.

SG reits suits my retirement portfolio as i cashed out 1 condo to clear all debts and divert remaining into reits/bonds/ssb/cash etc for true passive income. (Higher yield vs nett rental yield)

 

[limster]

Poor comparison. Reits and vwra serve different purpose.
Last time i engage debate with those condo investment naysayers vs Sgreits whahaha

If i am someone accumulating wealth, i will not consider reits at all. DCA VWRA would be one of the bestest choice among financial assets.
I would rather upgrade to condo or sell hdb buy 2 condo for a couple instead of reits.

SG reits suits my retirement portfolio as i cashed out 1 condo to clear all debts and divert remaining into reits/bonds/ssb/cash etc for true passive income. (Higher yield vs nett rental yield)

every month, I have a certain amount of free cash for discretionary investment (or simply to add to warchest). so my post is more applicable to those who have similar free cash each month for discretionary investment. my view is that if you have extra cash, don't put into REITs at the moment because other stocks are moving faster. You can come back later to invest in REITs after the other stocks become too expensive.

those who have a fixed investment plan with no discretion should of course stick to their plan.

 

[DevilPlate]

every month, I have a certain amount of free cash for discretionary investment (or simply to add to warchest). so my post is more applicable to those who have similar free cash each month for discretionary investment. my view is that if you have extra cash, don't put into REITs at the moment because other stocks are moving faster. You can come back later to invest in REITs after the other stocks become too expensive.

those who have a fixed investment plan with no discretion should of course stick to their plan.

If i have power crystal ball that tells me which other sector/stocks moving faster, i will not get stuck with Baba and HST liao whahahaha

I lost money making short term trading as well…..so good luck to u…..js not for me….i go casino for better thrill and excitement whahaha

 

[thretiredDad]

Poor comparison. Reits and vwra serve different purpose.
Last time i engage debate with those condo investment naysayers vs Sgreits whahaha

If i am someone accumulating wealth, i will not consider reits at all. DCA VWRA would be one of the bestest choice among financial assets.
I would rather upgrade to condo or sell hdb buy 2 condo for a couple instead of reits.

SG reits suits my retirement portfolio as i cashed out 1 condo to clear all debts and divert remaining into reits/bonds/ssb/cash etc for true passive income. (Higher yield vs nett rental yield)

Not really
nothing to buy in the market now
I’m starting to accumulate REITs
Above 6%
I will consider
last few days bought 100,000 of mint
will slowly accumulate more

 

[DevilPlate]

Not really
nothing to buy in the market now
I’m starting to accumulate REITs
Above 6%
I will consider
last few days bought 100,000 of mint
will slowly accumulate more

Not really because?

Whats yr financial situation? Nickname suggest u are satki retiree

Anyway retiree no point buying condo for investment even if there is no absd because we are too cute to take loan whahahaha

 

[thretiredDad]

Not really because?

Whats yr financial situation? Nickname suggest u are satki retiree

Anyway retiree no point buying condo for investment even if there is no absd because we are too cute to take loan whahahaha

buy REITs is for the mid term
most REITs are at near 4 years low
i would think there is
capital gain + passive income

I am not satki retiree
i am still working
i just want a higher than 4% interest