General S-REITs Discussion Thread

[thretiredDad]

These yields are too low, none of these bonds look good to me right now...

investment grade Sgd bonds on secondary market
Mostly <3%
even most recent q&m 3 years bond 3.95%

 

[d5dude]

investment grade Sgd bonds on secondary market
Mostly <3%
even most recent q&m 3 years bond 3.95%

Anything that is investment grade is definitely under 3% now, most of the ones in my portfolio (~5 yr) are around 2.5% YTM. They were nearly 5% 2-3 years ago.

 

[DevilPlate]

Anything that is investment grade is definitely under 3% now, most of the ones in my portfolio (~5 yr) are around 2.5% YTM. They were nearly 5% 2-3 years ago.

So moving forward how once those earlier bonds mature?

I have some endowments/bonds maturing next yr liao.

 

[thretiredDad]

Anything that is investment grade is definitely under 3% now, most of the ones in my portfolio (~5 yr) are around 2.5% YTM. They were nearly 5% 2-3 years ago.

i wanted to add 1 more bond to my portfolio

bidded for this at limit 3.45%
didn’t get
Q&M dental without any limit also couldn’t get

 

[d5dude]

So moving forward how once those earlier bonds mature?

I have some endowments/bonds maturing next yr liao.

Still got many years to go before any of my bonds mature, I think earliest one is 2029, too soon to plan for it.

 

[homer123]

 

[fr33d0m]

Not necessarily good investment, but can be good price.

I will bet my house, if CFA is 10 cents now, with 5 cents dividend.

 

[thretiredDad]

Result time now
23/7 - Mapletree log
24/7 - Fraser Cpt Tr
28/7 - Mapletree ind
29/7 - Ascott
4/8 - Ascendas reits
5/8 - Capland intcom
14/8 - CaplandInv

Dividend payout dates

10/9 - Mapletree log - $0.01812
8/9 - Mapletree ind - $0.0327
4/9 - Ascendas reits - $0.00998
18/9 - Capland intcom - $0.0697
9/9 - parkway - $0.0765

 

[DriftKing]

Didn't really got a boost from CPI data today. Worried that inflation will get worse from now onwards from tariff and Fed won't cut rate this year. Not sure if should stick around with REIT for now. How's everyone handling it?

 

[thretiredDad]

Didn't really got a boost from CPI data today. Worried that inflation will get worse from now onwards from tariff and Fed won't cut rate this year. Not sure if should stick around with REIT for now. How's everyone handling it?

Waiting for sept fomc meeting
Have rate cut?

and tomorrow CLI result

 

[highsulphur]

Didn't really got a boost from CPI data today. Worried that inflation will get worse from now onwards from tariff and Fed won't cut rate this year. Not sure if should stick around with REIT for now. How's everyone handling it?

I am just vested in Cfa. Will probably will hold till fed starts cutting

 

[demoforce1]

Dividend payout dates

10/9 - Mapletree log - $0.0327
8/9 - Mapletree ind - $0.01812
4/9 - Ascendas reits - $0.00998
18/9 - Capland intcom - $0.0697
9/9 - parkway - $0.0765

10/9 - Mapletree log - $0.01812
8/9 - Mapletree ind - $0.0327

 

[highsulphur]

Self note. Start selling when Fed fund rates hit 2%

 

[pepsitwist]

Self note. Start selling when Fed fund rates hit 2%

Wouldn't the lower interest rate be better for REITS?

 

[limster]

3.5% only for perp

Astrea 9 3.4% looks darn good now in comparison

The Astreas have always given several basis points extra yield against comparable securities.

One example of odd investor behaviour was when Frasers Property issued their 4.49% retail bonds and people rush to press IPO when Astrea 6 was way safer and had higher YTM. Like I mentioned in the previous Astrea threads, I loaded up on A 5 and A 6

 

[highsulphur]

Wouldn't the lower interest rate be better for REITS?

yes that is why prices should have recovered by then

 

[DriftKing]

Wouldn't the lower interest rate be better for REITS?

Sell high, buy low.

Can anyone explain what happened during pre covid( or some during covid) that cause REIT at much much elevated levels? Purely due to bond and low interest?

 

[highsulphur]

my CFA and A35 have broken even finally

 

[ask_yip]

my CFA and A35 have broken even finally

noice

moi still -10% knn

 

[60Remajust]

my CFA and A35 have broken even finally

noice

moi still -10% knn

only based off your entry price and current price?

then maybe u already profited due to the dividends