General S-REITs Discussion Thread

[DevilPlate]

True, viewing the REIT ETF it isn’t high
but some of the individual bluechip reits are kinda expensive now

If next 1-2 qtr DPU never improved….then really exp

 

[fr33d0m]

Now imo not high not low…..slightly undervalued.
CFA/CLR ~90c would be my fair value imo nia.

Let say 2026, no global R and Fed continue to cut their FFR till 2.5-3%, then revalue to $1-1.1

Need rate drops to around 1% for such price

 

[DevilPlate]

Need rate drops to around 1% for such price

1.1 - 1.2 liao

 

[DriftKing]

Hmm why u “trading” Sreits?

Why not trade while its not doing anything until XD?

But seems we didnt get any euphoria from the Fed cuts...jia lat

 

[thretiredDad]

Why not trade while its not doing anything until XD?

But seems we didnt get any euphoria from the Fed cuts...jia lat

Needs disbeliever to alight first
to board FOMO believer

 

[ask_yip]

Why not trade while its not doing anything until XD?

But seems we didnt get any euphoria from the Fed cuts...jia lat

I think already price in long ago since our local bank interest rate and T-bills all drop like grapes

 

[lunafan]

If next 1-2 qtr DPU never improved….then really exp

which reit are you referring to?
care to enlighten me what’s wrong with current DPU?

 

[addict951]

问你们
There’s only .71 to be expected on 30 Sep that’s it liao sayonara right? No more cd right??

Frasers ht:

 

[Euqorab]

Frasers ht:

Huh?

 

[Euqorab]

which reit are you referring to?
care to enlighten me what’s wrong with current DPU?

I think he refer to general even blue chips REIT

if interest rates drops, by right interest payments should reduce too, which contribute to rise in distributable income

 

[yslvlys]

Why Reits going down again...

 

[DevilPlate]

Why Reits going down again...

Take a break, have a Kit Kat

 

[audiovideo]

down becos sell on news?

 

[homer123]

Sian ..since the interest rate cut by 0.25% , my portfolio down is down >20k

 

[TehSi99]

Sian ..since the interest rate cut by 0.25% , my portfolio down is down >20k

Which reits dropped so much since interest rate cut?

 

[DevilPlate]

Sian ..since the interest rate cut by 0.25% , my portfolio down is down >20k

Humble brag?

 

[DevilPlate]

Which reits dropped so much since interest rate cut?

SG market alone, banks and reits down

 

[highsulphur]

buy on rumours
sell on fact
My CFA dipped a bit too but just hold la

 

[Velton]

buy on rumours
sell on fact
My CFA dipped a bit too but just hold la

Every Qtr dividend in nice nice can already

 

[audiovideo]

lao Hong ING