General S-REITs Discussion Thread

[highsulphur]

For those that may have bought REIT at highs, facing 10-20% paper loss, what are the strategies here? HODL, or HODL and continue nibble on the way down?

Should reassess. Might be better to cut loss and move to global equities etfs

 

[DriftKing]

CICT CLAR mostly. Currently clost to 10% down as got in at recent highs.

 

[Euqorab]

CICT CLAR mostly. Currently clost to 10% down as got in at recent highs.

Quality REITs are okay to hodl

 

[weng0202]

CICT CLAR mostly. Currently clost to 10% down as got in at recent highs.

You need to ask yourself the purpose of the REITs you are holding. If for income, then hold. If for growth, why on earth are you buying REITs ?

 

[Nipponho]

CICT CLAR mostly. Currently clost to 10% down as got in at recent highs.

don't anyhow cut loss. CICT & CLAR are not small reits. 10% underwater is very mild. Both already paying you 5% dividend and you can recover your loss with 3 years dividends. Indexes are very bullish now. S&P keep making new highs. Eventually interest rates will have to come down and reits can recover. Tahan this period until oil prices come down.

 

[havetheveryfun]

don't anyhow cut loss. CICT & CLAR are not small reits. 10% underwater is very mild. Both already paying you 5% dividend and you can recover your loss with 3 years dividends. Indexes are very bullish now. S&P keep making new highs. Eventually interest rates will have to come down and reits can recover. Tahan this period until oil prices come down.

he shld sell and not buy stocks anymore

 

[Velton]

Went in to CLAR at recent 52-week lows. Seems like a good dividend and HODL for capital gain? Any views?

 

[limster]

You need to ask yourself the purpose of the REITs you are holding. If for income, then hold. If for growth, why on earth are you buying REITs ?

don't anyhow cut loss. CICT & CLAR are not small reits. 10% underwater is very mild. Both already paying you 5% dividend and you can recover your loss with 3 years dividends. Indexes are very bullish now. S&P keep making new highs. Eventually interest rates will have to come down and reits can recover. Tahan this period until oil prices come down.

I agree with this. don't underestimate the power of collecting dividends over many years.

On example of one of my 'losers' was SPH. I held onto my SPH shares until the very end. My annualised capital gain was a terrible 0.4% CAGR. However, after factoring in annual dividends that I collected every year, the CAGR increased to 4%+. Not fantastic, but at least better than CPF-OA interest

 

[MichealScott]

my worst REITs now are FLCT and MINT. both 20% down..zzz

 

[highsulphur]

I only have Cfa so not really following all the REIT specific news. Still at around breakeven levels since buying more than 1.5 years ago

 

[Nipponho]

I feel that FLCT MINT CLAR Cict all these can survive the downturn. One finfluenzer did a back test. If entry point is IPO, through ups and downs, only about 5 reits produce negative CAGR as of today. The rest are all positive, especially the big ones. Some small ones perished. It is reasonable to infer that if we stick to the big ones, over a period of 10 to 20 years, they should emerge positive. Hope this can provide some comfort. Just tahan until the regime is defeated and Hormouz re-opens. STI is very bullish, today again 5k. S&P still climbing.

 

[havetheveryfun]

I feel that FLCT MINT CLAR Cict all these can survive the downturn. One finfluenzer did a back test. If entry point is IPO, through ups and downs, only about 5 reits produce negative CAGR as of today. The rest are all positive, especially the big ones. Some small ones perished. It is reasonable to infer that if we stick to the big ones, over a period of 10 to 20 years, they should emerge positive. Hope this can provide some comfort. Just tahan until the regime is defeated and Hormouz re-opens. STI is very bullish, today again 5k. S&P still climbing.

cos the big ones absorb all their non performing lousy ones. That's what I dont like.

e.g. capitamall trust was very good as only focused on mainly shopping malls. the other capita trust focused on office one was bad partially due to covid. then they merged and became CICT.

the other one was the mapletree commercial trust and forgot what it was called. also merged and became mapletree pan asia trust.

 

[Euqorab]

cos the big ones absorb all their non performing lousy ones. That's what I dont like.

e.g. capitamall trust was very good as only focused on mainly shopping malls. the other capita trust focused on office one was bad partially due to covid. then they merged and became CICT.

the other one was the mapletree commercial trust and forgot what it was called. also merged and became mapletree pan asia trust.

mapletree north asia commercial trust... pui

 

[havetheveryfun]

mapletree north asia commercial trust... pui

yep mapletree commercial trust was dam good. then add in north asia super cui one.

 

[weng0202]

my worst REITs now are FLCT and MINT. both 20% down..zzz

Same here for Mapletree log and panasia. Both down around 20%. Thankfully got other REITs which are positive so overall just down 7%. Holding these for very long term, probably until I die so not too worried unless their fundamentals change.

 

[Velton]

I only have Cfa so not really following all the REIT specific news. Still at around breakeven levels since buying more than 1.5 years ago

Include or exclude dividends?

 

[Velton]

CLAR seems attractive now. Anyone considering?

 

[DriftKing]

CLAR seems attractive now. Anyone considering?

Looking at historical graph it's close to covid crash and all the lows along the years...

 

[highsulphur]

Include or exclude dividends?

Exclude dividends. I don't really remember or keep track of my dividends

 

[Velton]

Exclude dividends. I don't really remember or keep track of my dividends

I use AI to track. It can trace from the date you purchased. Haha