General S-REITs Discussion Thread

[demoforce1]

I see a lot of banks raising interest rate...shouldnt it means Reits should go up also ?

should go down when interest up

 

[sohguanh]

I see a lot of banks raising interest rate...shouldnt it means Reits should go up also ?

Institution employ lots of ppl including ppl who does such analysis. So I tend to follow their flow and in this case they are selling REITS recently as can be seen on the REIT price not moving up a lot. The current price are supported by retail buying I think.

 

[highsulphur]

I see a lot of banks raising interest rate...shouldnt it means Reits should go up also ?

Its the other way

 

[ekardo]

my reits with syfe really suck...all the dividend goes directly to their pocket..and I am only getting an over 3% gain since 2021.

thinking when will be a good time to exit.... and buy ETF directly ..

 

[highsulphur]

my reits with syfe really suck...all the dividend goes directly to their pocket..and I am only getting an over 3% gain since 2021.

thinking when will be a good time to exit.... and buy ETF directly ..

if wanna get reit should just get the reits etf directly with brokers

 

[Lao_Tiko]

I agree with the poster up-thread that there is no good reason to buy a REIT ETF if you just want to own a bunch of reits that are already listed on the SGX. You can just as easily construct your own portfolio over time that mimics the ETFs and sometimes with a tilt towards more favourable REITs eg. Large cap tilt or lower-geared REITs etc.

Yes, TERs on ETFs are low but if you want friction-free cost, buying them directly makes more sense since they are accessible in your home market on your preferred trading platform.

Even for corporate action, I find that the allocation favours you if you like to oversubscribe. I've gotten above my allotted shares of CICT that way.

 

[demoforce1]

Institution employ lots of ppl including ppl who does such analysis. So I tend to follow their flow and in this case they are selling REITS recently as can be seen on the REIT price not moving up a lot. The current price are supported by retail buying I think.

how/where to monitor what Institution buy and sell

 

[sohguanh]

how/where to monitor what Institution buy and sell

https://www.sgx.com/stock-exchange/data-reports

Choose Fund Flow Tracker

Suggest those now seriously into SGX to bookmark SGX website a lot of info there. Support our SGX ditch the US stuff haha

 

[weng0202]

my reits with syfe really suck...all the dividend goes directly to their pocket..and I am only getting an over 3% gain since 2021.

thinking when will be a good time to exit.... and buy ETF directly ..

Why are the dividends going to their pockets?

 

[limster]

queue for Frasers CT at $2.20. seems to be a decent price to pick up more.....

I sort of get why they got rid of white sands since Pasir Ris Mall is the more dominant mall and the malls in nearby Ponggol are going to increase competition, not much room for growth. I also wonder how come both white sands and Pasir Ris mall got McDonalds... surely Macs will exit one of the branches eventually...

 

[audiovideo]

queue for Frasers CT at $2.20. seems to be a decent price to pick up more.....

I sort of get why they got rid of white sands since Pasir Ris Mall is the more dominant mall and the malls in nearby Ponggol are going to increase competition, not much room for growth. I also wonder how come both white sands and Pasir Ris mall got McDonalds... surely Macs will exit one of the branches eventually...

after trying for few days finally got it at 2.20

 

[limster]

after trying for few days finally got it at 2.20

my order also filled at 2.20

 

[Andrew833]

my reits with syfe really suck...all the dividend goes directly to their pocket..and I am only getting an over 3% gain since 2021.

thinking when will be a good time to exit.... and buy ETF directly ..

You brought when the interest rate is going up like crazy, so REITs suffer. Now, price start to goes up slowly.

 

[jywy2005]

Can share what percentage is the S-REITs in your portfolio? My REITs bought pre-Covid are all in the red.. continue to buy the dip.. or rotate out to bank stocks?

 

[Euqorab]

Can share what percentage is the S-REITs in your portfolio? My REITs bought pre-Covid are all in the red.. continue to buy the dip.. or rotate out to bank stocks?

Reits is approximately 50% of my SGX stockholdings now… but my cost ploughed should be higher since my many reits are down especially starhill global and mapletree… for me I will keep it in my portfolio as I don’t hold sampan reits

but if you do, I recommend you to just rotate out… and if you don’t, just keep it like me and plough more into other stocks which see higher growth

 

[limster]

Can share what percentage is the S-REITs in your portfolio? My REITs bought pre-Covid are all in the red.. continue to buy the dip.. or rotate out to bank stocks?

logically, you would buy the stock that you think is going up in price, or will give good dividends without dropping in price.

I buy Frasers CT at $2.20 because I think it is a good price under $2.30 and will give me a regular dividend.
Similarly, I have mentioned buying Frasers LCT under $1 is also ok.

but at the end of the day, you have to DYODD. Otherwise just follow those who blindly DCA index funds every month.

 

[Lao_Tiko]

I bought when REITs were shunned over the years. My average price for CICT is $1.86 with a not so insignificant position

 

[jywy2005]

Reits is approximately 50% of my SGX stockholdings now… but my cost ploughed should be higher since my many reits are down especially starhill global and mapletree… for me I will keep it in my portfolio as I don’t hold sampan reits

but if you do, I recommend you to just rotate out… and if you don’t, just keep it like me and plough more into other stocks which see higher growth

Thanks for sharing. 50% is a substantial amount for passive income. I am also holding Mapletree, Fraser’s and Capland REITs, just that they are all not doing well these few years.. I have growth stocks but they are overpriced now, unless can buy on the dip.

logically, you would buy the stock that you think is going up in price, or will give good dividends without dropping in price.

I buy Frasers CT at $2.20 because I think it is a good price under $2.30 and will give me a regular dividend.
Similarly, I have mentioned buying Frasers LCT under $1 is also ok.

but at the end of the day, you have to DYODD. Otherwise just follow those who blindly DCA index funds every month.

Yes, I DCA in US ETF.
I am the kind that buy but usually won’t sell. After selling the price always go up.. So I just buy and hodl.. Holding REITs as it gives decent dividend income for my retirement..

 

[ekardo]

Thanks for sharing. 50% is a substantial amount for passive income. I am also holding Mapletree, Fraser’s and Capland REITs, just that they are all not doing well these few years.. I have growth stocks but they are overpriced now, unless can buy on the dip.


Yes, I DCA in US ETF.
I am the kind that buy but usually won’t sell. After selling the price always go up.. So I just buy and hodl.. Holding REITs as it gives decent dividend income for my retirement..

seems like I am not the only one that have this "bad hands" at stock, same fate, buy liao drop...sell liao go up..

 

[limster]

my order also filled at 2.20

bought some more at 2.18